1/ German regulatory landscape is certain enough in order to start building a solid infrastructure - we shouldn’t wait for MiCA
2/ We should create an attractive trading venue for tokenized securities first and deal w/ digital fiat money implementation later
3/ Institutions/banks are simply not „bullish enough“ to issue commercial bank stablecoins & conduct delivery vs payment of financial instruments on a blockchain - at least in Germany it’s not an issue of regulatory uncertainty
4/ CSDR currently prevents tokenized securities to be listed on an exchange without a centralized depository. Exemptions are under way but at least 2-3 years away
5/ Lots of embedded crypto projects underway including direct and easy DeFi Staking Yields from your TradFi bank account
6/ NFT secondary market place w/ payments via TradFi bank account are another embedded crypto project.
It‘s generally hard to establish a liquid secondary NFT market as NFTs are unique and therefore illiquid by design
It‘s generally hard to establish a liquid secondary NFT market as NFTs are unique and therefore illiquid by design
7/ We need to step out of our bubble within the industry and be more inclusive in order to attract more capital („follow the money“)
8/ Cryptoassets can add value to traditional multi asset portfolios via higher risk-adjusted returns; risk-adjusted returns can be increased even more via downscaling
9/ Frank Thelen: Only have BTC & ETH in the portfolio at 10xDNA but we like many others such as ADA
NFTs will grow although value is really subjective and personal
NFTs will grow although value is really subjective and personal
10/ Thelen: Blockchain is a big revolution because we can trust data again.
Thelen: bad decisions made in Berlin recently that are not that public which might harm the German blockchain industry down the road
Thelen: bad decisions made in Berlin recently that are not that public which might harm the German blockchain industry down the road
11/ Thelen: Still a lot of education to be done.
Many politicians who want to ban crypto & Bitcoin but also many politicians who see the potential. In the end, crypto will win.
Many politicians who want to ban crypto & Bitcoin but also many politicians who see the potential. In the end, crypto will win.
12/ What can we learn from Bitcoin to establish infrastructure for digital assets?
Lots of dilemmas & misconceptions
Too much focus on E in ESG but not so much on S and G. Ticks a lot of boxes and lots of Peer-to-Peer empowerment
End
Lots of dilemmas & misconceptions
Too much focus on E in ESG but not so much on S and G. Ticks a lot of boxes and lots of Peer-to-Peer empowerment
End
Bonus pic 
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