Shanav K Mehta Profile picture
Jerome Ku Profile picture 1 subscribed
Jan 13, 2022 11 tweets 4 min read
1/Crypto derivatives are poised to be one of the big growth stories of 2022

As the industry matures and infrastructure grows to facilitate ensuing demand we expect breadth & volume of derivative products to grow substantially

Full @JumpCryptoHQ thesis:
bit.ly/3nnOtMF 2/ Today, most crypto derivatives volume is concentrated in centralized perp futures exchanges

Centralized options venues, as well as decentralized venues across futures and options remain relatively nascent
Nov 12, 2021 9 tweets 4 min read
1/ India is quickly becoming a crypto powerhouse, led largely by the quality of founders entering the space

@jumpcapital has been backing Indian crypto founders since 2020 and we're now doubling down on our participation in the Indian ecosystem

Here's why 🧵 2/ Appetite for and engagement with crypto in India is unparalleled

An estimated ~15-20M Indians own crypto. This is ~1.5% of the world's second largest population

Compare this with ~3.7% participation in the ~50 y.o. Indian equity market, and the traction is staggering
Oct 12, 2021 11 tweets 3 min read
1/ How stablecoins could soon go from a $130B market to a multi-trillion dollar market 🧵

Link to the complete @jumpcapital thesis below:

jumpcap.com/insights/stabl… 2/ Stablecoins gained meaningful traction over the past year as a base pair for most crypto exchange markets, as trading volume grew

We believe that the next leg of stablecoin adoption will be as a global medium of exchange