BLOCKCHAIN · AGENTICS · TOKENIZATION
WEEKLY INTELLIGENCE FOR PUBLIC COMPANIES & INSTITUTIONAL INVESTORS

Blockchain, in the language of P/E ratios — not tokenomics

Two Wall Street veterans recap the week in blockchain, agentics, and tokenization — the stories that mattered, the trading activity behind them, and expert commentary on what it all means.

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WHAT'S INSIDE EVERY ISSUE

Intelligence, not information

The Weekly Recap

The headline stories and trading activity across blockchain, agentics, and tokenization — gathered in one place.

Bridge RWA Index

Our proprietary equal-weighted index tracking the tokenization of real-world assets.

The Dashboard

Six to eight publication-grade charts that frame the week at a glance.

The Commentary

Expert perspective from two Wall Street veterans on the developments shaping the space.

WHO WRITES IT

Your Authors

60+ combined years where Wall Street meets blockchain

Douglas Borthwick

Douglas Borthwick

Co-Founder & Editor
30+ years on Wall Street across Morgan Stanley, Merrill Lynch, and Standard Chartered, and the architect of the first-ever IPO executed on a blockchain. Today he builds InsumerAPI — The Insumer Model™ — the wallet-auth primitive for agentic commerce and security gating: AI agents and applications verify any on-chain condition across 37 blockchains and act on a signed yes-or-no, with no secrets to steal and no credentials to rotate. He covers Blockchain, Agentics, and Tokenization from inside the infrastructure that powers them.
Morgan StanleyMerrill LynchStandard CharteredFirst Blockchain IPOAgentic CommerceWallet Auth · 37 chainsThe Insumer Model™Skye Meta
Steve Krauss

Steve Krauss

Co-Founder & Institutional Strategy
Former Credit Suisse executive who scaled the HOLT valuation business from $30M to $500M in revenue. Decades distributing institutional research to the world's largest buy-side firms — hedge funds, pension funds, and sovereign wealth funds. He brings Wall Street's research-delivery model to the digital-asset space.
Credit SuisseHOLT Valuation$30M → $500MInstitutional SalesBuy-Side Distribution
Built one of Credit Suisse's most recognized analytics products

The week in blockchain, agentics & tokenization

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