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Brendan Ma
@itsbrendanma
Head of Investment Strategy, Arbitrum Foundation. Former Goldman Sachs fintech investment banker. Opinions are my own.
Joined November 2022
230 Following    1.4K Followers
NEW research report from $170 billion asset manager WisdomTree today on the @Arbitrum business model. This was shared by @WisdomTreeFunds with their clients this week as I joined their team to speak with representatives from 12 figures of managed AUM across roundtables and 1:1s in Europe. From these meetings, I heard one theme louder than everything: tokenization across financial assets is accelerating and allocators are looking for the blockchain networks that are indexed to the revenue opportunity from this buildout. In this note, WisdomTree tells its clients “to expect future enterprises to look at Arbitrum when launching their own network”. They continue “until recently, digital assets did not have revenue in a traditional sense that an analyst would recognise. That has changed quickly. Increasingly, networks and the applications on them are building durable revenue."
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