digitalfx: a new asset class for investors
TRANSCRIPT
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DigitalFX
A New Asset
Class
Brian Kelly Inside Bitcoins NYC
2015
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• DigitalFX is
Game
Changing
• Beyond FX
Bitcoin Big Bang
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Look Beyond
the
Currency…
More Than a Currency
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…To See the
Future of
Finance
More Than a Currency
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The Future
of Finance
is Flat
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Future of Finance is Flat
Blockchain technology is one
of the most important
innovations in the history of
finance.
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Disintermediation will change
how we transact, finance
projects, and distribute capital.
Future of Finance is Flat
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How Did
We Get So
Lucky?
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Right Place, Right Time
• GFC Created a
Lack of Trust
• Bitcoin Filled
That Void
• Trustless
Financial System
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• >50% Have a Credit
Card
• 50% Counting on
Startups to Overhaul
Banks
• 33% Believe Won’t
Need a Bank in 5
Years
Demographics
Millennials – The Voluntarily
Unbanked Source: Goldman Sachs
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Venture Capital
We Are Witnessing the Birth of
a New Sector
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VC’s Create Sectors
IPO 1996
IPO 1998
IPO 1997
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VC’s Create Sectors
10% 15% 30% 35%
S&P 500 Weighting
Technology Sector
1994 2000 1999 1997
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A New Asset Class Foreign Currency Digital Currency
1973 – Bretton
Woods Dissolves
1974 – Largest FX
Purchase $3B
2014 – FX Daily Turnover $4 T
2009 – Bitcoin Big
Bang
2011 – Daily Turnover
~$4M
2014 – Daily Turnover ~$260 M
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Let’s Take
a Step
Back
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•Payments
•Value Transfer
• Info Transfer
•Clearing &
Settlement
Bitcoin: The Original Flattener
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•Development
Platforms
•Decentralized
Apps
•Digitized Assets
Future Flatteners Now
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•Omni,
Counterparty, NXT,
NuBits, BitShares,
Ethereum, Ripple
Flattening the Cost of
Financial Innovation
Development Platforms
vs.
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• Flattening the
Cost of Software
•New Way to
Finance Projects
Everything You Know
About Business is Wrong
Decentralized Apps
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• Smart
Contracts
•Digital Tokens
Flattening the Cost of
Securitization
Digitized Assets
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Utility – Network Effect -
Scarcity
Value of Digital Currencies
Bitcoin Price Number of TX Squared
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Look Beyond
the Currency…
…To See the
Future of
Finance
More Than a Currency
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Q&A
www.briankellycapital.com