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E-CNY / DCEP

central bank / CBDCChinacivilization and politicsenterprise blockchainsuper app
·Mar. 15, 2021

The battle for Chinese Fintech as China highlights blockchain in Five Year Plan, ramps up Ant and Tencent regulation, phases in e-CNY

This week, we look at:

  • China’s Five Year Plan, the industrial logic of the system, and its ramifications for blockchain and fintech in the country

  • The regulatory challenges faced by Chinese tech companies, including the resignation of Ant Group’s CEO and the anti-competition fines for Tencent

  • The growth path of the e-CNY digital currency, as well as Beijing’s enterprise blockchain powering the city infrastructure and governance

  • Footnote: Stripe worth $95 billion, closing $600 million investment

Read Full Story
central bank / CBDCChinaCryptomacroeconomicspaytech
·Nov. 9, 2020

Will the Blockchain Economy run on Bitcoin, Ethereum, or Central Bank Digital Currency?

This week, we look at:

  • The Bitcoin money supply being worth as much as the M1 of several countries

  • The Visa/Plaid deal DOJ anti-trust filing and the PayPal integration of Bitcoin

  • Understanding Central Bank Digital Currencies in the context of card networks, payment processors, and digital economies

  • Chinese CBDC and how it could relate to stopping the $34B Ant Financial IPO

    How a CBDC ecosystem is like an operating system, rather than a payment rail

Read Full Story

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