Blockwall Insights

Blockwall - February 2026 - What happened in Web3?

Dear Founders, Investors, and Friends,

Mar 27 • Dominic Briggs

3

The Liquidity Illusion: Private Credit's Reckoning and the On-Chain Answer

The $2 trillion private credit market is facing real stress test, and the cracks expose a structural design flaw that blockchain was built to fix.

Mar 18 • Damien Roch

5

February 2026

Blockwall - January 2026 - What happened in Web3?

Dear Founders, Investors, and Friends,

Feb 18 • Dominic Briggs

2

January 2026

How Wallets Will Reshape Financial Services

Why user-controlled wallets are poised to replace banks and brokerages as the primary gateway to global finance

Jan 29 • Max

7

1

2

The Hidden Power of Prediction Markets: Beyond Gambling, Into Data Mining

How financial incentives turn speculation into truth discovery.

Jan 8 • Bjarmi Leó Hlynsson

14

4

3

December 2025

Blockwall's Year in Review 2025

Dear Founders, Investors, and Friends,

Dec 24, 2025 • Dominic Briggs

2

Stablecoins: The Internet’s Financial Base Layer

The stablecoin thesis: infrastructure, global adoption, and the path to a $16 trillion opportunity in programmable money.

Dec 15, 2025 • Rajeevan Rajendran and Blockwall

2

1

November 2025

From keys to cards, bridging self-custody and everyday payments 💳

Disclosing Blockwall's investment in Kulipa and our take on the future of direct digital payments

Nov 27, 2025 • Damien Roch

7

Blockwall - October 2025 - What happened in Web3?

Dear Founders, Investors, and Friends,

Nov 20, 2025 • Dominic Briggs

2

October 2025

Blockwall - September 2025 - What happened in Web3?

Dear Founders, Investors, and Friends,

Oct 15, 2025 • Dominic Briggs

4

September 2025

Blockwall - August 2025 - What happened in Web3?

Dear Founders, Investors, and Friends,

Sep 10, 2025 • Dominic Briggs

5

August 2025

Blockwall - July 2025 - What happened in Web3?

Dear Founders, Investors, and Friends,

Aug 18, 2025 • Dominic Briggs

2