From the technological perspective, it is a “black hole” that sucks in the best talent and disrupts classic solutions in exchanges, insurance, payment systems, banking, data safekeeping, art and collectibles dealerships, and many other sectors alike.
From the investment viewpoint, this is an asset class that is witnessing adoption at the fastest exponentially growing speed – surpassing the internet adoption since inception. We also believe that the "institutionalization" of the topic/class has allowed for an acceptable level of infrastructure risk to be invested in. This is no longer the "wild, wild west" of a few years ago.