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Insights

We stay at the forefront of innovation by investing in continuous research and sharing key findings on our blog. Stay updated with our latest insights — subscribe to Blockwall Insights and support our journey into the future.

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.

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

How financial incentives turn speculation into truth discovery.

Web3 Handbook

A High-Level Introduction to Web3 and Crypto for Investors, Innovators, and the Web3-Curious

Blockwall's Thesis 3.0

Unpacking the core ideas shaping our investment thesis and the guiding principles that drive us as a team.

Blockwall - June 2026 - What happened in Web3?

Blockwall - May 2026 - What happened in Web3?

Blockwall - April 2026 - What happened in Web3?

Blockwall - March 2026 - What happened in Web3?

Democratisation of Intelligent Robotics: Are we reaching the inflection point?

Exploring Physical AI landscape and how onchain machine economies can help address some of the challenges.

Blockwall - February 2026 - What happened in Web3?

Blockwall - January 2026 - What happened in Web3?

How Wallets Will Reshape Financial Services

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

Blockwall's Year in Review 2025

2025 marked a structural inflection point for crypto and Web3, driven by regulatory clarity and accelerating institutional adoption. Blockwall continued to scale its platform and deploy capital selectively across onchain financial infrastructure.

Stablecoins: The Internet’s Financial Base Layer

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

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

Blockwall - October 2025 - What happened in Web3?

Blockwall - September 2025 - What happened in Web3?

Blockwall - August 2025 - What happened in Web3?

Blockwall - July 2025 - What happened in Web3?

Blockwall - June 2025 - What happened in Web3?

DeFi Needs a Jony Ive Moment: Why We Invested in Rebind

Diving into DeFi's long-standing user experience challenges and the reasons why we're investing in Rebind.

Blockwall - May 2025 - What happened in Web3?

Blockwall - April 2025 - What happened in Web3?

Blockwall - March 2025 - What happened in Web3?

Blockwall - February 2025 - What happened in Web3?

An overview of (Re)Staking pt2

Fresh from our deep dive into staking, we’re now exploring the next logical step—restaking—and announcing our most recent investment in Byzantine.fi

Big Shifts, New Frontiers: The Blockwall Investor Summit Recap

Blockwall - January 2025 - What happened in Web3?

Blockwall's Year in Review - 2024

And we wish you a joyous, safe holiday season and a happy and healthy New Year!

Introduction to Fully Homomorphic Encryption (FHE): What It Is and Why It Matters?

Navigating the exciting realm of Fully Homomorphic Encryption.

Blockwall - October 2024 - What happened in Web3?

Bringing Securitization Into the Digital Age: Why We Invested in Tranched

Announcing our most recent investment in Tranched.fi and why we believe the future of securitization will be on-chain.

IRL: The Next Theme of the Internet and Why We Invested in River

Exploring the growth of community and real-life engagements as our internet evolves. We are also excited to announce our investment in River.

Blockwall - September 2024 - What happened in Web3?

Blockwall - August 2024 - What happened in Web3?

An overview of Staking pt. 1

In this suite of articles, we're diving into the wonderful world of staking, a pivotal concept in the crypto ecosystem that not only secures networks but also offers lucrative rewards to participants.

Blockwall - July 2024 - What happened in Web3?

Blockwall - June 2024 - What happened in Web3?

Blockwall - May 2024 - What happened in Web3?

Open Capital Market on Crypto Rails

Announcing our investment in Spiko's €4m seed round — and why the tokenization of Real-World-Asset matters for TradFi & DeFi.

Blockwall - April 2024 - What happened in Web3?

Blockwall - March 2024 - What happened in Web3?

Why we invested in Spherity: Powering the Future of B2B Interactions in Regulated Industries

Exploring the impact of decentralised identity in today's digital era. We are also excited to announce our investment in Spherity!

Blockwall - February 2024 - What happened in Web3?

Zero Knowledge Proofs: Empowering the Future of Data Privacy and Scalable Infrastructure

Exploring Zero-Knowledge Proofs (ZKPs), use cases and their potential in improving our digital lives.

Applying Metcalfe’s Law to a Valuation of the Urbit Network

This article was originally written between 07-10 2022. It is highly speculative and reflects solely the authors own vision for a potential adoption path of Urbit, which depends on many assumptions.

Blockwall - January 2024 - What happened in Web3?

From Customers to Advocates: The Art of Community-Led Growth

Exploring the benefits of Community-Led Growth strategy. We are also excited to announce our investment in Zealy!

Blockwall's Year in Review

Cloud for Web3 and Why We Invested in Validation Cloud

Exploring blockchain infrastructure, the crucial component that connects users and applications to blockchains. We are also thrilled to announce our investment in Validation Cloud.

Maximal Extractable Value (MEV) Supply Chain and why we invested in Blink Labs.

Exploring the dynamics of decisions, intentions, and incentives that led to the emergence of MEV. We're also excited to announce our investment in Blink Labs.

What is Urbit? ~

An introduction for those interested in the future of the internet.

Announcing Blockwall Insights

Introducing our new blog and newsletter, dedicated to all Web3 enthusiasts

Blockwall Capital II Thesis

Enabling a decentralized and trustless digital economy for the future of Web 3.0.

Analysis of the Web 3.0 Stack

With this paper, we aim to analyze the different views on Web 3.0 and how these different perspectives constitute the technological layers that will complete the stack of Web 3.0. Consequently, we have reviewed and taken into consideration some of the most prominent ideas published in the industry. This article introduces the Web 3.0 stack derived from our analysis and discusses the layers where value will accrue in the long-term. Additionally, it is important to note that the Web 3.0 stack is currently at a rather nascent stage of its development. Therefore, substantial changes in its structure are likely to occur in the years ahead.

Blockwall Capital I Thesis

Blockwall’s investment thesis explores the evolution of the internet to Web 3.0, our Asset Classification Framework, and key investment strategies, including portfolio management and pre-sale opportunities.

Blockwall Asset Classification Framework

Classification framework to analyze and compare crypto-assets and to determine their fit with Blockwall’s investment thesis.