ibconfny15

1. DigitalFX
A New Asset
Class
Brian Kelly
Inside Bitcoins NYC
2015

2. • DigitalFX is
Game
Changing
• Beyond FX
Bitcoin Big Bang

3. Look Beyond
the
Currency…
More Than a Currency

4. …To See the
Future of
Finance
More Than a Currency

5. The Future
of Finance
is Flat

6. Future of Finance is Flat
Blockchain technology is one
of the most important
innovations in the history of
finance.

7. Disintermediation will change
how we transact, finance
projects, and distribute capital.
Future of Finance is Flat

8. How Did
We Get So
Lucky?

9. Right Place, Right Time
• GFC Created a
Lack of Trust
• Bitcoin Filled
That Void
• Trustless
Financial System

10. • >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

11. Venture Capital
We Are Witnessing the Birth of
a New Sector

12. VC’s Create Sectors
IPO 1996
IPO 1998
IPO 1997

13. VC’s Create Sectors
10% 15% 30% 35%
S&P 500 Weighting
Technology Sector
1994 200019991997

14. 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

15. Let’s Take
a Step
Back

16. • Payments
• Value Transfer
• Info Transfer
• Clearing &
Settlement
Bitcoin: The Original Flattener

17. • Development
Platforms
• Decentralized
Apps
• Digitized Assets
Future Flatteners Now

18. • Omni,
Counterparty, NXT,
NuBits, BitShares,
Ethereum, Ripple
Flattening the Cost of
Financial Innovation
Development Platforms
vs.

19. • Flattening the
Cost of Software
• New Way to
Finance Projects
Everything You Know
About Business is Wrong
Decentralized Apps

20. • Smart
Contracts
• Digital Tokens
Flattening the Cost of
Securitization
Digitized Assets

21. Utility – Network Effect -
Scarcity
Value of Digital Currencies
Bitcoin Price Number of TX Squared

22. Look Beyond
the Currency…
…To See the
Future of
Finance
More Than a Currency

23. Q&A
www.briankellycapital.com