In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton. We discuss Franklin Templeton's fundamentals-driven approach to digital asset investment research and their internal analysis to understand protocols, tokens, and value accrual.
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Our conversation also covers client demand, institutional interest, and the creation of a comprehensive product suite to cater to varying levels of demand and knowledge. Christopher highlights the importance of onchain data, the use of blockchain technology for operational efficiencies, and the ongoing exploration of new crypto use cases like decentralized physical infrastructure networks (DePIN). Additionally, we talk about Franklin Templeton's pioneering efforts in launching the first tokenized money market fund and their plans for the future.
Tune in to learn how Franklin Templeton is navigating and contributing to the onchain future.
Timestamps:
00:00 Introduction
01:00 Sudden Shift in Crypto Policy: ETH ETF
03:36 Franklin Templeton's Digital Assets Focus
06:17 Institutional Interest and Client Demand
09:13 Bitcoin ETF and Market Impact
10:50 Barriers to Adoption and Education
13:43 Protocol Economy and Value Accrual
19:08 Metrics and Methods for Evaluating Digital Assets
24:38 Sustainability and Competitive Moats in Web3
27:55 Utilizing Onchain Data for Research
29:57 Franklin Templeton's Node Operations
33:11 Challenges and Insights from Running Nodes
38:16 Franklin OnChain U.S. Government Money Fund
46:13 Bringing Capital Markets Onchain
49:10 Partnerships and Strategic Integrations
51:49 Promising Crypto Use Cases and Killer Apps (Case DePin)
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