Cover Image
Market Research Report

Blockchain - Thematic Research

Published by GlobalData Product code 371689
Published Content info 43 Pages
Delivery time: 1-2 business days
Back to Top
Blockchain - Thematic Research
Published: May 23, 2018 Content info: 43 Pages

2018 will be a torrid year for blockchain technology. As the cost and complexity of implementing blockchain solutions becomes apparent, many of the early blockchain projects will either be quietly shelved in favour of more traditional approaches or they will evolve in a way which reduces their dependence on blockchain technology. While blockchain technology will have lost its gloss by 2025, it will have found its way in to the heart of many key business processes; especially those involving multiple, disparate, participants.

This report focuses on blockchain technology.


This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine". About our Thematic Research Ecosystem -

  • GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData's "thematic engine" help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to buy

  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
Table of Contents
Product Code: GDTMT-TR-S171

Table of Contents



  • Technology themes
  • Macroeconomic themes
  • Regulatory themes
  • Blockchain use cases


  • Permissioned DLT networks insert a degree of trust into the equation
  • Commercial blockchains are at least five years away
  • DLT faces several fundamental technical challenges
  • What are the primary use cases for blockchain technology?

Market size and growth forecasts

Competitive analysis

Mergers and acquisitions

The ICO as a way to print free money

  • Notable ICO scams of 2017
  • Successful ICOs



  • Asset registries
  • Financial services platforms
  • Industrial platforms
  • Public Companies
  • Private companies


IT services sector Scorecard

  • Who's who in the IT services sector
  • Thematic screen
  • Valuation screen
  • Risk screen

Application software sector scorecard

  • Who's who in the application software sector
  • Thematic screen
  • Valuation screen
  • Risk screen


  • Introducing blockchain and distributed ledger technology
  • Using cryptographic hashes to make ledgers tamper-proof
  • Distributing the ledger so that everyone can access it easily
  • Using blocks as a mechanism for co-ordinating transactions without requiring a single central point of control
  • How has blockchain technology developed over the last decade?



Back to Top