HARI SREENIVASAN:

I'm walking on Wall Street with author Don Tapscott. He's written a dozen books on technology and sees one that could change everything around us. He's not the only believer. While the Dow Jones Industrial Average is up about 20 percent in the past year, Bitcoin, a digital currency, is up more than 700 percent, with a total value of near $80 billion. That's more than American Express. The surge has people wondering whether Bitcoin is in a bubble.

For Tapscott, that question is missing the real story.

DON TAPSCOTT, AUTHOR "BLOCKCHAIN REVOLUTION": The real pony here is the underlying technology called the "blockchain."