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We follow a very simple investment strategy. Long curiosity. That's the easy part. The real skill lies in our patience and our mindset.
We spend the rest of our time exploring the digital asset revolution. Writing is our Proof of Work.
Discover assets.
Define opportunity.
Deliver value.
That's what we do.
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Recent
July 17, 2021
First, let's give our journey a name; All Things Bitcoin sounds about right. And where will we go? I'm sure this will chop and change, but the broad direction is clear. Start with the fundamentals. Explain how this darn BTC thing works. Then gradually weave this monetary phenomenon into wider questions about business, politics, life etc. etc. I have already visited some of these themes, but now I return with a fresh perspective.
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July 16, 2021
I'm giving the floor to a two and a half hour epic from 2018, starring Grant Williams and Anthony Deden. It is a true masterclass in the investing long game. And filmed in a gorgeous Swiss setting for good measure. I could condense Anthony's outlook into neat soundbites, but that would be doing zero justice to the timeless wisdom on display. Instead I highlight his key preferences; assets that exhibit scarcity, endurance and independence.
July 12, 2021
I offer you an initial eyebrow raiser. A different perspective on monetary matters. An exercise in public learning. But you should always, always consult with the real experts who know your personal circumstances. You wouldn't (or shouldn't) buy a house based on some words you find on the internet. So please don't put at risk your precious savings based solely on anything you find here. On that basis we shall proceed.
July 6, 2021
I know where I'll be directing my mental faculties. But I'll also be exposing myself to optionality too. I can't guarantee how all this pans out, and neither can you. I express that by holding (very) nominal amounts of the other projects in this space. In the event they become flavour of the month - then I recycle that good fortune straight back into the asset I have most faith in; Bitcoin.
July 1, 2021
I no longer see regular posting as an achievement. That represents real, glorious progress. Writing is now baked into my personal pie; it is something that I just do. Little effort is expended in getting started, which means I can focus more on content structure and grammar. There is now less musing about personal motivation - and more articulating on the world around me.
The search for consciousness—what it is and where it comes from—challenges us to rethink what it means to be human. As science begins to validate what tradition has long taught, a new perspective emerges: we are more than physical beings. Consciousness is the bridge between the material and the divine, shaping our experiences and connecting us to the greater whole. Just as Bitcoin revealed a new way to think about trust, exploring consciousness may reveal a new way to think about existence. Whether we call it God, quantum mechanics, or the soul, the message is the same: we are all part of a vast, interconnected system, and through understanding it, we might better understand ourselves.
For a few weeks now I've been trying to establish a clear worldview on the wider Crypto landscape. Y'see, I'm fairly settled on the epic store-of-value proposition that is Bitcoin. I've dived into the gory details, gained some practical skills, and completely overindulged in the 24/7 debates sparked in Twitterland. And just like a BTC-Big Mac in El Salvador, it all feels rather warm, gooey.....and potentially fatal. So to address this intellectual comfort, I must stress-test my understanding of Bitcoin. I must fuel my curiosity by casting a wider net.
At this point, it is worth wondering what all this research represents. We seemingly have an answer crying out for a question. To that end, there are a few good candidates. Is Bitcoin a response to monetary distortion? Government largesse, perhaps? Is Bitcoin a dry, technical update for the internet? I would contend that it does all those things. And excellently so. But there is also a more profound, universal quandary to address.
