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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
June 16, 2021
The digital arena has become far more interesting. Much like a developed country offers property rights via law and order, metaverse platforms can offer property rights through code. And with rights we acquire value. With value we attract motivation. To build. To sell. To buy. To cooperate. To do anything. It begins to sound much more like a functioning economy rather than a mere game.
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June 12, 2021
In writing to build, I mentioned about 'seeing the world as it is, and not as it ought to be'. What a crock of shit. That is not building better. Or thinking better. It is certainly not progression. By limiting myself to what I can observe only in the here and now, I deny myself the joy of dreaming. And as an eternal optimist, that just ain't gonna cut it.
June 8, 2021
What you are witnessing here is a classic case of 'do as I say, not as I do'. A timely lesson, I suppose; I clearly have much to learn from my own writing. Hence my internal audit. That may take a few more days however, so do bear with me. In the meantime I will splurge more nonsense (in total contradiction to pursue quality over quantity). A good mental clearout, I'm tellling myself. For your reading pleasure.
June 4, 2021
As my writing improves I feel more confident to take on subjects that have always truly interested me. Markets. Finance. Politics. People. I won't pretend to be a technical analyst or policy geek. I'll leave that to the real experts. Instead, I'll be interweaving the big themes. By knowing how the cogs turn we can master the machine.
June 3, 2021
So what is his legacy? It is more significant, and more subtle, than you might think. The Watergate scandal etched his name in history. 'Nixon Goes to China' was a political masterstroke. But the key decision, one that is touched only briefly in the book, took place in 1971. In that tumultuous year Nixon decoupled the US dollar from gold.
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.
