Search
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.
.svg){kind=small}
.png)
Recent
August 10, 2021
In essence, Bitcoin is the perfect marriage between long established record-keeping systems, cryptographic genius and networked computing. Add a sprinkling of economic incentive (scarcity, mining, fees) and we have something rather tangible. But it can still take a leap of faith to imagine a bunch of ones and zeros as the basis for our financial future. For me it clicked when I (rightly or wrongly) visualised Bitcoin as a far more sophisticated version of Kazaa or LimeWire; a peer-to-peer network for payments rather than music.
.svg){kind=small}
August 6, 2021
Another Vervaeke inspired musing, folks. This time over four Greek words I have been introduced to, thanks to his series; Agape, Logos, Gnosis and Anagoge. The best way for me to explore these terms (or concepts even) is to relate them to my own investing and writing efforts. And before we begin, I must admit to borrowing heavily from other sources to help with the explanations (a big hat tip to Mark Mulvey and Andrew Seeney). So please bear with the heavy quoting. On that bombshell, let's roll.
August 4, 2021
Bitcoin could do with a gentle reframing. An association with something a little more familiar. Bitcoin, in my humble opinion, is a digital asset. A far less defensive term, don't ya think? In the early days, Bitcoin had to fight for recognition. It really needed to get straight to the point. Cryptocurrency is safe! Cryptocurrency is secure! This marketing strategy has succeeded beyond anyone's wildest expectations. With Bitcoin now firmly established, it can afford to feel more confident.
July 30, 2021
All is not what it seems, especially when you develop a strange fascination with assets, Nixon and monetary history. Jack attempts to settle his bill with a dollar from 1980 (when the film was released). But the barman, a figment of the 1920s, does not equate Jack's money with his own. How so? The clue is in the name; The Gold Room. The barman cannot accept 1980 dollars because they are a very different beast to 1920s dollars; they are no longer redeemable in gold.
July 23, 2021
How do you perceive reality? What patterns are you picking up? Is our worldview a product of emotion or conscious, rational thinking? John Vervaeke's series, Awakening from the Meaning Crisis, seeks to answer those quandaries. It's a big beast - 50 hour long discussions covering philosophy, religion and cognitive science. But John's delivery, bombastic and subtle in equal measure, keeps you coming back for more.
Another Vervaeke inspired musing, folks. This time over four Greek words I have been introduced to, thanks to his series; Agape, Logos, Gnosis and Anagoge. The best way for me to explore these terms (or concepts even) is to relate them to my own investing and writing efforts. And before we begin, I must admit to borrowing heavily from other sources to help with the explanations (a big hat tip to Mark Mulvey and Andrew Seeney). So please bear with the heavy quoting. On that bombshell, let's roll.
All is not what it seems, especially when you develop a strange fascination with assets, Nixon and monetary history. Jack attempts to settle his bill with a dollar from 1980 (when the film was released). But the barman, a figment of the 1920s, does not equate Jack's money with his own. How so? The clue is in the name; The Gold Room. The barman cannot accept 1980 dollars because they are a very different beast to 1920s dollars; they are no longer redeemable in gold.
In its purest form, commerce acts as the great motivator, the ultimate mentor. We conduct our commercial affairs against a backdrop of economic and trading uncertainty. Our decisions and behaviour are constantly pitted against known unknowns and unknown unknowns. We are drawn to ingenuity and innovation through the actions and presence of our competitors. We observe, learn from, and adapt to ever shifting risks and opportunities.
