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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.
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.
