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
June 29, 2021
Assets are proof of accrued work. Of time. Of effort. Of attention. To me, that is what Bitcoin's true calling is; verifiable ownership of energy. That is why I am so god damn motivated to acquire it. But assets must offer so much more than a mere storage facility (much like a house, bond or stock offers a yield - albeit a diminishing one). That is why I also find myself drawn to Ethereum; where we can draw up smart contracts and create aesthetic experiences demonstrating our creativity.
.svg){kind=small}
June 25, 2021
We are now at a critical juncture for the digital asset class. Bitcoin is proven. It is working. It carries a prestige that no other cryptocurrency can match - a truly decentralised store of value. Ethereum can never offer the same narrative of the immaculate conception, digital gold or mythical creator(s). But it can certainly offer value in other ways (see my recent notes on the Metaverse). So why expend so much precious energy on fighting this network (and others)?
June 18, 2021
What I really want to demonstrate is the McCormack brand of thinking. The 'how' just as much as the 'what'. I can express my mental machinations in one post, and explore digital property rights in another. What remains consistent however is the aesthetic and the approach. Enthusiastic enquiry in a crisp written format. Never too long. Rarely too short. And presented in a clean and tidy context.
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.
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.
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.
