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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.
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.
