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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
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.
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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.
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.
