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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 19, 2021
We have a robust protocol, but one that cares little for convenience or efficiency. And that presents a few issues for growth (and thus sustainability). It is like the British Labour Party in the 1980s; sticking true to its socialist ideals, and also completely useless at winning elections. Fortunately, an ecosystem has developed around Bitcoin that helps address the scalability conundrum. Enter the layer cake, my friends. A baking masterpiece that is worth the extra calories.
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August 13, 2021
Property rights are established by consensus. Time and energy is converted into security. Transactions are transparent. This creates a formidable flywheel; legitimacy encouraging growth, which in turn generates trust, resulting in more legitimacy. And so on. But Bitcoin cannot survive alone on impressive technical credentials. After all, there is a cost to all of this auditing, blocking and chaining. So for the flywheel to keep spinning, we must introduce an economic reward for participation.
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.
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.
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.
