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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
May 27, 2021
We really missed a trick by discarding centuries of tradition for top down planning and Starchitects. To be fair, the trauma of two world wars provided ample justification for doing so. But after a few decades of building motorways, shopping arcades and suburbia, I believe we are at an inflection point.
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May 25, 2021
2004 was a very different world. A physical CD. A plastic case. A paper booklet. In the 17 years since we have complete transformed how we consume music. Really makes you wonder what the next 17 years has in store for us. What the hell will be doing in 2038?
May 21, 2021
When I enter the twitter bear pit and see howls of anguish on one side, and cries of joy on the other, I head straight for the middle. I remain composed and think about the low time preference world that I believe is emerging. Nothing is certain, of course. But quiet conviction lets me navigate the shifting sands of sentiment.
May 21, 2021
Each post that I write helps to develop my mindset, even if they are a bit of a rabble sometimes. But I am thinking better. I am building better. And it is there for everyone to see. Some weeks I will go off in a very personal tangent. Others I will cast my gaze externally, musing about the world around me.
May 18, 2021
It's bloody difficult to maintain enthusiasm in an aesthetic wasteland. There's not much community spirit in a 2 hour commute. The worst part is that we once took these matters much more seriously. Just look at the converted industrial warehouses that now embody inner city living. Beauty transcends use. Beauty is sustainable.
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.
