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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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Discover
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 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.
March 23, 2021
Our money is distorted, and thus our environment is distorted. The construction industry is highly motivated by margins, and I totally get that, especially in this era of currency debasement. But it drives the high time preference I frequently see in design decisions. It is a tragedy, and I do firmly believe that Bitcoin can realign our motivations to create beautiful, healthy spaces.
September 3, 2020
Let me begin with the words you are kindly digesting. I do not pretend to have all the answers. I do not claim that There Is No Alternative. This publication is only a starting gun for something bigger. We must play to the strengths of the online world to elevate, scrutinise and refine our arguments for the offline world. We must use our digital community to share, challenge, teach and learn.
September 3, 2020
There is no reason why we cannot still refer to landlords and tenants, consultants and clients etc. They will remain the backbone of the industry, after all. The future however, belongs to those who prioritise people-centric language. Those who design and build experiential real estate. Those who refer to family life, continuous learning and regional vibrancy.
August 21, 2020
Consider the privileged position of the asset owner. With total control of a property, there is the opportunity to craft an occupant experience tailored to suit a particular user group; think maker spaces, start-up spaces, learning spacers, assisted living spaces, healthcare spaces. The list is endless. Coupled with the right mix of #proptech solutions, an owner-operator could provide the seamless, personalised and on-demand experience that we have come to expect elsewhere.
August 21, 2020
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.
