Crypto Yearn Finance (YFI) – Thesis As mentioned in our previous Crypto Fund update, we acquired a substantial position of Yearn Finance (YFI) back in July 2020, shortly after its launch. We believe Yearn will be
Bitcoin The King (BTC) Antifragile, deflationary, scarce, trustworthy, restorative, hardest money, honey badger, unstoppable, censorship-resistant. These are some of the common terms to describe Bitcoin. And unlike many things in life, it has actually
Crypto Memetic Markets: Crypto Fund Update We recently wrote our Q3 2020 update for the Seed Fund, which you can read here: Q3 Update. As promised, here is our Crypto Fund update, general outlook, new allocations
Venture Seed Fund Update – Q3 2020 “Any trends that were in effect, were probably accelerated in 2020 because of this [COVID]” -Bill Miller, Value Investor
Thesis Investment Thesis v2.1 : The Great Acceleration UPDATE Many of the overarching trends and themes we talked about in our official Investment Thesis 2.0 have been greatly accelerated due to the circumstances of the COVID-19 pandemic.
Thesis Investment Thesis v2.0: Populism and Trust INTRODUCTION In 2018 we wrote about the unwavering growth of populism around the world (read here). We’ve received very positive feedback and believe it makes sense to take some
Bitcoin Mandelbrot Markets Bitcoin has breached previous support levels and dropped to a new ~$3,500 low on 11/25/2018. As of writing this, Bitcoin is back above $4,000 and could
Regulation Farewell, New York As many New Yorkers know, this state has been by far the most restrictive on Bitcoin and cryptocurrencies via the infamous BitLicense–a prime example of how rent-seekers enter and
Populism Investment Themes in a Populist Era Beyond simply looking at technology sectors and trends, a long term investment thesis should incorporate the zeitgeist of our time and sociopolitical trends, as these things are all inextricably linked.
