analysis Open-Source Social Media and Web 3.0 As the zeitgeist continues to become increasingly shaped by social media engagement and political views become more polarized, it's becoming clearer that we are still fundamentally figuring out how to
Crypto Rotate and Consolidate: Crypto Fund Update – Q4 2020 Q4 2020 was all about rotating and consolidating the portfolio into stronger conviction positions with risk in mind. We took profits where we needed to and rebalanced. We also recently
Venture Seed Fund Update – Q4 2020 “The most valuable businesses of coming decades will be built by entrepreneurs who seek to empower people rather than try to make them obsolete.” -Peter Thiel
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
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
Crypto Memetic Markets: Crypto Fund Update – Q3 2020 As promised, here is our Crypto Fund update, general outlook, new allocations and upcoming project launches. We recently wrote our Q3 2020 update for the Seed Fund, which you can
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.
