A thesis-driven fund for the new digital economy.
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 govern content and moderate these relatively new networks. In their earliest days, when times were simpler, Facebook, Twitter, et al
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 lived up to its 'buzzword' descriptors. Bitcoin is a foundational investment position of Visary Capital. In many ways, it's how
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 exploit industries through prohibitive legislation. This is just one of many examples of New York becoming increasingly anti-business and prioritizing
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. Macro investors like Ray Dalio have pointed out a growing sentiment towards populism while this debt/business cycle comes to