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
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.
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.
