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
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
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.
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.
