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A collection of 4 posts
Venture Fund Update – Q4 2020
Venture

Venture 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
Jan 1, 2021 4 min read
Investment Thesis v2.1 : The Great Acceleration
Thesis Featured

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 [https://www.visary.io/thesis2-0/] have been greatly accelerated due to the circumstances of the COVID-19 pandemic. We are writing this supplementary update in regards to the current state of the world
May 1, 2020 10 min read
Investment Thesis v2.0:  Populism and Trust
Thesis Featured

Investment Thesis v2.0:  Populism and Trust

INTRODUCTION In 2018 we wrote about the unwavering growth of populism [https://www.upenn.edu/pennpress/book/15615.html] around the world (read here [https://www.visary.io/investment-themes-in-a-populist-era/]). We’ve received very positive feedback and believe it makes sense to take some of those ideas and formalize them into
Feb 1, 2020 8 min read
Mandelbrot Markets
Bitcoin

Mandelbrot Markets

Bitcoin recently breached previous levels of $6,000 and dropped to a new ~$3,500 low on 11/25/2018. As of writing this, Bitcoin is back above $4,000 and could find some temporary support before another definitive move in either direction. It feels like we are in the
Nov 28, 2018 4 min read
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