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
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. We are writing this supplementary update in regards to the current state of the world and where we see markets
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 of those ideas and formalize them into an investment thesis for the decade of 2020. Since writing the original overview,
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 find some temporary support before another definitive move in either direction. This feels like the 8th inning of substantial selling.
