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A collection of 3 posts

What's Next For Crypto

What's Next For Crypto

"In this world, is the destiny of mankind controlled by some transcendental entity or law? Is it like the hand of God hovering above? At least it is true that man has no control, even over his own will." ~Berserk The fractal market thesis has almost fully played out this

It's Not Different This Time

It's Not Different This Time

These markets are fractal, the supercycle was a farce.

Investment Themes in a Populist Era

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. Macro investors like Ray Dalio have pointed out a growing sentiment towards populism [https://www.youtube.com/watch?v=qVRw5tk36Mk]