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We follow a very simple investment strategy. Long curiosity. That's the easy part. The real skill lies in our patience and our mindset.
We spend the rest of our time exploring the digital asset revolution. Writing is our Proof of Work.
Discover assets.
Define opportunity.
Deliver value.
That's what we do.
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Recent
July 12, 2021
I offer you an initial eyebrow raiser. A different perspective on monetary matters. An exercise in public learning. But you should always, always consult with the real experts who know your personal circumstances. You wouldn't (or shouldn't) buy a house based on some words you find on the internet. So please don't put at risk your precious savings based solely on anything you find here. On that basis we shall proceed.
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July 6, 2021
I know where I'll be directing my mental faculties. But I'll also be exposing myself to optionality too. I can't guarantee how all this pans out, and neither can you. I express that by holding (very) nominal amounts of the other projects in this space. In the event they become flavour of the month - then I recycle that good fortune straight back into the asset I have most faith in; Bitcoin.
July 1, 2021
I no longer see regular posting as an achievement. That represents real, glorious progress. Writing is now baked into my personal pie; it is something that I just do. Little effort is expended in getting started, which means I can focus more on content structure and grammar. There is now less musing about personal motivation - and more articulating on the world around me.
June 29, 2021
Assets are proof of accrued work. Of time. Of effort. Of attention. To me, that is what Bitcoin's true calling is; verifiable ownership of energy. That is why I am so god damn motivated to acquire it. But assets must offer so much more than a mere storage facility (much like a house, bond or stock offers a yield - albeit a diminishing one). That is why I also find myself drawn to Ethereum; where we can draw up smart contracts and create aesthetic experiences demonstrating our creativity.
June 25, 2021
We are now at a critical juncture for the digital asset class. Bitcoin is proven. It is working. It carries a prestige that no other cryptocurrency can match - a truly decentralised store of value. Ethereum can never offer the same narrative of the immaculate conception, digital gold or mythical creator(s). But it can certainly offer value in other ways (see my recent notes on the Metaverse). So why expend so much precious energy on fighting this network (and others)?
For a few weeks now I've been trying to establish a clear worldview on the wider Crypto landscape. Y'see, I'm fairly settled on the epic store-of-value proposition that is Bitcoin. I've dived into the gory details, gained some practical skills, and completely overindulged in the 24/7 debates sparked in Twitterland. And just like a BTC-Big Mac in El Salvador, it all feels rather warm, gooey.....and potentially fatal. So to address this intellectual comfort, I must stress-test my understanding of Bitcoin. I must fuel my curiosity by casting a wider net.
At this point, it is worth wondering what all this research represents. We seemingly have an answer crying out for a question. To that end, there are a few good candidates. Is Bitcoin a response to monetary distortion? Government largesse, perhaps? Is Bitcoin a dry, technical update for the internet? I would contend that it does all those things. And excellently so. But there is also a more profound, universal quandary to address.
Another Vervaeke inspired musing, folks. This time over four Greek words I have been introduced to, thanks to his series; Agape, Logos, Gnosis and Anagoge. The best way for me to explore these terms (or concepts even) is to relate them to my own investing and writing efforts. And before we begin, I must admit to borrowing heavily from other sources to help with the explanations (a big hat tip to Mark Mulvey and Andrew Seeney). So please bear with the heavy quoting. On that bombshell, let's roll.
