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ABOUT
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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Community
1 min
Where is the detail?
May 18, 2021
It's bloody difficult to maintain enthusiasm in an aesthetic wasteland. There's not much community spirit in a 2 hour commute. The worst part is that we once took these matters much more seriously. Just look at the converted industrial warehouses that now embody inner city living. Beauty transcends use. Beauty is sustainable.
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2 mins
Walking Tall
May 4, 2021
'A man with without savings is always running. He must. He must take the first job offered, or nearly so. He sits nervously on life's chairs because any small emergency throws him into the hands of others. Without savings, a man must be too grateful'.
2 mins
The Burgers Are Better
April 22, 2021
The environment that encouraged motorway building, out-of-town shopping, suburbia, commuting, office managers, living-for-the-weekend, career politicians, central business districts, etc. etc. etc. That came about because our motivations aligned with these outcomes. We Wanted This.
1 min
Consulting At Scale
April 14, 2021
11 years later, the landscape is utterly different. I can create the output of a 3-5 person team with a laptop and a Wi-Fi connection. Everything has moved to a SaaS business model. Nearly everything is automated. Lead generation. Financial reporting. Report formatting. Client liaison. It has all become part of a smooth software process.
3 mins
Friday Reflections, Volume III
March 26, 2021
We cannot just reopen the shipyards, coal mines and mass car factories. We cannot create more university towns and public sector back offices. That was the playbook of the 20th century. The solutions for the 21st century run much deeper than that. We must ask ourselves the hard questions.
2 mins
Our Money is Distorting
March 23, 2021
Our money is distorted, and thus our environment is distorted. The construction industry is highly motivated by margins, and I totally get that, especially in this era of currency debasement. But it drives the high time preference I frequently see in design decisions. It is a tragedy, and I do firmly believe that Bitcoin can realign our motivations to create beautiful, healthy spaces.
1 min
Calling Somewhere Home
March 1, 2021
I've just moved into a new house, in a beautiful suburb of central Melbourne. And what a difference. After a few years of chopping and changing, finding myself in leaky apartments and minuscule studios, the benefits are already clear. I am benefitting from a clear mind. Previously, I viewed where you live in mechanical terms; a secure space to eat, sleep and store a few possessions. That was misguided.
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