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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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Tag
Emotion
Cycles, Fractals, and the Long View
March 2, 2025
Progress isn’t a straight shot to the stars; it’s a spiral—a cosmic dance that loops through growth, decay, and renewal, each turn deepening our insight and expanding our reach. From forest fires to tech busts to personal struggles, cycles and fractals reveal a universe that thrives on repetition and adaptation. By embracing this, we trade the illusion of endless ascent for a richer truth: true advancement lies in revisiting the known with fresh perspective. This view redefines success. Setbacks become stepping stones; history becomes a mentor; time becomes a partner. As we spiral deeper—through markets, innovations, and our own lives—let’s stay curious, keep dancing, and honor progress not as a destination but as a journey of ever-unfolding depth.
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Truth, The Only Asset
May 14, 2023
Consider previous tech earthquakes - the Wright brothers took mankind into the skies in 1903. By 1969 mankind was on the moon. In just 66 years (well within a typical lifespan), our horizons had expanded from propelling across continents to propelling towards outer space. At the current pace of AI advancement, what will happen to our horizons in the next 66 months? What happens in a world where beautiful music, awe inspiring art, perspective shifting prose and good ol' fashioned life advice can be generated with a few clever prompts and the click of a button?
1 min
A Brief Interlude
June 8, 2021
What you are witnessing here is a classic case of 'do as I say, not as I do'. A timely lesson, I suppose; I clearly have much to learn from my own writing. Hence my internal audit. That may take a few more days however, so do bear with me. In the meantime I will splurge more nonsense (in total contradiction to pursue quality over quantity). A good mental clearout, I'm tellling myself. For your reading pleasure.
2 mins
Friday Reflections, Volume XIII
June 4, 2021
As my writing improves I feel more confident to take on subjects that have always truly interested me. Markets. Finance. Politics. People. I won't pretend to be a technical analyst or policy geek. I'll leave that to the real experts. Instead, I'll be interweaving the big themes. By knowing how the cogs turn we can master the machine.
2 mins
Lets Talk Empathy
April 12, 2021
You can be quite shallow in your initial assessment. Money. Power. Status. Once you peel away more layers of the onion however, things get rather interesting. The real colour of life comes out. Consider this example; the overbearing middle manager. They have a strong desire to control and micromanage. They pester you with countless updates and ever tightening deadlines. You want to alleviate your reporting burden. What to do?
