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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
August 4, 2021
Bitcoin could do with a gentle reframing. An association with something a little more familiar. Bitcoin, in my humble opinion, is a digital asset. A far less defensive term, don't ya think? In the early days, Bitcoin had to fight for recognition. It really needed to get straight to the point. Cryptocurrency is safe! Cryptocurrency is secure! This marketing strategy has succeeded beyond anyone's wildest expectations. With Bitcoin now firmly established, it can afford to feel more confident.
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July 30, 2021
All is not what it seems, especially when you develop a strange fascination with assets, Nixon and monetary history. Jack attempts to settle his bill with a dollar from 1980 (when the film was released). But the barman, a figment of the 1920s, does not equate Jack's money with his own. How so? The clue is in the name; The Gold Room. The barman cannot accept 1980 dollars because they are a very different beast to 1920s dollars; they are no longer redeemable in gold.
July 23, 2021
How do you perceive reality? What patterns are you picking up? Is our worldview a product of emotion or conscious, rational thinking? John Vervaeke's series, Awakening from the Meaning Crisis, seeks to answer those quandaries. It's a big beast - 50 hour long discussions covering philosophy, religion and cognitive science. But John's delivery, bombastic and subtle in equal measure, keeps you coming back for more.
July 17, 2021
First, let's give our journey a name; All Things Bitcoin sounds about right. And where will we go? I'm sure this will chop and change, but the broad direction is clear. Start with the fundamentals. Explain how this darn BTC thing works. Then gradually weave this monetary phenomenon into wider questions about business, politics, life etc. etc. I have already visited some of these themes, but now I return with a fresh perspective.
July 16, 2021
I'm giving the floor to a two and a half hour epic from 2018, starring Grant Williams and Anthony Deden. It is a true masterclass in the investing long game. And filmed in a gorgeous Swiss setting for good measure. I could condense Anthony's outlook into neat soundbites, but that would be doing zero justice to the timeless wisdom on display. Instead I highlight his key preferences; assets that exhibit scarcity, endurance and independence.
All is not what it seems, especially when you develop a strange fascination with assets, Nixon and monetary history. Jack attempts to settle his bill with a dollar from 1980 (when the film was released). But the barman, a figment of the 1920s, does not equate Jack's money with his own. How so? The clue is in the name; The Gold Room. The barman cannot accept 1980 dollars because they are a very different beast to 1920s dollars; they are no longer redeemable in gold.
In its purest form, commerce acts as the great motivator, the ultimate mentor. We conduct our commercial affairs against a backdrop of economic and trading uncertainty. Our decisions and behaviour are constantly pitted against known unknowns and unknown unknowns. We are drawn to ingenuity and innovation through the actions and presence of our competitors. We observe, learn from, and adapt to ever shifting risks and opportunities.
I thought I'd write a little about a film that has fascinated me for years; Koyaanisqatsi. A film with zero dialogue, zero plot and zero cast.
