One year completed! Strong results – 52.4% growth compared to 17.56% in the S&P500. New idea introduced. Precision Medicine.
KYC is trash. Digital identity will shape the internet
KYC was sold as “safety.” In reality, it’s surveillance. Upload your passport, hand over your life to a database, and hope it doesn’t leak.
Q2 25 Porfolio Update: 24% Increase QoQ
DOGE failed, deficits aren’t going anywhere. Currency wars heat up with the US stablecoin bill. Bitcoin continues to prove itself as the apex long term capital asset.
Bitcoin’s Shapeshifting Narratives: Punks to Politicians
People adopt Bitcoin not when it’s popular, but when the system they’re in stops working. Each wave brings a new marginal user, each with a different need.
Q1 25 Porfolio Update: 21% Decrease QoQ
Trump has levied heavy tariffs and changed the global trade status quo. We’ve seen losses in the equity portion of the portfolio – however we have faired well compared to the S&P500. Bitcoin and Microstrategy have shown resilience.
Why blockchains will thrive while their coins stall
Layer 1 blockchains like Ethereum and Solana offer vital infrastructure for decentralized apps, yet their native tokens may not accrue value due to fierce competition, fee challenges, and centralization trade-offs.
Make treasury bonds great again
Governments are grappling with declining investor confidence in their long-term debt instruments. Bitcoin can revitalize the broken sovereign debt market.
Q4 24 Portfolio Update: 43% Increase QoQ
t’s been an eventful Q4, most notably, Trump won the election. We’ve seen strong gains for the portfolio given the significant allocation to Bitcoin and US equities (TSLA, COIN, MSTR) as a result.
Bitcoin can solve the housing crisis
Our economic system is built on treating housing as a store of wealth. Bitcoin fixes this.
Building a 5 Year Investment Portfolio (2024)
Macro research driven portfolio with a goal to generate 20% annualized returns using Bitcoin, Global Index ETFs, Real Estate, Tech Stocks and Gold. (No bonds)