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Investing

Diagrams | Matrices | Thinkers

Why isn't everyone taught the principles of investing at school?

Things are because we see them, and what we see, and how we see it, depends on the arts that have influenced us - Oscar Wilde

Thesis

AI will use games as the primary mechanism for capturing attention and driving meaningful endeavour by using crypto incentives to align intentions.

  1. Belief in Truth and Trust are foundational for the circulation of goodwill in just societies.
  2. Everything of perceivable value will be tokenized and fractionalized then traded and collateralized
  3. Culture is any movement's greatest asset, culture builds loyalty, loyalty builds liquidity
  4. The games we love are the greatest influence in shaping our culture
  5. Trillions of AI Beings will soon run the world, we need a culture that aligns the values of all beings

It is much easier for games to technically become banks, than for banks to create the culture for building great games.

tip

Follow the Flow of Value from Fun to Fundamentals to win the Game of Life.

Assets and Narratives

Compelling Narratives capture attention to attract liquidity, strong fundamentals prevent it from exiting.

Value AbstractionTagsEVMSVMMVM
AI AgentsAutonomous, Intent, AutomationBase VirtualsElizaOS
Memecoins, BitcoinMeme-Culture, No-Utility, Attention-
Games and AvatarsCulture, Art, Status-Signal-
LoyaltyTribe, Social-Glue & Rewards-
InteropRouting, DeFAI, Trading
DeFiFinance, DeFAI, YieldUniswap
GovernanceVoting, Futarchy-
StablecoinsPayments, SettlementUniswap
Financial Asset TokenizationTokenizationONDO
Proof on IdentityCritical, Privacy, Proof-of-Personhood-
CoinsBlockchains, Protocols, Risk-Free-RateETHSOLSUI
DePINPhysical Network Infrastructure-
RWAs and Property RightsReal Estate-

Start with a clear picture of success then identify quantifiable outcomes that prove achievement. Then walk back the critical path to make that dream a reality.

Tokenization of Value

What happens to the importance of money when everything of value is tokenized?

Everything of perceivable value will be tokenized and exchanged onchain.

  • Financial Assets
  • Intangible Assets
  • Tangible Assets

What impact will tokenization of real estate, the world's largest asset class, have on how and where we live, work and play?

Investor Capabilities

General Competencies

Domain Specific Expertise

  • Investment Research
  • Fraud Detection
  • Portfolio Analysis
  • Portfolio Valuation
  • Exposure Modelling
  • Risk Modelling

Liquidity

Standard build Trust, Trust builds Loyalty, Loyalty builds Liquidity.

  1. Standards improves Consistency
  2. Consistency improves Reliability
  3. Reliability improves Predictability
  4. Predictability grows Trust
  5. Trust builds Investment Liquidity