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Investing

Every decision or indecision, made consciously or not, is an investment in your future.

first principles of flow

Stories influence how we interpret reality, an investment story is about a expected reward for a given time horizon. Build better stories to make better investment decisions that lead to making meaningful progress.

Learn how to use your time and energy wisely. Learn to sell better stories that navigate balancing the need to invest in the moment versus investing in the future.

Principles​

Capabilities​

Narratives​

Value investing is the capability to reliably predict the future based on a story you convince yourself will become a reality.

Current narratives that are capturing attention.

Asset Stratosphere​

Crypto represents a new technology for more effectively carrying, transferring, and quantifying units-of-account of perceived value of ideas and things.

Service BoundariesEthereumSolana
Intents and Smart Agents-
Memecoins (Attention)-
Games and Avatars-
Credibility and Loyalty-
Governance-
DeFiUniswap
Stablecoins-
Tokenized Assets-
Self Sovereign Identity-
Chains and CoinsETHSOL
Decentralized Networks of Physical Assets (Roots)-
Mantra

All Financial Assets are ultimately an abstraction of Intangible and Tangible Assets and Experiences

Practice Good Habits​

Evolve protocols to promote consistency, reduce emotional decision-making, and improve overall investment discipline.

  1. Investment policy statement: This outlines the overall investment goals, risk tolerance, time horizon, and any constraints or preferences. It serves as the foundation for investment decisions.
  2. Asset allocation strategy: Determine the mix of asset classes (e.g. stocks, bonds, real estate) based on goals and risk profile. This provides a framework for portfolio construction.
  3. Due diligence process: Establish a systematic approach for researching and evaluating potential investments, including fundamental and technical analysis as appropriate.
  4. Risk management guidelines: Set parameters for managing portfolio risk, such as diversification requirements, position sizing limits, and rebalancing triggers.
  5. Performance monitoring: Define metrics and benchmarks to evaluate investment performance, along with a regular review schedule.
  6. Entry and exit criteria: Specify conditions for initiating new investments and criteria for selling or exiting positions.
  7. Compliance checks: Include steps to ensure investments adhere to any regulatory requirements or internal policies.
  8. Documentation standards: Outline how investment decisions and rationales should be recorded and archived.
  9. Review and update process: Build in periodic reviews of the protocol itself to ensure it remains relevant and effective.

Engineer customized Smart Agents to automate running investment strategy.

Decision Loop Mastery​

Evolve a protocols for capturing chain of thought for improving investment decisions.

  1. Intent and Purpose:
  2. Value System:
    • What is valuable?
    • Why is it valuable?
    • How is it created?
    • How, where is it stored?
    • How does it change state?
    • Who, what influences changes of state?
  3. Belief System
  4. Control System
    • What can you control?
    • What do you need to measure?
    • What are the best tools for leverage?
  5. Timing and Positioning
    • Cycles, Business, Macro
    • Secular Trends
    • Token unlocks
  6. Evolve
    • What can you do better?
    • What questions should you be asking?
    • What could go wrong?
    • What could go right?
    • What is the end-game?

Investing Capabilities​

What capabilities are required to make better investment decisions?

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

Attachments​

What is the most important question you could ask yourself to make progress?