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Investing

Diagrams | Matrices | Thinkers

Invest in systems that recognise value and sell dreams.

Understand the forces that are shaping the future then make best choices to be well positioned to thrive in that reality.

Mantra

Conviction must be earned it cannot be borrowed

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.

Investment Thesis​

Intent Driven Evolution: Follow the Flow of Value from Fun to Fundamentals to win the Game of Life.

  1. Truth and Trust are foundational for the circulation of goodwill in just societies.
    • We are heading towards a truth and trust crisis as reality becomes warped by the rate of AI evolution.
    • Bad actors will use AI to accelerate this
    • Verifiable truth and honest incentives can fix this
    • Data is the lifeblood of any control system
  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.

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

The Tokenization of Value​

What happens to the value of money when everything of value is tokenized and traded directly?

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?

Token Transparency Framework​

A standardized, open-source disclosure framework by Blockworks helping crypto projects earn trust and signal transparency.

Scoreboard Rules

VariableMax ScoreAssessment Protocol
Project Team10Reviews the people, governance structure, and conflict-of-interest controls that drive the protocol’s day-to-day decisions.
Token Allocation18Assesses total supply, vesting schedules, and how tokens are distributed among insiders, the community, and the treasury.
Market Structure7Examines trading liquidity, CEX and market-maker agreements, and related-party transactions that could influence price discovery.
Financial Disclosure5Looks at the reporting standards of the project’s financials and operations
(Tech Stack)

Assessment Artifacts

Standard DocAssessment Protocol
Filing Template

Resources and Reality​

Who is worth listening to? Where are they heading? How are they getting there?

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