Investing
Why isn't everyone taught the process of making good (investment) decisions at school?
Investment Thesis
Follow the Flow of Value from Fun to Fundamentals to win at the game of life.
AI will use games as the primary mechanism for capturing attention and driving human endeavour by using crypto incentives to align intentions.
- Humour is an essential ingredient for helping the herd to agree on reality
- Everything of perceivable value will be tokenized and traded onchain.
- Truth and trust are foundations for the coordination of goodwill
- Culture is any movement's greatest asset
- Games are the greatest asset in shaping culture
Culturally, it will be much easier for games to become banks, than for banks to become games.
Assets and Narratives
Compelling Narratives capture attention to attract liquidity, strong fundamentals prevent it from exiting.
| Value Abstraction | Tags | EVM | SVM | MVM |
|---|---|---|---|---|
| AI Agents | Intentions | Base Virtuals | ElizaOS | |
| Memecoins | Attention | - | ||
| Games and Avatars | Culture | - | ||
| Loyalty | Social & Rewards | - | ||
| DeFi | Finance | Uniswap | ||
| Governance | Voting | - | ||
| Interop | Opportunity | |||
| Stablecoins | Payments | Uniswap | ||
| Financial Asset Tokenization | Tokenization | ONDO | ||
| Identity | Critical | - | ||
| Blockchains | Base Protocols | ETH | SOL | SUI |
| DePIN | Infrastructure | - | ||
| Real Estate Tokenisation | Property Tokenization | - |
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
- Systems Thinking: Learn more, act decisively faster
- Capturing Information
- Synthesizing Insights
- Extracting Truths
- Extrapolating Probabilities
- Listening
- Connecting
- Storytelling
- Decision Journal: Learn from your process not results.
- Tech Stack Decisions: How do maintain pace with the rate of change?
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.
- Standards improves Consistency
- Consistency improves Reliability
- Reliability improves Predictability
- Predictability grows Trust
- Trust builds Investment Liquidity