9 docs tagged with "Thesis"

AI Agents Investment Appraisal

The original memecoin for store of value protection against debasement of fiat currency.

DePIN Investment Appraisal

Which physical infrastructure networks will capture the most value from the data they transmit?

How do you develop conviction worth acting on?

Building The Connected World

Combines historical perspective on the impact of technological innovation on market dynamics.

Keep learning, stay flexible, and always be ready to adapt as new data comes in.

Understand how value is created, exchanged, and where it settles and why.