Investment Strategy
In my book Broken Money, I wrote about the past, present, and future of money through the lens of technology. And importantly, I put a lot of focus on connecting some of those technological or quantitative elements to the human impact that they have had. I have now written, narrated, and produced a 30-minute explainer video that covers some of … [Read more...]
Published: April 2024 Historical data shows that the vast, vast majority of investments perform poorly. This is true for bonds, stocks, and real estate as asset classes. Nearly all of it makes for a bad investment for outside passive investors. And what I'll show in this piece is that this is both normal and unavoidable. And unintuitively, … [Read more...]
Published January 2024 When investing in bitcoin as an asset, or companies that build on top of the Bitcoin network as part of an asset mix, we need some set of metrics with which to evaluate the progress of the investment thesis, and by extension, the health of the Bitcoin network. It's more than just a price on a chart; it's an open-source … [Read more...]
December 2023 I spent this past weekend playing around and experimenting with some of the latest versions of generative art programs. I've always enjoyed creating character designs and story outlines since I was a kid, but never had the talent for visual art. So it was fun to explore what these programs are currently capable of. I ended up … [Read more...]
This article draws mostly from chapter 8 of my new book, Broken Money. When we analyze the long-term potential of digital assets like bitcoin today, either from a bullish angle or a bearish angle, history can indeed be one of our strongest teachers. Although technology is inherently futuristic in nature, the problems that technology can solve … [Read more...]