Investment research and software
Find the asymmetry.
Let capital bloom.
Independent research and tools to uncover asymmetric opportunities and test the thesis before you allocate capital.
Research into understanding.
Understanding into investment decisions.
Research builds the thesis. Software and AI intelligence help you connect evidence and test assumptions, turning deeper understanding into informed investment decisions.
The investment thesis.
And what could break it.
Independent research on technology, businesses, and markets. Follow the economics from technical change to pricing power, value capture, and the expectations already reflected in the price.
- The mechanism, the numbers, and the counterargument.
- Scenarios and assumptions you can inspect.
- A visible record of what changes the view.
Your agents.
Our tools.
Plug your AI agents into the tools we build. Bloom brings agent research into interactive dashboards and software for exploring evidence, testing assumptions, and developing investment ideas.
- Bring the AI agents you already use.
- Put their research to work in Bloom’s software.
- Explore company research as one example.
Our portfolio.
Shared openly.
We’ll share how we allocate our capital: the holdings, their portfolio weights, and the research behind our decisions. A public record of our positioning as it evolves.
- Our holdings and allocation percentages.
- The thinking behind each position.
- Dated updates as our allocations change.
Conviction,
allocated.
| Holding | Weight |
|---|---|
| ZEC | 30% |
| NEAR | 15% |
| Cash | 15% |
| Gold | 16% |
| Qualcomm | 6% |
| Meta | 6% |
| Tesla | 6% |
| GE Vernova | 6% |
Behind Bloom
I’m naly.
I’ve always been drawn to deep tech and tracing patterns in complex systems, a curiosity that took me from studying aerospace engineering to building in DeFi, where I helped develop financial products and make their mechanics easier to understand. Investing has run alongside that work, looking for overlooked innovation and trying to understand when it creates an asymmetric opportunity.
Today, my research centres on digital assets, privacy, physical AI, energy bottlenecks and precious metals, where I see some of the biggest gaps between how the world is changing and what markets recognise. I build software to explore those gaps, connect the evidence and test my thinking, with my own capital behind the ideas I develop conviction in.
Bloom is where I share that work and the positions that come from it.
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