Insights

16 September 20265 min read

In September 2025, I put 100% of my portfolio in ZEC, closed the laptop, touched grass and sat on my hands. A year later, i’m up 10x and reviewing what comes next.

27 February 20269 min read

Here's what I learnt.

6 February 20264 min read

Imagine waking up in three years and realizing you were right about everything: The thesis, the timing, the assets.

19 January 202614 min read

(My investment strategy for the next 5 years)

2 January 20269 min read

The open road calls. How do you answer?

18 December 20258 min read

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9 December 20257 min read

A look at what’s driving this market, what isn’t, and what might come next.

20 November 20256 min read

How degens accidentally built the world’s most honest system