Investing

four things you need to invest appropriately in 2020+

• the dollar is being devalued aggressively

• all parabolas on any asset eventually go -60/70%

• narrative & story around long theses drive just as much of returns as revenue generation if not more

• compound winners

The Ideological Investor does not abandon analysis but reorients it. Instead of treating geopolitics, technology, or culture as “externalities” to be hedged, they treat them as the primary drivers of value. This means integrating geopolitical intelligence into risk analysis, and treating AI not merely as an industry to bet on but as a structural fo... See more

We are now entering an age of the “Ideological Investor”—an allocator of capital in a world where markets are refracted through geopolitics, technology, and culture, and the stakes could not be higher for retail investors to take note. To navigate this new era, I propose the consideration of three ideological pillars that define investment risk and... See more

-Most US spending on Social Security, Medicare, and Defense is unaffected by recent policy. All of this spending is sideways-to-up for the foreseeable future, which trickles into the consumer economy, the healthcare sector, and the defense sector.

-The two-speed economy is likely to remain in effect. High interest rates (even after some cuts), Medic... See more

Gold didn’t stop being gold. Art didn’t stop being art. But all of them started to generate income while retaining their role as a store of value.

Bitcoin is not an exception to this rule. It’s just next in line.

Art followed a similar path.

For centuries, it was a passion asset, a canvas-bound vault for the wealthy. Then Sotheby’s launched a financial services division.

Art-backed loans took off. And in 2024, they packaged $700 million worth of art-secured debt into investment-grade bonds.

A Rembrandt may still hang on a wall, but it now funds interest paym... See more

Yet history keeps proving that permanence eventually invites productivity.

Once there’s trust, infrastructure, and liquidity, the market always finds a way to extract productive value, even from assets originally meant just to preserve it.

The moment a store of value is secure enough to be trusted, it becomes too valuable to remain idle. It becomes a productive asset. It starts generating yield.

This multidimensional researcher-investor-builder perspective proved invaluable, enabling our collective Hivemind to compound insight toward a single mission: to help crypto happen sooner and better than it would without us.