The future

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

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.

Christianity once scaled because it promised salvation to anyone. Buddhism spread on the claim that anyone could reach enlightenment.

A modern analog would have to do the same in offering dignity, purpose, and an alternative path forward for all people so they don’t destroy themselves chasing jackpots.

That taste for outsized risk has seeped into everyday culture. Wage growth has severely lagged compounded capital, causing ordinary people to increasingly see their best shot at real upward mobility in negative EV jackpots. Online gambling, 0DTE options, retail meme stocks, sports betting, and crypto memecoins all testify to the phenomena of expone... See more

We’re becoming a culture that worships the jackpot and increasingly prices survival at zero.

The crypto Venture capital predictions for 2025 are coming in hot. Top forecasts highlight a decisive shift toward user-facing applications, stablecoin adoption as a tool to lower business transaction costs, and significant advancements in infrastructure scalability.

Historically, currencies like the USD acted as abstraction layers, allowing us to translate the value of apples, houses, and stocks into a single universal language. Tokenization obliterates this framework. It makes anything exchangeable for anything else. Imagine swapping loyalty points for a stake in a music NFT or trading your onchain credential... See more

Right now, equities and crypto seem correlated, with many claiming both are risk-on assets driven by global liquidity. That’s wrong. Equities are a risk-on asset within the carry trade, fueled by global liquidity; Bitcoin, however, isn’t part of anyone’s carry trade—yet. And for good reason.

At its core, Bitcoin is the anti-carry trade asset. Its n... See more