Devin Baker

The Radical Portfolio’s core thesis is 60% Compliance / 40% Resistance.

When bitcoin surges to a new high, that’s like a “pioneer price.” That’s like the first couple houses on a street selling for new highs. And then over months and years, as more and more bitcoin trades hands at those higher prices, it raises the average cost basis and makes that price more real, more liquid, with a substantial market depth at those... See more

Debasement (the expansion of the money supply beyond productive output) is occurring right now. As we’ve established, precious metals are capturing this through spot price appreciation against dollar weakness. Silver’s nose-bleed rally alongside gold at record highs confirm the dollar is losing purchasing power against real goods.

But Bitcoin isn’t... See more

REV is often the best single metric in assessing real demand to use a given network.

But the opportunity for Attention Assets goes far beyond pricing equities. We believe that predicting attention is an economically valuable activity. Attention is a leading indicator to consumer preferences and spending. Businesses allocate R&D, hiring, and marketing dollars depending on where attention goes. It is a matter of figuring out new... See more

What I worry about and what I am anxious about keeps me in an insulated, busy state of mind that stops me feeling the true depth and vulnerability of how much I care, how much I want to make a difference and how much I feel powerless to do it .

My answer is always the same. build more edge rather than risk more size . Don’t kill yourself chasing the jackpot. Log wealth is what matters. Maximize the 50th percentile outcome. Make your own luck. Avoid drawdowns. Eventually you will get there.