
Public markets investor writing at the intersection of tech, capital markets, and internet culture. Single-stock names, thematic drivers, and the structural trends driving the world today. Skin in the game, always.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 109 | Founded | 4 years ago | Last Issue | 6 months ago |
| Active | |||||

It’s that time of the year again. As 2025 comes to a close, I’d like to take this time to reflect on my journey thus far. I’ve been writing these memos since 2022, so this is the 4th yearly memo I’ll have published. It seems not too long ag...
First things first - some disclaimers:
I hold CARDS.
THIS ARTICLE WAS STARTED WHEN CARDS WAS ON ITS FIRST DRAWDOWN AT 0.1547. I AM POSTING THIS AT ATH LMFAOOOOO. But on a serious note, I didn’t try to time the price, my prioriti...
The term "Internet Capital Markets" mean many things. In today's context, Internet Capital Markets refer to the alchemical outcomes that comes purely from the benefits of blockchain technology: fin-tech that transcends geographical boundari...
(Full Disclaimers below. Not financial advice. All content reflects my personal views only - not those of my employer, and is for general information only; They do not constitute endorsement, advice, or guarantees, may include ads or undisc...
Gmeow, here’s a q2 update for how i’m adjusting my playing style for crypto markets. It’s been a very tough year, and the game has been getting exponentially more difficult since 2021; this article serves to help me structure down how exact...
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