Long Ideas

THORChain: The Party May Be Just Getting Started

RUNE is the native asset of THORChain. It has rallied by 400% since July. Can we possibly justify this rip? Turns out probably yes.

Nov 16, 2023 •

The Future of Finance Must Be Permissionless

There are various companies, networks, and protocols trying to figure out how to get this right. Clear winner? Hardly. But I think we have a pretty good…

Jul 20, 2023 •

Investment Thesis: Betting On ICE Engines

My latest investment for the HSEP is one that I've been thinking through and researching for some time. This will be one of the more high conviction…

Mar 1, 2023 •

This Stock Has That Bullish Look In It's Eye

We're up to 8 equity positions in the HSEP with a lot of cash remaining. Those equity positions will be scaled opportunistically. This morning, I bought…

Jan 25, 2023 •

Equity Portfolio Update: The First Position I'm Opening

Which stock pick I like this week and my strategy for buying and selling.

Jan 3, 2023 •

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