I'm an investment analyst with a passion for AI and frontier technology innovation. With so much information online, I aim to use this platform to share my learnings, work experience, and insights that form my investment thesis and inform portfolio allocation decisions.
Beyond investment research, I also write about developments in the digital asset market that is becoming an increasingly important component of the modern financial system.
My edge comes from data-backed fundamental research, agility for spotting upcoming innovations and translating them into clear investment opportunities.
Investment thesis, market analysis, and technology insights
Brewing up something new...
Investment theses and deep dives are in the lab. Stay tuned — the alpha won't stay hidden for long.
How to automate newsletter creation at work while delivering a competitive and differentiated newsletter stack.
Macro-driven deleveraging, Bitcoin's 14% single-day crash, Ethereum's Strawmap roadmap, Hyperliquid's stress test, and the OCC's landmark stablecoin rulemaking...
DeepSeek's AI shock, Bitcoin's macro volatility, Ethereum's Pectra upgrade, Hyperliquid's $670M revenue milestone, RWA tokenization milestones, and stablecoin regulatory momentum...
Market analysis, key players, and the trillion dollar opportunity in tokenized securities. Exploring the infrastructure and regulatory landscape shaping the future of tokenized equity...
An exploration of ERC-8004 and its implications for the emerging agent economy, enabling trustless, verifiable and secure agent communication on EVM chains...
From Chat to Checkout: The Stack, Standards, and Adoption of Agentic Commerce. Exploring the emerging infrastructure for AI agent-driven transactions...
Comprehensive macro analysis of crypto markets in November, covering Bitcoin, Ethereum, L2s, stablecoins, and key market developments...
Explore the pivotal charts and data that defined 2025's crypto landscape, revealing insightful data about Bitcoin, Ethereum, prediction markets, and more...
Translating research into product requirements. Each PRD is grounded in firsthand domain research into crypto, stablecoins, and AI infrastructure — closing the loop from insight to build.
Real positions backed by published research
| Ticker | Company | Mkt Price | Weight | Return |
|---|---|---|---|---|
| Loading portfolio data... | ||||
Portfolio data updated daily from IBKR
View Live DashboardHistorical returns and risk metrics