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.
A focused set of products I have shipped from idea to working system, each designed around my own workflows, research loops, and operating needs.
An agent-agnostic OS that understands my workflows, prompts, and skills, then intelligently directs the right agents and models to leverage my second brain.
A stablecoin payments company-discovery portal that maps 179 companies across 12 stack categories, with filters for category, funding stage, and geography plus Airtable-backed research publishing.
A LinkedIn newsletter sharing funding insights from private markets, tracking where capital is moving across AI, fintech, and crypto.
Real positions backed by published research
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Portfolio data updated daily from IBKR
Historical returns and risk metrics