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Short thoughts on capital, psychology, and generational wealth.

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family office

Taking the Long View: What a Web3 Deal Taught Me About Trust and Tokenization

What a Web3 deal taught me about trust, tokenization, and taking a longer-term view on people and investments.

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ai vc

Wiring the Bot Economy: How Agent-Native Infrastructure Became 2025's Hottest Investment Stack

From sub-second sandboxes to on-chain pay rails, a field guide for founders and early-stage investors betting on the picks-and-shovels of the agent economy.

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personal

The Megaphone and the Library

Distribution is for scale; philosophy is for depth. Don't confuse the megaphone with the library.

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family office

Intergenerational Governance

Governance isn't about rules; it's about decision quality that outlasts the person who wrote the rules.

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ai vc

Due Diligence Blind Spots

The questions investors don't ask—and why those omissions matter more than what they do ask.

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investing frameworks

Time Horizon as Strategy

Your competitive advantage is the time horizon your peers aren't willing to think in.

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personal

Building Resilience Systems

Resilience isn't about being tough; it's about building systems that make toughness unnecessary.

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personal

The Wealth-Identity Trap

The most dangerous financial mistake isn't a bad trade—it's letting your bank account dictate your self-worth.

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investing frameworks

The Scoring Model Trap

Why most investment scoring systems create false confidence and miss the signals that matter.

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investing frameworks

The Decision Journal Practice

How systematic decision review compounds judgment over time—and why most investors skip it.

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founder psychology

Reading Founder Conviction

The nonlinear signals that predict outcomes better than pitch deck metrics.

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family office

The Patient Capital Advantage

Patient capital is the only remaining arbitrage in a market obsessed with quarters.

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personal

Open the Unseen Wings

When you almost lost everything, you will find clarity and all the great things in life. This is my story of finding financial freedom and purpose.

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founder psychology

Assessing Narrative Quality

How to distinguish visionary storytelling from compelling delusion.

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ai vc

AI and Decision Quality: Beyond the Hype

AI won't replace investors, but it will redefine what we call 'judgment'.

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