My Work

Investing

I take concentrated, long-term positions in companies and networks building the physical and computational foundations of technological progress.

My focus is on what these systems need to scale: compute, materials, power, and infrastructure. I look for the constraints that have to be solved, and the businesses positioned to capture lasting value by solving them. The horizon is measured in years and decades rather than quarters.

I back early stage businesses and entrepreneurs through venture capital investments. I advise founders on business strategy and market positioning, helping them challenge assumptions, spot opportunities, and find creative approaches to problems.

Trading

I trade crypto and derivatives across timeframes, from shorter-term momentum and narrative trades to broader cycle positioning.

Attention is central to how I read markets: what people notice, what they come to believe, and when they commit capital. I look for opportunities in the gaps between those stages. A story gaining attention is not automatically a good trade; price and timing still matter.

I’ve worked with engineering partners on custom trading and market tools for internal use. I help shape product direction and define what the tools need to do from a trader’s perspective.

Building

My central project is The Ascent, a long-form thesis on AI, robotics, energy, and space, and how they could reshape work, ownership, and human progress.

I also write shorter essays on attention, market cycles, and the relationship between technology and human behavior. The longer work develops the worldview; the essays explore individual ideas within it.

Read The Ascent · Substack

Writing

In 2023 I co-founded Pepe, which became one of the largest memecoins in the world by market capitalization. I'm no longer involved with the project.

Pepe