The Ether And The Real
This blog is an attempt to show that markets can be beaten if one takes an intelligent and systematic approach to investing, then sticks with it through down periods. I won't write about my philosophy of value for now (especially since there are no returns yet to show here), but over time I may share bits and bobs so there could at least potentially be some worthwhile takeaways. Currently my portfolio is 100% invested in Web3 tokens. No net-nets, no spin-offs, no NASDAQ-listed compounders, just the unholy world of the cryptosphere and all that's conventionally unacceptable across the value investing landscape. My thesis on Web3 is relatively simple. Web1.0 (Netscape, Hotmail, AOL) disrupted basic services like what your library, phone book, or mail deliverer, would previously have provided. Web2.0 (Amazon, Facebook, Google, Uber, Airbnb) disrupted areas from shopping, to search, to social gathering, to travel, and beyond, creating a quite seamless on-demand experience compared ...