Skip to content

Crypto

Bitcoin at 79,108 dollars on 1 September 2026, down 9.62 percent, while August pulled 3.52 billion dollars into the spot ETFs. A directional read, and the case against it.
Solana sits 66 percent below its January 2025 high, and 42 percent of its DEX volume is memecoins. That last fact is the bull case and the risk in one sentence.
DeFi deposits fell 39 percent in 2026, from about 115 billion dollars to 70 billion. In the same stretch Pump.fun had its best fee day since September 2025. Both are true.
Six positions, all published by name. The rule behind them is that infrastructure outlives the applications built on it.
The site publishes two live tables. Neither one is a list to buy, and the difference matters more than the data.
Two positions, one rule. The sizing is the thesis, and the sizing is decided before anything is bought.
In 1893 his alternating current lit the Chicago World’s Fair. Two years later his polyphase system went into Niagara Falls. The grid that charged your phone last night is, in its bones, Nikola Tesla’s design.
Nobody adopts a blockchain. They adopt a button. The distinction sounds small. It is the whole game.
Most people’s introduction to crypto was a chart. Mine was a supply chain problem. Once you’ve spent years moving real assets (properties, contracts, cash flow) through slow, expensive, paperwork-heavy…

Every Category

Founder notes, case studies, entrepreneurship, technology, crypto, estate and legacy planning, mindset, psychology, wisdom, lineage, fatherhood, and travel.