Category

Opportunity

Mar 20
0

Don’t Necessarily Trust; Verify

By | In my opinion, Opportunity | No Comments

Good Day,

It’s no secret that engaging in any collaboration — let alone making a financial investment — requires a certain level of trust. Yet committing to either can often become unnecessarily complex and time-consuming.

Past experiences can carry meaningful weight, but trust is not something that can be fully established in advance; it is emergent and grows or diminishes through real-time experiences.

It’s the reason investment returns almost always carry with them this disclaimer; past performance is not indicative of future results.

The future inherently carries uncertainty; however, advancements in today’s technologies can significantly reduce many of the obstacles & time the trust-building process used to take.

Family offices are known for taking things slow & being highly selective when it comes to the partners they choose to work with.

In the past, verifying someone’s trustworthiness beforehand often required extensive personal relationships, recommendations from trusted intermediaries, or direct, time-consuming investigations.

And in many respects, this still carries with it a lot of merit. But it’s no longer the only way.

What if truly verifying one’s trustworthiness & reliability meant engaging them sooner rather than later- what if real-time feedback loops were prioritized over vetting one with feelings & bias prior instead?

Today’s digital tools afford us the opportunity to not only expedite collaborating with one another, but to also get to understand each other more intimately while considerably mitigating the traditional risks of doing so.

Embrace curiosity, imagine new collaborations, and don’t necessarily trust, verify—trust will ensue. As the great Martin Luther King Jr. once said,

“Faith is taking the first step even when you don’t see the whole staircase.”

For anyone curious, I’d love to further discuss my offering on exclusively collaborating with a family office.

Thanks for reading, and be well! 

Jan 21
0

Why a Bitcoin Investment Fund Was Born

By | Opportunity | No Comments

Hello friends,

It’s been some time so allow me to first wish you all a Happy New Year, may the forces of prosperity & health be with you & your loved ones!

It was a prosperous & healthy 2023 for Bitcoin. Its price was up ~155% for the year, 250% plus from its yearly lows, the network continued to process millions of unabated transactions, & more dollars were invested into BTC scaling & infrastructure initiatives than any period prior.

It was a year in which the much-anticipated institutional adoption via spot BTC ETFS was the prime focus for many, which finally came to fruition via approval just last week.

It’s fair to say that the market & price has thus far been generally quite excited for this new ETF product, as it exposes Bitcoin to a readily accessible pool of potentially large demand.

And while I can appreciate the magnitude of what Blackrock can mean for Bitcoin adoption, it’s not without some systemic risk in my opinion-insofar as big corporations continue to grow enormous pools of capital resources, which by proxy give them influential power, while at the same time making them vulnerable to various forms of capture.

Why a Bitcoin investment fund was born.

Suffice it to say that Bitcoin has thus far been an effective means to distribute *control* via the ownership of a valuable resource on an open & public peer-to-peer system, which can empower any user with sovereignty, whether an individual or a nation-state.

In the same vein, albeit more centralized as per legal requirements, I believe it to be imperative that options such as smaller funds/structures emerge & exist, in which capital has available exits it can be distributed to aside from traditional Wall Street behemoths.

In my opinion, there are two primary advantages of this for the market at large. It helps build a network of much smaller pools of Bitcoin vulnerable to potential exploitation; distribution can mitigate larger systemic shocks & wider spread contagion.

Secondly, smaller funds will incentivize competition among the quality of stewardship; for what is manifesting to be one of the world’s most valuable capital resources, BTC. The sooner the markets understand that each of the 21M Bitcoin are essentially irreplaceable, the sooner each is treated with the vigilance they deserve.

The inspiration…..

Bitcoin is meaningful- This, in my opinion, is the most important reason. I’ve been a strong advocate of Bitcoin (since early 2015) & as a private investor managing proprietary capital since 2004, I’ve never come across this level of monetary innovation-its implications at scale are perhaps equivalent to what the internet has manifested to date, if not beyond. A truly revolutionary technology!

Gap in the market– There exists no *active* Bitcoin fund that I’m aware of at least, which isn’t geographically constrained as per whom is allowed to invest, tax sheltered & that isn’t mandated to use a 3rd party custodian for the Bitcoin it holds-this allows us to offer zero fees on all Bitcoin allocated to its long-term reserves.

Unique strategy. There exists no Bitcoin fund which objective is to increase its BTC allocation to long term reserve while also increasing its USD cash position to *insure* the value of one’s original investment.

So, there you have it, eHodL 22 was born…..

Early days yet & much work to be done but if Bitcoin is going to be successful at scale, then I like our fund’s prospects!

Until the next time…..

“Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it’s the only thing that ever has.” -Margaret Mead

*Disclaimer: The eHodL 22 AIM (alternative investment fund) is available to “accredited investors” only. This post should not be construed as a solicitation for eHodL 22. This content (blog) is intended exclusively for information purposes & not to be considered as investment advice. *