Eight questions
The Analyst
Show me the spreadsheet
You meet a new technology by modelling it. Unit economics, token supply curves, power draw per GPU, payback months per robot cell: if it cannot be put in a table you do not believe it yet. You are the person friends send links to when they want to know whether something is real.
Worth knowing: Your blind spot is timing. Models are right about direction and wrong about the year, and a correct thesis held two years too early looks exactly like a wrong one. Pair every model with a date and a price you would admit defeat at.
For your type
Where to go next
AI & Computing
The chip race
Everything runs on somebody else’s wafer
The AI boom is a story about three companies, one island and a memory shortage. Understanding where the bottleneck sits explains most of what happens to prices, products and geopolitics.
AI & Computing
Power
AI is an electricity business now
A frontier training cluster draws as much power as a small city, and the grid connection queue is now a longer wait than the chips. This is the constraint that will shape the next five years.
Markets
Cycles
The anatomy of a crypto cycle
Four boom and bust cycles have produced a folk model with real predictive claims. Some of it holds up. The parts that do not are the parts people bet on.
Tools
Tools for you
Bitcoin, gold, stocks, cash
Hedge Mix
Mix bitcoin, gold, a stock index and cash with four sliders and see the expected return, the volatility and an illustrative worst year of the mix, under assumptions you can edit..
OpenBuy the same amount every month
Savings Plan Simulator
See what a monthly purchase of a volatile asset does over years, under a return you choose, with fees, and with a pessimistic and an optimistic path beside the expected one..
OpenWho gets what, when
Token Unlock Simulator
Model a token supply schedule: allocations to team, investors, community and treasury with cliffs and vesting periods, and see the circulating supply and the monthly unlocks over five years..
OpenBasics
Start with these
What is tokenization?
Issuing a token that represents something in the real world. It changes how the asset settles and moves, and it does not change who owns it under the law.
02What is a spot ETF?
A fund that holds the actual asset and trades on a stock exchange. It let a very large pool of money buy bitcoin without touching a wallet.