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Cryptocurrencyūüďą

Nothing herein is financial advice. Past performance is in no way indicative of future returns. Any listed holdings are not guaranteed to be up to date or accurate. All holdings are delayed. Please do not think mirroring any of my holdings listed here will give you any sort of acceptable returns or generate alpha.

Positions last updated: 4/19/2021 (Inception: 5/4/2017)

About my portfolio

I trade a variety of strategies, though the core of what I do is based on fundamental research.

Currently performing weekly DeFi Research with Glassnode. I took crypto full-time around DeFi Summer in 2020.

Backstory

I joined the Ethereum ecosystem in 2016 and started investing in 2017. Around 2017/2018 I started writing code in the Ethereum ecosystem and bounced around various projects. I've since written limited code but stayed heavily invested. Crypto remains a major source of inspiration for me. It feels similar to the early days of the internet. Dial-up was my lullaby as a child, so I tend to glamorize my youth as a product of the internet. Cryptocurrency has reignited some of that childhood optimism for tech.

I'm excited to see more use-cases arise as DeFi has emerged. Though even there the majority of use-cases remain rooted in speculation, this is the first time we've seen mass value creation and clear product market fit in the space.

Maturation of an ecosystem doesn't happen over night. Though the maturation of cryptocurrency certainly feels accelerated. DeFi tokens are the majority of the portfolio, with infrastructure coming in second. Tons of great projects around infrastructure also are primary investments. Projects like IPFS & Filecoin, The Graph, and others are some examples outside of DeFi. I'm optimistic for the future.

Find more writing about all these investing topics here. And I share code here on GitHub.

Tables with holdings updated weekly. Words last updated: 2/17/2021