Investment Thesis 🧪
Reasoning
After a while in various ecosystems, I realised I can finally give back — driving founders' visions through angel cheques, being an LP, and giving whatever insight I have, where I can be value-add and show you some tricks and hacks to grow your product.
Conceptualization
I've been slowly gaining exposure in next-gen industries. This is a concept list of where I want positions in the future, and it may change over time. In no particular order.
I'm happy to learn your investment thesis, and ask why.
Where my interests are
Psyfin
I believe psychedelic finance will have a transformative effect on wellbeing, at widespread scope.
Microbiome
I'm a biohacker and read a ton of research on the gut-brain axis. I believe that helping someone — through hardware or software — to a strong feedback loop on their metabolic performance can turn them into a better person.
FMT
I believe FMT can cure various diseases.
Longevity
I believe in slowing aging, stopping aging, and reversing aging. Anything along those lines, I'm interested to look at your deck.
Wellbeing in general
There will be tons of products that help one feel great — habit and routine building, supplements, workouts, inner mental space.
DeSci
Decentralised science is where the longevity and biohacking thesis meets infrastructure I already have native deal flow into. Funding structures for research that traditional grants will not touch.
RemoteFirst stack
I'm already exposed and backing premium talent at pre-seed and seed. Happy to learn more if you're expanding.
Genomics / SynBio
Quite early for me, but happy to chat on this.
Reforestation
I've always believed we need to focus on saving the planet. It's simple: save the planet, get rich. I'm interested in ways to scale efforts to bring back a green climate and drive Solarpunk representations.
Space Exploration
We are all gonna make it there, so why not make the highway faster? Ping me if you have something here.
Crypto
I'm a bit overexposed here — and I guess I can enter another rocketship if you're building one.
AI-enabled products
I model outputs of CatBoost, XGBoost, NGBoost and LightGBM for a living now, so I have opinions. What interests me is not another wrapper but products where the model is the moat, and the crypto-AI intersection: decentralised agent platforms, verifiable inference, and the compute markets underneath.
Blockchain Gaming
I'm bullish on what turn-based games and MMORPG concepts from the 90s can bring to the table, leveraging today's tech with the right incentive structure.
Open Metaverse
Super-immersive experiences with shared objects might be the game-changer for legacy industries. I did a lot of research back in 2017, 2019 and 2020 across AR/XR/VR, spatial worlds, immersive experience and augmented reality, and I'm bullish on haptics, sensors and sensorics — hacking and simulating them.
Knowledge economy
Picks and shovels work here (Roam, Obsidian, Xanadu, Kanopi, &c). Building a layer, a plugin, an interface? I'm keen to chat.
Brain Computer Interface
I played with BCI and P300 back in 2011 and was positively shocked at what it can deliver, especially in helping disabled people access the legacy world. BCI has recently picked up wind[1].
With recent upgrades, humans could gain a significant edge over their wellbeing — insight into their insideOps, better understanding of why they do what they do, a higher bar for self-awareness, and a much stronger, more exact feedback loop. See the retail helmet from Kernel Flow, around $100k, which becomes far more affordable as technological deflation kicks in. On the other side, one gains a much better understanding of the real environment around them, plus the ability to control motoric and robotic devices without using their muscular system at all. Try imagining further.
Infrastructure
I've studied peer-reviewed work on upcoming black swan events that come down against society, and I've learned where we need to put emphasis on investments, and why.
eVTOLs
Electric VTOLs would significantly change how transportation works inside cities, on the outskirts, and on sub-urban travel. Autonomous cars are great but constrained to a road; this opens on-demand aviation. And eVTOLs aren't inherently only for carrying human bodies — there's a strong case for eVTOL UAV delivery. Imagine cutting the city-centre-to-airport trip from fifty minutes to ten.
Neuroscience
I'm not very knowledgeable here, but my gut says this could be big and expanding alongside the metaverse thesis. Including optogenetics.
Funding type
Mostly I'm looking to back you in a crypto-native way, if possible. Otherwise, AngelList supports USDC.
See what I've actually backed, or reach out.