[{"data":1,"prerenderedAt":286},["ShallowReactive",2],{"page-\u002Fthesis":3},{"id":4,"title":5,"body":6,"description":278,"extension":279,"meta":280,"navigation":281,"path":282,"seo":283,"stem":284,"__hash__":285},"pages\u002Fthesis.md","Investment Thesis",{"type":7,"value":8,"toc":249},"minimark",[9,14,19,28,32,39,42,46,51,54,58,61,65,68,72,75,79,82,86,89,93,96,100,103,107,114,118,124,128,131,135,138,142,149,153,160,164,167,171,187,196,200,203,207,215,219,227,231,234,237],[10,11,13],"h1",{"id":12},"investment-thesis","Investment Thesis 🧪",[15,16,18],"h2",{"id":17},"reasoning","Reasoning",[20,21,22,23,27],"p",{},"After a while in various ecosystems, I realised ",[24,25,26],"strong",{},"I can finally give back"," — driving\nfounders' visions through angel cheques, being an LP, and giving whatever insight\nI have, where I can be value-add and show you some tricks and hacks to grow your\nproduct.",[15,29,31],{"id":30},"conceptualization","Conceptualization",[20,33,34,35,38],{},"I've been slowly gaining exposure in next-gen industries. This is a concept list\nof where I want positions in the future, and ",[24,36,37],{},"it may change over time",". In no\nparticular order.",[20,40,41],{},"I'm happy to learn your investment thesis, and ask why.",[15,43,45],{"id":44},"where-my-interests-are","Where my interests are",[47,48,50],"h3",{"id":49},"psyfin","Psyfin",[20,52,53],{},"I believe psychedelic finance will have a transformative effect on wellbeing, at\nwidespread scope.",[47,55,57],{"id":56},"microbiome","Microbiome",[20,59,60],{},"I'm a biohacker and read a ton of research on the gut-brain axis. I believe that\nhelping someone — through hardware or software — to a strong feedback loop on\ntheir metabolic performance can turn them into a better person.",[47,62,64],{"id":63},"fmt","FMT",[20,66,67],{},"I believe FMT can cure various diseases.",[47,69,71],{"id":70},"longevity","Longevity",[20,73,74],{},"I believe in slowing aging, stopping aging, and reversing aging. Anything along\nthose lines, I'm interested to look at your deck.",[47,76,78],{"id":77},"wellbeing-in-general","Wellbeing in general",[20,80,81],{},"There will be tons of products that help one feel great — habit and routine\nbuilding, supplements, workouts, inner mental space.",[47,83,85],{"id":84},"desci","DeSci",[20,87,88],{},"Decentralised science is where the longevity and biohacking thesis meets\ninfrastructure I already have native deal flow into. Funding structures for\nresearch that traditional grants will not touch.",[47,90,92],{"id":91},"remotefirst-stack","RemoteFirst stack",[20,94,95],{},"I'm already exposed and backing premium talent at pre-seed and seed. Happy to\nlearn more if you're expanding.",[47,97,99],{"id":98},"genomics-synbio","Genomics \u002F SynBio",[20,101,102],{},"Quite early for me, but happy to chat on this.",[47,104,106],{"id":105},"reforestation","Reforestation",[20,108,109,110,113],{},"I've always believed we need to focus on saving the planet. It's simple: ",[24,111,112],{},"save\nthe planet, get rich."," I'm interested in ways to scale efforts to bring back a\ngreen climate and drive Solarpunk representations.",[47,115,117],{"id":116},"space-exploration","Space Exploration",[20,119,120,121],{},"We are all gonna make it there, so why not make the highway faster? ",[24,122,123],{},"Ping me if\nyou have something here.",[47,125,127],{"id":126},"crypto","Crypto",[20,129,130],{},"I'm a bit overexposed here — and I guess I can enter another rocketship if you're\nbuilding one.",[47,132,134],{"id":133},"ai-enabled-products","AI-enabled products",[20,136,137],{},"I model outputs of CatBoost, XGBoost, NGBoost and LightGBM for a living now, so I\nhave opinions. What interests me is not another wrapper but products where the\nmodel is the moat, and the crypto-AI intersection: decentralised agent platforms,\nverifiable inference, and the compute markets underneath.",[47,139,141],{"id":140},"blockchain-gaming","Blockchain Gaming",[20,143,144,145,148],{},"I'm bullish on what turn-based games and ",[24,146,147],{},"MMORPG concepts from the 90s can bring\nto the table",", leveraging today's tech with the right incentive structure.",[47,150,152],{"id":151},"open-metaverse","Open Metaverse",[20,154,155,156,159],{},"Super-immersive experiences with shared objects ",[24,157,158],{},"might be the game-changer for\nlegacy industries."," I did a lot of research back in 2017, 2019 and 2020 across\nAR\u002FXR\u002FVR, spatial worlds, immersive experience and augmented reality, and I'm\nbullish on haptics, sensors and sensorics — hacking and simulating them.",[47,161,163],{"id":162},"knowledge-economy","Knowledge economy",[20,165,166],{},"Picks and shovels work here (Roam, Obsidian, Xanadu, Kanopi, &c). Building a\nlayer, a plugin, an interface? I'm keen to chat.",[47,168,170],{"id":169},"brain-computer-interface","Brain Computer Interface",[20,172,173,174,181,186],{},"I played with BCI and P300 back in 2011 and was positively shocked at what it can\ndeliver, especially in helping disabled people access the legacy world. BCI has\nrecently ",[175,176,180],"a",{"href":177,"rel":178},"https:\u002F\u002Fwww.sciencealert.com\u002Fbrain-implant-enables-paralyzed-man-to-communicate-thoughts-via-imaginary-handwriting",[179],"nofollow","picked up wind",[175,182,185],{"href":183,"rel":184},"https:\u002F\u002Fgithub.com\u002FIldaron\u002Fironbci",[179],"[1]",".",[20,188,189,190,195],{},"With recent upgrades, humans could gain a significant edge over their wellbeing —\ninsight into their insideOps, better understanding of why they do what they do, a\nhigher bar for self-awareness, and a much stronger, more exact feedback loop. See\nthe retail helmet from ",[175,191,194],{"href":192,"rel":193},"https:\u002F\u002Fwww.kernel.com\u002Fown-flow",[179],"Kernel Flow",", around\n$100k, which becomes far more affordable as technological deflation kicks in. On\nthe other side, one gains a much better understanding of the real environment\naround them, plus the ability to control motoric and robotic devices without\nusing their muscular system at all. Try imagining further.",[47,197,199],{"id":198},"infrastructure","Infrastructure",[20,201,202],{},"I've studied peer-reviewed work on upcoming black swan events that come down\nagainst society, and I've learned where we need to put emphasis on investments,\nand why.",[47,204,206],{"id":205},"evtols","eVTOLs",[20,208,209,210,214],{},"Electric VTOLs would significantly change how transportation works inside cities,\non the outskirts, and on sub-urban travel. Autonomous cars are great but\nconstrained to a road; this opens on-demand aviation. And\n",[175,211,206],{"href":212,"rel":213},"https:\u002F\u002Fen.wikipedia.org\u002Fwiki\u002FEVTOL",[179]," aren't inherently only for carrying\nhuman bodies — there's a strong case for eVTOL UAV delivery. Imagine cutting the\ncity-centre-to-airport trip from fifty minutes to ten.",[47,216,218],{"id":217},"neuroscience","Neuroscience",[20,220,221,222,186],{},"I'm not very knowledgeable here, but my gut says this could be big and expanding\nalongside the metaverse thesis. Including\n",[175,223,226],{"href":224,"rel":225},"https:\u002F\u002Fen.wikipedia.org\u002Fwiki\u002FOptogenetics",[179],"optogenetics",[15,228,230],{"id":229},"funding-type","Funding type",[20,232,233],{},"Mostly I'm looking to back you in a crypto-native way, if possible. Otherwise,\nAngelList supports USDC.",[235,236],"hr",{},[20,238,239,240,244,245,186],{},"See ",[175,241,243],{"href":242},"\u002Fportfolio","what I've actually backed",", or ",[175,246,248],{"href":247},"\u002Fcontact","reach out",{"title":250,"searchDepth":251,"depth":251,"links":252},"",2,[253,254,255,277],{"id":17,"depth":251,"text":18},{"id":30,"depth":251,"text":31},{"id":44,"depth":251,"text":45,"children":256},[257,259,260,261,262,263,264,265,266,267,268,269,270,271,272,273,274,275,276],{"id":49,"depth":258,"text":50},3,{"id":56,"depth":258,"text":57},{"id":63,"depth":258,"text":64},{"id":70,"depth":258,"text":71},{"id":77,"depth":258,"text":78},{"id":84,"depth":258,"text":85},{"id":91,"depth":258,"text":92},{"id":98,"depth":258,"text":99},{"id":105,"depth":258,"text":106},{"id":116,"depth":258,"text":117},{"id":126,"depth":258,"text":127},{"id":133,"depth":258,"text":134},{"id":140,"depth":258,"text":141},{"id":151,"depth":258,"text":152},{"id":162,"depth":258,"text":163},{"id":169,"depth":258,"text":170},{"id":198,"depth":258,"text":199},{"id":205,"depth":258,"text":206},{"id":217,"depth":258,"text":218},{"id":229,"depth":251,"text":230},"What I want exposure to over the next decade, and the reasoning behind each position.","md",{},true,"\u002Fthesis",{"title":5,"description":278},"thesis","CIL-YdcFmP4C349zNvesut59KlCMxqEr8dwbLA2E1dM",1785952909550]