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• Thesis

  The Scarce Inputs Thesis

  An investment framework for a multipolar, energy-constrained world.

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• Equities

  Metals research

  Research and analysis on 72 (small) gold, silver, copper and critical-minerals companies.

  Open → Nightly · 17 Oct

• Poker trainer

  Sharkline Pokerbeta

  Drill pre- and postflop spots against the solver's answer.

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Writing

• The Token Isn't the Business Sep 2026

  Why blockchain utility almost never makes a token valuable — a back-of-envelope reality check.

• The Scarce Inputs Thesis Sep 2026

  An investment framework for hard assets in a multipolar, energy-constrained world.