Over the years I’ve doubted my investing process more. Why? Because I was lucky being early and investing thru record low interest rates/liquidity boom - that was a big driver of returns. The next decade will require a different framework and for that I’m constantly going back to the drawing board.

It might be an odd way to think about it but I started reading more traditional investing books like Security Analysis and others as fundamentals start to matter more. Seth Klarman had some great takes on this on the latest update with intersection of tech, market efficiencies and bringing value investing in

I like crypto & Harry Potter⚡️ | Sometimes write http://obviously.substack.com | Casts not investment advice

Whats cool is that being in crypto you are on the forefront of not just technology but also a new form of investing framework. As crypto builds on capital model as well (VCs -> tokenized funding), this paradigm will shift. Crypto still has the highest 'market inefficiency', which also means highest opportunity

Network-state physician always trying to learn, passionate about healthspan and longevity. @agelesssands