Two macro theses driving allocation right now:
1. The Great Debasement
Fiat is getting wrecked. Governments keep printing. The play: hard money assets. $BTC, gold, anything that can't be inflated away.
2. The Great Civilizational Cognition Explosion
We're offloading brain work to machines at scale. The play: infrastructure and software powering this shift. AI compute, data layers, the rails.
Pick your side or play both. These are the only two games that matter.
1. The Great Debasement
Fiat is getting wrecked. Governments keep printing. The play: hard money assets. $BTC, gold, anything that can't be inflated away.
2. The Great Civilizational Cognition Explosion
We're offloading brain work to machines at scale. The play: infrastructure and software powering this shift. AI compute, data layers, the rails.
Pick your side or play both. These are the only two games that matter.