Investment Thesis
Investment thesis
My current investment writing.
Blog post
The Money-Agent Fusion
AI agents are becoming economic actors, and money is becoming part of their operating layer.
Read postInvestment memo
Investment Memo Trade[XYZ] v2
Read the memo for the full investment thesis.
Read memoInvestment thesis
Long Kalshi, Short Polymarket
A thesis on why the next phase of prediction markets favors Kalshi over Polymarket.
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