In search of great, enduring companies, found or built.
Builder
Fifteen years in software (marketer, designer and software engineer), most of it in financial markets and crypto. At Kraken I helped build Cryptowatch, a canvas-native trading platform used by ~700K people each month, and Kraken Wallet, a multi-chain self custodial wallet. Today I build Skynet, a protocol for verifiable financial signals.
Allocator
I invest my own capital by combining systematic methods with fundamental conviction: theses I can defend, positions I can measure, a track record I keep honestly. The same instinct that makes good infrastructure makes good allocation, a respect for what's real over what's narrated.
Researcher
I think in public about markets and the systems they run on, from inside the machinery rather than the bleachers. The notes are where that work lives.
- Confront the brutal facts of your reality. Good to Great, Ch. 4 ↗︎
- The market is there to serve you, not instruct you. The Intelligent Investor, Ch. 8 ↗︎
