Investments
Below are my current investment holdings. They range from 20% of my investable asset to as small as $1K, roughly ordered by my position size.
With public equity, I invest in 5-20 stocks at any given time. With crypto, I’m heavy in Ethereum and Solana, and tend hold positions in 1-5 smaller cap tokens.
In the private market, I've only invested in a select few. If you are a seed stage founder, I can be helpful giving product feedback, connecting you to design resources, and introducing you to folks at Kleiner Perkins, Republic or some other investors who write larger checks.
Private
![investment icon](https://prod-files-secure.s3.us-west-2.amazonaws.com/ff2b1561-a138-489c-ade6-64b2a50badee/cf49c7e1-9256-4f0a-b4fd-8fdefb2478fe/agora.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45HZZMZUHI%2F20240727%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20240727T110402Z&X-Amz-Expires=3600&X-Amz-Signature=75d337daa57240b7a3c2d8b09a4c1716687eacddf43a49402b59e3fe9e03ccf7&X-Amz-SignedHeaders=host&x-id=GetObject)
Agora
↗DAO governance
![investment icon](/investments/replit.png)
Replit
↗Figma for coding
![investment icon](/investments/mercury.png)
Mercury
↗Online business banking platform. Betting on the best-in-class, vertical focused neobank.
![investment icon](/investments/citizens.png)
Citizens Of
↗An Australian cafe group. Simply to support the business.
Public
![investment icon](/investments/sol.png)
Solana
↗A fast L1 blockchain, with low fees & near instant confirmations. Betting on it challenging Ethereum.
![investment icon](https://prod-files-secure.s3.us-west-2.amazonaws.com/ff2b1561-a138-489c-ade6-64b2a50badee/17728388-0c5a-4de3-a88b-d5f6b6df0af3/baba.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIAT73L2G45HZZMZUHI%2F20240727%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20240727T110402Z&X-Amz-Expires=3600&X-Amz-Signature=8e4ab9b8d9a0aace4515936df209ecb4d871d08eeb0eeba6dbad27b63f6c5a99&X-Amz-SignedHeaders=host&x-id=GetObject)
Alibaba
↗Bottom fishing Chinese Equity
![investment icon](/investments/eth.png)
Ethereum
↗A decentralized blockchain with smart contract functionality. Betting on the oil of internet.
![investment icon](/investments/pdd.png)
Pinduoduo
↗Betting on Temu’s US expansion.
![investment icon](/investments/aapl.png)
Apple
↗Makes phones, computers and stuff. Just a good business.
![investment icon](/investments/shop.png)
Shopify
↗Online commerce platform. Betting on e-commerce leaving centralized platforms for custom UX.
![investment icon](/investments/dis.png)
Disney
↗Disney’s PE is at record low. Betting on a mean reversion as long as their IP and park business remain strong.