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 a basket of 5-20 stocks at any given time. With crypto, I’m heavy in Ethereal and Solana, and tend hold positions in 1-5 smaller cap assets.

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.

Last updated Jun 12, 2022

    Private

    investment icon

    Replit

    An online IDE, Editor, Compiler and more. Betting on it becoming the Figma for SWEs.

    investment icon

    Mercury

    Online business banking platform. Betting on the best-in-class, vertical focused neobank.

    investment icon

    Citizens Of

    An Australian cafe group. Simply to support the business.

    Public

    investment icon

    Ethereum

    A decentralized blockchain with smart contract functionality. Betting on NFT and Web3 going mainstream.

    investment icon

    Solana

    A fast L1 blockchain, with low fees & near instant confirmations. Betting on it challenging Ethereum.

    investment icon

    Apple

    Makes phones, computers and stuff. Just a good business.

    investment icon

    Shopify

    Online commerce platform. Built the position betting on ecommerce leaving centralized platforms for custom UX.

    investment icon

    The Real Real

    Betting on consumer spending on “going out fashion” post pandemic and buying second-hand due to decreased spending power during the recession.

    investment icon

    Airbnb

    An online marketplace for lodging. Built the position betting on travel resurgence and remote work mobility.

    investment icon

    Dopex Rebate Token

    On-chain structured product. Built the position betting on DeFi option vaults.

    investment icon

    Block

    Financial services and digital payments company. Betting on IRL payments and crypto moves by Jack Dorsey.

    investment icon

    Reimagined Finance

    FaaS (Farming as a Service). Betting on yield farming during a crypto winter.