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 10-20 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.
Private
Replit
↗An online IDE, Editor, Compiler and more. Betting on it becoming the Figma for SWEs.
Mercury
↗Online business banking platform. Betting on the best-in-class, vertical focused neobank.
Citizens Of
↗An Australian cafe group. Simply to support the business.
Public
Ethereum
↗A decentralized blockchain with smart contract functionality. Betting on NFT and Web3 going mainstream.
Solana
↗A fast L1 blockchain, with low fees & near instant confirmations. Betting on it challenging Ethereum.
Apple
↗Makes phones, computers and stuff. Just a good business.
Shopify
↗Online commerce platform. Built the position betting on ecommerce leaving centralized platforms for custom UX.
Docusign
↗Allows organizations to manage electronic agreements. Built the position on remote work being a norm.
Airbnb
↗An online marketplace for lodging. Built the position betting on travel resurgence and remote work mobility.
Meta
↗Betting on social commerce, not metaverse.
Dopex Rebate Token
↗On-chain structured product. Built the position betting on DeFi option vaults.
Avalanche
↗Fast L1 network. Part of my index of eth challengers.
Block
↗Financial services and digital payments company. Betting on IRL payments and crypto moves by Jack Dorsey.
Reimagined Finance
↗FaaS (Farming as a Service). Betting on yield farming during a crypto winter.
Ribbon Finance
↗Onchain structured product. Built the position betting on DeFi option vaults.