doj

Software Engineer in my early twenties with a keen interest in financial markets, high risk tolerance and skepticism towards the status quo.

Investment thesis

I try to approach this market from two perspectives. Firstly, a technology oriented view, I believe this is one of the greatest disruptions the internet will bring to society. The key component of being able to trustlessly transact value has extremely wide implications as we have seen the industry build up the blocks of it’s own financial system. Secondly, I look at it from a narrative and environment perspective. Crypto is the market of the young generations in a very relaxed monetary policy environment. The rise to +2tln capitalisation is clear evidence for me that crypto can no longer be ignored and is now itself a global market which will play out for decades to come.