High Conviction Concentrated Growth Investing, Fallacy Alarm

Fallacy Alarm

High Conviction Concentrated Growth Investing

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas. I am convinced that a robust and comprehensive investment process requires macro and micro considerations. And it requires a deep understanding what you are looking for and what you are invested in. Digitization has changed the dynamics both how businesses operate and how investors compete for returns. Ideas can scale much faster and fail much faster than before. The biggest value creation happens before it can be spotted in financial statements. As a result, my approach can be best summarized as high conviction, high concentration growth investing, embedded into a macro framework built on the realization that our current demographic set-up, monetary paradigm and innovation cycle will likely deliver a strong decade for nominal and real returns of productive assets.

Crypto

<ul><li>Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build what they call a Strategic Bitcoin Reserve.</li><li>This idea has been floating around for a while. Robert Kennedy Jr. gave it a big boost in July when he promised to make the Treasury buy a quarter of all Bitcoin in circulation was he elected as president.</li><li>Since the election, various crypto celebrities have chimed in and politicians at the state and the federal level have come up with policy proposals to push this agenda.</li></ul>

Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build what they call a Strategic Bitcoin Reserve.This idea has been floating around for a while. Robert Kennedy Jr. gave it a big boost in July when he promised to make the Treasury buy a quarter of all Bitcoin in circulation was he elected as president.Since the election, various crypto celebrities have chimed in and politicians at the state and the federal level have come up with policy proposals to push this agenda.

Institutional-Grade Analysis, In-depth Insights, Animoca Brands Research

Animoca Brands Research

Institutional-Grade Analysis, In-depth Insights

Animoca Brands Corporation Ltd. is a Hong Kong-based game software company and venture capital company

<ul><li>Polymarket, an on-chain prediction market, solved a critical information gap by providing quantitative odds for future events, offering a numerical representation of probabilities that was previously lacking in news media and social discussions.</li><li>The platform has experienced remarkable growth over the past six months. Between April and October, monthly trading volumes surged from $40 million to $2.5 billion, while open interest climbed from $20 million to $400 million. The amount of locked capital now rivals that of leading decentralized exchanges like SushiSwap AMM V3 and matches the Total Value Locked (TVL) of networks like TON.</li><li>In October, the Polymarket website drew 35 million visits—double the traffic of popular betting sites like FanDuel. Its prediction on the US election is frequently quoted by mass media like WSJ and Bloomberg. This surge indicates that Polymarket has evolved from a notable project within the crypto space to a platform reaching mainstream audiences, marking a milestone for public adoption that Web3 has been eagerly seeking.</li></ul>

Polymarket, an on-chain prediction market, solved a critical information gap by providing quantitative odds for future events, offering a numerical representation of probabilities that was previously lacking in news media and social discussions.The platform has experienced remarkable growth over the past six months. Between April and October, monthly trading volumes surged from $40 million to $2.5 billion, while open interest climbed from $20 million to $400 million. The amount of locked capital now rivals that of leading decentralized exchanges like SushiSwap AMM V3 and matches the Total Value Locked (TVL) of networks like TON.In October, the Polymarket website drew 35 million visits—double the traffic of popular betting sites like FanDuel. Its prediction on the US election is frequently quoted by mass media like WSJ and Bloomberg. This surge indicates that Polymarket has evolved from a notable project within the crypto space to a platform reaching mainstream audiences, marking a milestone for public adoption that Web3 has been eagerly seeking.

The Rise of Polymarket: Here to Stay or an Election Phenomenon

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Polymarket (POLYMARKET CURNCY)

Strategic Bitcoin Reserve?

Donald Trump’s election and the subsequent bull run to 100k has emboldened Bitcoiners. Many of them are now calling for the US government to build...

Fallacy Alarm

The Rise of Polymarket: Here to Stay or an Election Phenomenon

Polymarket, an on-chain prediction market, solved a critical information gap by providing quantitative odds for future events, offering a numerical...

Animoca Brands Research

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