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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

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    Agora

    ↗

    DAO governance

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    Replit

    ↗

    Figma for coding

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    Mercury

    ↗

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

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    Citizens Of

    ↗

    An Australian cafe group. Simply to support the business.

    Public

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    Solana

    ↗

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

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    Alibaba

    ↗

    Bottom fishing Chinese Equity

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    Ethereum

    ↗

    A decentralized blockchain with smart contract functionality. Betting on the oil of internet.

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    Pinduoduo

    ↗

    Betting on Temu’s US expansion.

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    Apple

    ↗

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

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    Shopify

    ↗

    Online commerce platform. Betting on e-commerce leaving centralized platforms for custom UX.

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    Disney

    ↗

    Disney’s PE is at record low. Betting on a mean reversion as long as their IP and park business remain strong.