Writing
Research, theses, and notes
Long-form research on markets I think are mispriced, and the trades I'm making.
Alternative Assets
A research seriesNewNo. 01 · October 2026
What actually moves a Pokémon card's price
Every English card priced, 1,409 tracked month by month since 2021, and a walk-forward test of which signals called the next year. Character beats artist, old sets rise, and nothing reliably finds the breakout.
Read the research
Next issue
No. 02 · Collector cars
Same questions, different asset: what sets the price, which signals called the next year, and how deep the auction market really is.
Memo
June 2026
The Next 18–36 Months
A book of trades and the theses behind them: AI × crypto, agent payments, Hyperliquid, prediction markets, MSTR, and where I'm allocating my own money. Not advice. My book.
Read the memoEarlier essays
Older writing on blockchain, crypto, and emerging tech lives on Medium.