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
Agora
↗DAO governance
Replit
↗Figma for coding
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
Solana
↗A fast L1 blockchain, with low fees & near instant confirmations. Betting on it challenging Ethereum.
Alibaba
↗Bottom fishing Chinese Equity
Ethereum
↗A decentralized blockchain with smart contract functionality. Betting on the oil of internet.
Pinduoduo
↗Betting on Temu’s US expansion.
Apple
↗Makes phones, computers and stuff. Just a good business.
Shopify
↗Online commerce platform. Betting on e-commerce leaving centralized platforms for custom UX.
Disney
↗Disney’s PE is at record low. Betting on a mean reversion as long as their IP and park business remain strong.