Notebooks

INVESTMENT THESIS & RULES — updated 9/25/26 Strategy: Build initial positions in quality assets with medium-term upside. Use crypto for immediate exposure (trades 24/7) and broad-market ETFs for diversified equity risk. Size conservatively at start; add on conviction. Position limits: Max 25% of NW per name. Start diversified, concentrate as conviction builds. Asset classes: • BTC: digital gold / monetary hedge. Buy dips, hold long-term. • SOL: high-conviction L1 blockchain with strong ecosystem growth. Momentum + fundamentals. • SPY/QQQ: core US equity exposure. Ride the market. Risk rules: • No leverage, no shorts, no options. • Trade only with a specific catalyst/reason — not FOMO or churning. • Each trade rationale must name why, why now, and what would reverse it. • Minimize round trips: slippage costs money. • Keep at least some cash buffer. What I own and why: See current holdings below. What would sell: Thesis breaks, or significantly better opportunity found.