I culled my investment list recently from older prospects. The list is pretty focused on Digital Assets and a few commodity plays. Over the last 18 months, I have invested heavily into Digital Assets, and everything else has slowly dropped off. Since December, I have been exclusively here, although I recently added some commodity plays and may add some other interesting prospects. Not much else interests me at present. I am not getting the return/risk profiles I want anywhere but in Digital Assets. And the space looks to be a foregone conclusion to be a tectonic shift in much of our digital transactions. Blockchain is simply cheaper, better, faster technology, which will eventually win out.
I am not working with any startups or looking to invest. Digital Assets is offering me incredible return multiples with liquidity already and low risk of principal loss, so why invest in a startup? Further, I have found that almost all startups I have come across that I could realistically invest in are not good prospects. Quite simply, I am not an A list investor (nor a B, C D…), so I do not have access to really good deals. Better to spend my time where I am getting the return, and Digital Assets is where its all at at present. I am also finding that even good startup investment rely on liner growth, not exponential, which I am getting via digital assets.
That’s not to say there is not risk in Digital Assets. There is and I think it is building in ways we do not fully understand, But the risk/return profiles seem outsized and we are fools not to participate. Risk in Digital Assets is an area that I am currently doing a deeper dive into and hopefully I can understand it and hedge myself properly. It truly is the wild west in this sector right now.