We invest in the universe's oldest measurable trend — the accelerating interplay of energy, information, and matter — at the inflection point of a civilizational turning.
Critical resources, AI compute, store of value, and a cash-secured options engine
In-house SaaS, micro AI plays, and coordination tools
Life has been doing this for 3.8 billion years. AI is now accelerating it. Three things enable this organization: energy, materials, and information. They've been accelerating together throughout history — and we are entering the most rapid phase.
Materials equilibrate over time — high prices attract new supply. But information compounds — network effects at near-zero marginal cost. So we hold materials tactically while supply is constrained, and rotate into compounding positions as cycles mature.
Adequate if wrong. Strong if right.
Exceptional if it accelerates.