Took me a long time in this game to understand something simple: The best investments aren’t just businesses. They’re philosophical rebellions - Early Google was a moral stance (don’t be evil) - Early Tesla was a war cry (get tf off gasoline) - SpaceX was a refusal to die on one planet (colonize mars) Crypto had that once. And then it won The early thesis (non-state money, smart contracts, decentralization) got proven right, so the philosophical fire cooled. “Be your own bank” morphed into “open an account at a crypto-friendly neobank” When philosophy fades, dreaming and speculation does too So where’s the edge now? Where the philosophy is still radioactive/unproven (and saying it out loud still gets you weird looks). Some examples: - Metadao ( $META ): apply prediction-like markets to biz decisions (the next big step in creating truly autonomous companies) - $ZEC: privacy is a human right - Crypto x AI: decentralized models can out-compete centralized models, data is value, etc. - $ZORA: everything will be tokenized (even content) You can't build a religion inside a compliance department. The asymmetric bets are where the philosophy still scares people We'll get massive crypto winners within tradfi. But the most asymmetric trades retail can access rn are in the corners where institutions feel uncomfortable tldr: if it doesn't make a boomer nervous, it won't make you rich