Portfolio Update

Recent Blogs

July CPI is 3.4%

CPI of 3.4% was in line with expectations and a small decrease vs last month’s 3.5%. The monthly change was 0.1% and as usual, was driven by shelter which...

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ProCap Financial ($BRR)

Introduction: I think about ProCap Financial as two businesses. The company owns 5,457 Bitcoin worth $354MM as of August 7th, 2026. There is also a startup AI-powered financial business...

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