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14 postsproud to be an investor in Supra Elemental Recovery - they are using novel materials science to turn a liability - mining waste - into an asset - critical minerals, by extracting materials like gal...
american made fabricated nuclear fuel for advanced reactors and more proud to be a day one investor Crucible Capital and its LPs have participated in every round (via fee free vehicles and dire...
in February 2024, Kaledora Fontana Kiernan-Linn hunted me down at a conference to talk about trading commodities onchain over the next six months, i spent hours talking, arguing, debating with her...
depreciation is the biggest "unknown unknown" in GPU financing, a trillion dollar and growing market. our portfolio company Aravolta breaks down the key factors influencing depreciation and the rea...
new git commit marketplace from our portfolio company Arkhai - financial markets for everything
this is a great video providing a glimpse into how nuclear fuel for advanced reactors is fabricated at the Oak Ridge, Tennessee campus of our portfolio company Standard Nuclear the nuclear renaiss...
the best way to learn is by doing. and you really can just DO THINGS. our team at Crucible Capital is working on building a data center. Kelly Greer wrote an excellent overview of the process. Pa...
Meta is going to become trade power inhouse via a new subsidiary The era of vertical integration is upon us, and there are some valuable lessons from the history of oil markets and the evolution o...
such a fun night - thanks to Robinhood for hosting such an great event for an even greater cause. I will be back next year to try to defeat the two time champions at Citadel.
if you want to work in data center infrastructure, there could not be a better place to work than Aravolta with Margarita Groisman
proud to be a CoinShares alum and shareholder
if you're going to Yotta in Vegas, we're hosting a dim sum dinner on Tuesday Sept 9 - ping Honour Masters or Kelly Greer for an invite!
had a great time chatting with my friend Scott Army - we actually collaborated in 2018 on performance benchmarks for crypto funds and now i'm running my own investment firm and he's running alterna...
excited to work with Stephen Leahy and the Power Finance team to build this new venture
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