Archive - Letters from a Zeneca

Letter 121: Keeping A Trading Journal

On trading journals, two little numbers, and focusing on the things within your control

Jul 21

Letter 120: The EV of Everything

Applying the framework of Expected Value to your entire life (almost)

Jul 14

Letter 119: Updates on some recent positions

VVV, PHA, CARDS, PRISM, ETHFI

Jul 7

June 2026

Letter 118: What's The Best Crypto Card?

Evaluating the landscape of crypto neobank cards in mid 2026

Jun 30

Letter 118: What 72 Hours Without Dopamine Did To My Brain

The power and importance of boredom, and of being alone with one's thoughts

Jun 23

Weekly Nugget of Wisdom #47

My Name is Zeneca, and I am a Dopamineholic

Jun 18

Letter 117: The Prism Ecosystem

Indexes, Uniswap V4 Hooks, Buy & Burn Mechanics.. is $PRISM a buy?

Jun 16

Letter 116: Portfolio Update

How I have managed to outperform BTC in 2026

Jun 9

Letter 115: Are TCG Coins the Meme Coins of This Cycle?

In 2021 we had NFTs, in 2024 we had Meme Coins, are TCG Coins this cycle's play?

Jun 2

May 2026

Letter 114: The Next Privacy x AI Token?

Breaking down what could be another good opportunity in this space

May 26

Little Learnings #10

May 22 • Zeneca

Letter 113: What is an AI Context Window?

And 10 tips and tricks for optimizing and managing your context windows

May 19

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