Archive - Letters from a Zeneca

Letter 124: My Bull Market Portfolio

And how I am using AI to help manage it all

Oct 27 • Zeneca

Letter 123: Crypto Enters Its Value Investing Era

Why I think the next bull market rewards owning a few good businesses for a long time

Oct 12 • Zeneca

August 2026

A Short Break from Writing

2 Free Months Added for Paid Subs

Aug 10

July 2026

Letter 122: On Choosing Your Addictions

This is water, this is all water...

Jul 28

Letter 121: Keeping A Trading Journal

On trading journals, two key 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

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