Letters from a Zeneca
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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
19
1
1
August 2026
A Short Break from Writing
2 Free Months Added for Paid Subs
Aug 10
16
3
July 2026
Letter 122: On Choosing Your Addictions
This is water, this is all water...
Jul 28
16
1
Letter 121: Keeping A Trading Journal
On trading journals, two key numbers, and focusing on the things within your control
Jul 21
11
1
Letter 120: The EV of Everything
Applying the framework of Expected Value to your entire life (almost)
Jul 14
7
1
Letter 119: Updates on some recent positions
VVV, PHA, CARDS, PRISM, ETHFI
Jul 7
12
1
June 2026
Letter 118: What's The Best Crypto Card?
Evaluating the landscape of crypto neobank cards in mid 2026
Jun 30
6
5
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
13
9
1
Weekly Nugget of Wisdom #47
My Name is Zeneca, and I am a Dopamineholic
Jun 18
12
5
Letter 117: The Prism Ecosystem
Indexes, Uniswap V4 Hooks, Buy & Burn Mechanics.. is $PRISM a buy?
Jun 16
5
Letter 116: Portfolio Update
How I have managed to outperform BTC in 2026
Jun 9
6
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
8
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