Letters from a Zeneca
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Letter 77: Let's Talk About NFTs
How I think about NFTs + Sharing how my NFT portfolio is allocated
Sep 1
•
Zeneca
15
2
August 2025
Your portfolio is a reflection of your attention
Ever wondered how your portfolio got to where it is today? Study your attention
Aug 28
•
Zeneca
13
Letter 76: DeFi & Yield Farming (Part 3)
Pendle, Looping, Delta-Neutral Farming, and More
Aug 26
•
Zeneca
10
Letter 75: There's alpha in *not* optimizing for $$$
Instead, optimize for sanity, survivability, and optionality
Aug 11
•
Zeneca
15
4
Weekly Nugget of Wisdom #22
How to find and trust your conviction when investing
Aug 7
•
Zeneca
13
Letter 74: DeFi & Yield Farming (Part 2)
Everything you wanted to know about providing liquidity to liquidity pools (LPs)
Aug 4
•
Zeneca
15
2
July 2025
Weekly Nugget of Wisdom #21
You are the average of the 5 influencers you consume the most content from
Jul 31
•
Zeneca
13
Letter 73: DeFi & Yield Farming (Part 1)
The art of using your money to make more money!
Jul 28
•
Zeneca
18
1
Weekly Nugget of Wisdom #20
Your network is your net worth: how and why you should spend time making friends
Jul 24
•
Zeneca
8
Letter 72: Analyzing My Exact Holdings
An update on my portfolio where I go through every position one by one
Jul 21
•
Zeneca
11
5
Weekly Nugget of Wisdom #19
The Market Doesn't Owe You a Rotation
Jul 17
•
Zeneca
8
2
Letter 71: Growing your following from 0 to 1m+
A guide on building a large social media following
Jul 14
•
Zeneca
21
5
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