Letters from a Zeneca
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Airdrop Farming Guide
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Letter 116: Portfolio Update
How I have managed to outperform BTC in 2026
Jun 9
5
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
7
May 2026
Letter 114: The Next Privacy x AI Token?
Breaking down what could be another good opportunity in this space
May 26
3
Little Learnings #10
zkTLS
May 22
•
Zeneca
7
1
Letter 113: What is an AI Context Window?
And 10 tips and tricks for optimizing and managing your context windows
May 19
14
4
1
Little Learnings #9
What Is DePIN, and Why Should You Care?
May 15
•
Zeneca
6
Letter 112: Venice.AI, 3 months later
An update on VVV, DIEM, and where my thesis stands now
May 12
10
4
1
Little Learnings #8
AI Agents Now Have a Mastercard
May 8
•
Zeneca
5
Letter 111: I'm Pulling All My Money Out of DeFi
And why I think you should too
May 5
23
6
2
April 2026
Letter 110: The Great Rotation (Memes -> AI)
Memecoins lost over 75% in 15 months, while AI tokens gained ground. Today we take a deeper look at the data behind this trend
Apr 28
14
2
Letter 109: All About Local LLMs
The complete guide to running AI models on your own computer
Apr 21
8
1
Letter 108: What Are LLMs, and How Do They Work?
You've been using them every day. Here's what's going on under the hood.
Apr 14
17
3
3
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