The worldview
Four theses.
One decade.
A thesis is a bet you can explain. These are the four big bets underneath everything on this site. Each one follows the same discipline: the claim, the evidence, what it means for a regular person — and where it could be wrong. That last part matters most. A thesis you can't argue against is a religion.
The 2030 Thesis
Debt spirals, de-dollarization, AI eating work, hard money going mainstream. Four forces converge on 2030 — position before it, because after it the repricing is violent.
Read the thesis → Thesis 02 · The structureThe Ownership Thesis
Rent your life or own it. A salary is rented income. Freedom comes from owning the engines — equity, businesses, skills, tools.
Read the claim → Thesis 03 · The leverageThe AI Thesis
This is the 1993 internet era. Own a piece of the buildout — and use AI as personal leverage. AI rewards owners and punishes everyone else.
Read the claim → Thesis 04 · The currencyThe Time Thesis
Time is the currency; money is stored optionality. Optimize for capable years, not just funded ones — because freedom is worthless without the health to use it.
Read the claim →