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Incredible time to re-read this piece I wrote last year as
1) geopolitics accelerate (need borderless capital)
2) AI accelerates (need agent capital)
3) culture accelerates (need belief capital)
The era of Ideological Investing is just beginning, and Bitcoin is the rf rate
Sep 3, 2025
If you’re still investing like Benjamin Graham in 2025, you’re already losing. The Intelligent Investor is dead.
Read this to understand how the Ideological Investor is redefining value in the 21st century through geopolitics, AI, and culture.
TLDR: Bitcoin is deep value.
On geopolitics:
On AI (foreshadowied Anthropic's precarious positioning):
On culture (and the growing importance of attention based belief systems):
On Bitcoin:
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