Apr 8, 2024

Crypto 2024 - Part 0

I know everyone's suddenly excited about crypto again now Bitcoin has posted new ATHs and Meme Coins are making people millionaires again. I did OK in the last bull cycle, but feel like I need to keep myself more disciplined this time around, to hold myself more to account and make smarter decisions.

To do this, I think writing about my thesis and approach might be productive. Putting it out there means I can't pretend I didn't think/say it down the line and will help me better analyze my thoughts and actions when this cycle is over.

So this feed is where I'm going to do it. Part I will be the big picture things I'm thinking about this cycle.

Jordan Harper

Digital strategy, bourbon, wine & coffee, film buff. Former CTO and nuclear scientist.

More from Jordan

Apr 22, 2024

C24 – Part III: A 'Generational' Move

I was 13 or 14 when access to the internet became something that lots of 'normal' people could have. I instantly got it, this was a complete shift in accessibility of information AND the ability to participate in 'publishing' and sharing your own creations. It took me 6 years to go from there to building websites, then another 6 years or so to turn that into a career. Google…

Apr 16, 2024

C24 – Part II: The Drag of Legacy Positions

I didn't sell enough in the last cycle. I made too many long-term bets on projects that have not (🤞🏻yet🤞🏻) captured attention this cycle. Cardano, Polkadot, Cosmos, Ripple & Polygon, primarily. My thesis was that these are long-term projects/investments, and while most of them are in profit from where I bought, I was silly for not taking at least some off the top when they…

Apr 8, 2024

C24 – Part I: The big picture

These are the big things I'm thinking of right now: 1. Trade less Last cycle I was obsessed with rebalancing portfolios and trying to be agile. I made a stupid number of trades, often daily. I got lost, it didn't really work, and it was exhausting. This time around, I will be more deliberate and intentional. 2. Everything other than BTC is trend driven A mistake I made last…

Dec 8, 2022

Web 2.0 is dead?

Two years ago I would have given you a very cogent and strategic view on why Discord and Twitch were important. It would have largely been centered around 'Gen Z', young people looking to break away from the platforms of their parents like Facebook and Twitter, finding spaces more authentic and ownable. I was still tethered to those legacy platforms by network effects – almost…

A little more from Jordan.

More from Jordan

C24 – Part III: A 'Generational' Move

C24 – Part II: The Drag of Legacy Positions

C24 – Part I: The big picture

Web 2.0 is dead?

More from Jordan

C24 – Part III: A 'Generational' Move

C24 – Part II: The Drag of Legacy Positions

C24 – Part I: The big picture

Web 2.0 is dead?