Working out what's happening in markets and frontier tech, before the consensus emerges.
Praxis over theory.
All human flourishing is downstream of technology.
The arc of history bends toward exponential abundance.
It's complex systems, all the way down.
In markets, price is the only truth.
Progress is a compounding wave.
Independent research on frontier technology and the industries compounding fastest. Where the curves are bending, and what the consensus hasn't priced yet.
Read the Research →The private investment vehicle. Systematic strategies, frontier-technology positions, and income real estate. No outside capital.
Visit TrueCodeCapital.com →Quantitative tools and technical work — factor decomposition, market structure, and the occasional open-source contribution. Things I've built and things I'm tracking.
Explore the Lab →Published 2022. A rigorous risk framework for institutional crypto exposure. Classical models weren't built for this asset class. Written for family offices and wealth managers who needed one that worked.
Get the Book →As seen in
AI infrastructure, emerging industries, and the technologies compounding fastest.
Twenty years of building: financial engineering brought to ad tech (Engage Traffic, $30M+ revenue), systematic quant in futures and digital asset markets, quantitative techniques brought to mortgage lending, and Cryptocurrency Risk Management (Rethink Press), published months before FTX proved its thesis.
Today I run TrueCode Capital, our private investment management firm. I publish independent research at Exponential Investing. And I work with a small number of founders and family offices each year — chosen for the problem, not the terms.
Contributor to CBS, Reuters, and the Wall Street Journal. Based in Colorado.
My Story →Independent research on the technologies and industries compounding fastest, from a technologist and quant investor who invests his own money in it. Free, most weeks.
No spam. Unsubscribe anytime. Not financial advice.