Good morning and welcome back!

It's been a while and I must say...I've missed you guys!

Well, first where have I been and what have I been working on?

Let's get right to it. This week's newsletter will cover the following:

1. ​Gambit: our new investment community
2. The Russian War: my thoughts on globalization
3. Ethereum: My experiences with crypto and more

P.S. Going forward this newsletter will be investment oriented. If you're not interested, feel free to unsubscribe. I wont feel bad...you just wont make as much money 😅

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For the past few months I've been heads down in crypto. Deep down into the rabbit hole of NFTs, DAOs, and other Web3 applications. Even went to ETH Denver to meet up with developers, investors and users.

If you've got questions about Ethereum, I'm your guy.

But before we get into crypto, let's discuss some updates.

Gambit Investing

In January, we launched a new investment community.

It's a growing group of men and women interested in making money. Members have been bringing new ideas every day.

Pretty amazing how many great ideas you can source from your own network. I provide daily updates in Discord and am a sounding board for other investors. The feedback is awesome!

If you want, you can join here. If not, don't worry, you'll still get some of our best ideas in this email.

The end of Globalization

The Russia-Ukraine war is a serious edge case. This is one of the few global events that can spillover into other economies. In fact, it already has in some cases.

The prices of wheat, nickel and oil have all skyrocketed.

On the flip side, the Russian Ruble is almost worthless. This has made a strong case for crypto which I will discuss at a later time.

Two possible outcomes

Look, I'm not a political war expert but I do understand economics.

First, Russia made the decision to invade because of national security interests. It is a combination threat between NATO allies and natural resources in Ukraine. Mother Russia is simply protecting its interests. Which are not in the interest of Ukraine...

All I know is America is too reliant global supply chains and we cannot afford to enter a World War.

Gas prices have spiked. Wheat has been cut off from the third world. Billions are starving. And Europe is heavily dependent on Russia for energy. It's time for America to be 100% energy independent.

This may be the end of globalization as we know it.

Interested in crypto?

In 2010, I first learned about Bitcoin when working in the trading room. My good friend, Jay Zalowitz, and professor, Elven Riley, both introduced me to the technology. Why? Because we are technologists at heart.

At the time, the concept of blockchain technologies was a fairytale for the financial industry: no more bookkeeping, an open ledger with no costs. The technology was never ready for real-time. And neither was I.

But in 2018 things began to pivot.

Elven asked me to teach one of the first Blockchain university courses. Me, an investor, with only an interest in technology...

Little did I realize that very few people have a deep understanding of both technology and the financial markets. This is the perfect combination to master money flow in cryptocurrencies.

Betting Big on ETH

So last year I went heavy into crypto. Bet big on Ethereum and dived deep into blockchain applications. 2021 was the first time I've seen blockchains used in real-time.

Now I focus all of time on the Ethereum ecosystem.

I have several hot and cold wallets, use NFTs and joined a few DAOs.

If the terms seem foreign to you, don't worry, I'll educate you along the way. This is an evolving space with new technologies released everyday.

If you can't wait, I built a 2-hour crash course on how to value blockchain investments. This is a shortened version of the 5-week course I taught in 2018 but it includes investment models that didn't exist before 2020.

Why build a course on blockchain? Well for beginners, it was something I needed myself years ago.

P.S. Yes, I use NFTs. I use Ether. These are real digital assets that can be transacted over the internet. I don't invest in crypto to speculate. There's real utility here. I'll explain more in the upcoming weeks.