Private Memo
One idea. Written peer to peer. Every four to six weeks.
This is not a newsletter. It does not recap market movements or summarize industry coverage. Each issue works through one question relevant to family offices thinking carefully about a Bitcoin allocation: governance frameworks, how the institutional conversation is evolving, what serious allocators are working through right now. It is written the way a peer would write to someone managing significant capital who is doing their own thinking.
Distribution is selective. The memo goes to named individuals met in person or introduced through the firm’s professional network. It is not publicly available and is not promoted.
Request the Memo
If the description fits how you are approaching this question, the form below is the way in. Requests are reviewed individually.