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  "notes": "Uses the Technological Revolutions and Financial Capital framework by Carlota Perez.",
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      "text": "The exact timing is, of course, impossible to predict. We do know we're far from the pop: the dot-com bubble peaked at around $3-4 trillion before crashing down to $1.2 trillion in 2000, while the entire crypto space hovers around $150 billion.",
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      "text": "In the current environment, we're more likely to find real utility value in \"picks and shovels\" services which support a wide variety of use cases. Key developer-side infrastructure like file",
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      "text": "Our goal is to capture some of the returns offered by the frenzy while building a portfolio that will persist through a highly volatile market. The most effective way to manage this risk is to develop the right investment thesis.",
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