Group 1 - The investment philosophy focuses on deep fundamentals, impactful narratives, and Austrian economics, with a primary emphasis on long-horizon research in digital assets, macroeconomic factors, and general value opportunities [1] - Short-horizon research is directed towards options and volatility, aimed at income generation and hedging strategies [1] Group 2 - A global, long-run macro view serves as the foundation for investment considerations in the digital asset space [1]

Core Insights - The investment philosophy focuses on deep fundamentals, impactful narratives, and Austrian economics, with a primary emphasis on long-horizon research in digital assets and macroeconomic trends [1] - Short-horizon research is directed towards options and volatility for income generation and hedging purposes [1] Digital Assets - Long-horizon research will prioritize digital assets as a key area for investment opportunities, reflecting a global macro view [1] Macroeconomic Considerations - A global, long-run macro perspective serves as the foundation for investment considerations, indicating the importance of macroeconomic factors in shaping investment strategies [1] Derivatives - Short-horizon strategies will utilize options and volatility to generate income and provide hedging against market fluctuations [1]

Cryptocurrency & Economics - A tweet mentions Christine Lagarde discussing Austrian Economics, which is unexpected [1] - The tweet references a user "@Bitcoin_Teddy" and a Twitter handle "@CBRobber" related to Bitcoin [1]

Core Insights - New Found Gold Corp. (NYSE: NFGC) has seen its share price decline by 70% over the past year, attracting attention in the context of gold's strong performance in turbulent markets [1] Company Analysis - NFGC is perceived as a potential value investment opportunity, particularly appealing to amateur investors seeking bargains in any market [1] - The company operates in the gold sector, which is currently experiencing heightened interest due to market volatility [1] Investment Philosophy - The investment approach emphasizes an owner-mindset, focusing on low-risk and high-uncertainty bets, while largely ignoring macroeconomic noise [1] - The investor's strategy is influenced by notable economic thinkers, suggesting a shift towards an Austrian economic perspective in future analyses [1]