The Pomp Letter
The Pomp Letter
Interesting People. Young People. Young Ideas.
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Interesting People. Young People. Young Ideas.

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To investors,

There is a famous quote from Angela Bassett that I often think of:

“It's important to surround yourself with good people, interesting people, young people, young ideas. Go places, learn new stuff. Look at the world with wonder - don't be tired about it.”

Interesting people. Young people. Young ideas. This simple concept is a surefire way to preserve the plasticity of your brain. As we all get older, we tend to get set in our ways. We confuse experience for knowledge. We start to see the world as a static environment, rather than the dynamic, ever-changing reality that we all live in.

This is true in life and investing.

Over the years I have tried to keep a pulse on what young people are building, what content they are consuming, and what ideas they are most excited about. These conversations sometimes lead me to the discovery of young talent that I think has the opportunity to go far in their career.

When I find these individuals, I try to ask myself two questions:

  1. Is this person rapidly improving their skills and knowledge at an impressive rate?

  2. Do I learn something from this person every time I talk to them?

Whenever the answer to both questions is “yes,” I try to spend more and more time with the young person. My most recent example over the last 18 months is Will Clemente. Many of you probably recognize him from the various interviews and on-chain analysis that we have done in the past, but Will continues to impress me on a daily basis.

One of the advantages of being a young person is that you have an abundance of time. Some people use the extra time for social activities. I definitely did in college. But there is a select few who spend countless hours reading, learning, and improving.

This is Will.

He spends all day reading any book suggested to him or talking to older investors who are willing to share their perspective with him. Will has more information, more understanding, and more questions every time I talk to him. His unlimited curiosity has transformed the 18 year old kid that I met a few years ago into one of the brightest young analysts in the bitcoin and crypto industry.

As Will and I have gotten to know each other, it became obvious that we would enjoy working together in a more formal capacity. It also became obvious that his network and personal interests would be highly valuable to the professional investment community that I frequent.

This week we announced that Will is starting Reflexivity Research, an institutional-grade research firm focused on bitcoin and cryptocurrencies. The company is co-founded by myself and Inflection Points Inc. This is not just another research firm though. For most of you reading this, you are not the intended audience.

Reflexivity Research is specifically built for hedge funds, institutional capital allocators, and family offices. The larger pools of capital have been underserved with crypto-native research, but we plan to change that.

Will has assembled a team of young people that live and breathe the crypto market. Some of them use their real identities and some of them are pseudonymous. All of them are great at what they do though. This team is obsessed with understanding what is happening in the fast-moving industry that continues to produce an astounding amount of economic value.

I’ve had the pleasure of surrounding myself with young, interesting people for awhile now. I learn from them every day. It is humbling and energizing. And now, we have figured out a way to bring this experience to the institutional audience.

If you’re interested in signing up for Reflexivity Research, you can sign up here. The first research report will go out on Monday and the first client call will be on Tuesday afternoon. Hope to see each of you there.

Sign up for Reflexivity Research

Have a great weekend. Talk to you Monday.

-Pomp


Podcast — Anthony Pompliano

Danny Jones is on a mission to talk to the world's weirdest people.

In this conversation, Anthony Pompliano and Danny Jones discuss Danny's podcast, Koncrete, how he finds strange people, talking to members of the cartel, Charles Manson, scientology, censorship, and more.

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