There's this founder whose vision I've aligned everything with. Every investment, every decision—it all traces back to believing in what he's created.

His products hit different. The innovation, the execution, the refusal to compromise. That's not hype talking, that's pattern recognition from watching years of delivery.

So yeah, I'm all in. Not because I'm betting on a coin or a trend. It's because this builder has consistently proven he doesn't abandon the mission when things get choppy. He ships, he iterates, he wins.

That kind of track record? That's the only thesis I need.