Skip to content
How do I buy into ETH, BTC, and protocols intelligently over the next 6–18 months?How do I turn that into $100M+ over 10+ years, with real ownership, compounding, and some liquidity along the way?
DCA (Dollar Cost Average) over next 12–18 monthsWeight ~65% ETH, 35% BTC for more exposure to ETH upsideBe patient. Buy in slices—especially on market dips of 20–30%
BTC is sovereign cashETH is the operating systemBoth have network effects, dev ecosystems, and deep liquidity
Stake ETH with a trusted solo staking or LST strategy (e.g. RocketPool or native validator)
XMTP equity (already owned)XMTP token exposure when live (set aside dry powder)Contribute, compound, and keep doubling down here
You are the gravity well for messaging + protocol developersYou earn through equity AND token if you play it rightYou control this ecosystem more than any other—you don’t need a pitch deck to win here
2–3 protocol-layer teams before they explodeOnly where you can get 1–10% early ownershipNo more than 5 core protocols at a time
Base-layer primitives in AI, messaging, compute, data availability, reputation, coordinationWhere usage is emerging but tokens aren’t live (Suno, Particle, etc → study what they’re built on)You want to own the infrastructure, not the tool
This is your 100x asymmetry. But only if concentrated.You can be the difference between a protocol winning or stalling.You use Logos + XMTP leverage to plug them into real usage fast.
Contribute to + scale protocols → value accrues via tokens/staking/feesLeverage XMTP & Logos to amplify adoptionHold long-term; never sell fully, only trimExtract liquidity from staking, protocol revenue, or secondary token sales during bull runsRecycle dry powder into new infra (repeat step 1)
ETH staking = 4–6% APYProtocol tokens you help launch = potential staking/yield participation
During bull markets, trim 5–10% of token exposure to extract $1–3M liquidityDon’t sell at lows. Only sell on strength.
Offer “Logos Residency” for early protocol teams → cash + support in exchange for 1-10% equity/tokenThink: a zero-LP, hyper-focused version of a venture studio
Do not diversify. Concentrate.Only invest where you can contribute + compound.Write fewer checks. Make bigger moves.Track time like capital—if it takes time, it must compound.Reinvest dry powder into ownership. Not excitement.A Notion dashboard?A capital allocation tracker spreadsheet?A one-pager you can reference when tempted to “just write a small check”?
Avoid buying the top all at onceBuild exposure as price fallsContinue buying during sideways markets when everyone is bored
Watch price-to-sentiment divergenceTrack macro indicators (rates, inflation, global liquidity)Use Bitcoin MVRV, ETH gas + staking growth, and % drawdown from ATHs as signals
% Off ATH: Historical bottoms are ~70–80% down200-Week Moving Average: Buy near or below this (strong floor)MVRV Z-Score: <1 historically = undervalued
Staking participation growthETH/BTC ratio (if ETH weakens, may signal undervaluation)L2 activity & fees → usage = strength
I will buy ETH/BTC every Monday regardless of price.I will not buy in euphoria. I will wait for -20% or more drawdowns.I will allocate more during boredom, not headlines.I don’t chase. I build my average down.I don’t time tops. I hold through cycles.I will be greedy when others are scared, and silent when others are loud.
You get exposure now (in case price keeps climbing)You buy more as price drops (lowers your cost basis)You don’t overcommit when sentiment is highYou preserve optionality for real panic moments
Build a tracking spreadsheet for buys, triggers, and cost basisSet up a Notion DCA journalShow a visual of what steady DCA vs buy-the-top vs panic-buying looks like
Never sell core rails unless they break.Buy more when everyone else is scared.Let time do the work.
Railroads → Industrial RevolutionElectricity → Modern citiesInternet protocols → Web 1.0 & Web 2.0Open protocols → Web 3.0 and beyond
Own the base layers everyone builds onReinvest the yield into more ownershipNever interrupt compounding unless the foundation cracksKeep dry powder to buy fearAdd new rails when they prove they’re real
Own and compound the protocols the next internet will be built on.
A perpetual stack of the most important rails in the world — monetary, settlement, identity, messaging, and the ones we can’t see yet.Held with discipline, grown by compounding, never sold unless they break.
Own the rails — If everything else needs it to run, we want to own it.Compound forever — Yield stays in the machine. Time does the work.Buy fear. Ignore hype — Show up when everyone else wants out.Keep it simple — Clear rules beat clever ideas.No tourists — We use what we own. We understand it deeply.Play the long game — We measure in decades, not quarters.
BTC — Monetary base layer.ETH — Settlement and compute layer.WLD — Identity and proof-of-personhood layer.XMTP — Messaging layer (founder stake)
Infrastructure always wins — own the tracks, not the trains.Compounding beats optionality — yield reinvested is wealth forever.Trust and value flow to what everyone uses and no one controls.
Are open and permissionlessHave credible decentralizationEnable other protocols and applications to exist
Protocol Holding Strategy
Absolutely. Let’s treat this like Buffett and Munger would:
Where do you allocate $3M today—not to chase optionality, but to build compounding, permissionless, unstoppable wealth.
You’re asking two powerful questions:
Let’s break it down:
🧭 Phase 1:
The Accumulation Blueprint
(0–18 months)
GOAL: Turn $3M into
concentrated ownership
of a few forever-compounding assets.
🪙 1. BTC + ETH Accumulation (50% = $1.5M)
This is your sovereign base layer + programmable layer. Your digital land and infrastructure.
Strategy:
Why:
Optional Bonus:
🧵 2. XMTP + Logos Ecosystem (25% = $750K)
This is your control and asymmetric upside.
Why:
🧬 3. Next Protocol Discovery + Ownership (25% = $750K)
This is Logos Labs as Protocol Holding Company.
Allocate over next 12–24 months into:
Examples of what to hunt for:
Why:
🚀 Phase 2:
Compounding Flywheel Engine
(Years 2–10+)
GOAL: Build a machine that compounds your ownership into $100M+
🌀 The Flywheel
📤 Liquidity + Extraction Strategy
“You don’t need exits. You need cashflow from protocols.”
1. Staking/Yield Streams
2. Strategic Liquidity
3. Build Convertible Access
🧮 Example Timeline: 3M → 100M (10-Year Compounding Map)
Table 8
There are no rows in this table
You don’t need 50 bets. You need 3 that work. And you already own 1.
🎯 Your Personal Capital Commandments
Would you like me to turn this into:
This is exactly the question Buffett would ask.
“How do I buy an incredible asset, unemotionally, over time—so that I win if it soars, and survive if it crashes?”
Let’s build your “Heads I Win, Tails I Don’t Lose” BTC + ETH Accumulation Strategy.
🧠 First, the Core Truth:
You don’t need to time the bottom.
You need to:
This is called a volatility-weighted accumulation strategy.
📉 Market Timing Is a Lie. But Valuation Matters.
You can’t predict bottoms.
But you can:
✅ Your Strategy: “The 3-Bucket DCA System”
Table 6
There are no rows in this table
🧮 Example with $1.5M Total Allocation
Table 7
There are no rows in this table
📊 Indicators to Watch (Not Predict)
For Bitcoin:
For Ethereum:
🧘♂️ Non-Emotional Ruleset
Print this. Stick it to your wall.
📈 Why This Wins Long-Term
This is how Buffett bought Coca-Cola.
This is how you buy BTC and ETH.
Want Tools to Help?
I can:
Just say the word.
Logos Labs Manifesto
“Own the rails. Compound forever.”
1. The Railroad Lesson
In the 1800s, the people who made the real money from trains weren’t the guys selling tickets.
It was the people who owned the tracks.
Every train needed the tracks.
Every passenger paid for the tracks.
The tracks got paid whether the train was full, empty, or late.
Today, the “tracks” are open protocols.
We own the tracks.
2. The Gold Lesson
Gold worked as money for thousands of years because it was scarce, portable, and nobody could print more.
Bitcoin is the internet’s gold.
If the 1900s ran on gold and oil, the 2000s will run on Bitcoin and Ethereum.
We own them for the same reason central banks own gold — because they’re the bedrock of the system.
3. The Power Grid Lesson
You don’t build a city without electricity.
You don’t build the next internet without a settlement layer.
Ethereum is the power grid for trust and value online.
People will argue about apps and tokens, but they’ll all use the same grid.
We own the grid.
4. The Phone Network Lesson
Phones became useful when they could call anyone, anywhere.
Messaging protocols work the same way.
If your app can’t talk to everyone, it dies.
XMTP is a universal inbox for the internet.
It’s the phone network of the next internet.
We own the network.
5. The Land Grab Lesson
In every gold rush, the people who made the most weren’t the miners — they were the ones who owned the land and sold the shovels.
WLD, Zora, Bittensor, and other emerging protocols are new plots of digital land.
We’re buying the land, not panning in the river.
6. The Rule of Compounders
If you own something that keeps making money while you sleep — and you never sell it — you win.
Optionality is fun. Compounding is freedom.
Our rules:
7. The History Loop
Every era has its infrastructure.
We don’t know all the rails yet. But we know this: when the future shows up, it will need somewhere to plug in.
We own the plugs.
The Promise
We will:
We’re not here to chase hype.
We’re here to hold the things that will matter in 10, 20, 50 years.
Because trust and value always flow to the things everyone uses and no one controls.
Mission
Vision
Values
Current Core Stack
Manifesto
Do you want me to also bullet out your buy & allocation rules here so it’s all in one place as the Logos Labs playbook? That way you’ve got mission, values, core stack, and execution rules on one sheet.
Logos Labs Owner’s Manual
A permanent guide to our mission, beliefs, and operating principles.
1. Why Logos Labs Exists
The next internet will be built on open, permissionless protocols. These will be the digital railroads, power grids, and communication networks of the network-first, digital-first century.
In the industrial era, fortunes were built by owning the infrastructure — railways, oil fields, power plants, telephony. In the network era, the equivalent infrastructure is monetary base layers, global settlement engines, identity systems, messaging networks, compute markets, creative registries, AI rails, decentralized physical networks, and resource coordination protocols for energy and bio.
Our job is to identify, accumulate, and compound ownership in these foundational protocols — the ones everything else will need to build on.
2. Our Purpose
To be the perpetual steward of the open protocol stack that powers the next internet — acquiring positions in protocols that:
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.