Here’s the manifesto version of your personal story — told in first person, as the opening chapter of the $LOGOS manifesto.
It’s less like a letter and more like a statement of truth, meant to set the tone for why $LOGOS exists.
The $LOGOS Manifesto
Why I Put Everything Into Compounding Protocols
For the past decade, I’ve had access to what most investors dream about.
I’ve sat at the table with some of the best founders in the world before anyone else knew their names. I’ve written checks into companies that went on to become unicorns. I’ve hustled for deals, flown across the country for a single dinner, and picked up the phone at 2 a.m. when a founder needed advice.
I’ve run toward hard problems. I’ve been one of the first calls for product strategy, not because I’m polite, but because I’m good — really good. Thinking about products, markets, and behavior is the thing I might be best at in the world. And I’ve used that skill to help companies I invested in make critical decisions that changed their trajectory.
Every venture deal I’ve done took work. Years of relationships, back-channeling, diligence, judgment calls, and reputation. And still — after all of that effort, expertise, and time — the math doesn’t lie:
Even my best venture investments can’t touch what happened when I simply bought and held the protocols of the next internet.
Six years ago, I started tracking two parts of my portfolio:
The capital I was putting into venture investments. The capital I was putting into protocols. My actual results over the last 6 years:
I put 40% into Bitcoin, 40% into Ethereum, and 20% into USDC. I added a few smaller protocol bets along the way.
USDC kept my reserve stable and ready for opportunities. That’s before staking ETH or earning yield on USDC — both of which would have compounded even higher.
Meanwhile, my venture portfolio did well. Some companies soared, some didn’t, a few were life-changing for the founders. But in raw compounding, it wasn’t even close.
Here’s what I learned:
Venture is about finding rare home runs and waiting years for a payoff. Your stake is small, you get diluted, and when the liquidity event finally comes, you start over from zero.
Protocols are different. You can own meaningful positions in the largest networks on earth. Your share never dilutes. The value comes from unstoppable network effects, not just a single team executing. And every gain is liquid — ready to be restaked, redeployed, and compounded instantly.
Time works for you.
That’s why $LOGOS exists.
I built $LOGOS first for myself — to put 100% of my capital into a rules-based, long-term, compounding protocol strategy:
40% BTC / 40% ETH / 10% new protocols / 10% USDC reserve. Continuous DCA plus large buys at –30%, –50%, –70% drawdowns. No hype-chasing. No style drift. All gains and yield reinvested. It’s private. By invitation only. No public marketing, no noise. Just quiet compounding with aligned partners who want to own the rails of the next internet for decades, not months.
I’ve seen the numbers. I’ve lived the difference.
This isn’t about speculation.
This is about owning the foundation of the future — and letting time do the heavy lifting.
The $LOGOS Rules
The Investment Constitution
These rules are permanent.
They don’t change in bull markets.
They don’t change in bear markets.
They don’t change when it feels tempting to “just this once” break them.
1. Core Allocation
40% BTC — Monetary base layer. The digital gold standard. 40% ETH — Settlement and compute layer. The internet’s operating system. 10% New Protocols — Foundational rails in emerging sectors: identity, social, storage, AI, energy. 10% USDC Reserve — Dry powder for opportunities. As more core protocols mature, these allocation’s could adjust.
2. Accumulation Rules
Continuous DCA into BTC and ETH, regardless of market conditions. Additional large buys only at –30%, –50%, and –70% drawdowns from ATH. USDC reserve is never fully depleted — minimum floor of 10% of portfolio value. 3. New Protocol Entry
Must be foundational infrastructure, not a passing app or trend. Start small (1–3% allocation) and grow over time as adoption proves out. Only add if liquidity supports meaningful position sizing without distorting the market. 4. Compounding Discipline
All gains and yield are reinvested. No distributions. Staking ETH, lending USDC, and any protocol-native rewards flow back into the vault. Every reinvestment increases the capital base — accelerating future compounding. 5. Transparency & Alignment
The vault holds my own capital under the exact same rules as every other dollar. Holdings and activity are visible on-chain — no hidden trades, no side pools. No performance shortcuts, no marketing hype, no deviation from mandate. 6. Time Horizon
$LOGOS is built for decades, not quarters. No forced selling to meet arbitrary timeframes. 7. Privacy by Design
No public marketing, no social campaigns, no mass outreach. All conversations are private, personal, and with people who understand the philosophy.
Why I Built $LOGOS for Myself First
I didn’t start $LOGOS to raise money.
I started it because I needed a system for my own capital — one that would run exactly the way I wanted, without my constant involvement, and without people to manage.
If it couldn’t be completely automated and infinitely scalable, it wasn’t worth building.
I wanted to wake up knowing my portfolio was being managed exactly to plan, every second of every day, without human error or emotional decision-making. No wondering if someone executed a trade. No waiting for an analyst to run numbers. No teams. No meetings.
Just rules.
Rules written once, and then enforced perfectly — forever.
The Requirements Were Simple:
It had to run without me. If I disappeared for a year, the system would still DCA, still buy at –30%, –50%, –70% drawdowns, still stake ETH, still reinvest yield, still keep the USDC reserve intact. It had to scale. Whether I had $1M or $1B in it, the system couldn’t break or require more complexity. BTC, ETH, USDC, and high-liquidity protocols make that possible. It had to be transparent. Every dollar on-chain, every trade visible, no hidden accounts. It had to be private. Built for me first — and only shared with people I choose, in private conversations. The Result:
A vault that holds my own capital under the same rules I’d run for $100M.
No staff. No day-to-day decisions. No scaling headaches.
Just a compounding machine I can trust to run for decades.
And because the system is fully automated and on-chain, anyone who joins is in the exact same seat I’m in — same rules, same triggers, same compounding. The only difference is how much capital they bring to it.
Here’s the closing “Declaration” for the manifesto — short, emotional, and written so it lingers in someone’s mind after they read it.
The Declaration
I built $LOGOS for one reason:
To own the rails of the next internet and let time do the heavy lifting.
No distractions.
No style drift.
No noise.
Just a compounding machine, designed to run without me, built to scale without limit, and aligned so every dollar — mine and yours — follows the same rules.
This is not a sprint.
It’s not about headlines.
It’s not about chasing what’s hot this month.
It’s about stacking ownership in the things the world will still be using in 20, 50, 100 years.
And doing it quietly.
Privately.
With the right people in the room.
If you’re here, it’s because I believe you understand this:
The future will run on a handful of protocols.
Owning them, and never letting go, may be the simplest — and most powerful — financial decision of our lifetime.
Shane
If you’d like, I can now lay out the entire manifesto — personal story, rules, and declaration — in a clean PDF format you can hand to someone in a meeting so it feels tangible and intentional.
Want me to package it like that?
Letter to Investors
Subject: A private conversation about $LOGOS
Hi [First Name],
For the past decade, I’ve had access to what most investors dream about.
I’ve sat at the table with some of the best founders in the world before anyone else knew their names. I’ve written checks into companies that went on to become unicorns. I’ve hustled for deals, flown across the country for a single dinner, and picked up the phone at 2 a.m. when a founder needed advice.
I’ve run toward hard problems. I’ve been one of the first calls for product strategy, not because I’m polite, but because I’m good — really good. Thinking about products, markets, and behavior is the thing I might be best at in the world. And I’ve used that skill to help companies I invested in make critical decisions that changed their trajectory.
Every venture deal I’ve done took work. Years of relationships, back-channeling, diligence, judgment calls, and reputation. And still — after all of that effort, expertise, and time — the math doesn’t lie:
Even my best venture investments can’t touch what happened when I simply bought and held the protocols of the next internet.
My Actual Results:
Six years ago, I put a large part of my portfolio into a simple mix:
Over that period, through bull runs, bear markets, and everything in between, that portfolio compounded at ~46% CAGR.
BTC averaged ~49.9% CAGR.
ETH averaged ~71.6% CAGR.
USDC stayed stable and gave me dry powder for opportunities.
And that’s before staking ETH or lending USDC — which would have boosted returns further.
Meanwhile, my venture portfolio — which also did well, with unicorns and strong outcomes — couldn’t come close to matching that compounding. The liquidity, the lack of dilution, and the ability to reinvest every gain back into the system made all the difference.
The Lesson
Venture is about finding rare home runs and waiting years for a payoff.
Protocols are about owning the rails everyone will use and letting time do the heavy lifting.
Bitcoin. Ethereum. The rails.
No dinners. No diligence calls. No term sheets. No dilution.
Just conviction, patience, and alignment with the unstoppable growth of networks that are here to stay.
$LOGOS
That’s why I built $LOGOS — first for myself, to put 100% of my capital into a rules-based, long-term, compounding protocol strategy:
40% BTC / 40% ETH / 10% new protocols / 10% USDC reserve. Accumulation rules: steady DCA, plus large buys at –30%, –50%, –70% from ATH. No style drift. No chasing hype. All gains and yield are reinvested. It’s private, by invitation only. No public marketing, no press, no social media. Just quiet compounding with aligned partners who understand the value of owning the rails for decades.
If this sounds worth discussing, I’d like to set up a private meeting and walk you through the strategy, the rules, and the vault itself.
Shane