A traditional Japanese-style house with a dark tiled roof and large windows, lit from inside, with a mountain in the background during sunset.
Logo with a circular depiction of a torii gate, a red circle, and wave patterns, with the words "akodama" and Japanese characters below, followed by "INVESTMENT RESEARCH."

“Independent and first principles based insights.”

Independent research for people who don’t buy consensus. At the crossroads of equities, crypto, and culture — first-principles takes with a trader’s edge, internet-native commentary, and a personal narrative twist.

Browse our thoughts

Research


Insights


Keep up with the rollercoaster.


Everyone boards the euthanasia coaster a couple times, but you don’t wanna be on for every ride, do you?
Internet-native market notes: equities, crypto, money, culture. Short reads, occasional deep dives, and the odd unhinged thought — all signal, no spam.

A roller coaster on fire, with flames and sparks at the top of the initial drop. Snow covers the ground, and Mount Fuji is visible in the background during dusk or dawn.
Subscribe to the Substack

Free to join.
1–3 emails/month.
Unsubscribe anytime.