| Date | Ticker | Direction | Thesis | Source |
|---|---|---|---|---|
| Feb 13, 2026 | LONG | Welcome Bastian! Ethereum is for node runners, UX and product builders, community organizers, forum crews, lurkers, and free software advocates, cyberanarchists, Landian accelerationists, financepunk | ||
| Feb 13, 2026 | LONG | Tomasz has always impressed me with his work ethic, his unique personality, and the kind of organization that he built at Nethermind. He brought a perspective on Ethereum, what blockchains fundamental |