Investment Thesis
1 / US Dollar Debasement
Persistent fiscal expansion and inflation are eroding the dollar’s purchasing power; aligning capital with scarce, non‑sovereign stores of value (e.g., gold, bitcoin, select commodities) seeks to preserve purchasing power and compound real wealth.
2 / Intelligence as the New Infrastructure
Where past innovations built physical or digital networks, AI builds networks of intelligence, learning, adapting, and improving autonomously. As a self-improving intelligence that touches every industry, it is becoming the cognitive infrastructure of business and society—governing capital allocation, energy use, and production. Capital positioned early in this transformation captures compounding advantage.
3 / AI-Driven Energy Transformation
Explosive AI compute demand is reshaping energy markets, especially nuclear/uranium, so targeting the enabling fuel, infrastructure, and power assets captures scarcity‑driven upside while helping hedge inflation.
Investment Strategy
1 / Thesis‑Driven Universe Construction
We start with a curated universe that directly expresses the sleeve’s thesis—scarcity hedges (precious metals, commodity baskets), non‑sovereign digital assets (e.g., BTC/ETH via ETFs), AI infrastructure and energy (nuclear/uranium, grid and power assets), and compute leaders. Entry criteria emphasize liquidity, cost, custody/vehicle quality, and regulatory clarity; risk controls include concentration caps, correlation checks, and the ability to exclude securities that introduce idiosyncratic or policy risk. The result is opportunity capture with built‑in downside awareness.
2 / Target Allocation Ranges with Periodic Reassessment
Each sub‑asset class is assigned a target range (bands) that guide capital deployment—providing structure in normal conditions and flexibility when regimes change. These bands are reviewed on a set cadence (e.g., monthly/quarterly) and rebalanced when exposures drift or when forward risk/reward materially shifts, ensuring the portfolio stays aligned with the thesis while avoiding over‑concentration.
3 / Regime‑Aware Positioning for Drawdown Protection
Every holding is monitored for long‑horizon risk‑on/risk‑off conditions using trend persistence, volatility regime, breadth/liquidity cues, and macro stress indicators. When signals deteriorate, the sleeve scales down cyclicals and higher‑beta exposures, rotates toward defensives (e.g., stable coins, cash equivalents), and tightens portfolio‑level risk. When conditions recover, exposure is redeployed methodically, aiming to participate in upside while containing peak‑to‑trough drawdowns.
Learn More Now
Request an invitation to the AlgoIQ Monetary Transformation Strategy.
Accredited Investors Only.