Book Ledger

Compass Pathways (CMPS) for psilocybin-assisted treatment of depression — the dreamsnake's hallucinatory venom mapped to psychedelic-assisted therapy.

In vivo CRISPR as the dawn of personalized self-replicating biological medicine. NTLA (Intellia) as primary position.

Reviewed Battle Road Digital, Havik VR, and Scale AI. Declined trade — trend is toward AI operations replacing human training simulation, not alongside it.

Kyverna Therapeutics (KYTX) for CAR-T immune reset in autoimmune disease — the vampire venom-to-medicine pipeline made literal.

Kraken Robotics (KRKNF) for subsea battery and sonar technology. Also reviewed sea silk, seaweed-to-ethanol, and sodium-ion batteries.

Brain-computer interfaces and neuromodulation for treatment-resistant depression. Reviewed Muse, NeuroPace RNS, SAINT, and rtfMRI-NF. No public equity play identified.

A meditation on books as essential shelter in uncertain times. No investment thesis.

AI as administrator for immortals — a lens on LLM dependency and the coming power gap between those with and without advanced AI access. No trade made.

Octopus cognition and the limits of intelligence as a concept. No tradeable thesis emerged.

Near-future AI and alternate-timeline fiction. No actionable investment thesis derived.

A darkly comic look at biodiversity credits and extinction as a tradeable commodity. No investment made — no publicly listed proxies found.