Still Here. Let’s Try This Again.
I haven’t written here in a while, and I’m not going to pretend it was some strategic decision or that I was “waiting for the right moment.”
The truth is simpler: I got busy.
Then I stayed busy. And for a long stretch, I didn’t feel particularly compelled to add my voice to a conversation that felt oversaturated with people saying the same things in slightly different ways.
But some things have shifted, both in my life and in how I’m thinking about this space, and I’m back with a clearer sense of what I actually want to write about and why it might be useful.
Why I stepped back (and what brought me back)
During the last couple of years, I was moving fast. I was managing portfolios, building processes, having the same conversations with different clients, and by the end of most days the last thing I wanted to do was sit down and write for an audience I wasn’t sure was still paying attention.
Writing takes time.
It takes intention.
And I didn’t want to write just because I had something to say. I wanted to write when I had something that might actually be useful to you.
What changed: I’ve had some transitions in my personal life and career that gave me space to think differently about what I want to build and who I want to build it for. I’ve been in this industry for over a decade now. I’ve written a book. I’ve managed hundreds of millions of dollars. I’ve seen multiple cycles play out. And I’m realizing I have a perspective that’s becoming harder to find: someone who’s been in the traditional finance world and the digital asset world long enough to see where they’re actually converging, not where people think they’re converging.
That gap feels worth documenting. So here we are.
What this Substack will be
I want to write about three things:
The Convergence of Traditional Finance and Digital Assets.
Not as separate universes, but as increasingly overlapping systems. How wealth management is changing. Where institutional adoption is actually happening versus where it’s being talked about. What’s working in portfolio construction and what’s still broken.
Personal wealth strategy.
How to think about building sustainable wealth in an environment where the rules keep changing. This includes everything from market structure to tax strategy to how you evaluate new opportunities without getting pulled into hype cycles.
What I’m actually seeing in the market.
I’m tired of reading analysis from people who don’t have skin in the game. I want to share observations from someone who’s actually allocating capital, talking to clients, and dealing with the operational reality of this space, not just theorizing about it.
What this won’t be
Tribal narratives, price predictions, or investment advice. Everything here should be considered for entertainment and education only. I’m not trying to convince you to buy anything or adopt any particular worldview. I’m trying to give you better information so you can make your own decisions.
From a cadence perspective, I’m aiming for a few times a week. Some pieces will be short observations. Others will be longer when a topic warrants it. The more feedback I get, the better I can calibrate what’s actually useful versus what I just find interesting.
The fork in the road
Here’s where you need to make a decision.
If you’re still on this list and you don’t want to be, unsubscribe.
Zero judgment.
I’m not trying to spam anyone’s inbox or drag anyone along for a ride they didn’t sign up for. Your priorities might have changed since you subscribed. That’s completely fine.
My intention is to write for people who have an interest in digital assets, traditional finance, and how to grow wealth sustainably over the long term.
People who want some humor mixed in with news and analysis. (heaven forbid!)
People who are intellectually curious but allergic to hype.
If that’s you - cool. I’m pumped to be writing this for you.
What makes this different: I’ve been doing this for more than a decade. I’ve seen what works and what doesn’t. I’ve made mistakes and learned from them. I’m a finance nerd at heart, but I’m also someone who’s built portfolios in both traditional and digital markets and can translate between the two without pretending one is going to replace the other overnight.
If that sounds useful, stay.
If it doesn’t, go.
Either way, I respect the clarity.
What’s coming this week
I’m starting with three pieces:
The IPO market.
There’s been some interesting movement here that hasn’t gotten much attention, and I think it’s a leading indicator for what’s coming in early-stage investing more broadly.
A few traditional stocks worth watching.
Some recent news has created opportunities that aren’t obvious yet, and I want to walk through why I’m paying attention.
Building in public.
I’m working on some new projects and I’m going to document the process. This is partly selfish (it helps me think) but I also think there’s value in seeing how someone with my background approaches building something new.
One question I keep coming back to: Why are the most sophisticated investors I know getting more conservative in public while getting more aggressive in private? The gap between what people say they’re doing and what they’re actually doing has never been wider. I think that tells you something important about where we are in the cycle.
I’ll explore that more in the coming weeks.
If you’re staying - I’m glad you’re here. I don’t take your attention lightly.
My commitment is simple: I’ll write when I have something worth saying. I’ll prioritize being useful over being prolific. And I’ll assume you’re smart enough to draw your own conclusions once you have better information.
If something resonates, leave a comment.
If you disagree, tell me why.
If you want me to dig into a specific topic, let me know.
This works better as a conversation than a broadcast.
Here’s to a prosperous 2026. Let’s see where this goes…
— Matthew
X: @matthew_mba_
oh! one last thing…I mentioned the book above:
We took 1,300+ pages of wisdom from the Oracle of Omaha and condensed it into a snackable, easy-to-read guide for digital asset investors. Pick up your copy today!
