PROJECT 10X RESEARCH
Understand the thesis.
Question the assumptions.
Research across macro, crypto, AI and exponential technologies. Read the thesis, the supporting evidence and the conditions that would change the view.
LATEST
Current thinking.
The Bull Market Has a New Problem
Crypto is strengthening and RORO remains firmly Risk-On - but the market now assigns a 75% probability to at least two FED hikes.
Read articleEveryone Wants to Buy the Robot. I’m Buying This Instead.
I spent weeks mapping the robotics stack. The obvious trade is premature - but one overlooked layer already has the economics I want.
Read articleInvesting in the AI Age: SPCX
SPCX Analysis and Allocation Strategy
Read articleAttractive Prices, Unfriendly Conditions
The case for owning crypto and waiting on AI
Read articleON YOUTUBE
Watch the thinking.
START HERE
Foundational reading.
New to PROJECT 10X? Start with the tools guide, then read the deployment framework and backtest.
Our Suite of Tools - A reference guide
A clear system for knowing when to add risk, reduce it, or do nothing
The Framework That Gets You In Near the Bottom
How RORO and the Capital Deployment Framework size up when it actually matters
RORO Backtest Results
20 trades, 7 years, and a framework built to survive full cycles