Thesis

Tradecraft Autonomy fund is based on a thesis that we are in a new technological paradigm.  The work of past economists shows us that longwave financial cycles have historically been driven by technological revolution (electricity, rails, oil, steel, the internet).

We see that we are now in a new cycle, where crypto assets converge with robotics, artificial intelligence and sensor data (the internet of things) to create a new technological revolution.

While self-driving cars now exist and are evolutionary, it won’t be long before these technologies yield self-driving businesses that can calculate and anticipate needs, crunch incredible volumes of data instantaneously and, with the advent of crypto assets, automatically enter and settle transactions. 

We call this the Age of Autonomy ™ . All assets in our portfolio are informed by this thesis.