Jeff Park

Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ CIO. ex-@morganstanley @stanford. Views are my own. NFA

[Jeff Park @dgt10011]

If you’re bookmarking one investment guide for the decades to come, make it this one. Five minutes to rewire your mindset—and you’ll never see investing the same again. Revisit after the election; it’ll hit even harder.

Here’s the grand finale: Part III: The Radical Portfolio

[Jeff Park @dgt10011]

https://t.co/tncvzQ3IZH

[Jeff Park @dgt10011]

@DrBlocktamus 🙏🫡

[Jeff Park @dgt10011]

https://t.co/2aS67tgO0o

[Jeff Park @dgt10011]

@shinncpa

[Jeff Park @dgt10011]

https://t.co/2aS67tgO0o

[Jeff Park @dgt10011]

@phongle Time is a full circle :)

[Jeff Park @dgt10011]

The next Bitcoin Treasury innovators will be those who capitalize on ALPHA

[Jeff Park @dgt10011]

@WatcherGuru Not this again

[Jeff Park @dgt10011]

You can focus your limited energy on the endless debates re equity vs token, memecoin nihilism, bitcoin spams then crash out

Or you can focus that energy towards the fact that shipping lanes are open on the Oman side, Asian semis are raising, and realize risk will be crash bid

[Jeff Park @dgt10011]

@danielfoch 💯

[Jeff Park @dgt10011]

https://t.co/2aS67tgO0o

[Jeff Park @dgt10011]

“Store of value” is a meme if its not censorship-resistant

[Hedgeye @Hedgeye]

China's Real Estate Market has erased all gains from the last 20 years

[Jeff Park @dgt10011]

Bitcoin has existed for 7% of the time the US has existed. When our children become adults it’ll be 15%

Thats what the timeline of informed risk looks like. Every year it compounds in adoption, who understands and why. The only way to seize it is to grow with it -then pass it on

[Anchorage Digital ⚓️ @Anchorage]

Systematic covered call writing on BTC has generated reliable, positive yield across a wide range of market environments, but only when implemented with the discipline that the strategy's risk profile demands.

[Jeff Park @dgt10011]

@theempirepod

[Jeff Park @dgt10011]

All these “tax unrealized capital gains” “charge asset/wealth tax” “charge vacancy tax” “charge exit tax on citizenship renouncements” are symptoms of the simple fact that the public market for public investors has been completely broken for two decades now and people are over it

[Jeff Park @dgt10011]

The solution to all this private SPVs vs authoritarian founders nonsense is simple

Make companies go public earlier to understand the social contract of capitalism or else be nationalized

[Jeff Park @dgt10011]

@CJ_Bitcoin 4 isn’t one of them

[Jeff Park @dgt10011]

Solana has become a platform economy: its top applications now capture multiples more value than the base chain itself.

And the most revolutionary platforms are valuable because they don’t just take share of an existing market, they have the potential to expand it.

[ParaFi Capital @paraficapital]

Solana apps like @phantom, @Pumpfun, and @JupiterExchange now generate meaningfully more revenue than the chain itself. In May 2026, Solana apps generated ~$94M in monthly retained revenue versus ~$18.6M in Solana Real Economic Value (REV), a measure of chain fees plus MEV tips.

That gap has persisted even after chain fees normalized following the TRUMP/MELANIA memecoin frenzy in January 2025. In our view, the data suggests that Solana is increasingly behaving like a platform economy where applications capture multiple times more value than the base chain itself.

[Jeff Park @dgt10011]

They don’t make maps like this anymore

Bring back the feng shui of the overworld atlas exploration

[Jeff Park @dgt10011]

It used to be that the US govt bet on home grown startups by taking large tax revenue once they succeeded. Now they are taking direct asset stakes instead, revenue be damned

Why?

Asset inflation is the only game left in town, and the US govt knows it

AI companies will be next.

[Jeff Park @dgt10011]

@AviFelman @Globalflows Boom

[Jeff Park @dgt10011]

Today marks the start of a brand new H2 for 2026

Reflect, reset, set goals, and let’s get after it!

See you in the trenches 🫡