An analysis of 2025’s biggest winners—from Oklo ($OKLO) at +525% to Iris Energy ($IREN) at +519%—reveals a clear market shift. The largest gains are no longer coming from capital-light software. Instead, the market is aggressively funding high-risk, capital-intensive, and often pre-profitability "deep tech" ventures aimed at disrupting the foundational pillars of our economy.

An essay exploring a future where virtual reality is indistinguishable from life. We analyze the end of the physical body, a post-scarcity economy, and the digitalization of human consciousness.