Our research, our full portfolio and a direct line to the analyst, so you understand every position you hold.
I didn't come to markets from a trading desk, and I didn't inherit money, a network or a map. I paid my way through university on student loans and spent years looking for a way to build wealth that didn't depend on luck or permission.
What I found is that investing is a learnable discipline. I studied how capital actually compounds across equities, real estate, options and digital assets, and how the best allocators think about scarcity, cycles and risk. That work became a research practice, and the methodology behind it became Part II of my book, The Blueprint.
Elwood Research is that practice, opened to clients. No hype and no borrowed conviction: research I act on myself, written in plain English, so you understand exactly what you own and why you own it.
The Blueprint, Part II: Investing. Markets, money, cycles, risk, patience and asymmetric bets. The methodology, documented.
Read the bookDigital assets
Bitcoin's supply is fixed at 21 million, and no committee can print more. For the first time, that scarcity is meeting institutional demand: spot ETFs, corporate treasuries and the largest asset managers in the world. We believe this repricing is structural rather than cyclical, and that disciplined research separates the assets that endure from the ones that don't.
Technology equities
Every industry now runs on the same foundation: compute, semiconductors and platforms. Technology equities are how you own the toll roads of the digital economy, if you can tell durable competitive advantage from narrative. That distinction is the job.
Nothing enters the Elwood portfolio on narrative. Before we take a position, the asset passes through the same ten-point framework, and it stays under review for as long as we hold it.
Lens 1 of 10
Who built it, why, and what it was designed to do.
Applied to every position. Reviewed for as long as we hold it.
Returns get the headlines. Survival earns them. Four rules govern every position we take.
Documented holdings from the founder's own portfolio, 2020 to 2021.
| Asset | Period | Multiple |
|---|---|---|
| BitcoinBTC | 2020–21 | 3.5× |
| EthereumETH | 2020–21 | 7.8× |
| SolanaSOL | 2020–21 | 11.5× |
Figures reflect returns on the founder's documented personal positions over the stated periods in 2020 and 2021, shown for context and not as a promise. Past performance is not indicative of future results. Digital assets are volatile and can lose most or all of their value.
One membership, and everything Elwood publishes comes with it.
When our view changes, you hear it first: what we're buying, what we're trimming, and the full reasoning behind it. In plain English, in your inbox.
Our full holdings and allocations, updated weekly. The whole book, including what isn't working and why we're holding anyway.
One-on-one support from the desk. Ask about the research, the framework or a position, and get an answer from the person who wrote it.
Money-back guarantee. Cancel anytime.
We'll send membership details and pricing when you request access.We don't think in tops and bottoms; we think in adoption curves. The institutional infrastructure for this asset class (ETFs, regulated custody, corporate treasuries) has only recently arrived, and allocations from large pools of capital remain small relative to the market's size. There are no guarantees in markets, which is exactly why the research matters. Position sizing and time horizon shape outcomes far more than entry timing.
Volatility is the admission price of the asset class, not a malfunction. We plan for drawdowns before we enter a position (sizing, time horizon and exit conditions are set in advance), so a red month doesn't force a bad decision. Our discipline is built to survive volatility, not to pretend it away.
Risk gets its own lens in our framework because these questions deserve real answers. Every note names what could kill the thesis: regulatory shifts, security assumptions, technological change. We favor assets with the longest security track records and the deepest institutional adoption. When the facts change, our positions change, and members hear about it first.
No. Elwood publishes research and general market commentary: what we hold, and why. It is not individualized investment advice and doesn't account for your personal circumstances. Consider your own situation, and consult a licensed professional where appropriate, before acting on anything we publish.
Every membership carries a money-back guarantee, and you can cancel anytime. If the research doesn't earn its keep, you shouldn't be paying for it.
Join the members who read the research before the market prices it in.