Chimp Of The North
Notes

Welcome to Chimp Of The North

A blog that speculates on where frontier tech is heading, and how I trade it.

@cryptochimpanz ·

gm lads 🐒

X gets the chart. This site gets the long version: where AI and frontier tech are heading, and the trades I’m making on it.

The chart I steer by

North Star frontier tech
NWAI computeChips, GPUs, neoclouds
NEFrontier labsModels, launches, who leads
WRoboticsFrontier hardware leaving the lab
EThe buildoutData centers, power, supply chain
SWMacroRates and the liquidity behind it
SECrypto x AI$BTC vs $QQQ, miners, AI tokens
AI is the North Star. Crypto and macro are the waters around it.

The desks

Guides How I work a frontier tech trade coming soon Research Where AI and frontier tech go next coming soon Interviews Builders and investors on what comes next coming soon Watchlists Names I track, with levels and dates coming soon

How a note works

  1. 01 Chart What price is doing
  2. 02 Thesis Where the tech is heading
  3. 03 Position What I hold, if anything
  4. 04 Where I'm wrong The level that kills it
If price hits the level in step 4, I was wrong and I'll say so.

What lands in your inbox

New postwhen it ships
Week aheadSundays
Receiptsmonth end, losers too
Illustrative month. Posts go out when they are ready, not on a quota.

Why “North”

Price going north, sure. Mostly it’s the North Star. Northern navigators crossed open sea by fixing on one point that stayed put. Same idea here: pick a heading on frontier tech and ignore the launch day noise.

Charts between posts: @cryptochimpanz. Guest pitches: partner@chimpofthenorth.com.

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