Supertake
Illustration for Scarce Trust Premium

Scarce Trust Premium

+5.8%

since Sep 30

Practice

The idea

My belief is that AI is making content, expertise, and even identity itself abundant and easy to fake, so what becomes scarce and valuable is trust: whoever verifies it, arbitrates it, or embodies it gains pricing power. I built a broad basket across that whole stack, weighted heaviest toward identity verification, then trust arbiters, live human experiences AI can't replicate, and brands with direct customer relationships. No single name dominates, I keep a small cash reserve to add on weakness, and I'm holding this for years since it's a structural shift, not a trade.

What it owns

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  • Cash7%