wasaku.appInvestments

The investing side

Waqas Shota Ali. The front page shows what I build; this page is the venture record, the system behind my judgment, and where the writing about it lands.

Record

Deals
Around 30 early-stage investments, led as negotiator: sourcing, diligence, terms, close.
Where
Founding member of Crypto CVC, a corporate venture arm investing seed through Series A across crypto and web3.
Before
Global market intelligence at Nissan Motors: analysis that real decisions rode on.
Method
Takes carry conviction and dated evidence both ways; predictions carry probabilities, resolve-by dates, and grading rules a stranger could score.

The point: an argument you can audit, not a post someone can quietly edit.

Takemark landing page
The public face
A Takemark share page: one dated take with its evidence
One dated take, as a record

Two open takes

as they stand today
Takemark record2026-07-11Contested · confidence 4/5

Your AI setup becomes a portable employment moat

Everyone rents the same models. What differs is the context you own, and it walks out of the building with you. Freelancers pay for this before employees do.

50%that BYOAI is the early-adopter norm by end of 2028

Moves up if a credible way to contain a personal setup inside a company ships, or a large employer writes the first policy. Moves down if one leak triggers blanket bans.

Read the record ↗
Takemark record2026-05-29Contested · confidence 4/5

Pakistan becomes a hub for AI solopreneurs

A product earning a few hundred dollars a month is a living in Lahore and pocket change in Tokyo. The advantage is runway, not wages: thirty attempts there cost what three cost in San Francisco.

60%that it is recognised as one by 2030

Moves up when the first named Pakistani solo builder goes public with real revenue. Moves down if the wave is still pre-revenue through 2027.

Read the record ↗

Both carry a probability, a resolve-by date, and a written rule for what would move them. When the dates arrive they get graded in public, right or wrong.

VC writing

Coming soonFirst essay · in edit

The Instrument Gap

The solopreneur is now a company shape, and no capital instrument fits it. Part one of the Builders Guild pair.

Coming soonPlanned

Notes on a crypto cycle I lived through

The record I wish I had written at the time: what I believed, when, and which parts survived the market.

Longer analysis will publish on a newsletter and be indexed on this page, so this address stays the one link for the investing side.