I went to the AGM today. Basiq and Refundid both presented from...

I went to the AGM today.

Basiq and Refundid both presented from the Touch portfolio.

Basiq is impressive and I met with its founder. They are well funded and will do well whatever the macro backdrop and interest rate environment etc. Data is the new gold.

I expect Touch to make new investments from their Block relationship this year, however they are being careful with deploying capital.

Tech has been smashed globally, it's far more attractive to get set now than 6-12 months ago. Lots of quality investors and smart people behind this, it will do well long term.