We conduct deep research and make bets on the evolution of blockchain infrastructure. Borrowing from history such as how TCP/IP formed the roadmap for subsequent products like Ethernet and Unix, we believe that future technologies in this space will follow similar patterns with a key difference - value accrual will disproportionately begin on the protocol side instead of the application side.
We make high-conviction long-term investments in the technologies that will power the future of blockchain, not meme coins or the hot token of the hour.
As a research venture, we deploy and run the latest technologies to differentiate good code from great. We participate in testnets, bootstrap new networks and build tools.
Our investment methodology is research and participation orientated.