A concentrated portfolio at the frontier.
27 companies 5 funds
We back a small number of exceptional teams across Web3, AI, and frontier technology — and work closely with each of them.
Direct investments
Sapien
Data & AIA decentralized data foundry training frontier AI models with expert human knowledge.
Questflow
AI AgentsA decentralized network for orchestrating autonomous AI agents across work and workflows.
Prodia
ComputeDistributed GPU inference powering fast, affordable generative media at scale.
Nexad
AI-Native AdvertisingReal-time, AI-native advertising inside assistants and agentic applications.
LayerLens
AI EvaluationThe evaluation platform holding generative AI to the standards of traditional software.
YKB
ConsumerA sports app for posting predictions and keeping a permanent record of who actually knows ball.
Derpetual
DeFiA Solana protocol for abstract futures — perpetual markets on any numeric value.
Upshot
ConsumerDigital card packs that turn real-world predictions into collectibles with cash payouts.
Parse
AI InfrastructureTurns any website into a structured, self-maintaining API described in a single sentence.
Rankai
AIAn autonomous growth engine that researches, publishes, and rewrites web pages to rank across search and AI assistants.
Lombard
DeFiLiquid staking that puts Bitcoin to work across DeFi.
Printr
InfrastructureAn omnichain token launchpad for creating, bridging, and trading tokens across dozens of networks from one interface.
TensorBlock
AI InfrastructureA neutral runtime stack coordinating inference, memory, and tools for distributed AI systems.
Hemi
InfrastructureA modular network bringing Bitcoin and Ethereum together.
Mamori
InfrastructureMachine-learning pathfinding for value extraction across blockchain networks.
Assisterr
AI AgentsCommunity-owned small language models and AI agents.
io.net
ComputeA decentralized network aggregating GPU compute for machine learning.
BOB
InfrastructureA hybrid Layer 2 uniting Bitcoin security with Ethereum DeFi.
Pond
AIA platform for building and sharing crypto-native AI models.
iBTC
DeFiTrust-minimized wrapped Bitcoin for DeFi.
Oyl
InfrastructureA wallet and developer platform for Bitcoin-native assets.
Pluto Studio
InfrastructureSDKs and on-chain game engines that bring Web2 games to Web3 without crypto friction for players.
Botanix
InfrastructureAn EVM-equivalent Layer 2 secured by Bitcoin.
WOMBO
Consumer AIConsumer AI apps and decentralized compute at global scale.
Babylon
InfrastructureBitcoin staking that secures decentralized networks.
Martian
AI InfrastructureA model router that sends every request to the best LLM.
Ola
Privacy & ZKA ZK virtual machine for programmable privacy.
- Introduce your company.For founders
From pre-seed to Series A. A short, direct note is the best introduction.
Investing in funds
we believe in.
Alongside direct investments, we commit capital to a select group of managers whose judgment we trust.
