Capitalizing on the global GPU shortage, this strategy leverages decentralized physical infrastructure networks (DePIN) offering 50-70% cost savings versus centralized…
Investment Idea: Multi-Chain RWA Gateway
Targeting cross-chain infrastructure providers and oracle networks enabling institutional tokenized assets. Capitalizes on RWA market growth and regulatory clarity with…
Investment Idea: Regulated Privacy Primitive
Capitalizing on FATF’s regulatory pathways for privacy tech, targeting ZKP projects with compliance features. Core allocation to Zcash/Aleo, satellites to…
Investment Idea: Modular Infrastructure Asymmetry
Targeting modular blockchain infrastructure providers solving data availability bottlenecks amid 200% YoY transaction growth. Core allocation to DA protocols with…
Investment Idea: AI-Oracle Convergence Strategy
Targeting blockchain oracle projects integrating AI for verified financial data. Focus on Chainlink (LINK), Band Protocol (BAND), and DIA Oracle…
Investment Idea: Zero-Knowledge Cross-Chain Interoperability Protocols
Targeting ZK-proof based cross-chain solutions addressing $2.5B+ bridge vulnerabilities. 65% allocation to established ZK bridges, 25% to emerging formal-verified protocols,…
Investment Idea: Institutional-Grade Restaking Strategy
Capitalizing on Ethereum’s yield scarcity, this strategy leverages audited restaking protocols for institutional-grade returns. Targets 12-18% APY through EigenLayer and…
Investment Idea: Bitcoin L2 Scalability Solutions
Capitalizing on Bitcoin’s scalability needs through Layer 2 solutions. Focus on infrastructure tokens enabling smart contracts and faster transactions. Targets…
Investment Idea: Regulatory-Proof Stablecoin Platforms
Targeting governance tokens of compliant stablecoin issuers poised to benefit from global regulatory frameworks. Focus on licensed platforms with multi-chain…
Investment Idea: AI-Optimized Blockchain Infrastructure
Targeting the $15B+ AI-blockchain convergence by 2025 through decentralized compute networks. Core allocation to RNDR, AKT, and TAO leverages GPU…
Investment Idea: Cross-Chain Liquidity Aggregation
Targeting governance tokens of cross-chain DEXs solving Ethereum L2 fragmentation. 50% allocation to leaders (SYN, HOP), 30% to innovators (DENT,…
Investment Idea: DePIN Energy Grid Expansion
Targeting blockchain-based energy grid optimization projects leveraging regulatory tailwinds. Tiered allocation across established protocols, growth-stage grid tokens, and hardware plays.…
