Thesis

  • The internet has enabled individuals to associate themselves with others across different measures of distance versus geodesic distance in the world of atoms. As such we take a global approach to investing in digital assets

  • Crypto applications work best and have most product market fit for marginalized user groups. Marginalized groups (whatever dimension) are often the best ‘wedge’ users

  • Trends persist until they break. We live in a world where many notions of established trends are breaking. What is today considered the norm was once avant-garde, so we’re very open minded. We believe the crypto economy will be built ab-initio versus simply being a rehash of existing systems

Our Approach

  • We like and embrace convexity (f’’ >> 0) in outcomes with respect to variables one can control

  • We value and seek out original, orthogonal ideas

  • We understand things can go wrong, and hence we like to work with teams to rethink their own tactical and strategic directions