Portfolio
Our investments
We invest in transformative protocols and companies at the forefront of blockchain and other frontier technologies. Our portfolio spans liquid digital assets and venture investments across multiple stages.
1Money
Global stablecoin platform for issuance, conversion, redemption, and fiat on/off-ramps.
Aave
Open-source non-custodial protocol for money markets. Earn interest and borrow assets.
Alchemix
DeFi protocol for flexible instant loans that repay themselves over time.
Algorand
Open permissionless proof-of-stake blockchain for security and scalability.
Alien
Decentralized human network for proof-of-humanity and scalable L1 for trusted identities.
Avalanche
Open-source platform for dApps, financial primitives, and interoperable blockchains.
Badger
DAO building products and infrastructure to accelerate Bitcoin in DeFi.
Bitcoin
Decentralized peer-to-peer electronic cash and the first successful cryptocurrency.
Bittensor
Decentralized machine learning network incentivizing AI model development and validation.
Blockstack
Open-source network for building decentralized apps and smart contracts.
BNB
Native asset for Binance Chain fueling the Binance ecosystem.
Boundless
Decentralized protocol for verifiable compute and ZK proofs, rewarding nodes across chains.
Celestia
Modular blockchain providing data availability for sovereign rollups and dApps.
Decred
Autonomous digital currency with hybrid consensus for decentralized, self-governing money.
DFINITY
Extends the public Internet to natively host software and DeFi via ICP.
Ethereum
Global open-source platform for decentralized applications.
EtherFi
Decentralized liquid staking on Ethereum. Stake ETH, earn yields, maintain liquidity.
Forward Industries
Public company (FWDI) and leading Solana treasury manager for ecosystem growth.
General Tensor
Vertically integrated decentralized AI vehicle running Bittensor validators and miners.
Groq
AI company building ultra-fast LPUs for low-cost, high-performance inference.
Gunzilla
AAA Web3 game studio developing blockchain-integrated titles like Off The Grid.
Hyperliquid
Decentralized perpetuals exchange and L1 for high-performance derivatives trading.
IKA
Zero-trust MPC network on Sui for sub-second, secure cross-chain asset control.
Inference Labs
Decentralized AI network for verifiable execution of AI tasks and autonomous systems.
Inversion
Crypto-native PE firm acquiring traditional companies and integrating blockchain.
Mantra
EVM L1 for compliant tokenization and trading of real-world assets.
Membrane Labs
Institutional digital asset infrastructure for loans, repo, collateral, and settlement.
Mysten Labs
Web3 infrastructure company building Sui and other foundational technologies for decentralized internet adoption.
N1 Chain
High-performance L1 optimized for on-chain finance, trading, and ultra-high throughput.
Nexus Mutual
People-powered alternative to insurance against smart contract failure.
Nonco
Institutional-grade stablecoin and crypto liquidity bridging TradFi and digital assets.
RedStone
Modular oracle network for secure off-chain data feeds to DeFi across 100+ chains.
Reflection AI
Research company building open frontier AI models and superintelligence.
Ritual
Decentralized network for on-chain AI infrastructure and smart contract AI integration.
Securitize
Leading platform for RWA tokenization and institutional digital securities.
Solana
High-performance L1 blockchain for scalable dApps and high-throughput transactions.
Solayer
Hardware-accelerated L1 on Solana VM for ultra-high throughput and near-zero latency.
Sui
Permissionless L1 blockchain with object-centric design for high-speed, low-cost transactions.
Sui Group
Public company (SUIG) managing a large SUI treasury to advance the Sui ecosystem.
SushiSwap
Automated market-making decentralized exchange on Ethereum.
Toncoin
Native token of TON, a scalable L1 blockchain integrated with Telegram.
UMA
Protocol for building synthetic assets through self-enforcing smart contracts.
Union
Zero-knowledge infrastructure for cross-chain messaging, assets, NFTs, and DeFi.
Walrus
Decentralized storage protocol on Sui for monetizable data markets in the AI era.
yearn.finance
Profit-switching lender to optimize lending yields.