Areas of Investment


Decentralized Finance(DeFi)

 

We’re seeing a financial revolution with the universal market access enabled by crypto tokens and blockchains in a permissionless manner.

E.g. UMA, 0x


Next Internet Infrastructure

 

A decentralized network enables a more robust and secure network. We see blockchain and crypto as the next computing platform after mobile/cloud.

E.g. Handshake, Dfinity, Avalanche, Polkadot The Graph, API3,


Communications/Social medium

 

Human interaction with each other will be smoothly leveraged digital scarcity, making the next generation creator economy.

E.g. Rally


Portfolio & Thesis

 

Dfinity

Thesis

 

The Graph

Thesis

Handshake

Thesis

 

Rally

Thesis

EPNS

Thesis

 

Polkadot

Thesis

 

API3

Thesis

 

UMA

Thesis

 

Avalanche

Thesis