29 May 2026
Niche ideas for crazy people
The poisoning of knowledge, and what survives it.
Read →Since 2018 our fund has delivered outstanding returns to investors through disciplined exposure to digital assets — secured by a top-tier custodian, built for the long term.
We believe digital currency will drive significant global economic, technological and social change. Our purpose is to provide high-quality investment funds that access this shift through institutional-grade structures.
We invest only where positions can be entered and exited with confidence — daily unit pricing and no lock-ups on the assets we hold.
We seek assets with a genuine economic role — a reason to exist and a reason to endure beyond speculation.
We study supply, demand and the incentive design of each protocol to understand where durable value accrues.
We conduct extensive bottom-up research of the core characteristics of every investment we make. Our research notes are published monthly to subscribers.
We cover the basics of Web 3.0 and how it will unleash powerful creative forces that we're only just beginning to see.
Converting TradFi heretics, one bond holder at a time. Our long-form writing on markets, money and the digital shift — published weekly.
This is money as software. Contact us now to participate.