Our Teams
Equity Research
Equity portfolio
Equity pitches
Equity investment philosophy: Our Equity Research team follows a disciplined, data-driven approach focused on fintech and blockchain-related equities. We identify high-conviction opportunities by analyzing industry trends to form thesis-driven research, backed by financial models. Beyond companies already operating on-chain, we also evaluate businesses positioned to benefit from the adoption of blockchain technology across payments, financial infrastructure, and digital assets. Research is reviewed regularly by portfolio managers, allowing the portfolio to adapt as market conditions evolve.
Junior Analyst Program
Equity portfolio
Equity pitches
Equity investment philosophy: Our Equity Research team follows a disciplined, data-driven approach focused on fintech and blockchain-related equities. We identify high-conviction opportunities by analyzing industry trends to form thesis-driven research, backed by financial models. Beyond companies already operating on-chain, we also evaluate businesses positioned to benefit from the adoption of blockchain technology across payments, financial infrastructure, and digital assets. Research is reviewed regularly by portfolio managers, allowing the portfolio to adapt as market conditions evolve.
Venture Capital
VC portfolio
VC Pitches
VC Investment philosophy: Our Venture Capital team adopts a long-term, survivability-focused approach to investing in on-chain cryptocurrencies. We invest in people and future use cases—not pure speculation or market hype. The team prioritizes blockchain protocols with compelling real-world utility, clear adoption potential, and sustainable network growth. Investment decisions are grounded in rigorous evaluation of founding teams and governance structures, emphasizing execution capability, transparency, and strategic vision. We further conduct in-depth technical diligence, assessing protocol architecture, security, scalability, and tokenomics alignment to ensure each investment is supported by both innovation and enduring value within the blockchain ecosystem.
