Portfolio

Conviction, made visible.

Every active workbook-backed project above a $10M circulating token market-cap screen is included here, alongside selected confirmed relationships where token value is not the whole story.

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25 public profiles

01 Algorand Fast finality without splitting the network. Investment signal Algorand pursued scale through consensus design rather than a collection of execution layers. Its bet was that applications could get speed, finality, and asset issuance from one coherent base protocol. Layer 1 active

02 Avalanche Sovereign chains without starting from zero. Investment signal Avalanche made a direct bet that one global chain would not fit every application. Its architecture gave teams a path to customize execution and governance while retaining a shared technical foundation. Layer 1 active

03 Bifrost Liquidity for assets that are still staking. Investment signal Proof-of-stake security asks users to lock capital, while DeFi rewards mobility. Bifrost sits directly in that tension by making staked positions usable across applications. Liquid staking active

04 Bonfida / Solana Name Service Human-readable identity for Solana. Investment signal Wallet addresses are precise but hostile to everyday use. Bonfida made naming an infrastructure layer, giving Solana users and applications a legible identity primitive. Identity infrastructure active

05 Curve Finance Liquidity infrastructure for on-chain markets. Investment signal Curve turned a narrow insight—similar assets should trade on a purpose-built curve—into core market infrastructure. Its advantage came from mechanism design, not a louder interface. DeFi active

06 DODO Liquidity that follows the market. Investment signal DODO treated liquidity as an optimization problem. Its proactive market maker used reference prices and configurable curves to pursue deeper markets with less idle capital. DeFi active

07 Enjin Digital ownership built into the game stack. Investment signal Enjin treated digital items as product infrastructure before NFTs became a market category. Its early bet was that ownership should feel native to the game, not bolted on after the experience was designed. Gaming infrastructure active

08 Heima Network One intent across many chains. Investment signal Crypto made users manage networks, bridges, gas assets, and identities as separate chores. Heima's evolution from identity aggregation toward chain abstraction attacks that fragmentation directly. Interoperability active

09 Injective A Layer 1 purpose-built for markets. Investment signal Injective treated exchange infrastructure as a shared network primitive. Builders could focus on the financial product rather than rebuilding matching and liquidity infrastructure for every interface. DeFi infrastructure active

10 IOTA Programmable infrastructure for digital and real-world assets. Investment signal IOTA began with machine-scale coordination and kept pushing toward infrastructure that can connect digital ledgers to real-world activity. Its current architecture turns that ambition into a general programmable network. Layer 1 active

11 IX Swap Market infrastructure for tokenized assets. Investment signal Tokenization is incomplete without issuance, compliance, and a credible path to liquidity. IX Swap worked on that market structure before real-world assets became a dominant crypto narrative. Real-world assets active

12 Kaia An EVM network built for distribution across Asia. Investment signal Klaytn's advantage was never only block production. It was the possibility of putting crypto products near the existing users and distribution of Kakao, then combining that base with Finschia's LINE-linked ecosystem. Layer 1 active

13 Lava Network The data-access layer behind the interface. Investment signal Nearly every on-chain product depends on RPC infrastructure, yet users rarely see it. Lava targets that hidden dependency with provider selection, quality measurement, and on-chain settlement. Infrastructure active

14 Mantle A modular route to scaling Ethereum. Investment signal Mantle paired a modular technical architecture with community-controlled capital and distribution. That combination made it more than a pure scaling experiment. Ethereum scaling active

15 MultiversX Scaling execution through a sharded network. Investment signal Elrond made sharding the center of its scaling strategy. The investment thesis was that throughput should expand within the base network without forcing every application to choose a separate chain. Layer 1 active

16 My Neighbor Alice An on-chain world designed to feel like a game first. Investment signal My Neighbor Alice led with a familiar creative-game loop rather than financial mechanics. It tested whether ownership could deepen a social world without becoming the reason the world existed. Consumer crypto active

17 Pendle A market for the yield inside an asset. Investment signal Pendle turned a slippery concept—future variable yield—into legible instruments with explicit maturity. It gave crypto users tools closer to fixed-income markets without hiding the on-chain mechanics. DeFi active

18 Polygon Making Ethereum usable at application scale. Investment signal Polygon recognized early that the Ethereum ecosystem needed practical scale before a single perfect scaling architecture had won. It built, shipped, and iterated in public. Ethereum scaling active

19 Radix An asset-oriented stack for decentralized finance. Investment signal Radix treated assets and multi-step transactions as first-class protocol concepts. The bet was that safer financial software required a stack designed around ownership from the language upward. DeFi infrastructure active

20 Shentu Chain A blockchain built around verifiable security. Investment signal Smart-contract security was becoming infrastructure, not a final audit checkbox. Shentu embedded security services into a network where applications and users could coordinate around risk. Security infrastructure active

21 SuperVerse Shared users and liquidity for on-chain games. Investment signal Crypto games were fragmented across separate tokens, communities, and marketplaces. SuperVerse proposed that distribution and liquidity could become shared infrastructure across many titles. Gaming infrastructure active

22 VeChain A public blockchain built for real-world systems. Investment signal VeChain pushed blockchain beyond trading and into supply chains, product records and enterprise workflows. The bet was that public infrastructure could make real-world claims more transparent without forcing every user to understand gas. Enterprise infrastructure active

23 WOO Liquidity and execution across trading venues. Investment signal Fragmented liquidity makes every venue worse. WOO's original insight was to treat execution quality and liquidity distribution as infrastructure that could serve traders, applications, and exchanges. Trading infrastructure active

24 Yearn Finance YFI · Automated strategy execution for on-chain yield. Investment signal Yearn made strategy automation a crypto primitive. It showed that open vaults could package complex, constantly changing DeFi work into a product a user could evaluate and enter. DeFi active

25 Genopets A game loop built around everyday movement. Investment signal Genopets explored a consumer behavior that crypto often missed: building a habit first, then letting ownership deepen the relationship rather than lead the pitch. Consumer crypto Status check

Market-cap coverage was reviewed on 12 August 2026 using a point-in-time CoinGecko snapshot. Market values move; inclusion describes a disclosed investment relationship, not a recommendation or current holding.