Portfolio

Presently our investments include...
(details on positions and performance in monthly reports)

C3.ai

serving massive breadth of real-world AI use cases across an enviable client base

Chainlink

depth of data integrations, smart contracts capabilities, enabling cross-chain interoperability

Nvidia

exploding demand for machine learning training points to further upside for their GPUs and data center business

Polygon

dev. tools attracting thousands of dApps and ZK leadership positions them for growth; switching from MATIC to POL

Uniswap

Moving a small portion of fees from LPs to other uses strengthening the exchange

Avalanche

4,500 TPS, sub-two second finality, growing dev. community from AvaCloud, breadth of subnets

NEAR

Pagoda expanding their vision from a cryptocurrency to a full-stack blockchain OS

Filecoin

marketplace model for contract storage enables pricing far below Amazon S3, supports more use cases than permanent storage of Arweave

Solana

well-positioned for DeFi with its fast processing times & short time to finality

Other investments

smaller positions in several others
(detail in monthly reports)