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)