05 / investments

Investments

82 companies

Small cheques written as an angel into founders at the edges of crypto, DeFi, and AI. I look for teams solving a specific technical problem, not narratives chasing a market.

Total

Featured

Thesis

Infra · AI · DeFi

Stage

Pre-seed · Seed

· /Featuredspotlight

Ethena→

Synthetic dollar protocol

MegaETH→

Real-time Ethereum L2

Plasma→

Stablecoin-native chain

Chaos Labs→

Risk simulation for DeFi

Fogo→

High-performance L1

Dawn→

Decentralized wireless

· /PortfolioA–Z · 82

0011X→002Anoma→003aPriori→004Bebop→005Beezie→006Cap→007Chaos Labs^★→008Citrea→009ClayStack→010Cowboy Space Corp→011Crusoe→012Cysic→013Dawn^★→014Derive→015Ethena^★→016Ethos→017Exowatt→018Felix→019Fjord→020Fluent→021Fogo^★→022GTE→023Holograph→024Holyheld→025Humans&→026Hyperbeat→027Hyperlane→028Hyperspace→029Infinex→030Initia→031Interstate→032Irys→033Kamigotchi→034Kuru→035Level→036Lighthouse→037Limitless→038MegaETH^★→039Mellow Protocol→040Milkyway→041Mira→042Monerium→043Morph→044N1→045Nillion→046Noise→047Octra→048Oligo Space→049OneBalance→050OpenAI^★→051Panoptic→052Pepe's Game→053Perena→054Perpl→055Ping Network→056Plasma^★→057Polymer Labs→058Project Prometheus→059Pulse→060Ranger→061Resolv Labs→062Rip.fun→063Rise→064Rysk Finance→065Shogun→066Sorella Labs→067Sparkball→068Spicenet→069Stratum→070Sundial→071Superform Labs→072Thalassa→073Theoriq→074Usual→075Veda→076Volmex→077WalletConnect→078Wildcat Labs→079WINR→080xAI^★→081Yala→082Zerion→

· /Thesis

What I look for in a founder / team:

Technical depth— Built the thing, not commissioned it

Edge— Something non-obvious they've seen first

Sustainable tokenomics— Revenue path, not emissions path

Clear market pull— Users who would pay cash, not just tokens