Yield & Capital Preservation Layer
Deployed capital earns active yield through battle-tested DeFi protocols, structured liquidity provision, and risk-managed points or rewards farming.
Strategy and examples
Selected track record and experience.
Our background spans crypto investing, ecosystem strategy, on-chain analytics, and early-stage market formation.
Strategy overview
A blended liquid and early-stage digital asset strategy.
The fund is structured around three complementary pillars designed to keep capital productive, preserve flexibility, and pursue asymmetric access.
Points & Incentive Capture
The fund systematically evaluates protocol incentive programs, airdrops, and liquidity mining against capital lockup and smart contract risk.
Early-Stage & Pre-Liquid Allocation
A defined sleeve is reserved for high-conviction venture, pre-seed, and presale investments with asymmetric return potential.
Competitive advantage
A hybrid approach for inefficient crypto markets.
The Managers’ experience across liquid markets and venture investing, combined with deep industry relationships, provides differentiated access to opportunities and informed risk management.
Risk management
Active limits across concentration, protocol exposure, and illiquidity.
Capital allocation across the three pillars is actively managed based on market conditions, with hard limits on smart contract concentration, protocol exposure, and illiquid or locked positions as a percentage of AUM.
Examples
Selected examples across venture, liquid markets, advisory, ecosystem, and research.
This page is designed for credibility without overpromising. Performance-related information should be reviewed before publication.
Consumer / Digital Assets
FIFA
- Role
- Strategic Partner
- Stage
- Ecosystem
- Status
- Past
- Date
- Selected
Digital asset ecosystem work connected to global consumer behavior and brand-scale distribution.
Infrastructure
KET
- Role
- Investor
- Stage
- Private
- Status
- Past
- Date
- Selected
Selected early-stage exposure in crypto infrastructure with a focus on network utility.
Market Structure
RTB
- Role
- Investor
- Stage
- Liquid
- Status
- Active
- Date
- Current
Active strategy centered on liquid market structure and improving on-chain fundamentals.
Consumer / Infrastructure
Heresy / Grotto
- Role
- Strategic Partner
- Stage
- Ecosystem
- Status
- Active
- Date
- Current
Network-driven ecosystem participation across crypto-native consumer and infrastructure surfaces.
DeFi
Cave.Money
- Role
- Investor
- Stage
- Seed
- Status
- Active
- Date
- Current
DeFi opportunity focused on usable financial primitives for crypto-native users.
DeFi / RWAs
INK Strategy
- Role
- Operator
- Stage
- Liquid
- Status
- Active
- Date
- Current
Risk-managed farming and liquidity strategy across swaps, perps, tokenized RWAs, and lending markets.
Perps / Trading
Arena
- Role
- Operator
- Stage
- Liquid
- Status
- Active
- Date
- Current
Current perps market activity informed by on-chain execution, liquidity, and risk monitoring.
Consumer / Community
Polypup Ecosystem
- Role
- Operator
- Stage
- Ecosystem
- Status
- Active
- Date
- Current
Token, LP, protocol, and grant-oriented experiments across community and network growth.
Infrastructure
MEGA
- Role
- Watchlist
- Stage
- Private
- Status
- Prospective
- Date
- Watchlist
Example of a high-conviction opportunity profile that would fit the strategy if access and timing align.
This page may include selected examples and is not a complete list of investments, advisory relationships, or outcomes. Any performance-related information must be reviewed against applicable rules before publication. Past performance is not indicative of future results.