Portfolio

Selected Investments

Decentralizing single points of failure in proof-of-stake networks

Lowering cost barriers to producing next-generation, data-powered products for web 3.0

Breaking the real-time rendering bottleneck facing streamed gaming content in hardware constrained – but high-growth – markets

Solving limitations of existing geospatial positioning and AR technologies with a proprietary “neospatial” P2P positioning system

Breaking the speed-barrier of legacy ‘secure multi-party computation’ technology to enable greater use cases for decentralized networks

Pioneering genuinely trustless delegated node operation, eliminating numerous risks in proof-of-stake networks

Breaking down digital asset liquidity silos with noncustodial, interchain DeFi built atop IBC

Unleashing the future of work with zkp-based payroll/compliance infrastructure for the pseudonymous workplace

Bringing institutional-grade scalability and usability to DeFi fixed-rate lending with an elegant double auction marketplace

Underpinning a generation of new staking business models with mission-critical observability for node operations

Dramatically expanding use cases, liquidity and capital efficiency of nonfungible staked/restaked ETH assets

Unleashing the potential of the interest rate derivative market in crypto with an innovative product (the tokenization and trading of yield)

Solving scalability limitations of existing decentralized money protocols, by combining the best of DeFi with liquidity from centralized venues

Bringing defensibility, security and interoperability to web3 domain names via ICANN (the backbone of web2 domain name infrastructure)

Enabling dApps to easily augment product offerings to offer end users one-click, high-speed, secure cross-chain transactions

Pioneering liquid restaking, with a representation of Eigenlayer deposits that simultaneously offers restaking yield as well as composability across DeFi

Unlocking new revenue streams for live streamers (via blockchain-enabled superfan engagement tools) in the world’s fastest growing large e-sports market

Revolutionizing how users interact with all things bitcoin with a simplified, lower-cost and safer wallet + swap experience for inscriptions / BRC-20s

Supercharging new DeFi protocols’ ability to overcome the liquidity cold start problem with a novel money market model

Enabling holders of ETH to earn enhanced natural yield through cross-margin lending on Blast’s L2

Protecting ethereum L2 users, without sacrificing speed or cost savings, by focusing on security at the sequencer level

Minimizing transaction costs, and improving trader UX with intent-centric order execution, whereby traders describe the transaction’s goal while outsourcing the method to achieve it

Unifying liquidity across all blockchain networks by handling the buildout and incentivization of solver networks on behalf of intent-based dApps

Pioneering a new paradigm in blockchain infrastructure by creating a unified execution layer capable of supporting multiple virtual machines, enhancing cross-chain functionality and developer flexibility

Enhancing Solana’s base layer security, while simultaneously enabling dApps to leverage the network’s execution speed with a suite of Solana-specific restaking offerings

Bridging the gap between AI and blockchain by enabling smart contracts to natively interact with large language models, unlocking new possibilities for decentralized applications

Pioneering a new asset class by tokenizing human time, enabling transparent valuation and trading of personal expertise in a user-friendly platform

Unifying stablecoin liquidity and decreasing barriers to entry for new issuers with a risk-adjustable basket of yield-bearing stablecoins

Overcoming privacy concerns – that often hinder collaboration between parties handling sensitive data sets – with a computation network that leverages the privacy-preservation of FHE computation + the verifiability of zk proofs.

Unlocking new ways to monetize the internet, whereby users can financialize, speculate on and invest in any post or content on the web and own a piece of viral internet culture

Revolutionizing policy analysis by deploying intelligent AI models to decode government communications, providing institutions with quantifiable metrics and predictive insights for strategic decision-making”