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Investment Thesis

Investment strategy summary
Man and woman on a crypto conference.
We invest in early-stage decentralized projects, in equity and tokens, and are geography agnostic. Our investment horizon is one decade. The average deal size is $100K-$2M per deal.
We invest in early-stage decentralized projects, in equity and tokens, and are geography agnostic. Our investment horizon is one decade. The average deal size is $100K-$2M per deal.
Man and woman on a crypto conference.
The main criteria  
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projects that drive the adoption of distributed technology
Discussing an early crypto project with the founder during a web3 conference.

We believe decentralized technology will reshape many aspects of modern society.

This transition will accompany one of the largest unlocks of value in human history. Blockchain technology not only provides new business opportunities in different economic sectors, but it will also change the foundation of basic elements of society and life such as ownership, work, money, and the judicial system.
Ownership
Work
Financial system
Judicial system
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ownership

One of the most important human rights is the right to own things. Nowadays, the exclusive right of possession of property derives from a ledger operated by a government agency.
Blockchain is an obvious and clear choice for runninga cheap and efficient ledger for proof of ownership. Blockchain is decentralized, immutable and transparent.It would be difficult to impossible for unauthorizedpersonnel to manipulate information.
Registering a right to own things will take seconds and cost a fraction of the current price.
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work

Our workplace has barely changed over the last two centuries—a physical area where workers can be observed and “managed” by their supervisors.
Traditional Corporate Culture: one job, one title, one set of responsibilities, one workplace with a predetermined schedule of 9AM-5PM. It all changed after the pandemic which ushered us into a new era of remote work for people around the globe significantly reshaping the culture of work for a majority of employed adults.
On top of that a new transformation on the horizon promises to change the way we work again: the decentralized autonomous organization (DAO)
13.000
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1.7 million
This is how number of participants
in DAOs grew in 2021
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Financial system

DeFi (decentralized finance) will gobble the traditional financial system to rephrase the famous quote.
The modern financial system has been designed around the idea of a trusted third party or parties. Right now we're witnessing a rise of the brand-new, groundbreaking, independent and transparent financial stack from scratch.The stack doesn't inherit any part of the legacy financial infrastructure, but can be seamlessly integrated with any part of it.

Every financial service eventually will be on blockchain including lending, depositing, money transfers, payments, asset management and others. The same applies to every asset class which will be tokenized on blockchain.
The addressable market is enormous — only global public assets are estimated at $179T as of Dec 2021
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Judicial system

You don't need to be a practicing lawyer to understand that the judiciary system in many western societies has flaws.
There are too many laws that sometimes contradict each other and often don't achieve initial goals. Since we have too many laws, they cannot apply equally and an enforcer applies them very selectively. It leads to inconsistency and vagueness in law enforcement practice.

Relying on technological tools and code-based rules as a means to regulate society brings about a variety of benefits, mostly related to the ability to automate the law and to enforce rules and regulations a priori, i.e. before the fact. It removes colossal costs from human society.
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