Focus Areas

Long-term participation in digital asset markets and select on-chain opportunities. We focus on infrastructure and durable use cases rather than speculation, and use AI tooling to monitor positions and surface signal across noisy markets.

Cash-flowing and value-add real estate holdings, selected for durability across cycles. We invest in properties and operating companies where local knowledge, disciplined underwriting, and patient capital create an edge.

Interests in storefront and online consumer brands across niche retail categories. We back operators who treat brand, customer experience, and supply chain as the foundation of a durable business, and we use AI internally to accelerate merchandising, marketing, and operations.

Backing operators building AI-native companies — where AI is the foundation of the business, not a feature on top. We treat AI as both a tool and a thesis: internally for diligence and portfolio monitoring, and externally as the core of the next generation of durable companies.