Investment Themes

Decentralized Finance

Global asset transfers are still a fractioned system that was not designed for the efficiency of the internet. DeFi is the internet of value that enables 24/7, frictionless and internet-based asset transfers.

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•    DeFi Protocol
•    Marketplaces
•    Lending and Borrowing
•    Credit / Leverage
•    Exchange / Market Maker

 

Web3

In Web3, blockchain technology and cryptocurrencies will be used to build a more private, trustless, permissionless web, with a smaller number of intermediaries and native payments built into the platform.

•    Identity
•    DAOs
•    Privacy
•    Governance Design
•    Compliance, RegTech
•    Cooperation
 

Creator Economy

As new technologies and business models emerge, the creator economy will help creators monetize their content and engage their fans in new ways.

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•    Social Tokens
•    Digital Art
•    NFTs
•    Collectibles
•    Exchange / Market Maker

 

L1/2, Infrastructure and tooling

With blockchains becoming more widely adopted, getting to a global scale and supporting the next wave of billions of users remains a challenge.

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•    L2 and Scaling solutions
•    Bridges / Fiat Ramps
•    Developer Tools
•    Indexing and Monitoring
•    Compliance, RegTech
•    General Infrastructure

GameFi

Digital games are entering the next phase when they can build open, player-owned economies that combine speculation, market trading, and free market interaction.

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•    Play 2 Earn
•    Metaverse
•    Gaming Studios
•    In-game Items
•    Gaming DAOs