Principals & Operations

We've leaned into emerging systems early—from Bitcoin in 2012 to the infrastructure and incentive design behind modern blockchain adoption. The lesson was durable: do the work when signal is scarce, map incentives clearly, and move selectively when the downside is understood and the upside is structurally asymmetric. That lens guides how we allocate capital and how we engage founder-led teams building across crypto, AI, and compute.

Our stylized team portraits are intentional—AI-generated interpretations of our principals, and a nod to the model and compute stack we've been close to since the early generative wave. We prefer to stay proximate to the tools we underwrite, not just comment on them. The portraits are a small reflection of our operating style: conviction early, executed with research rigor and institutional discipline.