(02) Portfolio
We invest with conviction and stay for the long arc.
From the first commit to the global launch, we partner deeply with a focused set of teams across infrastructure, DeFi, consumer, and security.
Tessellate2024
Infrastructure
High-throughput modular rollups.
Helix2023
Infrastructure
Restaking and shared security.
Conduit2024
Infrastructure
Decentralized sequencing.
Basis2022
Infrastructure
Data-availability sampling.
Quorum2021
Infrastructure
Institutional validator network.
Meridian2023
Infrastructure
Trust-minimized bridging.
Vela2023
DeFi
On-chain perpetual markets.
Cinch2024
DeFi
Isolated lending markets.
Orbital2022
DeFi
Concentrated-liquidity AMM.
Cambium2025
DeFi
Structured onchain yield.
Ledgerline2024
DeFi
Onchain fixed income.
Pyre2024
Consumer
An onchain social graph.
Echo2023
Consumer
Self-custodial wallet.
Tangram2025
Consumer
Fully onchain games.
Lumen2022
Consumer
Borderless payments.
Aegis2021
Security
Formal verification.
Cipher2023
Security
Threshold cryptography.
Sentinel2024
Security
Realtime threat monitoring.
Parity2022
Stablecoins
A decentralized dollar.
Mint2025
Stablecoins
Yield-bearing stable assets.

Consumer
Where onchain meets everyday life.