Investment Themes
Four themes reshaping global finance.
Every position we hold maps to one of these themes. Each one collects the articles, tools, and videos that build out the thesis.
Theme
Agentic Economy
AI agents are becoming autonomous economic actors and they need crypto to transact, contract, and operate without a human countersigning every step.
4 market updates
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Theme
Chain Street
DeFi protocols are financial services rebuilt as open software with no staff, no branches, and no middlemen.
5 articles · 4 market updates
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Theme
Outside Money
Outside money is money that exists outside the financial system, with no one able to print more of it, freeze it, or devalue it.
3 market updates · 1 tool
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Theme
Trustware
Trustware is the infrastructure that turns trust from a human process into a programmable commodity, available to anyone, anywhere, at near-zero cost.
5 market updates · 2 tools
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