Digital Assets
Core positions in assets that define the market.
Portfolio
Focus Areas
I don’t publish exact allocations. That’s intentional.
But the structure is simple.
Infrastructure Projects
Networks that support data, storage, and decentralized systems.
Private Opportunities
Selective entries where asymmetry makes sense.
Portfolio logic
The structure stays simple on purpose: durable assets, infrastructure exposure, and selective private entries when the setup is right.
Intentional restraint
I don’t chase everything. I wait for what fits.