AI Agents
Autonomous software is becoming an economic actor. It needs native identity, permissions, payments, risk controls and access to financial services.
TwofoundationalshiftsOneconnected strategy
Artificial intelligence changes who can make decisions. Blockchain changes how decisions, ownership and value are verified. We invest where these systems reinforce each other.
Meta Strategy invests in the financial infrastructure of an agentic, onchain machine economy—where Agent can reason, transact and coordinate value.
Blockchain
Open and privacy-aware networks provide neutral settlement, programmable ownership and verifiable coordination for a machine-driven economy.
INVESTMENT FOCUS
Four expressions of one thesis.
A concentrated set of markets where intelligent systems and programmable value are moving from experiment to infrastructure.
01MONETARY NETWORK
BTC Ecosystem
Protocols, financial products, custody and applications extending Bitcoin’s role as open monetary and settlement infrastructure—including Ordinals, inscriptions and the Runes ecosystem.
ProtocolsCustodyApplications
PUBLIC SOURCE 02INSTITUTIONAL NETWORK
Canton Network
Validator infrastructure and privacy-enabled applications connecting institutional assets, participants and financial workflows.
ValidatorPrivacyApplications
PUBLIC SOURCE 03PROGRAMMABLE OWNERSHIP
Real-World Assets
Platforms and market rails bringing verifiable real-world value, lifecycle data and liquidity into digital networks.
TokenizationMarketsCommerce
PROGRAMMABLE OWNERSHIP04AGENTIC FINANCE
AI Agent Financial Infrastructure
Identity, wallets, payments, risk and settlement systems that let autonomous agents transact safely and programmatically.
PaymentsIdentitySettlement
PUBLIC SOURCE HOW WE WORK
Capital with technical proximity.
We combine patient investment with hands-on infrastructure and product understanding. The objective is sharper judgment, deeper alignment and durable participation.
Invest
Back foundational protocols, platforms and applications with long-duration relevance.
Build
Support focused applications that turn emerging rails into useful financial workflows.
Operate
Run selected network infrastructure to understand systems from the inside.
BUILDING THE NEXT FINANCIAL LAYER?