Our Portfolio Companies

We invest at seed stage in the foundational infrastructure companies shaping the decentralized internet.

5
Portfolio Companies
$555M
Largest Single Round
$1B+
Aggregate Follow-On Capital
100%
Seed-Stage Investments

Active Portfolio

From payments infrastructure to decentralized exchanges — we back the builders enabling the open financial system.

MoonPay Seed Round
$555M

MoonPay is global crypto payments infrastructure enabling seamless fiat-to-crypto onboarding for consumers, institutions, and developers across 100+ countries. Its SDK powers crypto checkout for wallets, exchanges, and NFT platforms worldwide.

Payments Onboarding
Investment
$555M
Uniswap Seed Round
$165M

Uniswap is the leading decentralized exchange protocol on Ethereum, pioneering automated market making (AMM). It processes hundreds of billions in trading volume annually and has become the canonical liquidity layer for the DeFi ecosystem.

DeFi DEX
Investment
$165M
Optimism Seed Round
$150M

Optimism is a leading Ethereum Layer 2 network built on Optimistic Rollup technology. It delivers high-throughput, low-cost transactions while inheriting Ethereum's security, enabling the next generation of scalable on-chain applications.

Layer 2 Scaling
Investment
$150M
dYdX Seed Round
$65M

dYdX is a leading decentralized derivatives exchange offering perpetual contracts, margin trading, and spot trading. It has processed over $1 trillion in cumulative trading volume and is a pioneer in on-chain institutional-grade derivatives infrastructure.

Derivatives DeFi
Investment
$65M
Cosmos Seed Round
$17M

Cosmos is the "internet of blockchains" — a decentralized network of independent, interoperable blockchains. The Cosmos SDK and IBC (Inter-Blockchain Communication) protocol have become foundational infrastructure powering dozens of sovereign application-specific blockchains.

Interoperability Protocol
Investment
$17M

What We Look For

Our portfolio reflects a specific set of characteristics we believe predict long-term protocol success.

Technical Differentiation

Novel cryptographic approaches, novel architectural decisions, or significant performance improvements over existing alternatives.

Exceptional Founders

Founders with rare combinations of deep technical expertise, open-source credibility, and the drive to build lasting protocol communities.

Large, Defensible Market

Infrastructure that enables an entire ecosystem, not a single application. We want to back picks-and-shovels in trillion-dollar opportunity markets.

Could Your Company Be Our Next Investment?

We are actively evaluating seed-stage blockchain infrastructure companies. Reach out to start a conversation.

Pitch Us