Focus & themes

A few areas I spend disproportionate time thinking about and working in:

1

Capital allocation & market structure

Liquidity, incentives, positioning, and structural edge - the mechanics that drive outcomes. This informs both my fund's investment decisions and the strategic advice I give to portfolio companies and founders.

2

Tokenization & real-world assets

Where value accrues, how governance works, how yield is generated, and what survives institutional diligence. I invest in these opportunities and advise teams building them.

3

Digital assets (investable, not just interesting)

Trading, liquidity, market making dynamics, token mechanics, exchange incentives, and sustainability — with a focus on what actually scales.

4

AI for decision advantage

Workflows that improve research, execution, and operations - measured by outcomes, not demos. Both in my fund's investment process and in the companies I advise.

I'm interested in high-integrity relationships and thoughtful introductions — especially where the work matters and the standards are high.