Challenging the Future
We look for ecosystems with strong metrics and tokens that lead these ecosystems: Decentralized Finance, Web3 Infrastructure, Privacy Technologies, and Applications, such as gaming, are actively evolving.
We re-test and re-create our thesis on what's ahead and where we may go. We actively monitor revenues, adoption, and governance activity to get the first glimpse into progressing technology.
The assets in which we invest, including crypto currencies and early stage technologies, have a high level of risk and a high degree of volatility, with the intention of achieving superior returns. At the time of acquisition, the aggregate value of any crypto currency or other asset, is expected to have a maximum component weight of 15% to present any single asset, and this single source of risk. From initially dominating the portfolio, we may stake, yield farm, and engage in other methods to generate additional return over and above capital appreciation. Friendly Trading may also utilize leverage, invest in assets containing embed leverage and trade on margin under certain circumstances.
Base Layer Protocols
Layer 1 protocols that serve as the operating systems for decentralized applications (dApps).
Emerging De-fi protocols across various base layer eco-systems. We favor protocols that build decentralized automated market makers, lending, fixed income / yield farming, derivative and cross chain bridges.
The future of the internet, e-commerce and social media will be built on blockchain. Protocols such as Audius, Arweave and Helium have been promising investments and important components of the Web3 technology stack.
Passive Revenue Technologies
Procure extra yields through varying fixed income and revenue generating strategies. These include yield farming, DeFi stable coins, providing liquidity staking and mining.
Partner & CEO,
Partner & President,
Successfully negotiated approximately $1 billion of investments in real estate, operating business and digital asset opportunities.
Zen Co-founder, former adviser to AAVE. Advises digital asset and blockchain companies.
Bored Ape Yacht Club APE Token Board Member. Advises blockchain, crypto and VC backed currency companies.
Over 25 years of experience in finance, conventional and private mortgages and blockchain/digital assets.
Focused on early stage blockchain, digital asset and biotechnology companies.