Thesis
We focus on layered exposure across infrastructure, protocols, and high-conviction emerging assets. Our thesis prioritizes durability, utility, and defensible growth.
Hub for our private crypto thesis, portfolio tracking, and research. Built for long-term conviction with real-time data access.
We focus on layered exposure across infrastructure, protocols, and high-conviction emerging assets. Our thesis prioritizes durability, utility, and defensible growth.
Every position is supported with deep research, tokenomics modeling, and macro stress-testing to capture asymmetric upside.
The secure portal gives the team direct access to the NewCrypto database for live updates, rebalancing, and KPI tracking.
We are extending our proven crypto analytics stack to traditional equities and ETFs, applying the same signal generation, risk modeling, and portfolio optimization that fueled our digital-asset performance. This expansion will add diversification, improve liquidity access, and support a unified multi-asset strategy.