altcoin thesis

The future is tokenized

With blockchain as the catalyst, tokenization is becoming the new standard for asset ownership.

The evolution of relevance

Digital history is defined by the cost of being absent from the dominant network. Just as the 1990s demanded a web presence and the 2010s required social connectivity, the 2020s-30s require tokenization. In this new era, businesses that fail to tokenize become "unreadable" to the decentralized web, effectively locking themselves out of the world’s most efficient financial and social networks.

Tokenization is not a trend; it is a superior architecture for growth. Businesses that tokenize outperform their competitors through hyper-efficient distribution, access to borderless markets, and native compatibility with AI agents, which will utilize tokens as their primary currency for value exchange.

Two pillars of crypto

Bitcoin
The digital store of value
  • Analogy to gold

  • Serves as a savings account or reserve asset

Market cap:
~ US $1.5 -2T *
*As of December 2024
Altcoins
The digital economy
  • Analogy to the global stock market

  • Entry point for billions of users. The utility layer where everyday interactions happen including DeFi, infrastructure, gaming, culture, and NFTs

Market cap:
~ US $1.2T*
*As of December 2024
WHY ALTCOINS?

Altcoins have outpaced the overall market

The altcoin sector reached a US$1 trillion market cap by 2024, representing 13x growth over the last five years and outpacing the 12x growth of the broader crypto market during the same period.

+1,300%

Altcoin growth over the last 5 years

US$1 trillion

Total market cap

“The utility layer”

Powering blockchain

How we do it

We've developed one of the most diversified digital asset treasuries of high-potential altcoins and Bitcoin, creating a gateway into the tokenized economy.

Unlike single-asset-focused companies, our altcoin strategy combines building, holding, and investing. We use deep technical expertise and active participation to identify and cultivate promising assets across the stack.

The altcoin opportunity:
From conviction to execution

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DISCLAIMERS
Forward-looking statements: Projections regarding crypto market growth and altcoin opportunities represent internal estimates and are subject to significant uncertainty. Past performance does not guarantee future results.

Data sources: Market capitalization figures sourced from [insert source]. All statistics current as of dates indicated.

Token holdings: Portfolio composition subject to change based on treasury management strategy. Holdings listed for illustrative purposes.