03 · Portfolio

What I Back

Selected companies building financial rails, coordination systems, data infrastructure, and security for open digital markets.

Portfolio wall

Selected companies

Markets & financial infrastructure

Digital banking

Pave Bank

Regulated, programmable banking infrastructure connecting traditional finance with digital assets.

CoW Protocol

CoW Protocol

Market structure
dYdX

dYdX

Trading
Lido

Lido

Staking
Transak

Transak

Payments

Ethereum & coordination

Paladin

Paladin

Governance
Consensys

Consensys

Ethereum infrastructure
The LAO

The LAO

Onchain coordination
Meta Cartel

Meta Cartel

Venture coordination

Data, security & company infrastructure

Arweave

Arweave

Permanent data
Immunefi

Immunefi

Security
Nansen

Nansen

Onchain intelligence