an investment desk tracking capital flows, infrastructure, regulation and emerging technology across crypto and financial infra.
allocations, rotations — who is positioning, where, and why it matters.
rails, custody, settlement — the plumbing of the next market.
policy shifts that reprice entire sectors before headlines land.
ai × financial infrastructure — the next layer of the stack.
“crypto is becoming financial infrastructure. most people still trade it like a casino.”
the gap between those two facts is where the asymmetry lives. the desk exists to trade that gap — with real positions and a track record of original market vision since 2017.
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