Sector Thesis · Philosophy
AI Infrastructure & Agents.
The crypto rails for the autonomous-agent economy — compute, identity, payment, and verification primitives that a single corporation cannot own.
Allocation · ~25%
01 / What we fund
01Decentralized compute markets — training, inference, GPU coordination.
02Agent frameworks with verifiable execution and on-chain audit.
03Model provenance and on-chain attestation primitives.
04AI-native consumer surfaces where token economics align long-term retention.
02 / What we pass on
01Pure “AI + token” rebrands without an architectural reason to be on-chain.
02Generic agent tokens chasing meme flow with no defensible product.
03Single-model wrappers around proprietary LLMs with no moat.
03 / In our portfolio
Where we've already deployed.
Tars AI
Sentient AI
Mind AI
Quantra
AIAV
BOHR Chain
Rivalz
2U2.ai
Other sectors