// Research & insights

Research Shapes Conviction.

// about

A living library of thesis-level research on the technologies reshaping  the global economy. Read what we think, and why.

whitepaper · 2026

Decentralized finance  technologies

Andreea Danila & Henry Sun

Global millenial · capital march 2026

// Featured

An institutional framework for DeFi.

Our latest white paper maps the architecture of programmable finance — from stablecoin settlement and on-chain credit to tokenized treasuries and the emerging clearing layer. Written for allocators, operators, and policymakers trying to separate durable infrastructure from short-lived narrative cycles.

// Investment Themes

Investment themes fueling fisruptive innovation  and long-term growth

While new technologies have already changed our world, the pace of innovation continues to accelerate. We allocate capital across four structural themes that will reshape the global economy over the next decade — each supported by dedicated internal research and active engagement with the founders building at the frontier.

Blockchain technologies

A ledger of decentralized data securely shared within a business network.

Decentralized finance

Emerging technology that enables financial transactions without relying  on intermediaries.

Artificial intelligence

Transformational technology that enhances productivity and drives demand for computing infrastructure.

Cloud computing

Solutions that support companies in scaling their businesses at low cost.

// library

Research library

Every company we back and every paper we publish reflects the same conviction:  that foundational change is built from the inside by operators and researchers  with earned perspective.

research library

Advances in Deep Learning and Multimodal Biometric Intelligence: Industry Applications and Governance Challenge

Artificial intelligence is entering a new phase of development in which computational systems are no longer confined to processing textual information or analyzing discrete datasets. Advances in machine learning and multimodal technologies now enable these systems to perceive, interpret, and increasingly comprehend complex aspects of the physical world.

research library

Why are Perception Sensors Critical to Autonomous Driving Technologies?

Autonomous vehicles (AVs) and drone technologies (DTs) are increasingly emerging as integrated automation platforms, with significant investment opportunities concentrated in perception hardware, artificial intelligence software architectures, supporting infrastructure, and application-specific solutions across the mobility and aerial robotics sectors.

research library

Does ML/RL drive step changes in value in AI for energy management systems?

Artificial intelligence (AI) is increasingly recognized as a foundational technology
within modern energy management systems (EMS), fundamentally reshaping the generation, distribution, storage, and consumption of energy across residential, commercial, industrial, and utility-scale settings.

research library

The new user flywheel: perpetual futures, on-chain options, and structured yield as crypto’s primary adoption engine

This paper contends that the most significant investable opportunity lies not in
the trading of derivatives themselves, but in the underlying infrastructure that facilitates their creation, execution, and settlement. This infrastructure encompasses perpetual futures exchanges, on-chain options protocols, yield-tokenization frameworks, synthetic asset platforms, and the oracle and vault architectures that collectively enable the functioning and interoperability of decentralized derivatives markets.

research library

The intelligence shift: foundation models, transformers, and end-to-end architectures are redefining the self-driving stack

Autonomous driving is experiencing a paradigm shift that rivals the significance of the DARPA Grand Challenges, which first demonstrated the practical feasibility of self-driving vehicles and catalyzed subsequent advances in autonomous mobility technologies.

research library