Closed $125M in down market signals conviction-driven, long-duration LP baseblog
Henry Kravis LP participation brings KKR network access for portfolio foundersblog
Consistent multi-fund thesis track record before these were consensus viewsblog
Led Birch Hill pre-seed: institutional onchain creditexternal
$35M strategic into Jupiter — liquid onchain finance betexternal
Hosted institutional dinner: Morgan Stanley, Apollo presentexternal
Active public markets arm — liquid + venture dual strategyexternal
LatAm stablecoin focus; $800B–$1.2T regional inflows citedexternal
Tokenized RWA crossed $34B (May 2026), 3x YoY growthtwitter
US Treasuries tokenized hit $15.2B, doubled since Sept 2025twitter
Crypto treasury preferreds: $13B monthly volume (June 2026)twitter
Tokenized equities hit $1.6B AUM, 60x YoY; 300K holderstwitter
Tokenized equities now most-held RWA asset class, $1.6B AUMtwitter
RWA perp futures volume hit $152B July 2026, 6x YTD growthtwitter
RWAs now 33% of all DEX perp volume; commodities, bonds, equity futurestwitter
Crypto card volumes grew 12x in 2 years, $650M monthlytwitter
Stablecoin adoption expanding: Solana leading card settlement 13% vs 54% supplytwitter
Robinhood Chain hit $10B DEX volume in 22 days; platform playbook shiftingtwitter
Team expansion: Adrian Uberto promoted President, Anjan Vinod Partnertwitter
Jeff Park joins as Partner; reinforces portfolio execution depthtwitter