Investor Portal

Limited Partner Resources

The Infrastructure Arbitrage

While institutions pour $170B into BTC/ETH ETFs, they're ignoring the infrastructure layer. We capture this value gap through protocols with growing usage trading at steep discounts.

Investment Approach

8-12 concentrated positions. Usage metrics over price narratives. Size positions for the opportunity, not arbitrary timeframes.

Contact

For additional information or inquiries:
dan@24capfund.com