Tech Infrastructure

The digital economy runs on infrastructure. Not apps. Infrastructure.

What We Focus On

Blockchain & Payment Infrastructure

The global financial system is being rebuilt on new rails. We focus on:

• Payment networks — cross-border settlement, remittances, real-time payments
• Financial infrastructure — exchanges, custody, clearing systems
• Identity & trust layers — KYC, verification, digital identity
• Stablecoins & CBDCs — the bridge between traditional and digital finance

We're not interested in meme coins or speculation. We want the payment infrastructure that will move trillions in 20 years.

AI & Compute

AI is the next computing paradigm. But AI needs infrastructure:

• Data centers — the physical layer of cloud computing
• Semiconductors — the chips that power everything
• Energy for compute — AI is hungry for power

Data Infrastructure

Data is the new oil. The infrastructure to store, process, and move data is essential:

• Cloud providers — the utilities of the digital age
• Network infrastructure — fiber, satellites, connectivity
• Security infrastructure — protecting what matters

Our Thesis

Technology infrastructure is entering a massive build-out phase. AI alone will require trillions in new infrastructure investment. Those who own the infrastructure win.

We're not trying to pick which AI app will succeed. We're investing in the infrastructure all of them need.