Optic Capital

Optic Capital focuses on early-stage Web3 founders building the community-owned internet. The firm's thesis extends beyond pure crypto to include decentralized physical infrastructure (DePIN) and automation. This is evidenced by portfolio positions in blockchain protocols like Hemi and Nillion alongside robotics companies Slip Robotics and PersonaAI.

Optic Capital's portfolio spans both token-based and equity investments. Holdings include tokenized protocols such as Dolomite, Beraborrow, and BITS alongside equity positions in hardware-focused companies like Slip Robotics. This hybrid approach allows the firm to capture value across the stack from protocol layers to physical automation.

Optic Capital maintains offices in nine jurisdictions including Toronto, Zug, Hong Kong, and the Cayman Islands. This distributed presence likely supports sourcing across North America, Europe, and Asia. The firm's partners have pre-existing relationships from investments in legacy protocols like Chainlink and Compound, providing access to founder networks in established and emerging blockchain ecosystems.

Optic Capital typically enters at the seed stage, investing pre-token generation events and early equity rounds. Portfolio companies range from pre-launch protocols like THINK and Legion to live networks generating on-chain activity such as Moonbeam and Kyber Network. The firm appears to hold positions through multiple cycles, maintaining exposure from initial rollout to operational maturity.

Optic Capital does not publicly name its principals, investment committee members, or managing partners. No team page or leadership disclosure is available from the firm's website or public filings. The investment decisions appear to be made collectively by unnamed partners whose track record spans foundational Web3 protocols.