Web3Vision

The firm invests at the convergence of Web3 infrastructure and artificial intelligence, targeting early-stage protocols that enable on-chain machine learning, decentralized compute networks, and autonomous economic agents. The thesis presumes that AI-native crypto economies will require new base-layer infrastructure distinct from legacy L1s, creating an asymmetric venture opportunity in protocol-layer assets.

Web3Vision employs a hybrid structure, taking both token warrants — often through SAFTs — and traditional equity in portfolio companies. This dual-track approach is designed to capture upside from liquid token markets while maintaining equity exposure to the underlying development entities.

The firm sources primarily through deep technical networks, including core protocol developers, cryptography researchers, and infrastructure engineers, rather than through conventional venture channels. This technical origination model provides access to pre-narrative infrastructure plays that generalist funds typically cannot diligence.

The firm has consistently avoided consumer-facing NFT platforms, metaverse land speculation, and retail-oriented DeFi applications, concentrating instead on the middleware, compute, and data-availability layers that underpin decentralized systems.

The firm holds liquid token positions as part of its mandate, often acquired through early-stage SAFTs that later vest and become tradable. The core strategy, however, remains anchored in venture-stage infrastructure investments rather than liquid hedge-fund-style trading.