GAS TOKEN PORTFOLIO

Infrastructure Layer Investments

High-conviction allocation in foundational Gas Tokens powering decentralized economies

Ethereum

Ethereum (ETH)

The King of Gas Tokens • Ultra Sound Money

Market PositionL1 Settlement Layer
TokenomicsDeflationary (EIP-1559 + Dencun)
Key ThesisDigital Oil + Global Settlement
Polygon

Polygon (POL)

Aggregated Gas Token • Ethereum Scaling King

Market PositionLeading L2 Aggregator
TokenomicsStrong Utility + Staking
Key ThesisThe Gas Token of Web3 Mass Adoption
Bone ShibaSwap

Bone (BONE)

High Conviction Emerging Gas Token

Market PositionShibarium Gas Token
TokenomicsBurn + Reward Mechanism
Key ThesisNext Generation L2 Gas Token with Strong Community

Deep Investment Thesis

We focus exclusively on **Gas Tokens** — the fundamental fuel of blockchain networks. These tokens are not speculative memes, but critical infrastructure assets with real utility: paying for computation, securing networks, and enabling economic activity.

Our strategy combines on-chain analysis, tokenomics modeling, network effect evaluation, and long-term macroeconomic trends. We believe the winners in the next decade will be those who control the "digital oil" of their respective ecosystems.

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