PORTFOLIO
Innovations and opportunities we're tracking.
Live coverage of model portfolios, thematic baskets and tokenized assets.
AI Infrastructure Index
+42.1%Diversified exposure to GPU, networking and inference layers.
Tokenized Treasuries
+5.3%RWA basket of short-duration tokenized US treasuries.
Layer 2 Basket
+68.4%Top L2 ecosystems including OP, ARB and emerging chains.
Pre-IPO Watchlist
+38.0%Curated late-stage privates across AI, fintech and energy.
Energy Transition
+19.7%Uranium, copper and grid-scale storage equities.
Bitcoin Core
+87.2%Strategic BTC allocation with dynamic hedging overlay.