Portfolios of liquid tokens we held in our thesis
We consistently collaborate with founders, working closely around growth, onchain liquidity bootstrapping , optimize market mechanisms, and discover product-market fit early.*
*TTMR Fund I has closed with 5x MOIC
Solana Ecosystem
Allocating early with size in Solana liquid tokens & ecosystem | starting mid-year of 2023.
Solana: $SOL
Jupiter: $JUP
Jito labs: $JTO $JitoSOL
Modularity / DA
Celestia : $TIA
Cosmos: $ATOM
Stargaze: $STARS
Intersubjectivity Tokens
This cycle thesis, I believe in culture & intersubjectivity and the driver of this cycle in cryptomarket, we consistently risk adjusting, and invest in the next big culture tokens like $BONK, $WEN, $WIF, $PEPE, and $DOGE.
Gaming & IP // “The Nintendo of Web3”
Pixelmon through LiquidX studio; $MON protocol recently had their TGE on end of May 2024.
Pixelmon & Mon Protocol as one, is the only token investing that we have in private market last, in respect to the core thesis in gaming; We believe with the story and narratives behind the greatest comeback & the Nintendo of Web3 with solid founding team.
Runes // Bitcoin
Early on RSIC, Runes protocol on Bitcoin
Written off* / Sold
*Exit / Written off along the YTD performance, due to significant thesis change on market performance of particular narratives (founders, team, execution, community)
To The Moon Research 