Record · MVP I · MMXXIII – MMXXIV
MVP IA record of principal capital, October 2023 to November 2024.
5×MOIC1
One liquid book, run on G’s own capital. Concentrated and sized to conviction, mostly in the Solana ecosystem, alongside a core Bitcoin position.
1 Multiple on invested capital, from the start of MVP I in October 2023 to its close in November 2024. Self-reported and unaudited. Past performance is not indicative of future results. Important disclosure →
| Asset | Network | Role in the book | Thesis |
|---|---|---|---|
| SolanaSOL | Solana | Core position | Tenet II |
| JupiterJUP | Solana | Ecosystem | Tenet II |
| JitoJTO | Solana | Ecosystem | Tenet II |
| BonkBONK | Solana | Culture, sized small | Tenet V |
| BitcoinBTC | Bitcoin | Core · the benchmark | Tenet I |
Assets held during MVP I, listed for the historical record. Position sizes are not shown. Not a recommendation to buy, sell or hold any asset; TTMR may hold, add to or exit any position at any time without notice. Important disclosure →
The book opens
MVP I starts on G’s own capital, with early, sized allocations into the Solana ecosystem.
Culture moves the cycle
Shared belief drives the market. Community tokens are held, but kept small and cut quickly.
The book closes
SOL is exited near $255 and MVP I closes at 5× MOIC1.
What it taught
The lessons become the framework the book runs on today: asymmetric self-sustenance.