Nova is our actively managed crypto and alternative assets portfolio. It’s where we explore new ecosystems, take higher risk bets, and build conviction in areas the traditional market still avoids.

Crypto is noisy, fast, and full of hype. Nova is about cutting through that and finding the real signals.

What We Focus On

Nova is not just a bet on tokens going up. It’s structured around three ideas:

• Core infrastructure plays that power everything else

• Real usage and adoption, not just buzz

• Asymmetric opportunities in underpriced or early stage assets

  
  

We are comfortable with volatility. That’s part of the game. But the goal is to take intelligent risk, not random shots.

Where We Are Looking

Some of the themes we are actively exploring:

• Layer one and layer two protocols with staying power

• Real world assets and tokenization

• On chain data platforms

• Decentralized finance that actually works

• Governance, security, and tooling for new ecosystems

  
  

We are not maximalist about anything. If it is interesting and has potential, it gets our attention.

How We Manage It

Nova is flexible. Sometimes we are positioned defensively, other times we lean in. The portfolio is adjusted regularly based on market conditions, thesis strength, and new research.

We track everything, note every trade, and keep things fully transparent.

Why We Built Nova

Nova is how we stay ahead of the curve. It is a way to explore new ideas, test conviction, and take real positions in what we think matters next.

We are not here to follow the crowd or chase every pump. This is a focused, evolving portfolio with a clear thesis and real capital behind it.

More updates coming soon.