Q3 2024 Portfolio Update
Aug 21, 2024
Author
Key Takeaways
- Over the last 18 months, our research team has recommended twelve venture-style investments, primarily focused on small-cap tokens. We have compiled brief updates on each of the projects in our portfolio, highlighting relevant metrics and project updates that support or invalidate our initial ideas.
- After analyzing our portfolio, we believe it is right to close out positions in four of our selections due to a lack of meaningful project traction or losing out to competitors (Level, Lybra, Unibot, and Dubbz).
- Market-wide declines this month have presented an opportunity to take advantage of discounts and open initial positions or add to existing ones. Highlights of our portfolio include Pendle, Aave, and Across.
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Portfolio Snapshot
Tickers in this report: AAVE, INST, LVL, PENDLE, LBR, UNIBOT, DUBBZ, MBX, PEAS, MND, ACX, NCDT