Potential hyper-growth companies with liquidity

Core assumption: hyper-growth companies is one asset class

Crypto projects, public traded companies, and private startup companies are considered different asset classes. Still, in our minds, they are the same, and the separation is synthetic, and fading.

Why does it make sense even if the synthetic separation holds for many more years? 

When a new market is created or going through a significant change, competitors can come from different asset classes. We wish to uncover the best vehicle/s to capture market share, so we need to look globally and cross-asset classes.

Potential: Finding the signals through the noise.

We look for a fantastic team realizing a potential product-market-fit in a promising market to unlock hyper-growth for a reasonable price. 

Why do we prefer to have liquidity? 

1. We never met the business owner that will sell you his very successful business at a discount. Only when there 

   is liquidity, sometimes, you can purchase a part of a great company at a significant discount. 

2. You get a real time actual pricing by the market. it is transparent and we prefer it over third party or internal valuations model.  

3. You get more than one opportunity to own part of a fantastic company. 

4. If you're mistaken about the quality of a company, you can change your mind (liquidity allows you to go in and out) 

5. We can embrace volatility to create additional revenue/reduce cost basis/hedge the core position. 

6. You can take chips off the table if needed in case of a win, de-risk the whole position and stay longer for the ride.

Once liquidity is available, We can occasionally get the value potential of first checks with much less risk