A thesis-driven crypto fund investing in the inevitable.
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Writings
We publish research with conviction — timestamped from the day we wrote it. Explore our archive of technical deep dives, market theses, and first-principles analysis.
Companies
We back founders who see the world differently — and execute relentlessly until everyone else sees it too.
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ConnectCapital is a commodity. We get in the trenches with founders from day one to make their vision real.


