We focus on a single objective:
Long-term wealth preservation through ownership of terminal assets.
Every dollar is an IOU with interest, and that interest can only be paid by issuing new dollars.
This means the financial system can only survive through exponential monetary expansion.
Productivity growth doesn't fix this, nor does fiscal discipline.
The fiat train has left the station, and it's not coming back.
Rather than guess where we are in the cycle, we focus on where the train is headed.
We accumulate assets that benefit directly from the inevitable, exponential fiat supply growth.
Terminal Assets
The fiat train begins its journey at the central bank, then flows through consumers, companies, and markets.
It keeps moving until it reaches a terminal. Terminal assets are:
Non-replicable. Scarce by nature or law.
Inflation-resilient. Price in monetary expansion over time.
Leverage-friendly. Can be collateralized without being sold.
Narrative-independent. Retain value with or without hype.
We think of them as permanent parking for capital.
Why Now
Fiat supply is structurally exponential.
Inflation is sticky and understated.
Trust in institutions is eroding.
Many investors are caught in rotation, chasing yield or hype.
We choose a different path.
In a world of infinite motion, we own what stands still.
Allocation
Terminal Assets. 70% to anchor capital in scarce and enduring stores of value.
Cashflow Assets. 25% in shorter-duration, asset-backed yield generation.
Innovation Bets. 5% on asymmetric upside in global innovation.
We invest where fiat must ultimately flow, by logic, force, or systemic collapse.
Tangible, long-term stores of value.
We acquire landmark properties in the UAE and select European cities. Resilient to inflation, often uncorrelated with equities. Financed conservatively.
Bitcoin is emerging as a superior, non-sovereign form of wealth preservation. Programmatic scarcity and global portability. Custodied through institutional third-parties.
We invest in public companies with ultra-strong market position and pricing power. We filter for network effects, IP moats, or capital scale barriers.
Timeless collateral held by nations, central banks, and dynasties as a wealth anchor. We hold physical gold through trusted custodians as a hedge against inflation and systemic risk.
Income-generating strategies to support liquidity, reinvestment, and operational independence.
We invest in private credit across the board, from senior secured loans to distressed debt and special situations.
We deploy capital into utilities, telecom, and more in high-growth regions.
We invest in proven and secure protocols offering above-market yield on stablecoins.
Investing in teams who believe they can change reality.
We back high-agency founders at the early stage of their journey. Unlike VCs, we're very patient with our capital.
We invest as LPs in top-tier private equity and venture capital firms with proven track records.
