From idea to everyday habit
Speculation gets people to try something once. Utility gets them to open it on a Tuesday morning without thinking about it. We invest for the Tuesday.
Habit beats hype
Retention curves in crypto are usually spike-and-collapse because the underlying reason to return was a price movement, not a job to be done.
The products we back have a weekly job: getting paid, saving, sending money home, settling with a supplier.
The onchain part should be invisible
Users do not need to know a settlement happened onchain any more than they need to know which card network cleared their coffee.
Chain-native benefits — instant settlement, open access, low fees — should show up as speed and price, not as a technical badge.
What we look for
A specific normal person with a specific recurring problem. A first session that ends in success without support. A reason to come back that has nothing to do with a chart.