Research-led
Every position starts with first-principles work on the technology, the token design and the market structure around it.
Digital asset investment firm
Capital for the open financial internet.
Situated Capital backs the protocols, infrastructure and teams building open, programmable finance. We invest with research-led conviction and a long time horizon.
Approach
How we invest
Long-horizon
We size for cycles, not quarters. Our process is built to hold through volatility and compound as networks mature.
Founder-aligned
Beyond capital, we work alongside teams on token design, go-to-market strategy and the introductions that matter.
Focus
Where we look
We concentrate on the layers of the stack where durable value accrues.
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Base layers & scaling
Settlement networks, rollups and the infrastructure that makes blockspace abundant.
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Decentralized finance
Lending, exchange and derivatives primitives that run without intermediaries.
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Stablecoins & payments
Dollar rails, on- and off-ramps and the payment flows built on top of them.
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Tokenized real-world assets
Bringing treasuries, credit and other off-chain assets on-chain, with transparent settlement.
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Data & middleware
Oracles, indexing and interoperability layers that connect chains to each other and to the world.
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Security & custody
Wallets, key management and tooling that make self-custody safe for everyone.
Markets
Market snapshot
Live prices for the largest digital assets, in US dollars.
- Total market cap
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- 24h volume
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- Bitcoin dominance
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- Ether dominance
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| # | Asset | Price | 24h | 7d | Market cap | Last 7 days |
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Connecting to market data… Data: CoinGecko. Refreshes every 60 seconds.
Contact
Building in crypto? Let’s talk.
We like hearing from founders, researchers and allocators. Send a short note about what you’re working on.