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Introducing Heliad Crypto Partners
gm from Heliad Crypto Partners
Today, we are introducing Heliad Crypto Partners (“Heliad Crypto”). Further insights and announcements to follow over the coming weeks.
What, Where, and Why
1. Our background
We are a bespoke investment manager focused on Cryptocurrencies, Tokens and the Blockchain economy and ecosystem. As a sister company to veteran publicly listed Venture Capital powerhouse Heliad AG, we can draw on longstanding expertise, industry and investor access as well as knowledgeable resources across all functions of the investment management process. Heliad AG has been one of the earliest investors in the space, with investments into tokenization and crypto pioneers such as Cashlink, Nyala, Kraken, and Deutsche Digital Assets, dating back to as early as 2017. Going forward, crypto and blockchain investment strategies will be bundled under and propelled by Heliad Crypto Partners.
2. Where we play
Our current investment portfolio comprises three asset classes and investment approaches: (1) Liquid Crypto Strategies, (2) Early-stage Venture Capital, and (3) Fund-of-Fund Investments (including listed blockchain venture capital specialists).
While we continue to be active in blockchain venture capital1, our current focus is on Liquid Crypto Strategies where we focus on smart contract platform ecosystems, related infrastructure and applications.
Why liquid crypto?
We want to play where active management and careful asset selection makes the most sense and provides the greatest value to investors. This approach is particularly effective for asset classes that are either complex or novel (or both) in nature, and/or require an understanding in the context of their larger ecosystem — all of which can be easily said about crypto and blockchain assets.
The above certainly applies to venture capital investing as well, but we see far greater potential to add value and significantly fewer options for investors in the realm of liquid crypto investing, along with much less diversity in investment strategies.
And while venture capital remains a wonderful space to be in — we also believe that the blockchain VC arena has become increasingly crowded with lesser room for differentiation vs. the large number of excellent teams in the space.
Moreover, as cryptocurrencies increasingly gain recognition as a distinct asset class, and with a growing number of crypto projects becoming available for investment through continuous trading markets (often much earlier than in traditional equity markets), we believe investors would greatly benefit from an active investment management partner that is able to cut through complexity and uncover investment opportunities for them that may be otherwise inaccessible.
In essence, the liquid crypto market offers a unique combination of complexity, novelty, as well as potential for returns that makes it an ideal arena for skilled active managers to thrive and add value for investors.
3. What makes us different and why
Our team combines roots in traditional finance with deep crypto knowledge and excitement. As our guiding principle, we aim to bring rigorousness and fundamentals-based thinking to crypto and blockchain investing. Against that backdrop, we love to play at the intersection of DeFi and TradFi — or to put it broader: at the intersection of Web2 and Web3.
True to our heritage and expertise, we approach portfolio construction through a traditional finance lens. Fundamentals-based forecasting and valuation methods rooted in investment banking always guide our investment decisions as we gain complementary and decisive insights for token values and on-chain opportunities — independent of hype cycles and market froth. Resulting in what we believe to be highly asymmetric risk-return profiles for our strategies and our investors.
What’s to come and what to expect
After more than a year of successful investing, testing and refining, we aim to gradually open up our strategies to outside investors.
In addition to our investing activities, we aim to foster a community of like-minded investors (contrarian views always welcome, of course) and ecosystem followers. And serve as a platform to exchange ideas, thoughts and opportunities built around the themes above with a bias towards long-term value orientation.
Over the coming weeks and months — staying true to the Web3 spirit of openness and inclusion — we will be sharing deeper insights into our thinking as well as analyses and valuation models.
Feel free to reach out anytime under our social media contacts and feel invited to take part in the discussion — we are always grateful for feedback and constructive sparring with our followers, contributors, and all free thinkers out there!
Stay tuned!
your Heliad Crypto Team
We love venture cases where we can (eventually) add value in a synergistic fashion, e.g. through our liquid strategies, where we can support project teams and protocols with on-chain liquidity post token launch. Also, we love to share feedback from actual product interaction (as we oftentimes are investor and application user at the same time) and tokenomics advice. Through venture fund-of-fund investments we stay stay in close touch with fellow investors in the space while having skin in the game, together.