Goliath Capital. Investment

Infrastructure Growth Fund

Focused on the foundational layers powering crypto’s next phase: node providers (Infura, Alchemy), data indexing (The Graph), decentralized storage (Arweave, Filecoin), and blockchain middleware (Chainlink, LayerZero). We use a quantitative scoring model to rank infrastructure projects by adoption growth, developer activity, and economic sustainability (token burn vs. emission rates). The fund holds both native tokens and equity warrants where available, with rebalancing driven by API call volume trends and network usage metrics. Since inception, the portfolio has delivered 4.1x returns as blockchain infrastructure became a $30B+ market—positioned to benefit from institutional onboarding and AI-agent demand.