Goliath Capital. Investment

Layer-1 Growth Fund

We target high-potential Layer-1 blockchains exhibiting strong developer activity (GitHub commits, Gitcoin grants), increasing TVL growth, and institutional adoption (e.g., enterprise partnerships, CBDC integrations). Our quantitative model scores chains using on-chain metrics like daily active addresses, gas consumption trends, and cross-chain bridge volume to identify inflection points before price rallies. The fund holds native tokens of emerging L1s such as Sui, Aptos, Celestia, and Monad—weighted by momentum and ecosystem health—with periodic rotation based on our proprietary “L1 Scorecard.” Backtested 2020–2024, the strategy generated 5.2x returns vs. BTC during bull cycles with controlled exposure to low-cap risk.