Crypto allocation
Concentrated positions in L1s, LSDs and AI-compute tokens. Quarterly rebalance, published to backers 48 h before execution.
Investor, blogger and founder of a private capital collective. We deploy capital into early-stage crypto, AI infrastructure and undervalued equities — then we share every move with the community that backs us.
For six years Andrey Ilyin has been one of the most-read independent voices in Russian-language finance. The blog is free. The deals are not — and the people who back them get the same data the author uses.
Concentrated positions in L1s, LSDs and AI-compute tokens. Quarterly rebalance, published to backers 48 h before execution.
Special-situations and small-cap value plays sourced through proprietary screeners. Average hold period: 14 months.
Direct deals in node operators, GPU clusters and on-chain data. Reserved for backers above the $5k tier.
Quarterly third-party audit of NAV, share register and custody. Full reports in the backer portal.
A 48 × 48 grid of cells. Each one is a real stake from a real backer. Hover any cell to see who owns it, how much they put in and when they joined. Click to read the story.
The fund is operated through a fully registered Russian limited liability company. All paperwork, audits and tax filings are public — no special-purpose vehicles, no offshore wrappers.