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Active
Polychain Capital
InferenceData-LayerDePIN-ComputePayment-Rails
Key metrics
- Status
- Active
- Check size
- $1M – $50M
- Stage
- Seed, Series A
Lookout’s read
How I read this fund.
Strong infra thesis discipline. Their Nava lead bet signals they see fragmentation in the agent rails layer, not consolidation. Watch their follow-on cadence — they double down on conviction.
Notable portfolio
Nava, Filecoin, dYdX, Bittensor
Draft profile · Grey voice in progress, edits land continuously