Writings from Jan 1, 2024 to present
Please see the research section of my hedge fund - Triton Liquid - here. You can sign up for my hedge fund newsletter at the bottom of the page.
Triton Liquid Fund is a multi-strat digital asset hedge fund based in Abu Dhabi, UAE. The fund runs both a long/short quant strategy and a directional strategy (focusing on deep research, data, and small to mid-cap alternative liquid assets).
Strategy Goals:
Quant - Capitalize on market inefficiencies and dislocations
Directional - Exposure to alt coin markets, effectively capturing venture capital-like returns with public markets liquidity
Investment edge:
Quant - Proprietary data platform built with MIT quant professors
Directional - Fundamentals-driven valuation process co-created with FJ Labs, Tier-1 VC
Team profile highlights:
Chris Keshian: invested across 3 cycles, built a crypto hedge fund in '16, built concept for the world’s first tokenized FOFs in '18, MIT graduate
Kevin Mills: strategy lead at Centre, MIT & Princeton graduate
John Stowers: drone engineering PhD, DEX developer, NVIDIA-backed founder
Luis Vernet: 7 years at Private Banking in JPM, biz dev at Series B crypto transactions startup, MIT grad
Anne-Marie Salmela: built largest youth startup community in UAE group, former Antler Investment Associate leading Saudi Arabian expansion