June Portfolio Update

Polygon marks its six-year anniversary, stating its chain has moved "trillions" on-chain & used by global enterprises.

Polygon announced a six-year anniversary edition highlighting that its chain has moved "trillions" on-chain and that it supports global enterprises and institutions. The post references a special timeline and on-chain records but provides no currency, timeframe, or numeric breakdown. This is a usage/volume milestone indicating broad adoption and significant on-chain throughput, though precise financial details are not disclosed.

WEB3 | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q1 2022 

Axiom Space closes an oversubscribed financing totaling over $525M following its February capital raise.

Axiom Space announced it closed an oversubscribed financing round of more than $525 million, signaling continued investor demand. The raise was described as an opportunistic upsize following a February capital raise, underscoring strong market appetite for the company. The announcement did not disclose valuation details or lead investors.

AEROSPACE | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q3 2022

Avalanche is powering FIFA World Cup 2026 ticketing infrastructure and has processed 60,000+ ticket transactions on-chain.

Avalanche reports it is powering the FIFA World Cup 2026 ticketing infrastructure and has recorded over 60,000 ticket transactions on its blockchain. This represents a high-profile enterprise deployment for a global sporting event, demonstrating measurable on-chain usage at scale. The update positions Avalanche as a candidate network for large institutional and global event infrastructure needs.

WEB3 | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q3 2021

Cumulative NEAR Intents transaction volume surpasses $19 billion.

NEAR reported that cumulative transaction volume through NEAR Intents has exceeded $19 billion as of May. This usage milestone coincides with recent privacy-focused deployments, including Universal Send confidential payments on near.com and $VVV going live on NEAR Intents, indicating meaningful adoption of NEAR’s intent and privacy infrastructure.

WEB3 | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q1 2022

Matternet reports a $33 million financing and files its first 8-K following a public company transaction.

Matternet announced that, following a recent public company transaction and a $33 million financing, its first Form 8-K and related exhibits are now publicly available. The company published a new Investor Relations site to host SEC filings, investor materials, and future announcements. This update confirms completion of the financing and initial public-filing steps relevant to investors.

AEROSPACE | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q2 2022

Phoenix Tailings awarded $66 million DOE grant to deploy commercial-scale rare-earth separation technology.

The U.S. Department of Energy selected Phoenix Tailings for a $66 million grant to deploy its rare earth separation and refining technology at commercial scale. The award is part of a $147.8 million DOE program and includes collaboration with MIT and the University of Minnesota to deploy next-generation separation and refining technologies for diverse domestic feedstocks. Phoenix Tailings will combine the grant-funded deployment with its existing commercial rare earth metallization operations and its core technology platforms to scale U.S. rare earth processing capacity.

ENTERPRISE | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q2 2023

CoinDCX launches 'Satark Rahe' digital safety initiative, collaborating with CyberDost I4C and India's Ministry of Home Affairs.

CoinDCX announced 'Satark Rahe', a Digital Suraksha Network initiative aimed at promoting cybersecurity awareness and safe online behavior. The campaign is run in association with CyberDost I4C and the Ministry of Home Affairs (Government of India) and emphasizes verification before clicking links. The announcement positions CoinDCX as participating in a government-linked public awareness effort on digital safety.

WEB3 | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q2 2022

SEC and FINRA remove the $25,000 minimum for active day trading, changing how it applies to Public accounts.

Regulators (SEC and FINRA) are replacing the longstanding Pattern Day Trading (PDT) rule that required a $25,000 minimum account balance to day trade. Public's announcement states that, starting tomorrow, customers will no longer need a $25,000 balance to actively day trade on Public and explains the implications for users of its platform. This is a regulatory change that directly affects Public's retail trading activity and potential user behavior on the app.

FINTECH | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q4 2021

York Space Systems acquires Solestial to secure a U.S.-sourced space solar capability.

York has closed its acquisition of Solestial, securing a U.S.-sourced supply chain for critical space solar capability amid industry exposure to Chinese-controlled materials. Solestial's technology reportedly has approximately 95% of its supply chain U.S.-based and uses silicon solar cells that self-heal radiation damage on orbit, independently verified by the CEA and proven in LEO. Solestial will operate as a wholly owned subsidiary, continue serving external commercial and government customers, and deepen integration across York's spacecraft portfolio.

AEROSPACE | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q4 2022

OnBuy partners with easyGroup to launch easyShop.com marketplace across 21 countries.

OnBuy announced a partnership with easyGroup to launch easyShop.com, a new online marketplace scheduled to roll out across 21 countries later this year. The marketplace will be powered by OnBuy's proprietary OnCommerce platform and is positioned to provide sellers a low-cost route to new global customers through easyGroup's brand. The announcement frames this as easyGroup's entry into online retail and a strategic milestone demonstrating OnBuy's marketplace technology on a larger international stage.

ENTERPRISE| SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q1 2024

ArkHAUS reports surpassing $3.5M raised in its Series A.

ArkHAUS announced it has surpassed $3.5M raised as part of its Series A. The investor update also notes the company completed its first overnight stay aboard an ArkHAUS Villa and is seeing growing demand for its Villa 50 platform alongside discussions about future Villa 75 developments and conversations with hospitality and waterfront development leaders.

CONSUMER | SOURCE: LINKEDIN
IN PORTFOLIO SINCE Q2 2022