The Etherbridge Fund is a fundamental focused long-only fund. We invest in new forms of money, emerging internets of value, decentralised finance, gaming, and web3 infrastructure.
THE ETHERBRIDGE INVESTMENT THESIS:
The Etherbridge investment thesis is twofold.
Blockchains will alleviate both the high costs of communication and the high costs of exiting user assets from our existing digital intermediaries. By eliminating these inefficiencies, we expect to see a much more competitive internet, and this hyper-competition will lead to hyper-efficient global online services over time.
Blockchain-based guarantees will, over time, be cheaper and more secure than our traditional means of manufacturing trust. Blockchain will introduce a new cost function for finance that will reduce the cost of trust and result in new behaviours, new products and new markets online.
The Etherbridge Fund seeks to maintain a portfolio of quality digital assets that enable the realisation of our investment thesis. We believe the best way to express our view is by following a long-only investment strategy to capture the enormous investment value of blockchain technology and digital assets.
The Etherbridge team uses and consults with the following service provides to ensure that clients have complete peace of mind when investing into the digital asset industry
ETHERBRIDGE FUND THEMES:
STATE FREE MONEY
We see a demand globally for credible neutrality in money and its underlying plumbing. We invest in apolitical settlement systems with non-discretionary monetary assets like Bitcoin.
SMART CONTRACT PLATFORMS
Smart contract platforms will transform the internet from read and write to read, write and own. Doing so will eliminate the core inefficiencies of our current fragmented internet. Smart contracts secured by these platforms will facilitate new behaviours online and create new global markets.
DECENTRALISED FINANCE (DeFi)
DeFi promises a world of global, always-on, rules-based financial services. It will unlock latent demand for financial services reserved for the privileged and build on new frontiers unimaginable in legacy finance. DeFi investments offer positive cashflow generating opportunities in an extreme sector of growth.
Web3 represents the next generation of the internet. Supported by advancements in other technology platforms such as Artificial Intelligence, Virtual and Augmented Reality and the Internet of Things. Web3 will form a significant part of the Fourth Industrial Revolution and change our relationship with software and the internet as we know it.