The man nominated to shape digital asset policy just disclosed a $192M+ fortune—and his bags are DEEP across the entire ecosystem. I read 69 pages so you don't have to. Here's the full breakdown 🧵👇
🔹 L1 & L2 PLAYS
$SOL |
$OP | Blast | Zero Gravity
Layer wars ain't over in his book.
🔹 DEFI STACK
Compound | dYdX | Lighter | Eulith
Lending, perps, and infra. OG DeFi energy.
🔹 BITCOIN LAYER
Flashnet (Lightning startup) | Lightning Network
Betting on BTC as a payments rail, not just digital gold.
🔹 CRYPTO VC EXPOSURE
Polychain Capital | Scalar Capital
Backing the pickaxes-and-shovels of the space.
🔹 WEB3 / NFT / CONSUMER
Dapper Labs | Crossmint | Friends With Benefits | DeSo
Culture coins, creator economy, social graphs.
🔹 PREDICTION MARKETS
Polymarket | Melange
Punting on information markets. Respect.
🔹 CRYPTO FINTECH & INFRA
Lemon Cash | OnJuno | Tenderly | OneSafe
On/off ramps, dev tools, neo-banking.
⚡ THE KICKER: He's pledged to divest within 6 months if confirmed. That means a forced unwind across this entire map.
#CryptoPortfolio #defi #solana #OP #Polymarket