As fundamental investors with a thesis driven mindset, we are long-term believers in the potential this market has to offer. Yet, we recognize the primitive environment the space is currently in and the various nuances associated with any new, burgeoning market. We believe we can construct the new fundamental narratives to help evaluate the space, and craft the right value templates to assist our investors in navigating the market. It is these principles and our knowledge of the blockchain industry that inform Bizantine’s investment decisions. With a focus on primary and secondary asset investments, we cover the industry dynamics of both the US and Asia.