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Quincy Labs/ Ventures

Capital meets
conviction.

Capital allocation research across crypto, AI infrastructure, and frontier compute markets.

01RESEARCH & ALLOCATION

Understanding the
infrastructure layer.

Since 2020, Quincy Labs has researched early-stage blockchain ecosystems and the intersection of AI and decentralized systems. Our allocation history spans L1 and L2 ecosystems, DeFi, NFTs, GPUs, and neo-cloud compute.

2020Research began
~$10MReported peak portfolio value
02PUBLISHED HOLDINGS
BTCBitcoin
ETHEthereum
XRPXRP
BNBBNB
VIRTUALVirtuals Protocol
HYPEHyperliquid
ASTERAster
AVNTAvantis
BARDLombard

From Quincy Labs’ published portfolio overview. Values and positions are not a live feed.

03ALLOCATION HISTORY

Fantom

L1 ecosystem growth$30K → $75K+

KuCoin Chain

Exchange token ecosystem$100K → $3M peak

Metis Layer 2

L2 infrastructure$100K → $3.3M peak

XRP → NERDZ

Frontier DeFi$8K → $450K peak
04METHOD & EXPERIENCE

Research. Allocate.
Learn.

Daily research and fundamental analysis inform our allocations. Market cycles, custody risks, and loss management inform how we evaluate infrastructure and preserve capital.

Our experience includes significant drawdowns from custody hacks and market exploits, including the KuCoin Community Chain custody hack and the March 2022 Metis Layer 2 exploit. These experiences shape our work on custody security and risk frameworks.

Read our market perspectives ↗