SpaceX built most of its value pre-IPO. Crypto's top private companies are doing the same.
Dr. Najam Kidwai from C1 Fund: If you're judging Ripple, Kraken, and Polymarket by $BTC price action, you're missing the point. These companies are building real infrastructure.
C1 expects several of their 11 portfolio companies to IPO in 12-24 months. The alpha is in the pre-listing window—not chasing tokens after they're already live.
Private equity in crypto infrastructure > reactive degen plays.
Dr. Najam Kidwai from C1 Fund: If you're judging Ripple, Kraken, and Polymarket by $BTC price action, you're missing the point. These companies are building real infrastructure.
C1 expects several of their 11 portfolio companies to IPO in 12-24 months. The alpha is in the pre-listing window—not chasing tokens after they're already live.
Private equity in crypto infrastructure > reactive degen plays.