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Investment Thesis

We invest in culture before it shows up in the numbers.

Backing people, brands, and products that shape culture early, before distribution, revenue, or consensus validates them.

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Culture compounds. We invest before that expression is obvious.

B

Blue

Depth, calm conviction, and long-term thinking. We see clearly without noise and act before urgency.

A

ACE

Taste plus edge. A move others haven't played yet, not reckless, but precisely calibrated for cultural momentum.

P

Patience

We compound by staying close, patient, and precise. Cultural shifts take time, and we're built for the long game.

Edge = Taste × PatienceAlpha

What is culture?

Culture = a set of behaviors and symbols that drive demand without paid distribution.

Not virality. Not logos. Not influencers. Not one-off trends. Those are expressions, not culture itself.

The 4 Pillars of Culture

What we look for when evaluating cultural momentum.

I

Identity

People use it to say who they are or who they want to become.

Examples
Supreme Early Tesla Being "on Strava"
People adopt it publicly to express identity
II

Behavior

It changes how people act, repeatedly.

Examples
Daily Duolingo streaks Gym rituals Drop culture Live prediction markets
Usage is habitual, not occasional
III

Community

People gather around it, formally or informally.

Examples
Discord Instagram IRL events Group chats
Users create content for each other, not for the company
IV

Narrative

There's a story people tell themselves.

Examples
"This brand gets me" "This isn't for everyone" Early users matter
People defend it publicly

Our Approach

We back people shaping culture before the world realizes it's inevitable.

If this disappeared tomorrow, would people feel something?

That's the test. That's culture. That's what we invest in.