/Investor DB

Off the Chain Capital

Crossover fund

San Francisco · 11 people tracked

Find your way into Off the Chain Capital

119 people in our graph share verified history with the Off the Chain Capital team — schools, employers, funds. One of them is your warm intro.

Ian Winerunlockedknows Sherwin Dowlat · together at Wedbush Securities (overlapped)
×3knows the team · via Wedbush Securities
×8knows the team · via Polychain Capital
✨ Fox Verdict
Sign up to see your fit

Investment thesis

Off the Chain Capital applies the value-investing discipline of Benjamin Graham and Warren Buffett to blockchain, artificial intelligence, and their intersection. It argues these asset classes are typically priced by momentum rather than fundamentals, creating mispricings that a value investor can exploit. The approach centers on estimating intrinsic value, requiring a margin of safety, and acting only when price and value diverge. The single fund seeks diversified exposure to blockchain and AI assets, is long only with no leverage, and holds concentrated, high-conviction positions. It serves qualified purchasers including family offices, endowments, foundations, and the RIAs and financial advisers who present the fund to suitable clients.

Source: firm website, verified Sep 29, 2026.

What founders say

No founder feedback on Off the Chain Capital yet.

HQ
San Francisco, CA, US
Instruments
Equity
Founded
2016
AUM
$321M
Tracked investments
12
IPOs
1

Team · 11 people

from the firm's website & curated
Matthew Roszak· Chairman & Co-Founder, Bloq
Olaf Carlson-Wee· Founder & CIO, Polychain Capital
Perianne Boring· Founder & Chair, The Digital Chamber
Rob Kauffman· Co-Founder, Fortress Investment Group
David Bailey· CEO, Nakamoto
Sherwin Dowlat· CEO, Veilin𝕏
Thomas Hillman· Managing Partner, Lewis & Clark Partners

What they invest in

from 8 of 12 portfolio companies

Crypto & Web3 ×5AI & Machine Learning ×3Fintech ×2Consumer ×1Data & Infrastructure ×1Deep Tech ×1E-commerce ×1Enterprise Software ×1

HQs:United States×3Canada×1United Kingdom×1

Investments · 12 tracked

founders shown can be your intro path
Kindly MDNASDAQ: NAKAMay 2025

Nakamoto Inc. operates a portfolio of Bitcoin-native companies, holding Bitcoin as a treasury asset and making minority investments in digital-asset businesses, while also operating a patient-focused healthcare practice that provides evidence-based medical services including pain management, addiction treatment, and telemedicine options.

HealthtechSalt Lake City, US

Tim Pickett(Chief Medical Officer and Director)inJared Barrera(Executive Officer)inAdam Cox(Executive Officer, Director)inDavid Bailey(Chief Executive Officer, Chairman)inTeresa Gendron(Chief Financial Officer)Amanda Fabiano(Chief Operating Officer)

Co-investorsACTAI VenturesArrington CapitalYorkville Advisors

BitPaybitpay.comin𝕏

BitPay provides enterprise-grade tools for cryptocurrency acceptance and spending, enabling businesses and individuals to send, receive, and store digital currencies.

ConsumerCrypto & Web3Fintech

Stephen Pair(Founder)in

Co-investorsAltai VenturesAquiline Technology GrowthDelta-v CapitalDigital Currency GroupG SquaredGray Ventures+7 more

Bittensorbittensor.com𝕏

Bittensor is an open, decentralized network where independent subnets produce digital commodities and contributors are paid in the TAO token.

AI & Machine LearningCrypto & Web3Data & InfrastructureToronto, CA

Jacob Robert Steeves(Founder)in

Co-investorsCollab+CurrencyDigital Currency GroupLvna CapitalMorgan CrestOSS CapitalSaints Capital+1 more

BNBbnbchain.orgin𝕏

BNB Chain is a blockchain platform that provides infrastructure for staking, governance, and asset issuance, serving developers and builders in the cryptocurrency ecosystem.

Crypto & Web3

Co-investorsLvna Capital

Digital Currency Groupdcg.coin𝕏

DCG is an investment and operating firm focused on the cryptocurrency and blockchain industry, managing over 200 equity investments, 50 fund investments, and 30+ token and digital asset holdings across 25+ countries.

Crypto & Web3Fintech

Barry Silbert(Founder & CEO)in

Co-investorsBain Capital VenturesCapitalGFirstMark CapitalGen CapitalK2 GlobalNew York Life Ventures+5 more

Grayscale AIgrayscale.aiin𝕏

Grayscale develops computer vision and neural computation technology for robotic autonomous navigation, focusing on real-time localization, mapping, and sensor fusion to enable fully autonomous processes.

AI & Machine LearningDeep TechRoboticsLondon, GB

Co-investorsTechstars

Polychainpolychain.capital

Polychain is an investment firm that manages actively managed portfolios of blockchain-based digital assets, focusing on returns from the cryptocurrency sector.

Crypto & Web3

Olaf Carlson-Wee(Founder & CEO)in

Co-investorsA.Capital VenturesAbstract VenturesAndreessen HorowitzBollinger Investment GroupDigital StrategiesInitialized Capital+14 more

Yuma AIyuma.aiin𝕏

Yuma provides generative AI-powered customer support for e-commerce businesses.

AI & Machine LearningE-commerceEnterprise SoftwareSaaSBoston, US

Guillaume Luccisano(Founder & CEO)in

Co-investorsFrstGradient VenturesMotier VenturesPi CampusPioneerY Combinator

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

BinanceBlockcapKrakenProCap Financial

Exits · 1

1 IPOs

Kindly MDNASDAQ: NAKA

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Off the Chain Capital made?
Off the Chain Capital has 12 tracked investments, 1 of which have exited, including 1 dated in the last 24 months.
What sectors does Off the Chain Capital focus on?
Off the Chain Capital focuses on AI & Machine Learning, Crypto & Web3.
Where is Off the Chain Capital located?
Off the Chain Capital is headquartered in San Francisco, US.
Who does Off the Chain Capital co-invest with?
Off the Chain Capital most often shares deals with Digital Currency Group, K2 Global, RRE Ventures, among 40 tracked co-investors.

Media · Podcasts & interviews

featuring the team

Off The Chain Capital + One Mednet Special Announcement w/ Aaron Green & Brian Dixon

Bitcoin Magazine · Brian Dixon

Images

Off the Chain Capital photo

Co-investors · 1

Triatomic Capital

Triatomic Capital is an investment firm focused on 'century defining' themes across advanced technology areas including AI infrastructure, semiconductors, materials, robotics, and energy.

$100K – $1M

Firms observed investing alongside Off the Chain Capital, from public investor directories. Shared companies are the overlap with Off the Chain Capital's recorded portfolio.

Similar investors

Featured in lists