Restricted Access
The Fund Portal
Access granted by ownership tier. Participation begins at 100,000 units. Charter access at 1,000,000. Holdings are verified on-chain at connection.
Connect a Solana Wallet
The Fund does not store addresses. Verification occurs at read time only.
Fund Participant
Threshold: 100,000 $NIBBLES
Fund Participant
Seed IV — On Liquidity
Liquidity is not a measure of market depth. Liquidity is the distance between conviction and exit. The Fund prefers positions where that distance is short.
Full text available on verification
Fund Participant
Seed V — On Patience
Patience compounds. Impatience compounds faster, in the opposite direction. Both can be observed in the same participant, usually within a single session.
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Fund Participant
Seed VI — On The Rival
A rat runs a competing fund. Its positions are the inverse of ours. This is a coincidence only if one believes in them.
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Charter Participant
Threshold: 1,000,000 $NIBBLES
Charter Participant
Seed VII — [REDACTED]
███████████████████████████████████████████████████████████████████████████████████████████████.
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Charter Participant
Q4 2024 Bonus Letter · A Brief Word About Craig
Craig is handled. That is the word about Craig.
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Charter Participant
After-Hours Memo · 2026-03-17 (partial)
Meeting adjourned at 02:41. Present: M. Nibbles, Deborah. Absent: Craig. Motion: continue. Carried.
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Access to the Portal is a privilege extended to Fund Participants. Access is not extended to the general public. The general public is encouraged to read the public materials, which are comprehensive.