Portfolio Holdings
What does ColdAI do for Portfolio Holdings?
Strategic capital allocations in foundational network protocols that form the infrastructure layer of the future internet. Our portfolio includes positions in Hedera Hashgraph (enterprise-grade distributed ledger), Chainlink (decentralized oracle network), Dogecoin (high-throughput payment network), and Keeta ($KTA) — an ultra-high-performance Layer-1 blockchain capable of 11M transactions per second with 400ms settlement finality. Each investment is selected for its potential to become critical infrastructure for the next generation of digital commerce, identity, and governance systems.
What capabilities does ColdAI bring to Portfolio Holdings?
Infrastructure-Layer Investment Thesis
ColdAI's portfolio strategy focuses on foundational network protocols that will serve as critical infrastructure for the next generation of digital commerce, identity, and governance systems. We make concentrated, long-term allocations in networks with strong technical fundamentals, active development communities, and governance structures designed for broad participation.
Portfolio Holdings
Hedera Hashgraph (HBAR)
Enterprise-grade distributed ledger using hashgraph consensus, designed for high throughput, fast finality, and energy-efficient operations. Governed by a council of global organizations.
Dogecoin (DOGE)
High-throughput payment network with one of the largest communities in cryptocurrency. Low transaction fees and fast block times make it suitable for micro-payments and retail transactions.
Keeta ($KTA)
Ultra-high-performance Layer-1 blockchain capable of 11 million transactions per second with 400ms settlement finality. Engineered for institutional-scale tokenization, real-time cross-border payments, and regulated digital asset settlement.
Portfolio Overview
| Asset | Category | Thesis | Status |
|---|---|---|---|
| Hedera (HBAR) | Enterprise DLT | Enterprise blockchain adoption | Active — Long-term hold |
| Chainlink (LINK) | Oracle Network | Critical DeFi infrastructure | Active — Long-term hold |
| Dogecoin (DOGE) | Payment Network | Mass-market payment adoption | Exited |
| Keeta ($KTA) | High-Performance L1 | Institutional-scale tokenization & settlement (11M TPS / 400ms finality) | Active — Long-term hold |
Read our full thesis on Keeta
ColdAI Research's investment memo on $KTA — the case for compliant global settlement infrastructure, AI-agent payments, and asymmetric upside in the next financial internet.
Read the Keeta thesis