Fund Stack

Granite Mountain Reserve is a low-volatility, yield-bearing portfolio designed for capital preservation and consistent returns.

It holds only stable/stable LPs and curated yield vaults, making it resilient to crypto price swings and impermanent loss.

Ideal for treasury management, DAO reserves, or individual investors seeking predictable performance with limited exposure to market volatility.

Granite Mountain Reserve is our anchor allocation — the part of our portfolio that doesn’t flinch.

While others chase yield, Granite Mountain holds the line with stable-backed, yield-optimised vaults curated for long-term resilience.

Example investments:

- USDT/USDC

- USDT/USDC Yield

- USDS Yield

- PayPal USD Yield

Blue Cow One Treasury is a yield-bearing portfolio designed for consistent performance and institutional-grade resilience.

It holds only blue-chip crypto assets paired with stablecoins, balancing growth potential with volatility control.

Ideal for treasury managers, DAOs, and individual investors seeking reliable yield with measured exposure to market dynamics.

Blue Cow One Treasury is our premium allocation — the part of the portfolio that balances strength with motion.

While others chase volatility or rest in stables, Blue Cow One pairs blue-chip conviction with stable-backed discipline, delivering curated yield with institutional-grade resilience.

Example investments:

- USDT/USDC/ETH

- USDT/USDC/BTC

- USDC/USDT/EURC

- USDT Yield Framing

- Stablecoin yield aggregators

Outerlimits Ridge Pool is a higher‑conviction, yield‑seeking portfolio designed to explore the frontier of stablecoin innovation.

It blends established stablecoins with emerging stablecoin assets, creating a curated mix that targets elevated yield while maintaining disciplined risk controls.

Ideal for adventurous treasury allocations, DAO growth strategies, or investors seeking asymmetric upside with measured exposure to the evolving stablecoin landscape.

Outerlimits Ridge Pool is our frontier allocation — the part of the portfolio built to push higher without losing its footing.

While others gamble on volatility, Outerlimits leans into innovation with a curated mix of established and emerging stablecoins, targeting elevated yield with disciplined risk controls.

Example holdings:

- Stables vs emerging chains

- High yielding stables vs BTC

- Coalition of harvest farms

- Native tokens vs stables

Genesis First Tracks Vault was our first carve into the landscape — a bold, disciplined allocation that set the tone for everything that followed.

Built during difficult conditions, it held the line with curated stable-backed strategies and early vault compositions that prioritised resilience over hype. We were able to latch on early to the boom in stablecoin growth.

Like the first tracks on untouched snow, Genesis marked a path forward: clean, intentional, and quietly confident. It wasn’t chasing yield — it was defining what yield could mean in a crypto-immune, institutionally coded framework.

Though now closed, its legacy lives on in every vault that followed. Granite Mountain, Blue Cow, Outerlimits — all trace their lineage to Genesis.

Fund is closed/fully allocated.

Example holdings:

- Stables on emerging chains

- Blue chips vs stables

- Blue chips vs stablecoin yield

- Reflective yield (Convex, eg)