Research before capital.

Every decision starts with the work. Research is how Ponk decides what deserves capital and what does not.

Research

Research is published here as it is released. Until then, these are the areas it covers.

Digital Assets

Protocols, token markets, on-chain liquidity and the infrastructure underneath them.

Market structure, liquidity and the conditions that move prices.

The technology that changes how markets, companies and assets work.

Companies and emerging businesses, and how value is created before it is priced.

How we think about risk, structure, sizing and time.

We welcome conversations with founders, investors, operators, and counterparties working on interesting opportunities.