Our Investment Thesis:
The Agentic Shift
Our Vision:
Identity, finance, security, and intelligence are converging; and the next evolution isn't just about automating execution, it's about automating intention.
Web3 brought programmable money and AI programmable agency.
Together, they create a new stack layer: autonomous agents with wallets, operating on-chain, making decisions and executing value transfers without human intervention. AI agents are already drafting proposals, executing smart contracts, and auditing code in minutes — flattening corporate hierarchies, accelerating development, and rebalancing treasuries at speeds.
TWIXIS sits at this convergence — advising, building, and investing where AI agents meet decentralised ecosystems. We back founders driving systemic change across Web3, post-quantum security, and trusted AI.
Digital Identity & API Economy:
Privacy, trust, and interoperability at scale.
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$70B+ market by 2030
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Self-Sovereign Identity (SSI): puts individuals in control of their digital lives.
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API-driven ecosystems: powering embedded finance, digital health, and cross-border services.
Web3 & the Next stage of Finance:
Unlock new models of ownership and liquidity, driving a more open, inclusive, and efficient global financial system.
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$16T digital asset economy by 2030
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Web3 communities & DAOs: new ways to co-create and share value.
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Tokenisation: unlocking liquidity in real-world assets.
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DeFi & stablecoins: reshaping capital markets and financial inclusion.
Cybersecurity in the Post-Quantum Era: Digital sovereignty becomes the cornerstone of trust.
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$500B+ cybersecurity spend by 2030
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Quantum-safe security: the next frontier for fintech, cloud, and critical infrastructure.
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AI + blockchain convergence: creating resilient, sovereign systems.
AI and blockchain convergence:
Creating resilient, sovereign systems.
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$1.5T AI market by 2030
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Explainable, ethical, regulated: AI that industries can trust.
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Decentralized data ecosystems: ensuring transparency and compliance.