Investing in tomorrow's networks, today.

A London-based long-term cryptoasset investment firm

VISION

In a world where trust has been abused at a governmental, institutional, and corporate level, a technology (blockchain) has emerged that will level the playing field and in so doing dramatically re-shape the global economy.

MISSION

ID Theory provides principled and innovative exposure to cryptoassets; an emerging asset class with unparalleled asymmetric upside potential. We navigate the risks associated with this noisy and complex market for our investors.

STRATEGY

Our thesis dictates that the salient opportunities reside within the decentralised networks that emerge from blockchain technologies. Cryptoassets are at the heart of these networks and it is their “incentive design” that is the key driver of value.

INCENTIVE DESIGN (ID) THEORY

ID Theory is a team of experienced blockchain investors on a mission to deliver optimal exposure to this emerging asset class. We believe passionately that it is the Incentive Design at the core of these decentralised networks and the associated cryptoassets that are the critical drivers of growth, sustainability and long term value accrual.

INVESTING IN CRYPTOASSETS

With blockchain technology, there is now a mechanism to invest directly in the protocol layer of a technology stack. This would be akin to investing in network protocols such as TCP/IP, HTTP, SMTP and FTP at the dawn of the internet. It is our view that investing directly into cryptoassets is critical in order to gain exposure to the growth of a network, and therefore the value that network is creating.

INCENTIVE DESIGN

Cryptoassets are the instruments aligning the incentives of stakeholders within the networks. The design of its incentive mechanism is of paramount importance in driving the overall growth of a network. ID Theory analyse both intrinsic (rights, inflation, function, earnings) and extrinsic (liquidity, access, distribution, demand) properties of a cryptoasset helping us to understand and model its fundamental value.

NETWORK PARTICIPATION

ID Theory recognises that this technology provides an opportunity to create unique returns for our investors on top of asset appreciation. Cryptoassets are “live” and require mobilisation to fully realise their investment potential through network rewards. Consequently, ID Theory participates in networks wherever possible to benefit directly from these rewards and also to support and foster the growth of the network.

FOUNDING TEAM

The founding partners are both experienced blockchain investors who have been investing successfully together throughout the blockchain ecosystem for over 6 years. They bring a complimentary and diversified skill set to ID Theory and provide a balanced approach to investing within this unique asset class.

James Brodie

Chief Investment Officer

James holds a Masters in Complex Systems and has spent the last six years researching blockchain. He was previously the Director of Discovery Research at a NASDAQ listed pharmaceutical company where he spent 10 years developing cannabis-based medicines.

Graham Stanton

Chief Commerical Officer

Graham is an experienced Commercial Leader from the FX and payments space and a serial blockchain investor and enthusiast. Prior to co-founding ID Theory he held the position of Chief Commercial Officer at Global Fintech business, World First.

ID THEORY’S LEADING THOUGHT PIECE

ON THE ORIGIN OF BLOCKCHAINS

Decentralisation is going to change the way we organise and operate at a societal and economic level. Our leading thought piece views the emergence of these decentralised networks as “live” communities and through the lens of biology outlines how this future will emerge and where the most investable opportunities exist.

ACCESS THE SERIES

PART I: Evolution, Ecology and Blockchains

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PART II: From Protocols to Network Participants

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PART III: Network Success is Driven by Incentive Design

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PART IV: The Genesis of Blockchain

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PART V: Smart Contracts Enable “Cellular” Complexity

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PART VI: Diversity and Multicellular Organisms

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