Thesis-led exposure
We invest only where digital assets sit directly inside the infrastructure stack of the emerging autonomous economy.
Digital Asset Investing for sophisticated investors
n8 Capital invests in the blockchain infrastructure that lets AI systems transact and coordinate at machine speed.
"Every major technological shift creates a narrow window for exceptional returns. The AI-blockchain convergence is that window and it's open now."
Michel Rybkin,
The opportunity
As AI systems move from passive tools to autonomous agents, they need infrastructure that lets them hold value, pay for services, access data, verify execution and settle transactions globally.
Traditional financial and cloud systems were not designed for this. Blockchain provides programmable value, trust-minimised coordination and transparent settlement. We invest in the liquid token infrastructure that powers this shift.
Our Edge
We invest only where digital assets sit directly inside the infrastructure stack of the emerging autonomous economy.
Our approach targets public-market transparency and liquidity while retaining exposure to early-stage technology adoption curves.
Our AI-powered diligence system structures protocol research across technology, tokenomics, governance, risks and adoption signals.
Portfolio construction, NAV workflows and risk monitoring are designed for disciplined allocation, not narrative-led speculation.
Our Structure
We are not a traditional crypto fund. n8 Capital is an AI-native investment firm built for the convergence of autonomous agents, on-chain infrastructure, and institutional capital.
Our process is powered by a proprietary AI system that ingests, analyzes, and monitors digital asset protocols.
We operate lean by design. Our team spans investment management, systems engineering, and compliance, backed by institutional advisory partners for rigorous oversight.
The Process
We utilise proprietary AI tools to identify protocols across compute, data, capital rails, settlement and AI-native applications, then assess them through structured due diligence.
We build a focused, human-led, conviction-weighted portfolio with attention to liquidity, category exposure and thesis relevance.
Our AI tools monitor volatility, concentration, correlation, token events and changing fundamentals in real-time, flagging shifts in risk and opportunity with human oversight on all decisions.
Team
Michel, a former hedge fund executive specialized in global emerging markets, holds an Economics degree from the University of London. His distinguished career includes pivotal roles at Deutsche Bank and Morgan Stanley, co-management of a hedge fund at Cheyne Capital, and the founding of a family investment firm with a focus on blockchain ventures.
James brings nearly three decades of expertise in portfolio management across investment strategies and risk management frameworks. He holds a B.A. (Hons.) in Banking, Insurance, and Finance from Bangor University and is a member of the CFA Institute. He has held roles at renowned institutions including Salomon Brothers, Citigroup, Western Asset Management, and Legal & General as well as innovative start-ups.
Jerami is a visionary technologist and builder with nearly three decades of experience at the intersection of technology, finance, and innovation. A self-taught polymath, he has led large-scale engineering initiatives at Dell, Staples, and John Hancock before turning his focus to frontier technologies. At N8 Capital, Jerami drives the firm's technological edge — architecting systems and strategies that power investments in the next wave of AI and blockchain infrastructure.
Laurin is a serial entrepreneur and postgraduate economist with extensive experience in blockchain technology, as well as machine learning/ artificial intelligence. He has held executive positions at several blockchain companies, including the world's first crypto-precious metals exchange and Illuvium, one of the most renowned GameFi titles. Additionally, Laurin co-founded a DeFi protocol called The Standard.
Khin is a junior full-stack developer at n8 Capital, contributing to hands-on projects at the intersection of AI and blockchain. She is passionate about applying deep AI concepts in real-world projects. With experience in smart contract security, including identifying vulnerabilities in blockchain applications, Khin focuses on building practical, secure systems and delivering tangible results through hands-on implementation.
Insights
More Information
For suitable HNW, sophisticated and institutional investors seeking differentiated exposure to the infrastructure layer of the AI economy. We welcome conversations with principals and their advisors.
Contact us