Thesis
Basetwo Investment Thesis
Our research and experience have converged around the core belief that blockchain, artificial intelligence, robotics, the Internet of Things (IoT), and automation are redefining the foundational pillars of how our modern global economy functions and evolves.
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Decentralization and Minimization of Trust
The declining trust in traditional intermediaries is moving capital and users toward decentralized, automated, and transparent systems. Blockchain, coupled with AI and automation, reduces reliance on opaque gatekeepers, promoting efficient resource distribution.
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Composable Technology Ecosystems
Modular blockchains, robotics, IoT devices, and AI-driven automation create flexible and composable systems—technology “legos”—integrating data, computation, and physical assets seamlessly. This integration accelerates innovation and creates adaptable, dynamic markets.
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