Institutional
Digital Assets
Post-quantum secure asset management for qualified purchasers. Tokenized RWAs, high-yield products, and venture funds since 2020.
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Assets Under Management
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Tokenized Assets Issued
Since 2020
Track Record
By Invitation
Institutional LPs
Market Insights
Real-time market data and analytics. Deep research powering institutional decisions.
$97,420
$3,280
$4.82
$2,890
DeFi Protocol Analytics
Powered by DeFi Llama →$2.4B
Lux Network TVL
$890M
DEX Volume (24h)
$340M
Lending TVL
$4.2B
RWAs Tokenized
Investment Thesis
We don't chase trends. We identify structural shifts in money, technology, and value—then position aggressively with the conviction to hold through volatility. Maximum conviction. Flawless execution.
Bitcoin is the Apex Property
Bitcoin is the first digital monetary network in human history. It represents the apex predator of money—incorruptible, unseizable, and infinite in scalability. We maintain permanent core positions.
Core 25%+
Forever
Tokenization of Everything
By 2030, $16 trillion in assets will be tokenized on-chain. Gold, silver, uranium, real estate, treasuries—every asset class benefits from 24/7 global liquidity, instant settlement, and programmable ownership.
$4.2B+ issued
2030 Target
Post-Quantum or Obsolete
Quantum computers will break current crypto encryption within 10 years. Every Bitcoin, every private key, every wallet—vulnerable. We saw this coming early. All Lux assets are secured by NIST-approved ML-DSA/ML-KEM cryptography. Your crypto is safe here.
All assets
2030-2035
AI Infrastructure is the New Oil
Compute is the new crude. GPU clusters, model training infrastructure, and AI-native chains will capture the majority of value creation this decade. We're building and funding the picks and shovels.
15%+ via AI/Hanzo
Active
Sound Money > Fiat Debasement
Central banks cannot stop printing. M2 will continue expanding. Hard assets—BTC, gold, silver, uranium—will outperform fiat-denominated returns indefinitely. Our portfolio is structured accordingly.
Core strategy
Structural
Conviction + Execution
Thesis without execution is philosophy. We combine deep macro conviction with operational excellence: deploy capital aggressively, compound winners, cut losers fast, and never panic sell core positions.
All funds
Always
Macro Outlook
Updated WeeklyFed Pivot Imminent
Rate cuts expected H1 2025. Liquidity returning to risk assets. BTC correlating with M2 expansion.
Institutional BTC Adoption
Spot ETFs reached $50B+ AUM. Corporate treasury allocations accelerating. MicroStrategy effect multiplying.
Gold Breaking Out
Central bank accumulation at record levels. De-dollarization driving demand. LXAU tracking perfectly.
Nuclear Renaissance
AI data centers driving uranium demand. SMR permits accelerating. Supply deficit widening.
Lux Vision Fund
Our opportunistic and venture fund since 2020, holding the most innovative assets we've built, incubated, and invested in. We leverage up on winners and compound success.
2020
Inception
8
Core Holdings
QP
Investor Type
Lux Network
Since 2020
Zoo Labs
Since 2021
Hanzo AI
Since 2022
Pars Network
Since 2024
Cyrus Protocol
Since 2023
Miga Labs
Since 2023
Bitcoin
Since 2020
Ethereum
Since 2020
Leadership
Visionary leadership with deep expertise in crypto asset management and blockchain research.
Zach Kelling
Chief Investment Officer
Early crypto pioneer since 2010. Founded one of the first digital asset management firms. Former Venture Partner at leading crypto fund. Deep expertise in consensus networks, threshold cryptography, and post-quantum security. Obsessed with protecting crypto assets from emerging quantum threats.
Research Team
Quantitative & Crypto Research
World-class researchers in distributed systems, post-quantum cryptography, and DeFi protocol analysis. Contributors to Lux Network core development.
Design Your Impact Fund
Build a custom ESG-aligned portfolio targeting UN Sustainable Development Goals. We design and manage bespoke impact strategies for institutional investors.
Select Your SDG Focus Areas
SDG 7
Affordable & Clean Energy
SDG 9
Industry & Innovation
SDG 11
Sustainable Cities
SDG 12
Responsible Consumption
SDG 13
Climate Action
SDG 15
Life on Land
Your Custom Impact Fund
Request Impact Fund ProposalResearch & Development
Cutting-edge research in consensus networks, threshold cryptography, and DeFi protocols. Open source contributions powering the Lux ecosystem.
Consensus Networks
3 papersDeep research into Snow*, Tendermint, and novel consensus mechanisms for high-throughput blockchains.
View on GitHubThreshold Cryptography
5 papersMPC-based custody, FROST/CGGMP21 threshold signatures, and distributed key generation.
View on GitHubPost-Quantum Security
2 papersML-DSA, ML-KEM, and hybrid signature schemes for quantum-resistant infrastructure.
View on GitHubDeFi Protocol Analysis
4 papersYield optimization, risk modeling, and protocol security assessment for institutional deployment.
View on GitHubAsset Class Performance
Market performance of key asset classes since January 2020.
These are market returns, not fund performance. Past performance does not guarantee future results.
Bitcoin
Store of value, digital gold
Ethereum
Smart contract platform
Gold
Precious metal, inflation hedge
Silver
Industrial & monetary metal
Uranium
Nuclear energy, clean power
Tokenized Real-World Assets
Real-world assets digitized on Lux Network. Fully backed, audited, and redeemable. Institutional custody with qualified custodians.
| Asset | Ticker | Status | Backing | Custody | Chain |
|---|---|---|---|---|---|
| Gold | LXAU | Live | Physical bullion | Qualified | Lux C-Chain |
| Silver | LXAG | Live | Physical bullion | Qualified | Lux C-Chain |
| Uranium | LXUR | Live | U3O8 | Qualified | Lux C-Chain |
| US Treasuries | LXUSD | Live | T-Bills | Qualified | Lux C-Chain |
| Real Estate | LXRE | Coming | Commercial | TBD | Lux C-Chain |
High Yield Products
Institutional-grade yield on USD, EUR, and digital assets. Powered by DeFi lending, staking, and structured products.
USD High Yield
ConservativeEUR Stable Yield
ConservativeBTC Yield Vault
ModerateETH Staking Plus
Moderate5-Year Track Record
Annual returns by asset class since 2020. Past performance is not indicative of future results.
Annual Returns by Asset Class
Current Portfolio Allocation
Built on Lux Ecosystem
On-chain sophistication meets institutional infrastructure. Every product integrates with Lux Network, Finance, and Exchange.
Lux Network
Post-quantum L1 blockchain with native multi-chain architecture
- ML-DSA/ML-KEM cryptography
- Sub-second finality
- Native cross-chain
Lux Finance
Institutional DeFi for credit markets, pools, and RWAs
- Corporate credit pools
- RWA lending markets
- Institutional custody
Lux Exchange
HFT-grade DEX with native orderbook and AMM hybrid
- <1ms latency
- 430K swaps/sec
- Native token pairs
Strategic Partnerships
Co-managed funds with sector-specialist partners for targeted exposure.
Lux-Madison Uranium Fund
In partnership with Madison Partners
Capturing the nuclear renaissance with strategic uranium positions and next-gen reactor investments.
$75M
+38% YTD
Lux-Viscount Silver Fund
In partnership with Viscount Partnership
Silver as the essential industrial metal for energy transition and monetary hedge.
$50M
+24% YTD
Lux-Hanzo AI Infrastructure
In partnership with Hanzo AI
Building the physical and digital infrastructure layer for the AI revolution.
$100M
+156% Since Inception
Lux-Zoo DeSci Fund
In partnership with Zoo Labs Foundation
Funding the future of open science through community-owned research.
$25M
Launching Q2 2025
Fund Products
Structured vehicles for qualified institutional investors and accredited individuals.
| Fund | Type | Vintage | Size | Focus | Net IRR | Status |
|---|---|---|---|---|---|---|
★Lux Vision Fund | Flagship Opportunistic | 2020 | Not Disclosed | Digital Assets, L1 Networks, AI Infrastructure | Request | By Invitation |
Lux Growth Fund I | Venture Capital | 2023 | Not Disclosed | AI Infrastructure, DeFi, Web3 | Request | Deploying |
Lux Yield Fund | Yield Strategy | 2024 | Not Disclosed | USD/EUR High Yield, DeFi Lending | Request | Open |
Lux Commodities Fund | Tokenized RWAs | 2021 | Not Disclosed | LXAU, LXAG, LXUR, LXRE | Request | Open |
Lux Impact Fund | ESG / SDG Aligned | 2024 | Not Disclosed | Climate Tech, Clean Energy, Social Impact | Request | Open |
Our Journey
Five years of building, investing, and outperforming.
Fund inception. First BTC/ETH positions. Lux Network genesis.
Tokenized gold launch (LXAU). $500M AUM. ZOO Labs investment.
Bear market alpha. Silver (LXAG) launch. Hanzo AI seed.
Uranium fund with Madison. PARS incubation. $1.5B AUM.
Vision Fund outperforms. $4B+ tokenized. DeFi yield expansion.
Real estate tokenization. Q-Chain launch. $3B AUM target.
Who We Serve
Tailored solutions for institutional capital allocators seeking digital asset and commodity exposure.
Family Offices
Endowments
Pension Funds
Sovereign Wealth
Corporates
HNW Individuals
Institutional Infrastructure
Post-Quantum Secure
All Lux Fund products are built on Lux Network's vertically integrated stack: post-quantum cryptography, MPC custody, and institutional-grade security.
- ML-DSA/ML-KEM post-quantum custody
- Cross-chain execution via Teleport protocol
- Real-time NAV and on-chain analytics
- Automated compliance and LP reporting
Registered Investment Adviser (RIA)
SOC 2 Type II Certified
Qualified Custodian Partnerships
AIMA Member
Announcements
Latest updates from Lux Fund
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