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  3. /Fiskantes
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Pre-Pitch Briefing

Fiskantes

Partner at Zee Prime Capital

Check size: No reliable current personal or firm check range is publicly stated by Fiskantes or Zee Prime. A 2022 interview reported a $35M Zee Prime II fund, but fund size is not a check size and should not be used as one.

Pre-seedSeedEarly StageLiquid TokensCrypto InfrastructureDeFiConsumer CryptoGamingNFT InfrastructureAI InfrastructureCybersecurityDigital Assets

Their Thesis

Fiskantes hunts for mispriced frontier ideas before they become legible to consensus. His recurring lens combines market psychology, memes and reflexivity with technical necessity: invest in original teams, infrastructure or applications that can capture sustained attention, create a real moat or unlock a new behavior. More recently he has broadened this pattern into AI hardware, AI cybersecurity and entertainment while remaining attentive to DeFi, privacy and crypto market structure.

How to Pitch Them

Use the exact @Fiskantes account; Zee Prime's site does not publish a general pitch form. Lead with the non-consensus observation and why timing is now, then show the execution evidence, team edge, value-capture mechanism and ruin-aware risk case. Explain what is original—not merely which current narrative the company fits—and whether the moat comes from technology, attention, liquidity, distribution, network effects or a market-leading position.

What Excites Them

Eccentric or contrarian founders creating something genuinely new; neglected markets where capital is misallocated; products that capture durable attention and add a narrative layer to genuine utility; category leaders with compounding advantages; technical infrastructure required by an emerging application wave; and teams whose execution quality survives scrutiny beyond an attractive idea or spreadsheet.

What They Pass On

He avoids leverage and positions large enough to create ruin risk. Other poor fits include polished ideas unsupported by execution, saturated NFT knockoffs, trend-following without a distinctive insight, and AI trading-bot claims that mistake current hype for durable edge. He has also argued for infrastructure or gaming exposure over direct collectible speculation once a market becomes crowded.

Key Frameworks

Frontier meta-game

Explore strange, under-followed areas early enough to build an information advantage before the market agrees they are investable.

Attention-plus-utility model

In digitally native markets, test whether a product solves a real problem and whether narrative or meme power can capture sustained scarce attention on top of that utility.

Execution-over-spreadsheet test

A compelling idea and attractive paper economics do not compensate for a team, distribution system or operating plan unable to execute in the real world.

Ruin-aware portfolio discipline

Do not use leverage or size a single position so aggressively that one error can permanently impair the portfolio; emotional tolerance for volatility is not permission to accept ruin.

Market-leader timing

For capital-intensive secular trends such as AI hardware, distinguish an undisputed compounding leader from a narrative follower and pay close attention to whether the general trend has reached the right adoption window.

Infrastructure-after-application gap

When applications outrun their supporting stack, look for middleware, security, privacy and market infrastructure that removes the bottleneck rather than another copy of the visible application.

Podcast Appearances

The Consequences of DeFi Inertia and Changing Tides in Crypto — The DeFi Dave Pod
DeFi securityL1 and L2 architectureprivacytokens versus equityAI hardwarecrypto venture evolution
Timing the Next AI & Crypto Boom: Fiskantes' Playbook — Escape Velocity with CK and Teng Yan
AI hardwaremarket leadersAI cybersecurityAI entertainmenttrend timinghuman investment edge
The Rise of Crypto's Superapp — Lightspeed
superappsmiddlewareapplication moatsblockspaceWeb3 socialprotocol versus frontend value capture

Zee Prime Capital Portfolio

Top Sectors

L11
DePIN1

Stage Distribution

Strategic1
Seed1
SolanaL1
Strategic
HivemapperDePIN
Seed
← Full profile@https://x.com/FiskantesZee Prime Capital website