DormDao Investments

Presentation slide titled "Virtuals Protocol — re-pitch" by Bryson Ballew & Kyle Petitt. Features logos of Dorm Dao and Oregon. Background is green with a circular logo.

Digital Asset: Virtuals Protocol
($VIRTUAL)

Analysts: Bryson Ballew & Kyle Petitt

Investment Amount (ETH): 3

Digital Asset: Sanbox
($SAND)

Analysts: Shantam Tyagi & Justin Schroeder

Investment Amount (ETH): 3

2025

Green slide with "dorm dao Oregon" at the top, Metaplex logo in the center, and text "Metaplex-$MPLX" below. By Jeremy Mitaux & Jennifer Barnett, dated 12/03/2024."

Digital Asset: Metaplex ($MPLX)

Analysts: Jennifer Barnett & Jeremy Mitaux

Investment Amount (ETH): 3

Digital Asset: Bittensor ($TAO)

Analysts: Jennifer Barnett & Jacob Cordova

Investment Amount (ETH): 3

Presentation slide with Dorm Dao logo, '$SUPRA', and authors Jeremy Mitaux and Jennifer Barnett, dated 01/28/25, on a green background.

Digital Asset: Supra ($SUPRA)

Analysts: Jennifer Barnett & Jeremy Mitaux

Investment Amount (ETH): 3

2024

Green background with 'dorm dao' and 'Oregon' text, 'Blur' title, and authors Bryson Ballew & Kyle Petitt.

Digital Asset: Blur ($BLUR)

Analysts: Bryson Ballew & Kyle Petitt

Investment Amount (ETH): NO BUY

Oregon Blockchain Group Dorm DAO Q1 2024 fund report, featuring fund performance, fund overview, and largest fund compositions listed as Ethereum, Canto, Pendle, Games For a Living, and Lybra. Includes position performance with top performer Pendle at 55.65% and a chart of fund position USD performance. Contact information provided for Director of Venture Capital and President.

Digital Asset: Shadow Node ($SVPN)

Analyst: Dean Manley, Dexter Koester

Do not buy

Promotional image for ChinTai $CHEX by Dhru Patel, featuring a logo on a green background with 'dorm dao' and 'Oregon'. Date: 04/30/24.

Digital Asset: ChinTai ($CHEX)

Analyst: Dhru Patel

Swap Canto position into $CHEX

Green background with text reading 'dorm dao Oregon' at the top, followed by a circular logo. Below the logo, 'Zero1 Labs - $DEAI' is written in large text. Underneath, 'By: Dexter Koester and Sameer Bhopal' is in smaller text. The date '5/7/2024' appears at the bottom.

Digital Asset: Zero1 Labs ($DEAI)

Analyst: Dexter Koester, Sameer Bhopal

Swap $wBAI for $DeAI

NetMind presentation slide featuring Dorm Dao logo, Oregon text, and date April 16, 2024. Authors: Bryson Ballew & Jordan Brewer.

Digital Asset: NetMind ($NMT)

Analyst: Bryson Ballew, Jordan Brewer

Rotate Lybra position ($947) into NetMind

Green presentation slide titled "Virtuals Protocol" by Bryson Ballew & Kyle Petitt, featuring dorm dao and Oregon logos, dated 11/26/24.

Digital Asset: Virtuals Protocol ($VIRTUAL)

Analyst: Bryson Ballew & Kyle Petitt

Investment Amount (ETH): 2

Green background with text "dorm dao Oregon," logo of a soda can, "BADMAD ROBOTS – $METAL" by Jordan Brewer, date 1/23/24.

Digital Asset: Badmad Robots ($Metal)

Analyst: Jordan Brewer

Investment Amount (ETH): 2.0

Presentation slide with "WINR Protocol - $WINR" title, by Bryson Ballew & Kyle Petitt, set against a green background. Includes a dice icon and branding for "dorm dao Oregon" with a hot beverage emoji. Dated 5/21/24.

Digital Asset: WINR Protocol ($WINR)

Analyst: Bryson Ballew & Kyle Petitt

Swap $GFAL position ($2,200) for $WINR

Green banner with text "dorm dao, Oregon" and taco emoji at the top. A black circle with white "M" logo in the center. Below, white text reads "Minima - $WMINIMA," followed by "By: Brock Nelson" in smaller font and a date "6/4/2024" at the bottom.

Digital Asset: Minima ($WMINIMA)

Analyst: Brock Nelson

Rotate Ethlas Position

Presentation slide with text "dorm dao Oregon" and "Lil Nouns - NFTs By: Sameer Bhopal" on a green background, featuring pixelated glasses.

Digital Asset: LiL Nouns

Analyst: Sameer Bhopal

Sell Pitch

Digital poster for dorm dao Oregon featuring "Spectre - $SPECTRE" by Brock Nelson, dated 4/23/2024, with a flame logo on a green background.

Digital Asset: Spectre ($SPECTRE)

Analyst: Brock Nelson

Investment Amount (ETH): 2.0

Cartoon character in a navy suit with text: "Jeo Boden - $BODEN" on a green background, with "dorm dao" and "Oregon" logos. By Jordan Brewer, dated 5/14/2024.

Digital Asset: Jeo Boden ($BODEN)

Analyst: Jordan Brewer

Investment Amount (ETH): 0.75

Banner for "Imaginary Ones – NFT / $BUBBLE" by Miles Lucio Saunders-Ruesz; includes cartoon face with rainbow hair and text "dorm dao Oregon" on green background; date 02/06/2024.

Digital Asset: Imaginary Ones ($Bubble)

Analyst: Miles Saunders Ruesz

Investment Amount (ETH): 2.3

Green background with Shadow Node - $SVPN text, dorm dao and Oregon logos, and names Dean Manley and Dexter Koester. Date: June 4, 2024.
Green background with text "dorm dao | Oregon" at the top, a decorative symbol in the center, and "Dyimension – $DYM By: Brock Nelson" below. Date "02/20/2024" at the bottom.

Digital Asset: Dymension ($DYM)

Analyst: Brock Nelson

Investment Amount (ETH): 2.0

Green background with geometric logo and text "dorm dao Oregon," "PowerLedger – $POWR," "By: Katie Lucca, Miles Lucio Saunders-Ruesz," dated "03/12/2024."

Digital Asset: PowerLedger ($POWR)

Analyst: Katie Lucca & Miles Saunders-Ruesz

Investment Amount (ETH): 2.0

Green background with text "dorm dao Oregon," a circular blue logo with white waves, "Balance DAO – $BAI," created by Dean Manley and Dexter Koester, date March 5th, 2024.

Digital Asset: Balance DAO ($BAI)

Analyst: Dexter Koester & Dean Manley

Investment Amount (ETH): 2.0

Pitch Decks 2023

Dorm DAO

Green graphic with Canto logo and text 'Canto – $CANTO' by Jordan Brewer, dated 10/24/2023. Dorm Dao Oregon logo at top.

Digital Asset: Canto ($Canto)

Analyst: Jordan Brewer

Investment Amount (ETH): 2.5

Green background slide with 'dorm dao' logo and text 'Oregon'. Central icon above 'Ethlas - $ELS' and names Jordan Brewer & Maria Prestidge, dated 10/31/23.

Digital Asset: Ethlas ($ELS)

Analyst: Maria Prestidge, Jordan Brewer

Investment Amount (ETH): 2.0

Lybra Finance presentation slide with logo and "Lybra Finance - $LBR" text on green background, authored by Robert Burkhart, dated 09/26/2023.

Digital Asset: Lybra Finance ($LBR)

Analyst: Robert Burkhart

Investment Amount (ETH): 2.0

Green cover slide featuring "dorm dao Oregon," a logo with circles, and text "Pendle – $PENDLE" by Dexter Koester & Jordan Brewer, dated 10/17/23.

Digital Asset: Pendle Finance ($Pendle)

Analyst(s): Dexter Koester, Jordan Brewer

Investment Amount (ETH): 1.9

DormDAO, Oregon – Tapioca DAO ($TAP) Analyst: Kazu Umemoto, Daniel Raber Proposed Investment Amount (ETH): 0.5 ETH Written Report: NA

Digital Asset: Tapioca DAO ($TAP)

Analyst: Kazu Umemoto, Daniel Raber

Investment Amount (ETH): 0.5

Oregon Blockchain logo on orange background with twisted chain symbol.

Digital Asset: 2 LiL Nouns, 1 Moon Bird

Analyst: Kazu Umemoto

Investment Amount (ETH): 0.55

Slide with "Ronin" and blue logo, Oregon Blockchain, analysts' names, and date 5/23/2023.

Digital Asset: Ronin ($RON)

Analyst: Jordan Combs, Justin Feldman, & Richie Dorjgurkhem

Investment Amount (ETH): 0.3

Oregon Blockchain Group Dorm DAO Fund Report Q1 2024. Fund performance: Portfolio return 13.64%, Benchmark return 22.49%, Underperformance -8.85%. Beginning AUM $44,982.75, Current AUM $51,016.35. Best performer: Pendle 55.65%, Worst performer: LYXe -21.07%. Fund composition: Ethereum 45.68%, Canto 10.75%, Pendle 9.07%, Games for a Living 8.62%, Lybra 7.31%. Position performance: ETH 22.49%, Canto 2.40%, Pendle 55.65%, GFAL 11.02%, LBR 16.76%. History and Q1 performance details with a performance graph. Contact info for venture...

Digital Asset: Lukso ($LYX)

Analyst: Miles Saunders-Ruesz & Sam Wolter

Investment Amount (ETH): 1.0

Oraichain $ORAI presentation by Dorm Dao Oregon, dated 11/28/2023, with AI logo.

Digital Asset: Oraichain ($Orai)

Analyst: Brock Nelson, Robert Burkhart

Investment Amount (ETH): 2.0

Green background with text 'dorm dao Oregon', logo, 'Games for a Living – $GFAL', by Richie Dorjgurkhem & Jordan Brewer, dated 11/14/23.

Digital Asset: Games For A Living ($GFAL)

Analyst: Richie Dorjgurkhem, Jordan Brewer

Investment Amount (ETH): 2.0

Green background with text "dorm dao Oregon" at the top, "MAPLE" with a logo, "Maple Finance – $MPL," "By: Owen Brown & Sam Wolter," and the date "11/21/23" at the bottom.

Digital Asset: Maple Finance ($Maple)

Analyst: Sam Wolter, Owen Brown

Investment Amount (ETH): 2.0

22-23 Termly Fund Reports

Oregon Blockchain Group Dorm DAO Fund report dated June 17, 2023, detailing fund performance, composition, and macro statistics. The fund emphasizes Ethereum and includes a historical overview of the group. Contacts for President and Director of Asset Management are provided.
Report cover titled 'Oregon Blockchain Group Crypto Fund I Quarter 4 Update: 10/01/2022.' Includes fund performance data, fund composition, position performance, macro statistics, and a performance graph. Contact information for Aaron Rudder and Ronan Broadhead is provided at the bottom.
Oregon Blockchain Group Crypto Fund I quarterly update document showing fund performance, composition, and overview for Q3 2022. Includes a performance chart, macro statistics, and contact information for the president and director of asset management. Highlights portfolio return, best and worst performers, and fund history.
Report titled Oregon Blockchain Group Crypto Fund I Update, Quarter 2, 2022. Includes fund performance metrics, historical overview, asset composition, performance chart, and contact details.
Oregon Blockchain Group fund performance report, Q1 2021, showing portfolio returns, fund composition, position performance, macro statistics, and historical overview.

Pitch Deck 2022

Fund 1

Token: SUSHIRecommendation: BuyPitch Date: 10/05/2021Analysts: Ronan Broadhead, Alex Qiu & Wyatt Swanson

Token: SUSHI

Voted: Buy

Pitch Date: 10/05/2021

Analysts: Ronan Broadhead, Alex Qiu & Wyatt Swanson

Helium (HNT) cryptocurrency presentation by Oregon Blockchain, featuring Helium logo and description as 'The People's Network'. Analysts listed include Will Mahar, Aidan Potts, and McCall Delaney. Dated 11/02/2021.

Token: HNT

Voted: Buy

Pitch Date: 11/02/2021

Analysts: Aidan Potts, Will Mahar & McCall Delaney

Presentation slide for Oregon Blockchain featuring RenVM (REN) with analyst names and presentation date, 11/09/2021.

Token: REN

Voted: Buy

Pitch Date: 11/09/2021

Analysts: Michael Gao, Eli Pearson & Kazu Umemoto

LIDO Liquid Staking presentation cover by Oregon Blockchain, dated 11/16/2021, with analysts Ronan Broadhead and Wyatt Swanson. Features a colorful gradient droplet design.

Token: LDO

Voted: Buy

Pitch Date: 11/16/2021

Analysts: Ronan Broadhead & Wyatt Swanson

Logo of Audius with abstract purple triangle design, Oregon Blockchain logo, date 11/30/2021, and names Aaron Rudder & Miles Lucio.

Token: AUDIO

Voted: Buy

Pitch Date: 11/30/2021

Analysts: Aaron Rudder & Miles Lucio

NVIDIA RTX 3090 graphics card with text "Oregon Blockchain" and "GPU Mining" on a blue background, dated January 4, 2022, analysts Jerry Zou and Will Mahar.

Token: N/A, GPU Mining

Voted: Mine ETH

Pitch Day: 01/04/2022

Analysts: Jerry Zou & Will Mahar

Promotional image for DeFi Kingdoms ($JEWEL) by Oregon Blockchain, featuring digital artwork and analysis by Lake Liebenberg-Battles, dated 01/11/2022.

Token: DeFi Kingdoms

Voted: Buy

Pitch Date: 01/11/2022

Analysts: Lake Liebenberg-Battles

Oregon Blockchain API3 logo with text: "Safe, Decentralized, Reputable API's," dated 1/18/2022.

Token: API3

Voted: Buy

Pitch Date: 01/16/2022

Analysts: Chris Garcia & Aaron Rudder

Design featuring Oregon Blockchain logo, a purple tombstone with a skull, blue geometric shape, and the text "Tomb Finance," dated 02/15/2022.

Token: Tomb Finance

Voted: Hold Off

Pitch Date: 02/15/22

Analysts: Miles Lucio

Graphic titled 'Trader Joe XYZ ($JOE)' by Oregon Blockchain, featuring a stylized character, dated 4/26/2022, analysts Freddie Kehoe and Kazu Umemoto.

Token: Trader Joe

Voted: Buy

Pitch Date: 04/26/22

Analysts: Freddie Kehoe & Kazu Umemoto

Oregon Blockchain conference slide with GMX logo, blueberries, and names of analysts Royce MacArthur and Eli Pearson, dated 5/3/2022.

Token: GMX

Voted: Buy & Stake

Pitch Day: 05/03/2022

Analysts: Royce MacArthur & Eli Pearson

Oregon Blockchain [Redacted] Cartel slide, featuring black butterfly logo, 'OlympusDao fork' text, and analysts Joe Andersen & Ronan Broadhead, dated 5/22/2022.

Token: $Btrfly

Voted: Buy & Stake

Pitch Date: 05/24/2022

Analysts: Ronan Broadhead, Joe Andersen