Portfolio overview
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📡 Cohort pulse — this week
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Top performers this week
Action flags
💡 Priority coaching suggestions this week
⭐ Invested portfolio health
Auto-computed · red = at risk · click to open profile
⚡ LLM token usage — per company
cumulative · Scout updates every Friday
No LLM data yet — Scout will populate from next Friday run.
Portfolio leaderboard
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#
Company
Momentum
Eng %
API WoW
Commits
0G
Score
Market narrative tracker
Trending AI × blockchain narratives · team alignment · branding suggestions · updated by IR every Friday
Trending narratives this week
Team alignment ranking — click to open branding suggestion
#
Company · currently talking about
Score
Coaching suggestion → recommended narratives
0G metrics
Hub ecosystem projects · portfolio subset · updated by Scout every Friday
Integration status — portfolio companies (live + planned)
Upcoming 0G products
Tracking starts at launch
🤖
Agentic ID
Coming soonDecentralized identity layer for AI agents. Enables persistent agent identities across sessions and protocols. Portfolio usage will be tracked here once integration is available.
⬡
Sandbox
Coming soonIsolated execution environment for AI agent testing and deployment. Safe, verifiable, tamper-proof compute. Portfolio usage will be tracked here once integration is available.
OKR tracker
All active OKRs across Apollo · sorted by progress delta this week
OKR
Progress
Delta
Status
This week's highlights
Major moves across all portfolio companies · updated every Friday by Bowie
TGE readiness
Score = average of 4 factors · Founder 25% · Market 25% · Community 25% · Commercial 25% · updated by IR every Friday
Market conditions this week
How to read the scores
Ready to launch (≥60) — All 4 dimensions strong. Consider setting a TGE window.
Getting close (40–59) — 1–2 gaps remain. Focus on the weakest sub-score first.
Not ready (<40) — Multiple dimensions need work. Use the coaching notes below each card.
0G integration is tracked in the 0G metrics tab, not in TGE readiness scoring.
Fundraising tracker
Round status · investor tracking · 0G investment returns · revenue · updated by IR every Friday
Fundraising by company
Company
Round
Target
Raised
Status
Lead
Investors
KOL suggestions
Key opinion leaders identified by IR as suitable for each team to onboard · updated every Friday
Company:
Match type:
KOL
Followers
Eng %
Match type
Company
Why they are relevant + recent content
Post-TGE tracker
Companies that have completed token generation · MC, FDV, ATH performance · updated by Scout every Friday
Company
Ticker
Current MC
Current FDV
Peak FDV
% from ATH
0G Integration
On-chain metrics
TVL · DAU · weekly transactions · protocol revenue · token holders · updated by Scout via Goldsky every Friday
⬡ Goldsky — pending contract addresses
🔌
Connecting Goldsky
Goldsky Turbo pipelines will populate on-chain data for all portfolio companies with live contracts — TVL, DAU, weekly transactions, protocol revenue, and post-TGE token holder counts. Scout will pull from Goldsky every Friday. Contract addresses are being collected from each company (contact: George).
Goldsky → TVL · DAU · weekly txns · revenue · token holders
21 companies tracked once contracts confirmed
⏳ Pending Goldsky pipelines — awaiting contract addresses
Once contract addresses are confirmed, George sends them to Radek at Goldsky. Pipelines go live and Scout populates data every Friday.
Priority — Post-TGE (16 companies)
Company
Token
Chain
Metrics to track
Status
CARV
CARV
Ethereum + CARV Chain
DAU · Txns · Holders
Need contract
Tria
TRIA
Multi-chain (AA)
DAU · Txns · Holders
Need contract
Momentum ★
MOMEN
TBC
TVL · DAU · Txns · Revenue · Holders
Need contract
Rivalz ★
RIZ
TBC
DAU · Txns · Holders
Need contract
Warden
WARD
Warden Protocol
TVL · DAU · Txns · Revenue · Holders
Need contract
Haio
HAIO
TBC
DAU · Txns · Holders
Need contract
Open Ledger ★
OPEN
TBC
DAU · Txns · Holders
Need contract
PlaysOut
PLAY
TBC
DAU · Txns · Holders
Need contract
Voyager ★
VOY
TBC
TVL · DAU · Txns · Revenue
Need contract
Assister ★
ASRR
TBC
DAU · Txns · Holders
Need contract
Cygnus Finance
CGN
TBC
TVL · DAU · Txns · Revenue · Holders
Need contract
Infinity Ground
AIN
TBC
DAU · Txns · Holders
Need contract
Humans.ai
HEART
Ethereum + Humans Chain
DAU · Txns · Holders
Need contract
Unagi
UNA
TBC
DAU · Txns · Holders
Need contract
Newmoney.ai
NEW
TBC
DAU · Txns · Holders
Need contract
Lockness
LKN
TBC
DAU · Txns · Holders
Need contract
Pre-TGE with likely live contracts (5 companies)
Company
Program
Chain
Notes
Status
Khalani
Guild
TBC
Intent protocol — likely has live contracts
Confirm
Zoofi
Guild
0G Chain
DeFi protocol on 0G Chain
Confirm
Bond
Ecosystem
TBC
DeFi bonding curve
Confirm
ZIA Finance
Ecosystem
TBC
DeFi, using 0G Storage
Confirm
Cred Protocol
OnePiece
TBC
DeFi credit protocol
Confirm
Portfolio companies
All portfolio companies · grouped by program · ★ = 0G Invested · M★ = Michael Invested · click any row to open full profile