Permian Capital LLC

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Permian Capital Management Why Now Philosophy Portfolio Team Digital Assets Fund Since 2018 The financial system is moving on-chain. We have been positioned for it since 2018. Not Bitcoin. The settlement layer, the lending protocols, and the tokenization rails that everything else runs on. Request Fund Overview Read Our Thesis Est. 2018 For Accredited Investors San Francisco, CA 2018 Fund inception 100+ Limited partners 76+ IC calls published Infrastructure Operations 7 Years Active Since 2018 Monthly IC Calls Open to LPs Park City Summit Annual gathering Accredited Only Qualified investors Why Now The regulatory environment has completely shifted. Integration is now the story. For years, regulatory uncertainty held institutional capital on the sidelines. That is over. JPMorgan is launching tokenized money funds. BlackRock has added seven crypto roles and is pursuing what it calls "first-mover big bets" in Asia. BitGo received regulatory approval to become a bank. The SEC chairman publicly stated that US financial markets are poised to move on-chain. This is not future-tense. It is happening now, and the infrastructure that powers it is what we own. SEC Paul Atkins, SEC Chairman @SECGov "US financial markets are poised to move on-chain. Under my leadership, the SEC is prioritizing innovation and embracing new technologies to enable this on-chain future." January 2026 SEC.gov Regulation by enforcement is over. The institutions that spent five years watching from the sidelines

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