Node Capital Builds Beyond Funds with Validator and Security Units

Node Capital Bets Big on Listed Tokens

Node Capital has launched its first liquid fund. The fund focuses on investing in listed tokens. The team believes this bear market is a strong entry point. Amos Meiri, founding partner, said current token valuations are more attractive than early-stage pre-launch projects. In his view, the best time to invest in these tokens is during downturns. He calls them “pre-ETF assets,” suggesting their value could rise once exchange-traded funds become more common.

This new liquid fund is open-ended. It accepts new capital every quarter. Meiri confirmed they are actively fundraising. The fund remains private. It accepts only specific investors, depending on regulatory guidelines. Meiri didn’t share more about who can invest or how much they’ve raised so far. This liquid fund is different from traditional venture strategies. It invests in tokens that are already on the market, not in early-stage startups.

Source: X

The launch comes at a time when the crypto market is highly volatile. Bitcoin has dropped over 15% this year. At almost $2.6 trillion, the total value of the cryptocurrency market has dropped by more than 25%. Market sentiment keeps shifting. Broader economic issues, like U.S. tariffs, also add pressure. But Meiri sees this moment as a good time to enter. He believes falling prices make listed tokens a better investment right now.

Liquid crypto funds work differently than venture funds. They invest in tokens already available on exchanges. These funds tend to use active strategies. They look for returns in the near or mid-term. Venture funds, by contrast, focus on early-stage startups. They often hold investments for longer periods. Some funds use both strategies. These hybrid funds are becoming more popular, and Node Capital started with this model.

Node Capital’s Growth Path

Node Capital was founded in 2021. The firm started with a hybrid fund. Later, it raised a second fund focused on early-stage ventures. Now, it is adding this new liquid fund to the mix. The company oversees assets worth about $50 million in total. Its second venture fund raised $20 million. Meiri didn’t reveal the full fundraising numbers across all funds. Still, the firm continues to grow and diversify its strategies.

Node Capital’s portfolio includes projects like Ether.fi, Fhenix, and Axelar. Meiri didn’t share who the firm’s limited partners are. But he said they include well-known crypto founders and venture capital leaders. To handle market swings, Node Capital uses its own risk management tools. Meiri stressed that they don’t trade for short-term gains. Instead, they hold investments for two to five years. He said the firm looks for gaps in project value, runway, and onchain performance. Right now, they focus mostly on infrastructure and dapps.

Node Capital also runs other arms under its group. One of them is Node Monster. It launched in 2023 as their validator unit. Recently, it passed $1 billion in assets under management. It supports over 20 blockchain networks. That makes it one of the largest Ethereum validators in the space. This milestone shows strong growth and execution outside of just fund management.

Two more arms complete the group’s structure. Node Security offers services like audits, threat checks, and response plans. It launched this year. Another new unit is Node Link. It helps portfolio companies grow their communities. It also drives user engagement. Both arms work to support the firm’s wider ecosystem. These initiatives show that Node Capital is building more than just investment vehicles. It’s creating a full suite of services for crypto projects.

Final Thoughts

Node Capital’s liquid fund reflects a clear belief in the long-term value of listed tokens. Instead of chasing hype, the firm looks for real fundamentals. Meiri’s team keeps their strategy focused. They manage risk with patience. And they keep expanding into areas like validation and security. Even in a bear market, the firm stays active. The team sees this time as a moment to build and invest.