Zhan Capital researches and invests where sovereign AI, energy systems, and digital money converge on physics. The post-software cycle is not a trend. It is a structural shift.
Each vertical represents a layer of the post-software capital stack, from physical compute to monetary settlement.
National AI buildout requires rare earth supply chains, physical compute stacks, and energy independence. We model the bottlenecks before capital prices them.
Baseload nuclear and renewable generation underpin AI compute and proof-of-work networks. Hashprice modeling connects energy markets to monetary infrastructure.
Proof-of-work monetary networks convert energy expenditure into settlement finality. We model hashprice as a lens for energy allocation and monetary premium.
We publish thesis-driven research on sovereign infrastructure, energy systems, and digital monetary networks for investors positioned at the base of the stack.
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