Select Companies
and Investments.
The best entries come before the category has a name. We back where the strongest developers concentrate, ahead of institutional capital, while price still reflects uncertainty, not consensus.
The book spans gaming infrastructure, digital assets, fan economies, decentralised AI, and Asia consumer, most of it entered before the sector had institutional buyers. That is where the asymmetry sits.
What follows is the public record, name by name, year by year.
“Pylon has been an important strategic partner since our launch. They sharpen our focus and get in the trenches with us to execute. Simply put, they’re the best at what they do.”
Wei XieCOO, NRN Agents
| Company | Year | Overview | Co-investors | |
|---|---|---|---|---|
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Animoca BrandsInvestment | 2021 | The largest Web3 gaming conglomerate, entered pre-Series B before on-chain gaming had institutional buyers. | |
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B3Advisory | 2025 | Onchain consumer economy from the ex-Coinbase Base team. Building the rails for agentic commerce across Labs, Protocol, and Investments. | |
| BetMakersInvestment | 2021 | B2B wagering infrastructure for global sportsbooks as sports betting legalised worldwide. ASX-listed. | ||
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CastileAdvisory | 2024 | ByteDance’s gaming distribution playbook applied to Web3, led by their former Head of Gaming Publishing. | |
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ChilizAdvisory | 2025 | Fan rewards platform for top sports teams including FC Barcelona, PSG, and Manchester City. | |
| FableborneAdvisory | 2023 | Mobile RPG led by ex-Konami and Jagex executives. | ||
| KhalaInvestment | 2025 | Research platform covering decentralised AI and digital assets for executives. Followed by 90,000+ subscribers. | ||
| LykaInvestment | 2022 | Australia’s leading D2C pet food brand, compounding fresh nutrition and owned distribution against legacy CPG. | LGVPLGVP |
|
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ManakoInvestment | 2026 | Computer vision R&D lab focused on mass-market consumer applications. |  Unsupervised |
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Mythical GamesAdvisory | 2025 | AAA mobile gaming on-chain. NFL Rivals, MLB Champions, Blankos. Founded by ex-Activision and Yahoo executives, building true ownership for mainstream mobile titles. | |
| OasysAdvisory | 2022 | Asia’s gaming blockchain, backed by SEGA, Bandai Namco, and Ubisoft. |  SBI Holdings |
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RedactedInvestment | 2026 | Mobile game studio servicing real-money titles for one of the world’s largest land-based casino operators. Bridging legacy casino IP into mobile under an undisclosed counterparty. | —Undisclosed |
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SAIInvestment | 2024 | Reinforcement learning training platform for Sim2Real applications, from gaming to robotics. | |
| SonicAdvisory | 2024 | The highest-throughput L1 in production, led by Andre Cronje and the team behind Fantom. | ||
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SuperGamingAdvisory | 2025 | India’s leading mobile game studio. Builders of Indus Battle Royale, the first AAA Indian-developed BR. Studio infrastructure for the next billion mobile gamers. | |
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TAO InstituteInvestment | 2025 | Independent Bittensor subnet ratings agency. Risk scoring framework across 60+ active subnets. | |
| TreasureInvestment | 2022 | On-chain gaming IP and collectibles, entered before the category had institutional buyers or price discovery. |
Select positions as of April 2026. Deploying proprietary capital since 2022.
