VC Lead @ Yuma in Stamford, CT

DESCRIPTION

As the Investment Lead, you will lead the end-to-end investment strategy for Bittensor’s ecosystem, TAO, and subnet alpha tokens, overseeing capital deployment, risk management, and investment execution. You will represent Yuma externally, engaging with key stakeholders, investors and partners to advance Yuma’s investment objectives and strengthen industry relationships.

This role requires deep investment expertise—combined with a technical understanding of blockchain markets, decentralized finance (DeFi), and decentralized AI (deAI). You will oversee investment selection, sizing, and structuring, ensuring an optimal balance between liquidity, risk, and upside potential.

• Own the full investment lifecycle—from sourcing and due diligence to execution and ongoing portfolio management.
• Develop and execute an investment framework for TAO and subnet alpha tokens, optimizing capital allocation across liquid and illiquid markets.
• Determine investment sizing for each opportunity, evaluating potential returns, risk exposure, and liquidity constraints.
• Structure investments with a focus on staking incentives, validator dynamics, and long-term token value accrual.
• Assess the impact of Dynamic TAO (DTAO) on market opportunities, portfolio construction, and investment risk.
• Oversee automated trading strategies, ensuring efficient execution of staking, liquidity provisioning, and asset rebalancing within the Bittensor network.

• Guide quantitative and algorithmic trading execution, leveraging smart contract interactions, automated trading systems and investment models.
• Ensure effective use of on-chain data analytics, helping to refine trading signals and market intelligence.
• Provide strategic direction on TAO and subnet token trade execution, position sizing, and real-time market adjustments.

• Represent Yuma in investment-related discussions, fostering relationships with key industry stakeholders, including investors, partners, and ecosystem participants.
• Participate in industry events, panels, and forums to position Yuma as a leader in decentralized AI and investment strategy.
• Develop and maintain relationships with key influencers, thought leaders, and potential collaborators to enhance Yuma’s investment reach.

• Conduct in-depth technical and financial analysis of TAO, subnet tokens, and broader crypto ecosystems (DeFi, L1s, L2s, deAI).
• Develop valuation models for token investments, integrating on-chain data, staking mechanisms, and liquidity constraints.
• Monitor and analyze the performance of subnet alpha tokens, validator rewards, and staking dynamics to optimize returns.
• Maintain and oversee analytics dashboards to track key on-chain metrics, investment KPIs, and market trends.
• Stay ahead of crypto regulatory changes, evaluating potential impact on Bittensor’s investment strategy.

• Oversee and manage a portfolio of TAO and subnet token investments, ensuring risk-adjusted returns.
• Identify and mitigate market, liquidity, and counter party risks, particularly in decentralized trading environments.
• Oversee portfolio rebalancing and dynamic liquidity management, adjusting exposure based on market conditions.
• Create investment reports and dashboards, providing regular updates to executive leadership on portfolio performance and strategic adjustments.

• Bachelor’s or Master’s degree in Finance, Economics, Engineering, Computer Science, or related fields.
• 3+ years of experience in venture capital, private equity, hedge funds, or digital asset investment roles.
• Deep expertise in blockchain investments, including DeFi, L1/L2 ecosystems, decentralized AI, and staking economies.
• Strong understanding of Bittensor, TAO, and subnet tokenomics, with experience in validator dynamics and protocol incentives.
• Experience overseeing algorithmic trading or automated execution strategies in digital assets.
• Proficiency in on-chain analytics tools such as Dune Analytics, Nansen, Flipside Crypto, or similar platforms.
• Technical fluency in smart contract…