A house of conviction.
A short read on who we are and how we trade.
ATIS was founded in Portugal by a Portuguese trader, a former economist who traded securities, algorithmic trading — and then shifted onchain when the DeFi boom rewrote what alpha could look like.
We are a privately-held trading company. No external mandate, no benchmark to chase. Every position is taken on conviction; every trade has to earn its place in the book.
We trade on fundamental theses, expressed discretionarily. We hold as long as the thesis holds — frameworks span one to three months, and the best ones run multi-year. Speed is a tool. Conviction is the edge.
A liquid core where most of the work happens, paired with selective venture side pockets where we like the asymmetry. Concentration where we have edge, not where we have noise.
We are AI-native. Multi-agent frameworks help our researchers research, surface price alerts, and scout trading ideas — feeding the investment committee with structured signal it can incubate into theses. We are extremely long AI execution, and we run that thesis on ourselves first.
We build and back revenue-generating projects adjacent to the firm — products designed to expand the audience around what we do. With any luck, one of them will reach you soon.