About

Mossfire Capital is a fundamental research-driven hedge fund investing in frontier technology.

The firm

We invest across public and pre-IPO markets in the companies building the next computing era: artificial intelligence, agentic finance, humanoid robotics, and next-generation compute infrastructure.

Our process starts from primary sources — regulatory filings, technical papers, supply-chain checks — and from direct conversations with the people building these companies. What we learn is published on Mossfire Insights.

Mossfire Capital does not solicit or accept retail investors. The registered office of Mossfire Capital is in the Cayman Islands.

Elsewhere

• Email[email protected]
• InsightsMossfire Insights
• LinkedInMossfire Capital
• X@gentlemanzhao
• Podcast苔藓之火 (Mossfire)
• YouTube@Mossfirepodcast
• SubstackNewsletter