Market Context & Problem

The crypto market is experiencing an increase in adoption, driven by increased legitimacy from governments, banks, institutional investors, and retail demand. This momentum is further amplified by the new U.S. administration's deregulatory and pro-crypto stance. Additionally, their promotion of energy independence and increased tariffs makes O&G both an attractive investment and a potential hedge against trade war inflation – bolstered by a globally projected increase in oil consumption (https://www.eia.gov/pressroom/releases/press542.php)

The market indicates:

• Crypto investors are diversifying beyond higher-risk altcoins and meme coins

• TradFi investors are increasingly seeking crypto exposure

• Both groups are looking for investments with distinct risk and reward profiles

At the same time today's natural gas and oil market is characterized by a shortage of investment grade gas and oil products that are easy to own and trade. Investors can own large physical natural gas and oil reserves, but the commodities are expensive to store, difficult to access and move, and require large capital investments to engage in exploration and conventional production. Alternatively, investors can trade natural gas and oil futures and other derivatives, but these instruments do not represent actual ownership of the underlying gas and oil reserves and are often complex and challenging to handle