What We Believe
We believe in building in public, learning out loud, and sharing what we see
China isn't a mystery. It's a system - with its own logic, incentives, and rules. Once you see it, you can navigate it.
The best opportunities live in the gap between what people assume and what's actually true. Cross-border isn't a strategy. It's a muscle. The more you use it, the sharper you get.
We believe in building in public, learning out loud, and sharing what we see - so more people can participate in what's coming.
Why US
Work with Lustre
We've spent a combined 25 years moving between systems - Shanghai to New York, Munich to Singapore, Wall Street to ventures in China.
We've been in the rooms where cross-border decisions get made. On the operations side and the capital side. Inside Western companies navigating China and Chinese companies going global.
Cross-border isn't what we study. It's how we think.