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Inversion 소개
Inversion Capital is an investment vehicle that advocates buying traditional low-margin businesses and replacing their underlying infrastructure, targeting mature sectors like telecom and payments. It addresses the low efficiency of cash flow and distribution in legacy firms by embedding Stablecoin, on-chain settlement and tokenization into existing operations so the blockchain runs invisibly in the background. Its model resembles a leveraged buyout but creates value through on-chain settlement rather than financial engineering, with target assets concentrated in Mexican and Brazilian telecom and payments.
Inversion's central uncertainty is that its thesis depends on actually closing acquisitions of Latin American traditional firms, and no such deal has yet been publicly completed as proof. The synergy between its on-chain settlement and portfolio companies also presupposes real control and restructuring, so its use case is limited to mature enterprises willing to accept on-chain rebuild, carrying higher execution risk than a pure technology play.
인버전(Inversion)은 2024년, 전 파라파이 캐피털(ParaFi Capital) 파트너였던 산티아고 로엘 산토스(Santiago Roel Santos)가 뉴욕에 본사를 두고 설립했으며, 기존 비즈니스를 인수해 운영을 블록체인으로 전환함으로써 '온체인 버크셔'를 만드는 것을 목표로 한다. 2025년 2월, 회사는 아발란체(Avalanche) 기술을 기반으로 한 독립 레이어1 블록체인인 인버전 체인(Inversion Chain) 구축 계획을 발표했으며, 이는 포트폴리오 기업들의 표준화와 상호운용성을 위한 통합 운영 인프라 역할을 한다. 2025년 9월, 인버전은 드래곤플라이 캐피털(Dragonfly Capital)이 주도하고 해시키 캐피털(HashKey Capital), 반에크(VanEck), 파라파이 캐피털(ParaFi Capital) 등이 참여한 2,650만 달러 규모의 시드 라운드를 완료했다. 자금은 운영 인프라에 사용되며, 인수 자본은 별도 펀드를 통해 조달될 예정이다. 회사는 통신, 금융 서비스 등 비효율적인 산업에 집중하며, 기존 사용자 기반을 보유한 비즈니스를 인수하고 블록체인을 도입해 비용 구조를 최적화하며, 스테이블코인 같은 핀테크 서비스를 배치해 생태계 수익화를 추진한다.
In February 2026, Inversion Labs released a public payment-cost calculator quantifying the financial impact of inefficient payment infrastructure through churn and settlement friction; the firm had earlier said it would build its own Avalanche L1 as a common settlement and identity layer for acquired companies, citing permissioning at validator, contract and transaction level plus privacy and custom gas tokens.
In the second half of 2026, Inversion founder Santiago Roel Santos conceded in a shareholder letter and on the Empire podcast that the founding hypothesis, that buying traditional businesses and embedding crypto would produce above-market returns, remained unproven after eight months across more than 20 sectors: MVNO unit economics were poor, onchain B2B borrowing actually cost 8–12% and could not beat traditional finance, and remittances were stuck on stakeholder incentives rather than technology. The firm pivoted to a holding-company model of quality cash-generating businesses where AI or crypto acts as an enhancement.
Inversion applies private-equity buyout logic on-chain: with 26.5 million dollars from its seed round it acquires low-margin telecom and financial services businesses that already have distribution, then replaces their back office with stablecoin and on-chain settlement, so returns come from operating improvement rather than token appreciation. The permissioned Avalanche L1 is not a public chain for outsiders but the shared settlement and identity layer for portfolio companies, tying its value directly to their cash flow. The bottleneck sits in the same place: the more traditional the target, the slower the integration and compliance retrofit, and valuation can only be read on operating metrics rather than deposits, leaving deal pace constrained by capital rather than technology.
Santiago Roel Santos: Inversion의 공동 창립자 겸 CEO. 이전에 ParaFi Capital의 파트너, Elysium Health의 디렉터, Sageview Capital의 어소시에이트로 활동. J.P. Morgan에서 투자 은행 경력 보유. Boston University에서 경제학 학사 학위 취득. Suzanne Dannheim: Inversion의 공동 창립자 겸 COO. 상세한 공개 프로필은 없으나, CryptoRank 및 회사 자료를 통해 역할 확인됨.