What is Roundtable 100?

Roundtable 100 is the weekly power ranking of the top 100 investable tech growth assets spanning crypto tokens, AI companies, and next-gen public markets. Rankings are published every Friday after market close and guided by a blue-ribbon committee of industry experts.

What assets are included in the Roundtable 100?

The Roundtable 100 includes crypto tokens, public tech stocks with growth potential, and mining companies. It excludes legacy or slow-growth companies, private companies, and non-liquid investments.

How are Roundtable 100 rankings scored?

Assets are scored across five dimensions: Safety (1x), Liquidity (1x), Leadership (1x), Innovation (1x), and Growth (2x double-weighted). Growth is intentionally double-weighted to reflect the mandate of identifying future dominance rather than present size.

What is the Roundtable 100 investment thesis?

The Roundtable 100 focuses on long-term growth across public equities and cryptocurrencies with a 5+ year time horizon, investing in future-defining technologies and the critical systems that enable them — prioritizing assets that function as rails, bottlenecks, and structural constraints within emerging digital and industrial ecosystems.

NVIDIA: The Company That Became the Picks-and-Shovels Play for the AI Gold Rush

Pooja Rajkumari

Partner

Apr 15, 2026

Roundtable 100 Blue Ribbon Committee

Walton Comer

Peter Schiff

James C. Heckman

Julien Dumoulin-Smith

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NVIDIA: The Company That Became the Picks-and-Shovels Play for the AI Gold Rush

Roundtable 100 Blue Ribbon Committee

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