RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 09/04/25

Announcements, Portfolio Updates, Crypto News, Open Deals, Events & More

Author

RBV Syndicate
September 04, 2025

Welcome to the latest edition of the Red Beard Ventures newsletter, where we dive into exciting updates and insights from all over our portfolio and network!

đź“Ł As a reminder, Red Beard Ventures has a syndicate, fund, tokenomics accelerator, and Web3 consultancy:

• The Red Beard Ventures Syndicate is stage agnostic and invests in Frontier Technology with a focus on Web3, Space, FinTech, Sports, Robotics, Biotech, and Climate. We invest anywhere between $100k - $1.5M. 
• Red Beard Ventures Fund I invests $100k - $1M in Pre-seed and Seed blockchain based companies.
• Denarii Labs is a tokenomics accelerator which invests $100k into companies interested in designing and launching a token over a twelve week hands-on program. Denarii also features a consulting business for later stage clients with higher touchpoint needs in tokenomics, communications, growth, and marketing.

🎤 RBV / Denarii Labs Announcements:

Red Beard Ventures Now Live on Echo

Red Beard Ventures has launched a dedicated group on Echo, the Web3 native platform for investing in early stage crypto and token projects alongside top angels. This new channel will host our blockchain and DePIN deals, while AI, defense, and deep tech investments will continue through AngelList. Echo provides a powerful crypto native ecosystem with enhanced deal support and investor alignment - making it the ideal home for our token facing pipeline.

If you’re a qualified investor, join us at

https://echo.xyz/.

Red Beard Ventures Fund II - Now Raising

Red Beard Ventures is launching Fund II, building on the success of our first fund and extensive network in Web3, blockchain, and DePIN. With a track record of early investments in high growth companies and a strong investor base, Fund II is positioned to capitalize on emerging opportunities in the space.

Reach out to [email protected] for more information.

We’re Hiring: Join the Denarii Labs Team

We’re growing the team at Denarii Labs, the tokenomics accelerator shaping the next wave of Web3 economies, powered by Red Beard Ventures. We’re currently hiring for three key roles:

• BD/Sales + Client Services – Build relationships, close deals, and support our founders.
• GTM Strategist (Tokenomics, Web3, Marketing) – Craft launch strategies for high-impact projects.
• Social Media + KOL Manager – Drive content, community, and creator partnerships.

If one of these roles sounds like you, and you’re passionate about scaling tokenized projects and working directly with founders across DeFi, gaming, DePIN, and beyond, we’d love to hear from you.

🚀 RBV Spotlight:

Stacking DAO Nears 100M STX Milestone

Stacking DAO is rapidly emerging as the leading liquid staking protocol in the Stacks ecosystem, approaching the 100M STX milestone, which accounts for nearly one-sixth of all stacked STX on the network. This achievement highlights the accelerating adoption of Stacking DAO’s liquid staking tokens (stSTX and stSTXbtc), which are already integrated across major Stacks DeFi platforms. With a simple UX and instant-yield design, the protocol has earned its reputation as the “Lido of Stacks” and is capturing market share at record pace.

The milestone reflects the growing demand for Bitcoin-native yield opportunities as both institutions and retail users look to unlock liquidity and build composability around Bitcoin’s ecosystem. With ~$3.3M already borrowed against Stacking DAO’s LSTs on Zest, the protocol is proving its role as pristine collateral within Stacks DeFi. The upcoming integration roadmap and broader BTCFi narrative provide the protocol a significant runway for further growth

By reaching scale so quickly, Stacking DAO is not only validating the demand for Bitcoin-secured DeFi but also solidifying its role as a core building block for BTCFi. As Stacks continues to attract developers and capital, Stacking DAO’s growth represents an important inflection point for Bitcoin’s expansion into programmable finance.

Congratulations to the Stacking DAO team on this milestone achievement! 🚀

đź’Ľ Portfolio News:

• Moves toward one-signature execution across networks.
• Improves safety and UX for multi-chain DeFi automation.
• Reinforces Agoric’s role as orchestration layer for the ecosystem.

• Wrapped BTC live on Sui with Cetus, NAVI, and others.
• Expands BTCfi footprint into a new L1 ecosystem.
• Advances Bitlayer’s Bitcoin-secured smart-contract thesis.

• Swap directly inside the custody dashboard with policy controls.
• Aggregated liquidity via UniswapX improves execution quality.
• Reduces risk and operational friction vs. app-hopping.

• High-visibility spotlight at Disney’s flagship fan conference.
• Ongoing global events and marketplace activations drive engagement.
• Broadens mainstream IP reach for digital collectibles.

• Clear usage growth across secondary trading activity.
• Validates marketplace fit in the Flow ecosystem.
• Strengthens network effects and liquidity depth.

• Demonstrates durable demand for alternatives via IRA capital.
• 2,500+ issuers leveraging Alto’s platform and pipeline.
• Aligns with policy tailwinds for private-market access.

• Partnership enables seamless BTC onboarding at national retail scale.
• Potential reach up to 8M customers via KaBuM! channels.
• Low-friction acquisition model supports broader LATAM adoption.

• Platform is live, kicking off with SkyGarden as the first creator-built game.
• Expands UGC flywheel—design, build, and share gameplay loops on HYTOPIA.
• Strong early community momentum via town halls, streams, and creator events.

• AI-driven wallet with copy trading, custody, and automation capabilities.
• Mobile apps mark key distribution milestone for mass adoption.
• Early traction signals product-market fit for “AI x DeFi” tooling.

• Cut-off finalized at 11:00 UTC; holdings eligible for 1:1 native swap.
• Streamlines token migration and reduces circulating uncertainty.
• Clears runway for mainnet-native ecosystem growth.

• Higher rewards to accelerate liquidity and participation.
• Deepens DeFi stack on SagaEVM via Steer automation.
• Clear near-term catalyst for TVL and user growth.

• Spin up a node by staking 2,400 $SHM with simplified setup.
• Earn up to 10 $SHM/hour for active validation.
• Expands decentralized operator base and network security.

• Pre-TGE access and referral mechanics to seed early demand.
• Aligns community incentives ahead of token rollout.
• Clear step toward economy design and platform monetization.

• MKR holders on Unocoin will be auto-swapped to SKY starting September 10, 2025.
• No user action required for conversion, minimizing friction and support risk.
• Reinforces Unocoin’s responsiveness to major protocol governance changes.

• Expands DePIN weather access natively to Solana Mobile users.
• Strengthens hardware ↔ software loop alongside Seeker deployments.
• Broadens data contributor base and real-time forecast utility.

• High-stakes competitive event activates community and creator flywheel.
• Drives content creation and streaming with ongoing clip features.
• Validates new game mode ahead of deeper monetization beats.

🥳 Upcoming Events:

We will be attending TOKEN2049 Sept 29 - October 3rd! This year, we will be hosting an event similar to the super secret speakeasy event we hosted last year at TOKEN, and are open to sponsorships! If you’re looking to have a presence at TOKEN, please reach out to [email protected] or [email protected].

Events are a great way to stay informed in our industry, and we had a very full 2024 and early 2025. We would love to hear about any other conferences you will be attending the rest of the year, so please let us know as we are finalizing our event calendar!

Stay tuned for updates on future events, and until then, keep spreading joy and positivity in our community!

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff