RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 1/22/26

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

Author

RBV Syndicate
January 22, 2026

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!

📣 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:

Denarii Labs Cohort 4 - Applications Now Open for Cohort 4

Denarii Labs is now accepting applications for Cohort 4. We are actively reviewing applications and investing $100K into projects looking to design, launch, and scale their token ecosystems over a 12 week program. Apply now to join a network of high-conviction builders shaping the next generation of on-chain economies.

Previous cohorts have partnered with leading ecosystems such as Avalanche, XION, Celo, and more. Hedera and Flow tracks are currently live, with more ecosystem partnerships to be announced soon.

Reach out to [email protected] for more information. Link to apply

🚀 RBV Spotlight:

Unstoppable Domains makes your domain an AI agent across Polygon Base and Solana

Unstoppable Domains introduced AI agents that can be created directly from any domain minted on Polygon, Base, or Solana. Instead of remaining just identifiers, domains now become programmable endpoints that can analyze wallet activity, execute DeFi tasks, and automate onchain workflows on behalf of the user.

The core shift is functional: domains evolve from static naming assets into active, intelligent agents. By integrating with Walle, each domain can query onchain positions, scan for yield opportunities, monitor risk, and respond to prompts using real wallet data. 

By transforming domains into AI-powered executors, Unstoppable moves closer to a consumer onchain identity stack where names aren’t just labels but agents that work for the user. It’s a major step toward agentic DeFi, automated coordination, and a future where everyday users interact with crypto through intelligent, domain-native assistants.

Congratulations to the Unstoppable Domains team! 🚀

💼 Portfolio News:

Anduril expands into a 1.2M sq-ft Long Beach facility to scale production and add 5,500 jobs

• Opens a second major aerospace/defense campus to accelerate hardware production, iteration, and customer delivery.
• Marks one of the largest industrial expansions in the sector, signaling readiness for large-scale government programs.
• Reinforces Anduril’s position as the modern defense prime building at both software and manufacturing scale.

Chainalysis launches Workflows, a no-code automation layer for blockchain investigations

• Introduces a visual, automated workflow builder for tracing, attribution, and threat-network expansion.
• Reduces manual analyst burden while standardizing repeatable investigative processes for compliance and intel teams.
• Strengthens Chainalysis’ role as the operational backbone for institutional blockchain risk and intelligence.

Loft Orbital selected by CNES & DGA to lead France’s first space-based SAR imaging capability

• Wins leadership of the DESIR program to deploy France’s sovereign SAR system.
• Expands Loft’s presence in national defense missions with long-cycle, high-value contract pipelines.
• Validates Loft’s standardized satellite platform as the fastest path to orbit for government payloads.

Alto partners with Passthrough to streamline IRA capital flows into private funds

• Integrates Passthrough’s KYC/AML + onboarding directly into Alto’s self-directed IRA infrastructure.
• Simplifies the investor experience for retirement capital entering private funds.
• Reinforces Alto’s positioning as the distribution layer enabling mainstream access to alternative assets.

The AI Protocol partners with Aethir to scale agents using decentralized high-performance GPU compute

• Taps Aethir’s distributed GPU network to power EMOTE-1 and support lifelike agent interaction at scale.
• Reduces reliance on centralized cloud providers by shifting workloads to decentralized compute.
• Strengthens the infrastructure foundation for immersive, persistent AI-native applications.

• Demonstrates the flexibility of interchangeable control modules and clean wall-mounted design.
• Highlights the growing ecosystem of custom community builds around Polycade hardware.
• Strengthens Polycade’s identity as the modular, modern arcade platform for creators and collectors.

• Ships real-time access to trades, order events, book diffs, and liquidations via gRPC, WebSockets, and Streams.
• Removes node-ops complexity so teams can build bots, dashboards, copy-trading systems, and risk engines instantly.
• Reinforces QuickNode’s wedge as the default data + infra layer for high-frequency onchain markets.

• Records another positive inflow cycle, pushing TVL above 109M STX.
• Highlights increasing adoption of liquid staking yields on Stacks.
• Solidifies Stacking DAO as the primary yield and liquidity primitive across the Stacks DeFi ecosystem.

• Introduces a curated, museum-backed collection to SuperRare’s marketplace.
• Drives institutional-grade art drops that deepen cultural credibility for the platform.
• Reinforces SuperRare’s position as the premium venue for high-end digital art.

• Introduces an LCO model where users stake ETH or SOL into pre-launch outposts to earn high-yield $WIRE pre-tokens.
• Uses tranches to price pre-tokens in sequential tiers creating built-in scarcity as each tranche fills.
• Frames Wire as a universal transaction layer aiming to enable cross-chain interaction without traditional bridges.

🥳 Upcoming Events:

We’ll be attending ETHDenver from February 16–20.

If you’re building in this space or looking to have a presence at ETHDenver, we’re exploring sponsorship opportunities.

Please reach out to [email protected] or [email protected] to learn more.

We’re finalizing our full 2026 event calendar and would love to hear what other conferences you plan on attending throughout the year.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff