RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 10/09/25:

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:

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.

🚀 RBV Spotlight:

3DOS Wins Web3 Startup Pitch in Singapore

3DOS, the decentralized 3D printing manufacturing network and marketplace, took first place at the Web3 Startup Pitch during TOKEN2049 week in Singapore, validating both the DePIN thesis and the team’s vision for on-demand, decentralized production. The project showcased live marketplace and AI-driven 3D printing demos at SuiFest, highlighting how creators and consumers can connect through tokenized design files.

Built on decentralized infrastructure, 3DOS enables designs to be minted, traded, and manufactured globally, powered by AI, additive manufacturing, and DePIN incentives. With early traction in culture-led categories like collectibles, memes, and gaming items, 3DOS is positioning itself as a leading DePIN-native consumer app with the potential to become the “Uniswap of manufacturing.”

Congratulations to the 3DOS team! 🚀

💼 Portfolio News:

Chainalysis Secures Growth Financing from Hercules Capital

• Fuels AI-driven product expansion and strengthens proprietary crypto-data moat.
• Supports enterprise go-to-market amid rising on-chain compliance demand.
• Signals durability of revenue pipeline with capital to accelerate roadmap.

Blaize Announces $56M Edge AI Deployment with Yotta

• Large-scale rollout validates programmable, energy-efficient edge AI stack.
• Expands presence across SE Asia with multi-site commercial deployments.
• Establishes reference win to drive repeatable enterprise deals.

Form Bio Partners with Cure Rare Disease (4.4× AAV Yield Boost)

• Material vector-yield gains for a DMD program demonstrate platform impact.
• Strengthens clinical credibility across rare/ultra-rare gene therapy.
• Creates line-of-sight to additional biopharma partnerships.

Paradromics Sets New BCI Throughput Benchmark (200+ bps)

• Record info-transfer rate shows step-change in real-time communication.
• Enhances usability narrative ahead of clinical/commercial milestones.
• Reinforces technical leadership in high-bandwidth neural interfaces.

Fhenix Delivers 20,000× Faster FHE Decryption

• Breakthrough unlocks practical private DeFi and confidential compute.
• Positions Fhenix at the core of the emerging “privacy meta.”
• Catalyzes developer adoption across wallets, DEXs, and L2s.

HYTOPIA Locks In 85% Revenue Split for Early Creators

• Best-in-class economics to seed UGC supply and marketplace liquidity.
• Improves studio/creator unit economics and retention.
• Momentum supported by platform features (e.g., push notifications).

Corvus Robotics Begins Corvus One Deployment at Dermalogica

• Autonomous inventory visibility across global distribution network.
• Clear ROI on embodied AI for logistics and throughput.
• Beachhead for multi-facility expansion within the enterprise.

QuickNode × Arcium: Private Programs on Solana

• Showcases privacy tech enabling fully private Solana programs.
• Highlights maturing dev tooling around confidential compute.
• Expands Solana use cases where data confidentiality is critical.

Shardeum Launches EVM Testnet with One-Click Connect

• Frictionless testnet access for SHM holders and new builders.
• Accelerates dApp experimentation for India-focused EVM ecosystem.
• Complements hackathons, demos, and community education.

Stacking DAO Sees $1.9M+ New Deposits

• Growing STX inflows signal confidence in LST yield design.
• Immediate/daily stacking yield drives passive growth mechanics.
• Tailwinds from dual stacking and broader BTC-adjacent demand.

Unstoppable Domains Integrates .TWIN with Agent Ecosystem

• Onchain identity mapped to autonomous AI agents.
• Expands utility for UD domains beyond naming to agent ops.
• Opens dev surface for wallets, agent coordination, and UX.

Z Chain Surpasses 1M Transactions (Ecosystem Milestone)

• Validates throughput and sustained network activity.
• Confidence for scaling gameplay and asset interactions.
• Strong reliability signal ahead of content cadence.

🥳 Events:

We had an incredible time at TOKEN2049 this year and are grateful to everyone who joined us at our super, secret speakeasy event. A special thank you to our amazing sponsors, Flow and Wilder World, for helping us bring this hidden experience to life.

Events like these remind us how important it is to connect in person, share ideas, and strengthen our community. We’re glad so many of you could be there, and we’re already looking forward to making next year even bigger.

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

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!

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff