RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 10/23/25:

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:

Fhenix Research: 20,000× Faster Threshold FHE Decryption

Fhenix, the Ethereum-based confidential computing protocol, unveiled a landmark 20,000x faster threshold FHE decryption with 37x lower latency at the ACM CCS conference, a breakthrough that makes fully homomorphic encryption practical for on-chain use. By integrating FHE directly into the EVM, Fhenix enables encrypted data to be computed without revealing underlying information, unlocking new frontiers in private DeFi, compliant smart contracts, and encrypted AI.

Positioned as a foundational layer for privacy-preserving infrastructure, Fhenix is quickly emerging as the leading protocol for encrypted smart contracts and a core building block for institutional-grade Web3 adoption.

Congratulations to the Fhenix team! 🚀

💼 Portfolio News:

Anduril Partners with Hendrick Motorsports (Multi-Year, NASCAR Primary Sponsor)

• Tier-one sports partnership expands brand reach beyond defense into mainstream audiences.
• Long-term activation with two-time Daytona 500 winner William Byron builds durable awareness.
• Signals marketing scale and confidence ahead of new product and hiring waves.

Chainalysis Hexagate Adds Real-Time Security for Plasma

• Expands protocol coverage; devs get free contract & token monitoring on Plasma.
• Strengthens Chainalysis’ moat as default security layer for new L2s.
• Drives pipeline via instant value to builders at network launch.

Agoric Orchestration: 15 Cross-App Transfers Live in Production

• Proof of orchestration at scale—simplifies fragmented DeFi workflows.
• Validates Agoric’s “smart contracting for capital systems” thesis.
• Boosts developer confidence ahead of broader ecosystem campaigns.

Colossal Biosciences Achieves Gene-Edited Birds (Dodo Program Milestone)

• Tangible progress toward avian de-extinction—platform credibility step.
• Raises visibility for IP/licensing and conservation partnerships.
• Strengthens scientific moat and follow-on funding narrative.

Corvus Robotics & GNC Win at NextGen Supply Chain

• Dual awards (End-User + Solution Provider) validate enterprise ROI.
• Highlights Corvus One’s autonomous inventory value in retail logistics.
• Creates reference momentum for multi-site rollouts.

Coinrule Goes Live on Coinbase Futures (cbFutures)

• New venue expands the addressable market with perps automation.
• Deepens institutional-grade strategy tooling for active traders.
• Co-marketing with Coinbase primes user growth and retention.

Fhenix FHERC20 Contracts Updated to Align with ERC-7984

• Standards alignment de-risks dev adoption of confidential tokens.
• Improves composability across wallets, bridges, and DeFi.
• Advances coFHE roadmap toward private, programmable assets.

Shardeum Mainnet Countdown (10 Days)

• Firm launch window catalyzes ecosystem activation and migration plans.
• Pairs with ongoing hackathons and testnet showcases to seed dApps.
• Near-term milestone for token/network go-to-market.

SuperWorld Launches $SPWR Token

• Token live to power geospatial AR content, creator rewards, and marketplace.
• Monetization loop for “personalize & monetize your world” use case.
• Readies listings, partnerships, and exchange liquidity efforts.

QuickNode: Flashblocks on Base – Integration Guide

• Developer education accelerates adoption of high-performance tx flows.
• Show-don’t-tell demo improves conversion from content to usage.
• Builds Base ecosystem mindshare around QuickNode tooling.

POAP: Airport Expansion to MEX, IST & YYZ (Through 2025)

• Always-on travel touchpoints for mainstream onboarding.
• Location-gated minting combats sybil and builds brand memory.
• Scalable template for additional venues and sponsors.

Wilder World: $WILD Goes Deflationary (Metropolis 2.0 Upgrade)

• Native burn mechanism introduces long-term supply discipline.
• Foundation for sustainable, self-balancing in-game economy.
• Immediate burn executed; on-chain transparency for LPs.

Shardeum: EVM Mainnet Countdown (10 Days)

• Concrete launch window energize builders and partners.
• Complements testnet showcases and hackathon output.
• Near-term inflection for ecosystem and token utility.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff