RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 10/30/25:

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:

Dapper: NBA Top Shot burns 424,255 Moments; Disney Pinnacle events sell out

Dapper Labs announced the burn of 424,255 NBA Top Shot Moments, marking one of the platform’s largest supply reductions to date. The move helps streamline circulation and improve scarcity across existing collections ahead of the upcoming NBA season.

At the same time, Disney Pinnacle, Dapper’s new digital pin collectibles platform, held multiple live events and sold out its debut drops, reflecting strong engagement across Disney’s global fan base. These updates mark an active quarter for Dapper’s expanding digital collectibles ecosystem.

Congratulations to the Dapper Labs team! 🚀

💼 Portfolio News:

Dfns powers IBM’s new enterprise crypto wallet platform

• Major enterprise validation: IBM is white-labeling Dfns for its digital asset offering.
• Expands Dfns’ distribution into Fortune-500 financial services workflows.
• Positions Dfns as core infra for custody/compliance-heavy deployments.

Machina Labs featured in NVIDIA (Jensen Huang) keynote

• Prime-time exposure to the global AI/robotics ecosystem.
• Reinforces Machina’s role in AI-driven advanced manufacturing.
• Strong signal for future GTM and strategic partnerships.

Minima debuts blockchain-on-chip for autonomous drones (with Arm, Siemens, Univ. of Southampton)

• Hardware-level trust: verifiable autonomy for machines.
• Strategic partners spanning semis, industrials, and academia.
• Opens defense, logistics, and industrial IoT revenue channels.

Anduril shows new Anvils test footage neutralizing maneuvering UAS

• Clear product capability progress in counter-UAS.
• Strengthens pipeline for defense procurement cycles.
• Brand building alongside recent mainstream sponsorship pushes.

bitsCrunch teases conversational AI with instant pro charts

• Product expansion from analytics to AI copilots.
• Lowers analyst workflow friction; upsell to enterprise tiers.
• Leverages 5 years of labeled data to defend moat.

Chainalysis tools cited in Microsoft civil action vs. RaccoonO365

• Real-world legal impact underscores product necessity.
• Strengthens gov/enterprise credibility and renewal odds.
• Flywheel with compliance, sanctions, and forensics work.

QuickNode x 0xProject: Swap API integration & marketplace push

• Deepens DeFi dev stack with turnkey swaps.
• Improves builder acquisition via marketplace distribution.
• Adds stickiness for wallets/dapps needing reliable liquidity.

Immersve: Pera Card expands to four more European countries

• Geographic expansion → higher card throughput potential.
• Validates B2B2C model with wallet partners.
• Strengthens regulatory & issuer relationships across EU.

Blockade Labs: direct Roblox Studio skybox generation + new guide

• Frictionless creator tooling inside Roblox—massive UGC funnel.
• Accelerates content supply; boosts network effects.
• Monetization tailwinds via pro/enterprise tooling.

3DOS demos at TechCrunch SF—“printing the future” on-site

• High-visibility showcase for decentralized manufacturing vision.
• Live hardware demo builds credibility with enterprise buyers.
• Top-of-funnel brand and BD with global tech audience.

Shardeum sets EVM Mainnet launch & token migration

• Token-only mainnet paused Oct 28; EVM Mainnet launching Oct 30 with 1:240 SHM balance update.
• Validator operations paused ahead of new staking/hardware requirements.
• Signals readiness for scaled EVM ecosystem and smoother user migration.

SuperWorld launches $SPWR token; Community Round live on Republic

• Opens community access pre-public launch to power “phygital” real-world/AR platform economy.
• Token aligns incentives across virtual real estate, ads, bookings, and events.
• Fundraising + GTM momentum with ongoing media/Spaces push.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff