RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 11/06/25:

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 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:

Animoca Brands Plans Nasdaq Listing via Reverse Merger

Animoca Brands announced plans to pursue a Nasdaq listing through a reverse merger. This is a major milestone that could make one of Web3’s largest ecosystem builders accessible to public-market investors. The move positions Animoca alongside traditional gaming and media peers while providing new liquidity pathways for long-term holders.

The listing also carries positive read-throughs for its extensive ecosystem of portfolio companies, including The Sandbox, Mocaverse, and other content and infrastructure partners. With public visibility and institutional access increasing, Animoca continues to bridge mainstream capital markets with the next generation of blockchain-based entertainment and gaming.

Congratulations to the Animoca Brands team on this landmark step toward a public-market debut! 🚀

💼 Portfolio News:

Anduril’s autonomous fighter YFQ-44A completes first flight (10/31/25)

• Major CCA milestone: first “press-of-a-button” autonomous flight for the program.
• Public validation via USAF & leadership amplifications.
• Positions Anduril at the forefront of AI-enabled airpower.

Colossal acquires ViaGen, a leader in animal cloning

• Adds a team that’s cloned 15 species and biobanked 42 more.
• Accelerates conservation + de-extinction pipeline with proven manufacturing.
• Expands commercial foothold across biotech services.

Firehawk secures strategic investment from Hanwha Defense USA

• Capital to scale full-rate production of 3D-printed propellant and rocket motors.
• Strengthens U.S. defense supply chain with integrated missile systems.
• Validates Firehawk’s additive-manufactured energetics at defense prime level.

Chainalysis partners with Chainlink on cross-chain compliance

• Embeds compliance directly into on-chain workflows for issuers/exchanges.
• Simplifies multi-chain risk controls as institutional adoption grows.
• Enhances trust layer for regulated assets and tokenized finance.

Dfns adds HD wallet support for institutional migrations

• Smooth path off legacy BIP-32/BIP-44 key derivation systems.
• Improves scale, security, and account management for fintechs.
• Developer-friendly upgrade within Dfns’ MPC infra.

Bitlayer brings BTC liquidity to Sui via Turbos pool

• New YBTC.B–wBTC pool broadens cross-ecosystem BTC DeFi access.
• Collaboration with Sui Network and Turbos Finance.
• Strengthens Bitlayer’s role in modular Bitcoin-aligned liquidity.

Senpi (AI trading assistant) shares October performance + competitions

• 147,157 trades in Oct with a 48.98% win rate.
• Referral program paid users $5,251.78 in Oct.
• “Dethrone the Shogun” contest drives community trading and growth.

SuperWorld launches virtual real estate on Base (Coinbase)

• Faster, cheaper L2 transactions and access to millions of Coinbase users.
• One-click purchases via Transak integration for fiat on-ramp.
• Expands distribution for location-based digital assets.

OORT rolls out DataHub Launchpad + product and ecosystem updates

• Launchpad live to run data collection/growth campaigns for projects.
• OORT App v2.6.0 ships new features; network stats now public on OORT Edge.
• Momentum toward decentralized AI data infra.

Rally sets world record: $911,629 PSA-10 1st-Edition Pokémon set sale

• Company’s 100th exit and 9th world record transaction.
• Validates fractional model’s ability to source and clear marquee assets.
• Strengthens demand signal for collectible-asset liquidity.

WeatherXM expands with community-funded Targeted Rollouts

• $600K+ raised by the community in 2024 to deploy stations.
• 2,291 weather stations across 12 countries (Kenya → Thailand).
• Practical DePIN delivering data for farmers, insurers, and researchers.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff