RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 11/13/25:

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.

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:

SuperRare: ‘Never Arrive’ series rapidly sells out

SuperRare achieved a major milestone this month with Cemhah’s Never Arrive collection selling out within days ahead of its Offline Gallery exhibition in New York. The success underscores resurgent demand for curated digital art and highlights SuperRare’s ability to unite collectors, curators, and artists under a refined cultural brand that extends beyond on-chain markets.

The Offline Gallery initiative also represents a broader strategy to bridge digital and physical art experiences, bringing NFT-native creators into traditional art spaces. As SuperRare continues to scale its marketplace and expand its curatorial footprint, this moment reinforces its position as the premier platform defining the future of digital fine art.

Congratulations to the SuperRare team and continued leadership in Web3 culture! 🚀

💼 Portfolio News:

HYTOPIA hits 500K+ Google Play downloads

• Clear user-growth milestone signaling organic demand and retention.
• Strengthens UGC/world-builder distribution and creator economy story.
• Sets line of sight to 1M installs; monitor ARPDAU and creator payouts.

Fhenix launches CoFHE on Base + first encrypted mini-app

• Real “builders-can-ship” step for on-chain FHE.
• Enables privacy-preserving x402/agent use cases today.
• Expands moat vs. ZK-only approaches; track dev adoption.

Colossal named to TIME Best Inventions for non-invasive cloning

• Mainstream validation of platform tech and conservation utility.
• Blood-based sampling lowers friction for cloning/biobanking.
• Strengthens BD with zoos, labs, and conservation partners.

LimeWire unveils “Blocknode” decentralized storage for enterprises

• S3-compatible, zero-trust storage backed by $LMWR.
• Expands TAM beyond creator tools into enterprise infra.
• Watch pilot logos, latency/SLA, and gross margin vs. S3/Filecoin.

Bitlayer x Volo (Sui): YBTC deposits earn extra yield

• Cross-ecosystem BTCFi integration expands distribution.
• Yield utility increases YBTC stickiness vs. L1 holding.
• Monitor TVL inflows, bridge UX, and withdrawal latency.

Saga launches vyUSD stable strategy (~10% APY) on Saga

• New yield primitive that drives TVL and on-chain activity.
• Clear messaging on transparency and dropping emissions.
• Regulatory POV from CEO positions Saga for institutional dialogs.

Shardeum completes redenomination and exchange relistings

• Operational execution: KuCoin/CoinW deposits, withdrawals, trading live.
• Market cap/supply integrations finalized on CoinGecko/CMC.
• Builder momentum with NFTs2Me live on Shardeum EVM Mainnet.

Stacking DAO promotes dual-yield stacking for STX holders

• Clear value prop: 0% pool fees + sBTC daily + auto-compounding STX.
• Multiple LST options position as native stacking hub.
• Near-term KPI: deposits, staker count, boost participation.

TRUFNETWORK launches on AWS Marketplace

• One-click deploy for data buyers; faster integrations and procurement.
• Access to AWS’s enterprise customer base and budgets.
• Clear path to recurring revenue via usage-based billing.

WeatherXM Targeted Rollouts: 1,500 NFTs fund new stations (Nov 12)

• Capital-efficient network expansion in data-scarce regions.
• Clear unit model: NFT ↔ licensed real-world weather station.
• KPIs: sell-through rate, stations activated, data buyers onboarded.

Wilder World hits daily active player record; storefronts shipping

• Engagement momentum ahead of broader open-world access.
• Creator/storefront rollout unlocks UGC monetization.
• Watch: DAU, session length, and creator GMV.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff