RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 12/05/25

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:

Coinrule powers 24/7 xStocks trading on Kraken Pro

Coinrule announced a major integration with Kraken Pro that brings 24/7 automated trading to xStocks, a new class of equity-like assets that trade with crypto-style liquidity. This marks a meaningful step in bridging traditional market exposure with the continuous execution environment that onchain traders expect.

By removing dependence on legacy market hours, Coinrule enables users to deploy strategies around the clock, tap into global volatility, and automate orders with the same tools they use across digital assets. The upgrade aligns non-crypto instruments with crypto-native market structure — full-time liquidity, programmable execution, and lower operational friction.

The integration also reinforces Coinrule’s broader positioning as the automation layer for multi-asset trading. As exchanges expand beyond tokens into equities, commodities, and hybrid synthetic assets, Coinrule’s rule-based engine becomes a unifying interface for users to manage strategies across every market type.

Congratulations to the Coinrule team! 🚀

💼 Portfolio News:

Chainalysis expands pricing coverage with CoinGecko integration

• Adds fast, accurate pricing for tens of thousands of tokens across EVM chains, Solana, and more.
• Strengthens Chainalysis’ position as core infrastructure for investigations, security, and compliance.
• Improves data quality for institutional clients relying on Chainalysis for risk and analytics.

Dfns scales institutional wallet infra across Flow, Canton, and the UAE

• Launches Flow as a Tier-1 chain on Dfns Wallet-as-a-Service for programmable custody of Flow and Cadence assets.
• Goes live in the UAE on AWS me-central-1 to serve banks and institutions with in-country compliant infra.
• Supports USDCx on Canton Network and builds out a dedicated Americas strategic accounts function.

LimeWire rebrands Blocknode to “LimeWire Network”

• Unifies decentralized storage under the LimeWire brand next to LimeWire app and LMWR token.
• Clarifies product stack for users and partners around file sharing, storage, and payments.
• Prepares for a near-term launch that tightens ecosystem storytelling and growth.

Loft Orbital successfully contacts YAM-9 and begins commissioning

• Confirms healthy on-orbit performance for the YAM-9 satellite with all systems nominal.
• Hosts multiple customer missions on a shared spacecraft bus, validating the “satellite-as-a-service” model.
• Demonstrates next-generation on-orbit processing capabilities for future commercial and government payloads.

Dapper Labs unveils PeakMoney for automated DeFi yields

• Introduces PeakMoney as an automated DeFi yield product for non-expert users.
• Leverages Dapper’s consumer-grade UX and brand network to abstract DeFi complexity.
• Targets a 2026 launch that can re-activate mainstream audiences onboarded through prior Dapper apps.

KittyPunch cements role as liquidity backbone for Flow DeFi

• Positions KittyPunch as the established DeFi hub powering shared liquidity and farming on Flow.
• Supports Flow’s new Consumer DeFi era and upcoming credit markets with capital-efficient infra.
• Frames FROTH as leveraged exposure to the thesis that Flow is structurally mispriced.

PWR Chain positions itself as Layer 0 verification infra

• Introduces PWR as a new verification model rather than yet another L1 or L2, supporting EVM, SVM, MoveVM, and WASM.
• Enables VIDAs (Verifiable Immutable Data Applications) so devs can run full off-chain programs with verifiable, tamper-proof outputs.
• Targets horizontally scalable, fully decentralized settlement and data storage as a base layer for future crypto apps.

QUEX emerges from stealth with Qsemble block assembly layer

• Reveals Qsemble, a verifiable block assembly layer that gives L1s instant confirmations and colocated execution.
• Aims to boost throughput and UX without sacrificing trust assumptions at the base layer.
• Positions QUEX as core infra for chains that need faster settlement and better MEV handling.

Saga solidifies Velocity DeFi stack with native stablecoin partners

• Highlights a core stablecoin set on Saga – Colt’s $D, Mustang’s $MUST, Circle’s $USDC, and YieldFi’s $YUSD – as the backbone of Velocity DeFi.
• Integrations like Summerstone Rate Management and Colt on CoinGecko/DefiLlama increase transparency and risk tooling for the stack.
• Positions Saga as a purpose-built ecosystem for high-velocity, yield-focused DeFi with native BTC and stable collateral.

Stacking DAO crosses ~102M STX deposited

• Surpasses roughly 102M STX deposited, reinforcing product–market fit for liquid stacking in the Stacks ecosystem.
• Dual stacking boost lets users earn on sBTC yield while keeping STX liquid for DeFi.
• Strengthens Stacking DAO’s role as a central yield layer for Bitcoin-adjacent smart contract activity.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff