RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 2/05/26

Announcements, Portfolio Updates, Crypto News, Open Deals, Events & More

Author

RBV Syndicate
February 05, 2026

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!

đź“Ł 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:

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:

Gatewayz.ai is quickly becoming the go-to platform for streamlining fragmented AI usage across organizations, offering a single desktop workspace that unifies access to GPT-5, Claude, Gemini, and more than 500 specialized models. Instead of teams juggling multiple subscriptions, Gatewayz centralizes access, permissions, security, and usage into one IT-manageable dashboard.

Every model runs through the same interface, allowing companies to standardize workflows, enforce compliance, and monitor how teams are using AI in real time.

The result is simple: lower costs, cleaner workflows, and one AI control layer your entire team can use immediately.

It’s an immediate ROI unlock for any team scaling AI operations internally.

Red Beard Venture Newsletter readers receive an exclusive promotion through our partner link: https://www.gatewayz.ai/redbeard

Congratulations to the Gatewayz team! 🚀

• Expands robotic manufacturing capacity for complex metal structures across defense and mobility.
• Positions the company to support large-scale aerospace and defense programs with faster production cycles.
• Backed by leading industrial and defense investors, validating market demand.

• Repositions the platform around applications, with Ymax as the flagship product.
• Introduces “engaged tokenomics,” making holders active participants in system activity.
• Provides a clearer GTM narrative as Agoric shifts from infrastructure to product adoption.

• Unifies HyperCore trading-engine data and HyperEVM contract data under one API.
• Enables real-time analytics, order-flow monitoring, whale tracking, and outcome-market tooling.
• Positions QuickNode as the primary infrastructure provider for Hyperliquid builders.

• Integrates Ethoswarm directly into Animoca’s new AI-driven identity and engagement product.
• Expands CryptoSlam from analytics into powering consumer-facing applications.
• Deepens alignment with one of the largest Web3 ecosystem groups.

• Adds stablecoin rails across the entire marketplace flow, reducing friction for collectors and creators.
• Improves pricing clarity and settlement UX during volatility, making high-end onchain art easier to transact.
• Strengthens SuperRare’s position as the premium venue as more capital moves onchain with stablecoins.

• Shows independent, daily inflation tracking materially below legacy headline reads, reinforcing the disinflation narrative.
• Strengthens Truflation’s positioning as an always-on macro signal layer for traders, institutions, and onchain markets.
• Supports the case for more supportive Fed policy if disinflation persists, a meaningful tailwind for risk assets.

• Signals a major expansion of the naming layer into AI-era identity categories as agents become executional.
• If approved, enables mainstream distribution and credibility for AI-native brands, communities, and services.
• Positions Unstoppable to own the category-defining namespaces upstream of discovery, trust, and conversion.

• Advances a unifying transaction layer narrative focused on interoperability and abstracted user experience.
• Clarifies the technical wedge (UPAP) for how Wire intends to simplify cross-network identity and routing.
• Strengthens positioning as infra that reduces fragmentation as multi-chain usage scales.

• Signals a near-term product milestone that can drive attention and waitlist conversion.
• Scarcity-driven early access implies a consumer-style GTM motion and retention focus.
• Creates a clear narrative hook for distribution ahead of the broader release.

🥳 Upcoming Events:

We’ll be attending ETHDenver from February 16–20, and are excited to host the Token Salon Brunch✨ a private brunch and working session led by Red Beard Ventures and Denarii Labs. 

A big thank-you to Wire Network for sponsoring this event.

Join us at ETHDenver and meet the Red Beard Ventures and Denarii Labs team: https://luma.com/d3s5lgno

If your team is looking to have a presence at ETHDenver, we still have a limited number of sponsorship opportunities available. Please reach out to [email protected] or [email protected] for details.

We’re finalizing our full 2026 event calendar and would love to hear what other conferences you plan on attending throughout the year.

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff