RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 3/26/26

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

March 26, 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!

📣 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.

One Spot Left!

Join our current accelerator alongside Canton and Starknet. We've previously run accelerator programs for Avalanche, Hedera, Flow, Xion & more.

If you'd like to partner with RBV/Denarii for an accelerator, DM Sean Melcher 

Looking for funding? Link to apply

🚀 RBV Spotlight:

Fhenix is building a critical missing layer for the AI-agent economy: confidential compute. As autonomous agents begin to transact and operate onchain, the ability to process sensitive data without exposing it publicly becomes essential. Fhenix leverages fully homomorphic encryption (FHE) to enable computation on encrypted data, allowing privacy and composability to coexist.

This unlocks a major limitation of current blockchains. While transparency has been a core feature, it restricts real-world applications that require confidentiality. Fhenix introduces a model where private data can be used in onchain execution while still producing verifiable outcomes, enabling a new class of applications across DeFi and AI.

For AI agents, this is especially important. Agents operating in financial markets, identity systems, or enterprise workflows need to act on private information while settling transactions onchain. Fhenix enables encrypted inputs, private state transitions, and secure execution, bridging open blockchain infrastructure with closed data environments.

As agent-driven economies emerge, privacy becomes a requirement, not a feature. Fhenix is positioning itself as foundational infrastructure for this shift, expanding what can be built onchain and enabling secure, scalable AI-native applications.

Congratulations to the Fhenix team 🚀

• Anduril’s Lattice platform selected as the preferred counter-drone C2 system under a 10-year Army Enterprise Agreement.
• Represents the first awarded task order within a potential $20B procurement vehicle for autonomous defense systems.
• Strengthens Anduril’s position as a leading AI defense contractor scaling into core national security infrastructure.

• Chosen as 1 of only 11 companies (only blockchain-native) in Accenture’s flagship fintech program.
• Direct engagement with institutions including Morgan Stanley, BlackRock, Fidelity, and BNY Mellon.
• Positions Dfns as critical wallet infrastructure for institutional onchain finance.

• Consolidates MCP, MPP, and LLM integrations into a single stack for AI agent developers.
• Expands positioning from RPC provider to full-stack infrastructure layer.
• Captures growing demand from agent-native applications transacting onchain.

• Real-capital competition with 75+ autonomous agents actively trading in live markets.
• Weekly rewards and growing prize pools drive continuous participation.
• Early proof of agent-native financial systems operating at scale.

• Contributes onchain intelligence to global cybercrime coordination efforts.
• Strengthens positioning as critical compliance and analytics infrastructure.
• Expands influence across governments, financial institutions, and regulators.

• Expanding physical manufacturing footprint alongside AI-driven production systems.
• New facilities support global scaling of advanced industrial capabilities.
• Strengthens position in software-defined manufacturing and robotics.

• Tier 1 nodes support 400+ TPS with user-controlled compute allocation.
• Enables gasless transactions and monetization of blockspace capacity.
• Positions Wire as foundational infrastructure for autonomous onchain economies.

• Liquid staking product delivers yield while maintaining instant liquidity.
• Expands DeFi capabilities within the Stacks ecosystem.
• Early traction signal for Bitcoin-adjacent yield infrastructure.

• Moves to a 3-day moving average pricing model to reduce volatility exposure.
• Improves planning visibility for miners and network participants.
• Demonstrates active governance and maturing token economic design.

🚀 Onwards!

Drew, Elana, Joshua, Sean, and Jeff