RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of 4/23/26

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:

OORT Expands Its Decentralized AI Infrastructure Ecosystem

OORT continues to deepen its role in the decentralized AI stack through new ecosystem partnerships with Tatum, WatchX, and Alephium. As demand grows for scalable AI infrastructure, OORT is positioning itself as the data layer powering how AI systems are trained, deployed, and coordinated across decentralized networks.

These partnerships expand OORT’s reach across both infrastructure and consumer-facing applications. By collaborating with ecosystem partners across wallets, hardware, and blockchain networks, OORT is creating more pathways for developers and users to tap into decentralized AI data resources while strengthening network adoption.

As AI infrastructure becomes increasingly centralized among a handful of large players, decentralized alternatives are becoming more important. OORT is building critical infrastructure that gives developers access to distributed datasets, compute resources, and a more open foundation for the next generation of AI applications.

Congratulations to the OORT team 🚀

💼 Portfolio News:

Anduril Partners with Kraken to Deliver Autonomous Naval Fleet for the U.S. Navy

• Partnering with Anduril Industries and Kraken Technology Group to deploy a fleet of small unmanned surface vehicles for the U.S. Navy.
• Expands Anduril’s position in autonomous defense systems as governments increasingly prioritize scalable maritime defense infrastructure.
• Another strong signal of continued defense contract momentum as Anduril deepens relationships with U.S. defense agencies.

Dfns Partners with Yield.xyz to Bring Native Yield Infrastructure to Wallets

• Dfns announced a partnership with Yield.xyz to integrate staking, lending, and liquidity strategies directly into wallet infrastructure.
• Simplifies access to yield by removing the need for users to manually stitch together fragmented DeFi protocols.
• Positions Dfns as core infrastructure powering the next generation of embedded crypto finance products.

QuickNode Launches Real-Time Hyperliquid Analytics Infrastructure

• QuickNode launched new infrastructure that gives developers real-time visibility into wallet balances, open positions, and funding history on Hyperliquid.
• Built on 350B+ rows of indexed data across 37 datasets, enabling deeper trading analytics previously unavailable through standard APIs.
• Strengthens QuickNode’s position as critical infrastructure for onchain developers building advanced financial applications.

Loft Orbital Expands Satellite Fleet Through EarthDaily Partnership

• Loft Orbital announced six satellites launching alongside partner EarthDaily Analytics.
• The deployment will double its on-orbit fleet and accelerate the buildout of its space infrastructure network.
• Represents meaningful execution progress in scaling commercial space infrastructure.

Machina Labs Advances Autonomous Manufacturing Platform

• Machina Labs highlighted its end-to-end robotic manufacturing platform spanning forming, scanning, drilling, welding, and finishing.
• Eliminates fragmented supply chains and reduces reliance on hard tooling.
• Continues positioning itself as next-generation infrastructure for defense and industrial manufacturing.

Stacking DAO Surpasses 110M STX in Deposits, Hits New TVL All-Time High

• Stacking DAO surpassed 110M STX in deposits, reaching a new all-time high in TVL.
• Growth was driven by increasing demand for liquid staking products and native Bitcoin yield strategies.
• Signals continued momentum as Stacking DAO strengthens its position as core yield infrastructure within the Stacks ecosystem.

Saga Expands AI Agent Infrastructure for User Acquisition

• Saga introduced AI agents designed to help gaming studios acquire users rather than simply engage them.
• Management emphasized agents that can transact, generate revenue, and operate as autonomous commercial systems.
• Shows Saga expanding beyond infrastructure into practical AI monetization use cases.

Unocoin Benefits From Rising Institutional Bitcoin Momentum

• Unocoin highlighted record BlackRock Bitcoin holdings as BTC dominance crossed 60%.
• Reinforces growing institutional validation of crypto as an asset class.
• Positive macro backdrop for exchanges and retail crypto adoption platforms.

🚀 Onwards!

Drew, Joshua, Ana, Sean, and Jeff