RBV + Denarii Labs Weekly Newsletter 🧔📖 Week of Week of 09/11/25

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 Now Live on Echo

Red Beard Ventures has launched a dedicated group on Echo, the Web3 native platform for investing in early stage crypto and token projects alongside top angels. This new channel will host our blockchain and DePIN deals, while AI, defense, and deep tech investments will continue through AngelList. Echo provides a powerful crypto native ecosystem with enhanced deal support and investor alignment - making it the ideal home for our token facing pipeline.

If you’re a qualified investor, join us at https://echo.xyz/.

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.

We’re Hiring: Join the Denarii Labs Team

We’re growing the team at Denarii Labs, the tokenomics accelerator shaping the next wave of Web3 economies, powered by Red Beard Ventures. We’re currently hiring for three key roles:

• BD/Sales + Client Services – Build relationships, close deals, and support our founders.
• GTM Strategist (Tokenomics, Web3, Marketing) – Craft launch strategies for high-impact projects.
• Social Media + KOL Manager – Drive content, community, and creator partnerships.

If one of these roles sounds like you, and you’re passionate about scaling tokenized projects and working directly with founders across DeFi, gaming, DePIN, and beyond, we’d love to hear from you.

Link to apply.

🚀 RBV Spotlight:

Saga Launches Native, Yield-Bearing Stable ($D)

Saga has officially introduced its fully-backed, yield-bearing stablecoin, $D, marking a major milestone for the modular Layer-1 protocol. Designed to power Saga’s rapidly expanding ecosystem of app-specific “Chainlets,” $D brings stability, capital efficiency, and native yield generation to developers and users alike. The stablecoin integrates directly with DeFi primitives including Liquity V2, DTrinity, and Steer, enabling assets on Saga to be deployed into automated strategies that generate sustainable yield while maintaining stability and liquidity.

By embedding $D into its core infrastructure, Saga moves beyond simply offering scalable blockspace and positions itself as a self-sustaining financial layer. $D is set to underpin lending, staking, and cross-chain activity within Saga’s 350+ project ecosystem, creating a compounding flywheel of liquidity and protocol revenue. This launch reinforces Saga’s vision of combining infinite horizontal scalability with durable economic sustainability—building a platform where modular infrastructure and decentralized finance converge.

Congratulations to the Saga Team! 🚀

💼 Portfolio News:

Anduril Selected by U.S. Navy to Design Carrier-Ready CCA

• Navy program to design Collaborative Combat Aircraft tailored for carrier ops.
• Emphasis on rapid delivery and scale.
• Further solidifies Anduril’s leadership in autonomous air systems.

Alethea AI Launches EMOTE-1 for Emotionally Expressive AI Agents

• Real-time lip sync and expressive voices for lifelike digital characters.
• Multiple community/press activations around EMOTE-1.
• Positions Alethea at the forefront of decentralized, real-time AI interaction.

3DOS Pushes “Factory of the Future” Adoption

• Turns idle 3D printers into on-chain production/profit nodes.
• Perpetual royalties for creators; referrals drive network effects.
• Decentralized manufacturing rails going live.

Agoric Teases DeFi Orchestration “Command Center”

• From dashboards to intent-based, cross-chain automation.
• Reduces friction across approvals, bridges, and swaps.
• Aims for one flow, one signature, continuous execution.

Bitlayer: TGE, Solana Partnership & Integrations

• Major August milestones for the Bitcoin L2 ecosystem.
• Expanding BTCFi integrations and cross-chain reach.
• Third-party validation via ecosystem reports/alliances.

bitsCrunch x Spheron + MetaMask KYT Snap

• Decentralized GPU infra partnership; up to 90% infra savings.
• MetaMask Snap adds wallet/token risk scores with AI summaries.
• Network metrics trending up (delegators, APY, contributors).

Chainalysis Expands XRPL Coverage & Releases Adoption Index

• Automatic tracking for 260k+ XRPL tokens (IOUs, NFTs, multi-purpose).
• 2025 Global Crypto Adoption Index published.
• Continued leadership in compliance, enforcement, and recoveries.

HYTOPIA Ecosystem Growth; Voxfire Goes Live

• FPS title “Voxfire” launches; weekly game cadence continues.
• Creator Fund onboards veteran studios (1B+ lifetime plays).
• Engagement hitting five-figure play counts across titles.

Senpi (AI Wallet) Rolls Out iOS/Android Apps

• Mobile onboarding after 250,000 AI auto-trades on web.
• “Sell all in milliseconds” quick-exit trading feature.
• Referral & trading rewards program live to accelerate growth.

KittyPunch Powers Flow DeFi Surge

• Punchswap hits a new weekly record with $5.8M swapped on Flow.
• Ecosystem expanding with $KUSD, PunchLend, and collateralized borrowing/yield.
• Community signals “biggest expansion yet” incoming.

OORT Launches Full DataHub DApp + App v2.5.5

• Full-version DataHub DApp live on mobile and major wallets.
• OORT App v2.5.5 ships UX upgrades; BNB Chain support.
• $OORT ranks #3 AI on Messari; featured by Decrypt/CryptoNews.

StackingDAO TVL Hits New ATH

• Native pool reaches ~17M STX TVL (+~80% last cycle).
• Continuous sBTC rewards and instant redemption driving adoption.
• LSTs increasingly used as pristine collateral across Stacks DeFi.

SuperWorld Launches $SPWR (SuperPower) Token

• Token powers creator monetization, staking, and in-world economics.
• Expands digital–physical interactions across SuperWorld’s real-world map.
• Momentum supported by new expert advisors and white paper deep dives.

Unocoin Completes MKR → SKY Token Migration

• Deposits and trading now enabled for SKY on Unocoin.
• User balances automatically updated and secured post-migration.
• Signals rapid support for major protocol/token upgrades.

Wilder World Launches $100K Global Tournament on Epic Games

• Legends of the WILD qualifiers live; daily player rewards active.
• Distribution boost via Epic Games download and growing creator push.
• Ecosystem flywheel with liquidity programs and partner campaigns.

🥳 Upcoming Events:

We will be attending TOKEN2049 Sept 29 - October 3rd! This year, we will be hosting an event similar to the super secret speakeasy event we hosted last year at TOKEN, and are open to sponsorships! If you’re looking to have a presence at TOKEN, please reach out to [email protected] or [email protected]. 

Events are a great way to stay informed in our industry, and we had a very full 2024 and early 2025. We would love to hear about any other conferences you will be attending the rest of the year, so please let us know as we are finalizing our event calendar!

Stay tuned for updates on future events, and until then, keep spreading joy and positivity in our community!

🚀 Onwards!

Drew, Elana, Joshua, Lauren, and Jeff