Greenfield Capital

Greenfield Capital is Europe’s institutional-grade digital asset investment firm – providing investors with the full spectrum of exposure to the space.

[Greenfield Capital @greenfield_cap]

https://t.co/uYvtcEJbfe

[Greenfield Capital @greenfield_cap]

Hardware rarely fails at the prototype. It fails at everything after. The Foundry, launched by @codecopenflow and our portfolio company @peaq, is built for exactly that stretch. Excited to be a launch partner. Applications are open: https://t.co/kgWDGL1M2L

[Machine.fun @machinedotfun]

1/ Welcome to The Foundry: an accelerator built to get Physical AI founders from a working prototype to a shipped product.

Applications are now open: https://t.co/RgCJQyPJHh

A @codecopenflow × @peaq product.

[Greenfield Capital @greenfield_cap]

@getrebind Congrats!

[Greenfield Capital @greenfield_cap]

Important take by @kubimensah on blockspace as a commodity and what institutions should know about it.
Kubi also touches on common (mis)conceptions of MEV.

In our ongoing blockspace research series, we’ll dedicate a full piece to MEV. Stay tuned.

[Kubi Mensah @kubimensah]

https://t.co/8Vy5HsZO6p

[Greenfield Capital @greenfield_cap]

3/ English version via @alex_bechtel_de's blog: https://t.co/cJjAZLxri6

[Greenfield Capital @greenfield_cap]

1/ Mainstream media is paying attention to @HyperliquidX. In @faznet, together with @alex_bechtel_de (DWS), we shared our take on the exchange that never closes and what it means for the financial industry. | @JaschaSamadi @claudedonze

[Greenfield Capital @greenfield_cap]

2/ The article (German) in @faznet: https://t.co/gaXiwSidUw

[Greenfield Capital @greenfield_cap]

9/ End of thread.

[Greenfield Capital @greenfield_cap]

1/ Blockspace is one of the most structurally important markets in crypto and one of the least understood. Time to change that. With our series on Ethereum block building and orderflow. @JaschaSamadi

[Greenfield Capital @greenfield_cap]

8/ Next up, we get into the data: priority fees, orderflow sources, builder profits, and what the market structure actually looks like.

[Greenfield Capital @greenfield_cap]

Big week for @Arcium
TGE earlier this week, and now the next milestone: Arcium Blackthorn – Encrypted Superintelligence. Confidential computing meets AI.

[Arcium @Arcium]

Introducing Arcium Blackthorn™

Encrypted Superintelligence ↓

[Greenfield Capital @greenfield_cap]

2/ Our updated thesis on @Arcium (no investment advice): https://t.co/0krrTYqRuj

[Greenfield Capital @greenfield_cap]

1/ Yesterday, $ARX went live. Listings on Upbit, Bitget, Coinbase, Kraken and more.
We backed @Arcium in 2023 and have run an Arx node since day one of testnet – throughout Mainnet Alpha's genesis cluster and 1M+ confidential computations. @JaschaSamadi

[Greenfield Capital @greenfield_cap]

11/ End of thread.

[Greenfield Capital @greenfield_cap]

1/ Do fundamentals drive DeFi valuations? Last year, we showed they increasingly did. Now, more data sharpens the answer: protocol fundamentals add a steady +3 to +5 pp of explanatory power on top of BTC/ETH beta, across cohorts & regimes. New research by @felix_macht & Mateusz Dominiak:

[Greenfield Capital @greenfield_cap]

10/ For allocators: at 1 and 3 months you are mostly trading beta; the premium is clearest at 6 months. For teams: TVL anchors, revenue is increasingly rewarded over fees. Full update with data by @artemis: https://t.co/K9nqfI2Psh