Quant Labs

Investment, research and analysis on significant projects ｜ @Quant_LabsX

[Quant Labs @Quant_ResearchX]

This year, we have made significant adjustments to our investment strategy. Since 2019, Quant Labs have ventured into the cryptocurrency market, collaborating with multiple investment firms and participating in many projects as a LP.

[YZi Labs @yzilabs]

Proud to have led @VideoTutor_io’s $11M Seed and watched @kysonkai2 and the team go from idea to shipped product.

Most EdTech scales content. VideoTutor scales accountability on top of that.

YZi Labs backs meaningful innovation that solves structural human challenges.

Congrats on the launch!

[a16z @a16z]

The sheer volume of demand for memory is wild

Charts of the Week: https://t.co/nVVf3gIw3U

[a16z @a16z]

AI isn't the first tech cycle where semis and infra drove early growth

More charts: https://t.co/2IoX6EtHav

[Messari @MessariCrypto]

.@GoKiteAI has launched their blockchain built for agent payments.

@CryptoRick98 breaks down the Kite Chain architecture, the design of Kite Agent Passport, the launch partner roster spanning Avalanche, PayPal, Google, Coinbase, and more, and where Kite fits into the agentic payments landscape.

[Y Combinator @ycombinator]

Congrats to @getavoca on their $125M raise at a $1B valuation!

They're building AI agents for home services businesses—answering inbound calls, booking jobs, following up on estimates, and driving new leads based on technician capacity. On track to book $1B in jobs this year.

https://t.co/MmPRPqT1wS

[Quant Labs @Quant_ResearchX]

AIGI Protocol is a scalable infrastructure for AI, Data, Training powered by
@arbitrum , @conduitxyz and @celestia .
They've done well in data and AI training, and our investment will help them grow their market share.

[AIGI Protocol @AIGIProtocol]

Excited to announce we secured $4.5M seed round led by Quant Labs, with participation from Selin Venture, angel investors Jason Kyle & William Watson.
Funds will scale Tentacle Procedure & AI Training Hub for enterprise, and expand new global compute resource supply business.

[Quant Labs @Quant_ResearchX]

@AIGIProtocol Such a great partnership.🤝

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[ether.fi Ventures @etherfi_VC]

https://t.co/JdwnOb4uUF

[Quant Labs @Quant_ResearchX]

@AIGIProtocol great progress.

[KITE AI @GoKiteAI]

Excited to announce our next Partner for the Kite AI Global Hackathon 2026: Haas Fintech Club & Haas Blockchain Club @HaasBlockchain @UCBerkeley! 🚀

The Haas Fintech Club and Haas Blockchain Club at UC Berkeley’s Haas School of Business, one of the world’s top business schools, bring together exceptional students and researchers driving innovation at the intersection of fintech, blockchain, AI, and business. Their partnership will inspire and support builders in creating autonomous agents that will transform commerce and finance in the Agentic Economy.

We are thrilled to collaborate with this prestigious academic community to connect cutting-edge research with real-world AI agent applications.

The momentum continues — more partners will be announced soon 👀

Hackathon is kicking off very soon! Builders, if you’re ready to build the rails for the next era of AI commerce and finance, join us now:
https://t.co/zVGh3iYdvr

Pioneering intelligent economic systems 🪁

[a16z @a16z]

Brian Armstrong says Coinbase started an internal venture bets program so great ideas—and great people—don’t walk out the door:

“We have something internally called Next Bets. Twice a year, we have a panel where anybody in the company can come in and pitch and say, ‘I think we should be building this.’”

“My fear was from reading things about Steve Wozniak at Hewlett-Packard. He famously went to HP and said, ‘I think we should build a personal computer.’ They said no, and he left to found Apple.”

“The panel—there are different product group leaders who each have their own budget. They can decide to fund it out of their own budget.”

“If you get any one of them to decide they want to fund it, you’re greenlit. It’s kind of like coming in and pitching an internal set of venture capitalists.”

“The Next Bets are typically very small teams—like two or three people—with small amounts, but they’re really crazy, high-potential ideas where it’s okay if they don’t work, but the ones that do could be really massive.”

“USDC came out of that. The Base blockchain came out of that. There’s a really cool one we’ll probably announce in a couple weeks.”

@brian_armstrong with @ti_morse on @relentless

[Quant Labs @Quant_ResearchX]

Good traders are like water.

Bad traders are under water.

[GSR @GSR_io]

Good traders are like water.

Bad traders are under water.

[Megapot @megapot]

We raised $5M led by Dragonfly to build a global lottery

[Quant Labs @Quant_ResearchX]

@AIGIProtocol 🤝

[Quant Labs @Quant_ResearchX]

We are pleased to announce that we have recently completed a $10 million investment in Polymarket's latest financing round, supporting Polymarket in continuing to build its ecosystem.

[Quant Labs @Quant_ResearchX]

In February 2025, we completed $15 million investment in Anthropic's Series E funding round.
In November 2025, we completed $12 million investment in Kalshi's Series E funding round.
In March of this year, we completed $10 million investment in Polymarket's latest funding round.

[Quant Labs @Quant_ResearchX]

Recap for the past year.

Having gone through the complete bull and bear cycle from 2020 to 2024 and witnessed the downfall of too many invested projects, we now lean towards a more cautious investment strategy. So far in 2025, we have completed three investments.

[Quant Labs @Quant_ResearchX]

Polymarket is a blockchain-based decentralized prediction market platform that allows users to wager on the outcomes of real-world events using cryptocurrency.

[Quant Labs @Quant_ResearchX]

@AIGIProtocol Congratulation