Georg

Homo Cryptus & Portfoliomanager @Greenfield_Cap 🍀

[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]

The internet changed everything – and now agents are changing the internet.

@ShopAgentic is preparing merchants for this new reality, and we're excited to co-lead ShopAgentic’s €1.9M pre-seed round with strategic angels from across global commerce. @claudedonze

[Georg @Georgmbr]

The bottleneck isn't output anymore. It's input.

In five years, nobody will care that you can generate 10k words an hour. They'll care whether the frameworks in your head are sharp enough to prompt the model into producing something great.

Knowing things > making things

[Greenfield Capital @greenfield_cap]

Good @Forbes read on how Greenfield investment @dressxcom is turning Virtual Try-On from a feature into fashion commerce infrastructure.

CEO @dariadressx: "Try-on is no longer a visual trick. It's becoming part of how fashion is marketed and sold."
10x conversion. 7x retention.

Forbes article: https://t.co/okJWcZwRmO

@JaschaSamadi @claudedonze

[Georg @Georgmbr]

Interesting take on savings: instead of distributing yield evenly, pool it and pay it out as prizes. Positive expected value, principal preserved, just a different distribution of returns.

[Ample @AmpleHQ]

Ample v1 is live.

Prize-linked savings, built onchain.

→ Deposit USDC and keep your principal
→ Yield is pooled across all depositors to fund rewards
→ Winners selected via verifiable onchain randomness
→ Every rule, budget, and payout is observable

Premium Bonds are a 70-year-old, £134B market in the UK. Ample rebuilds the model on modern rails. No partner banks, no middleware, no intermediary failure.

[Greenfield Capital @greenfield_cap]

2025 was a breakout year for prediction markets – but there’s much more to come as quoted by our principal @claudedonze in Decrypt’s piece on Polymarket and beyond: “An ecosystem around prediction markets is starting to grow that reminds me a lot of early DeFi days: Professional-grade frontends, trading terminals and news aggregation systems and even early experiments using outcome shares as collateral are being built.”

[Spectra @spectra_finance]

Spectra @katana just crossed $4M TVL.

Growth propelled by the supercharged KAT campaign toward USDC, USDT, and ETH pools - making Spectra the most efficient entry point to the Katana ecosystem.

[Ample @AmpleHQ]

INTRODUCING AMPLE

A new way to compound onchain assets.

Deposit supported assets, retain full principal ownership, and earn variable upside.

[Georg @Georgmbr]

Big congrats to my colleagues @felix_macht and Mateusz for this amazing peace!

[Georg @Georgmbr]

🚨 New Research Alert: Fundamentals are finally taking over.

By 2024–25, onchain KPIs like TVL, fees & revenue explain up to 88% of 6-month price moves - even in bears. 👀

Markets still take months to price real usage → massive alpha window for anyone watching onchain data.

[Greenfield Capital @greenfield_cap]

1/ Do fundamentals drive DeFi valuations?
Our latest Research Report digs into the data from @artemis with ML models trained on on-chain fundamentals. Spoiler: Yes, fundamentals do drive valuations in DeFi and their influence has grown over time. | @felix_macht

[Georg @Georgmbr]

The “meme era only” narrative is dying. 📉
The “cash-flow DeFi” era is here. 📈

[Yannik Schrade @yrschrade]

gMPC☂️

We are accelerating towards @arcium Mainnet.
Mainnet Alpha is coming to @solana in Q4!

Our focus is clear:
- Applications and Revenue first.
- Above 100x performance boost over the next months.

The full Arcium Roadmap👇☂️

[Rene ◘ @RegenRene]

The internet has a major verification problem.

Arktouros’ Jane Khodarkovsky & I wrote an op-ed for @thehill about the lack of secure solutions protecting users in today’s digital era & the power of ZKPs to solve this: https://t.co/0W8B1yaYG0

Really proud of the work our team is doing at @selfxyz here with its leading zkPoH infrastructure, which Google a.o. is integrating for AI & Web3 innovation, announced today!

Keep reading for why this matters 👇

Today, two main options exist for age verification:

a. Checking a box to verify you're above 18, which cannot stop children from accessing dangerous content

b. Uploading your ID, sharing your private information with a third party that can be hacked or breached

Neither option is sufficient in protecting children, their families, and their data. As regulation around age restrictions progresses, we need a stronger solution. We need ZK. This is why Self Protocol exists: verifying identity without compromising your privacy

We launched proof-of-humanity protocol Self earlier this year for web2 & web3 apps to verify humanity + unique attributes without compromising sensitive information. Self is already trusted by @get_para, @velodrome, @farcaster_xyz, @TalentProtocol and, as announced today, @googlecloud

It's rewarding to see industry leaders like Google recognize the potential of ZK-powered infrastructure for identity and proof-of-humanity verification. This momentum is just beginning as the AI race heats up, and identity becomes more relevant than ever (cf. @vitalikbuterin’s recent post on this https://t.co/SaX6pN4SgL)

Bots and deepfakes are taking over the internet, requiring more proof-of-humanity checkpoints than ever. It’s no longer a question, but a required security measure, for which ZK will be the only answer

Expect to see more major players join the ZK movement in the coming months, driven by regulation, but also a real desire to protect users. Let’s continue to work together as an industry and drive a safer, more prosperous internet for real humans everywhere.

[Peter @realpeterjm]

existing oracles claim a thousand tokens as a big offering

@sedaprotocol now enables devs to access +2m tokens from thousands of sources across +250 networks

by the end of the year we will 10x this number to +20m tokens with access to any new token, instantly

[Steven | Rebind @StevenFgr]

Funding secured.

But this post isn’t really about funding.

It’s about building something I needed for myself - and that over 300 of you helped shape with your ideas, answers, and hard truths. 👇

[Greenfield Capital @greenfield_cap]

1_Backing Rebind – the intuitive mobile gateway to DeFi.
We’re excited to lead @getrebind’s €1.6M pre-seed round alongside @blockwall_vc and various angels.
Here’s why we believe mobile-first could define the next chapter of onchain finance 🧵👇 | @BeigbederPhoebe @claudedonze

[Georg @Georgmbr]

Always great to see well thought out proposals to tokenomics. @NEARProtocol's token inflation was created 5 years ago and it is time to adapt the emission rate to todays needs.

[HOT Protocol 🔥 @hotdao_]

🔥 We’ve submitted a proposal to reduce NEAR’s inflation rate from 5% to 2.5%.

This change is aimed at making NEAR more sustainable in the long term, supporting token value, and better aligning incentives across the ecosystem. 🚀

🔗 Proposal link:
https://t.co/urbbKhFPqO

🗳 Validators can vote here:
https://t.co/8o1LuDICpP

[Greenfield Capital @greenfield_cap]

We are excited to announce our participation in @nuConstruct's $6M seed funding round alongside @cyberfund @Maven11Capital @DCGco, and @EdenBlockVC | @gleb0x @iholdspot | Here's why.

[Georg @Georgmbr]

If you have feedback or comments, I'm always happy to chat!

https://t.co/qLbLfHnQa3

[Georg @Georgmbr]

We posted a proposal for the Genesis allocation to the @ShutterNetwork DAO yesterday. We propose to reinstate the original Genesis allocation from @greenfield_cap's Keyper, which we unfortunately missed due to a communication error.