Red Beard Ventures

Democratizing VC | Investors in @superrare @dapperlabs @genies @poapxyz @zed_run @robotireinc & more | Led by @drewaustin

[Senpi @senpi_ai]

$38,754 WON BY AI TRADING AGENTS IN 6 WEEKS 🤯

What is the $100,000 Hyperliquid Agents Arena??

Clip from last weeks livestream with @DrewAustin (@RedBeardVC), @betashop shows off the agent arena in full.

Last weeks winner won $2,441 with a +98% gain!

Enter the arena today ⚔️

[Senpi @senpi_ai]

75+ live trading strategies with $1,000 USD in market 🥷

Last weeks livestream with @DrewAustin (@RedBeardVC), @betashop introduces Senpi Predators.

The reinforcement loop is the moat. Every trade generates data, every failure becomes a fix, and the system never stops running.

[Red Beard Ventures @RedBeardVC]

Tomorrow at 11AM ET we're hosting @betashop live on X.

We're building a Hyperliquid trading agent from scratch. Watch the build in real time.

No code. No deck. Just a trading agent going live on Hyperliquid.

[Senpi @senpi_ai]

Hyperliquid Trading Agents Livestream 🥷

Tomorrow at 11AM ET - @betashop and @DrewAustin from @RedBeardVC are going live on X.

Launching a Hyperliquid agent from scratch, full build on the livestream.

No registration required.

[Red Beard Ventures @RedBeardVC]

Hosting @betashop live this Wednesday at 11AM ET.

RBV led the @airstack round - @betashop, Sarvesh, and Ignas were among the first AI builders onchain. When @senpi_ai came across our radar, it was an easy call.

Deploying a Hyperliquid trading agent live.
X Live. No registration.

[Senpi @senpi_ai]

This Wednesday we're building a Hyperliquid trading agent live - start to finish.

@betashop joins @DrewAustin (@RedBeardVC) at 11AM ET for the full walkthrough: the setup, strategies, and live deployment.

X Live. No registration required 🥷

[Red Beard Ventures @RedBeardVC]

At @RedBeardVC we know BD and a proper sales funnel is required for crypto projects to succeed.

This is why we've brought @getcryptoleads onboard alongside all of our services at @DenariiLabs.

This partnership brings lead gen and sales to help any crypto project close users & B2B partnerships.

Welcome aboard @MelchBD & team!

[Red Beard Ventures @RedBeardVC]

. @AmpleHQ reframes how yield is distributed; pooled upside, principal preserved, onchain.

Timing matters here: mature yield, global dollar rails, verifiable randomness, plus a builder we’ve backed executing into the moment.

Beta is live, take it for a spin - invite code IZFLGP

[Ample @AmpleHQ]

INTRODUCING AMPLE

A new way to compound onchain assets.

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

[Red Beard Ventures @RedBeardVC]

. @AmpleHQ reframes how yield is distributed; pooled upside, principal preserved, fully onchain.

What stands out is the convergence: durable onchain yield, global dollar rails, verifiable randomness, plus a builder we’ve backed executing against a cleaner stack than prior cycles allowed.

Beta is live: invite code IZFLGP

[Brandon @brandonkumar]

Today we released the beta for Ample, a new savings protocol we built at Layer3.

Ample is inspired by the UK���s Premium Bond system and rebuilt using onchain financial infrastructure. Users deposit supported assets, retain full ownership of principal, and the yield generated across all deposits is pooled to fund recurring, randomized payouts. In each period, a small number of participants receive outsized outcomes, funded by the same underlying yield that would otherwise be distributed evenly.

As I’ve written about before, there are several structural reasons why I believe this product is well timed.

For most of the post-2008 period, savings products built around pooled yield faced a core limitation of insufficient and unstable yield. In low-rate environments, it was difficult to fund meaningful upside without introducing leverage, principal risk, or opaque balance sheet mechanics. Today, onchain money markets now provide consistent, programmatic yield that can sustainably support payout mechanisms at scale.

Distribution has also changed. Historically, premium bond-style savings products were constrained by local deposit bases and national banking systems. Today, stablecoins and USD balances held in fintech wallets function as a global, dollar-denominated liability layer. This allows a protocol like Ample to aggregate deposits and yield across partners and geographies, enabling payout pools and expected outcomes that no single institution could realistically offer on its own.

Transparency was another historical limitation. Prior attempts relied on opaque payout logic that was difficult for users, and often regulators, to verify. With smart contracts and verifiable randomness, payout rules can now be codified onchain. Users can see exactly how yield is accrued, how payouts are calculated, and how the payout budget is allocated. The system is auditable by design.

The underlying infrastructure has matured as well. The onchain stack today looks materially different than it did in previous cycles. Smart wallets abstract away key management and gas complexity. Layer 2 networks have reduced settlement costs. On and off ramps have expanded to the point where users can move between local currency and stablecoins with minimal friction. Taken together, this creates a UX environment where an onchain savings product can operate with the same, or better, usability as a traditional fintech application.

From a user behavior perspective, the appeal of this type of savings structure is well established. Humans consistently prefer variable outcomes over fixed yield, even when the expected return is identical. This preference has driven adoption of regulated savings products globally, including in the United States and the United Kingdom, where Premium Bonds alone represent approximately $150 billion in deposits. The mechanism works because it changes how yield is experienced, not how it is generated.

From an integrator perspective, this savings model offers a way to increase asset retention without increasing risk. Assets remain deposited longer because the experience is more engaging than static APY. Ample turns this structure into a reusable primitive. If successful, wallets, exchanges, and fintechs should be able to offer this savings model for idle assets such as USDC, BTC, ETH, SOL, and tokenized equities. Over time, a meaningful share of onchain yield could route through pooled savings structures rather than traditional yield products.

The beta release is focused on validating a small number of variables: initial asset selection, user behavior and retention, payout cadence, partner integration surfaces, and jurisdictional posture. Ample takes a small fee on yield before payouts are distributed. Ample is built entirely within Layer3, and any protocol revenue generated flows directly to the L3 treasury.

The beta is intentionally limited in scope. The objective is to test whether the structural assumptions outlined above translate into real usage and durable behavior. If they do, Ample becomes less of a consumer-facing application and more a financial primitive that others embed.

Follow along @AmpleHQ

[Red Beard Ventures @RedBeardVC]

Hard to think much past the holidays and New Year, but @EthereumDenver is right around the corner and I am already in full planning mode!

Always one of the best conferences for real builder conversations. Who's exhibiting this year? Trying to get a sense of the booth landscape and which teams are setting up shop!

[Ample @AmpleHQ]

INTRODUCING AMPLE

A new way to compound onchain assets.

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

[Red Beard Ventures @RedBeardVC]

Who is setting up a booth at Eth Denver?!

[Red Beard Ventures @RedBeardVC]

Portfolio momentum across infrastructure, DeFi, and data! Our companies are shipping the picks and shovels that make crypto work and scale:

🔺@chainalysis expands pricing coverage with @coingecko integration across tens of thousands of tokens on EVM and Solana, strengthening data quality for institutional clients.

🔺@dfnsHQ scales wallet infrastructure to @flow_blockchain, @CantonNetwork, and the UAE with programmable custody that meets local compliance requirements.

🔺@limewire unifies its stack under one brand, clarifying the product narrative ahead of launch.

🔺@LoftOrbital confirms YAM-9 on-orbit with all systems nominal, validating the satellite-as-a-service model with next-gen processing capabilities.

🔺@KittyPunchXYZ cements its role as the liquidity backbone for @flow_blockchain DeFi, powering shared liquidity and farming infrastructure.

🔺@pwrlabs positions itself as Layer 0 verification infrastructure, enabling verifiable off-chain execution across EVM, SVM, MoveVM, and WASM.

🔺@quex_tech unveils Qsemble for instant L1 confirmations and colocated execution without sacrificing base layer trust assumptions.

🔺@Sagaxyz__ solidifies Velocity DeFi with native stablecoins and BTC collateral as purpose-built infrastructure for high-velocity yields.

🔺@StackingDao crosses 102M STX deposited, reinforcing product-market fit for liquid stacking with dual yield on sBTC.

We back teams building foundational rails, not hype cycles. Infrastructure wins compound!

[Red Beard Ventures @RedBeardVC]

HAPPENING NOW :)

https://t.co/c7VNZWHFVY

[Red Beard Ventures @RedBeardVC]

AI agents are evolving fast...but @theFUTRcorp is doing something no one else is touching.

Today at 4:30pm ET, @jhowow_ diving into why their approach to payments, data, agents, and real-world execution is different.

Don’t miss this one.

https://t.co/c7VNZWIdLw

[DFNS @dfnsHQ]

🆕 @flow_blockchain is now live as a Tier-1 blockchain on Dfns ➕

Today we’re excited to announce full Tier-1 support for Flow across the Dfns Wallet-as-a-Service platform, bringing FLOW and Cadence-based assets into our programmable wallet infrastructure.

Flow was built for large-scale consumer apps: low fees, fast execution, predictable performance, and a resource-oriented smart contract language that treats digital assets as first-class objects.

It already powers some of the biggest NFT and digital collectible ecosystems in the world 🏀🏈

Now with Dfns, developers and institutions building on Flow get the same enterprise-grade experience we deliver across 100+ networks:

✨ Full wallet support for FLOW, native assets, and NFTs
🔏 Secure signing with policies, approvals, and governance controls
⚡ Reliable transfers and broadcasting with institutional safeguards
📡 Real-time webhooks for balances, transfers, and events
📊 Complete indexing for transfers, history, and onchain activity

This upgrade makes it easier than ever to build consumer-scale apps on Flow, from wallets to trading, payments, and gaming platforms.

Flow’s multi-node architecture and Cadence’s resource-based model now meet Dfns’ security, compliance, and reliability standards already used by 300+ organizations.

Read the full story 👉 https://t.co/DI5zNXC1Sr

[Red Beard Ventures @RedBeardVC]

Tomorrow 4:30pm ET 💥

@jhowow_ is hosting @theFUTRcorp to break down why their agent ecosystem is one of the most important moves happening in AI x crypto.

If you care about agents that do things, payments that self-execute, and data that stays yours, don’t miss this.

Set your reminder 👇

https://t.co/ZW64U2Vmgt

[Red Beard Ventures @RedBeardVC]

250k MAU. 18k–21k DAU. Nearly 2M weekly play minutes.

Now a token launch on @base + a transparent growth dashboard.

@hytopia is becoming one of the strongest real-user ecosystems in Web3 gaming.

RBV portfolio company doing RBV portfolio things💥

[HYTOPIA @hytopia]

https://t.co/ZOpiPahKv5

[Red Beard Ventures @RedBeardVC]

@flow_blockchain just removed one of the biggest friction points for devs.

Full Access Keys = real ownership, real deployment freedom, and real Web3 UX.

Massive unlock for the ecosystem 💥

[Flow.com @flow_blockchain]

https://t.co/MMH7ybn0af