Strobe Ventures

early-stage crypto venture fund based in new york city

[Strobe Ventures @strobefund]

Launching Strobe

[Blockworks @Blockworks]

Strobe will finish deploying its initial $150M by end of year while raising a second fund

https://t.co/OkxIUARAiV

[Strobe Ventures @strobefund]

We’ve had so much fun hosting Strobe Padel for founders, friends, and partners of the firm.

[winnie @winnielaux]

blessed with our first 80 degree day in nyc this year during @strobefund padel.

we’ve been doing strobe padel monthly for our founders and friends. come hang 🦋

[maxime seiler @maxime_sts_]

Big milestone for @stsdigital_io : we’ve closed a $30M strategic round led by @CMT_Digital, with participation from @Payward (@krakenfx ), @strobefund , @Arrington_Cap, @FPrimeCapital and amongst other great investors. 🤝

We chose partners with a rare overlap: crypto-native and deeply grounded in TradFi--who understand how derivatives drive risk management and growth as markets mature. We’re incredibly excited to welcome this strong syndicate aboard as we scale the business to the next chapter.

Most importantly, credit to our team. 4 years of relentless building through cycles--execution, infrastructure, and culture first. We’re just getting started. More soon. 🚀

[The Tie @TheTieIO]

The Push to Tokenize Everything: Which Use Cases Demand It, and Which Clearly Don’t?

Not every asset belongs on-chain. Where does tokenization create real efficiency in liquidity, settlement, and access — and where is it just marketing?

Join:
@admff492 (@sentorahq)
@MariaShen (@ElectricCapital)
@chuck_mounts (@SPGlobal)
@Aryonchain (@CMT_Digital)
@tklocanas (@strobefund)

Spots are limited. Request your ticket: https://t.co/0fG5DiR57w

[winnie @winnielaux]

could not agree more.

we @strobefund have ~ fresh capital ~ to deploy and are more convicted than ever in the opportunities emerging onchain.

regardless of the weekly price action, we are backing founders building net new primitives in this space, and who will hopefully be around for multiple market cycles.

💌 dms are open if you want to chat

[Thomas Klocanas @tklocanas]

We are actively investing with plenty of dry powder in this market and through any bear and bull cycles. Reach out: [email protected].

[Strobe Ventures @strobefund]

https://t.co/Vvb9WMHwBw

[Strobe Ventures @strobefund]

We backed @will_beeson to bridge the $35bn liquidity crisis in tokenization

Read more below on how @multiliquid_xyz will help drive true adoption of digital assets as a critical settlement layer between tokenized assets and stablecoins.

[Strobe Ventures @strobefund]

Two weeks ago, we hosted our inaugural Strobe Summit in New York City. It was an honor to bring everyone in the Strobe orbit together - our founders, LPs, and strategic partners in one room.

We kicked off in true @strobefund fashion with padel, moved through panels spanning stablecoins to tokenized assets, and saw portfolio companies demo new products.

We are grateful for our amazing line up of speakers, some of which include: Kash Razzaghi (Chief Commercial Officer @Circle), @_pgauthier (CEO @Ledger), Cynthia Lo Bessette (Head of @Fidelity Digital Asset Mgmt), @Cmoyall (Partner of Digital Assets, Data & AI at @Apolloglobal), @PaulFrambot (CEO/Co-Founder @Morpho), Maxwell Stein (Director of Digital Assets @BlackRock), Nick Cherney (Head of Innovation at @JanusHenderson), @tyhunnny (Founder/CEO of @TYBXYZ), @PhilGPotter (Managing Partner at Welara, CoFounder of @tether), and our amazing group of LPs and founders who flew in from around the world.

[winnie @winnielaux]

at @strobefund, we continue to be excited about companies that are replatforming industries by building superior products and protocols using emerging technologies.

today, law firms operate off a business model that is inversely related to efficiency - the more time lawyers spend on routine tasks, the more revenue they generate. the fact that a standard seed-stage financing round can rack up $30k-50k in legal fees should not be the norm.

this is why we, alongside @KatieS (@Moxxie), are so excited to be backing @SoxtonAI, which supports early-stage startups in areas like incorporation, fundraising, equity issuance, and compliance checks.

very rarely do we encounter founder archetypes from big law...that is until we met @loganbrown799. she not only is a force of nature, but uniquely understands the tension that early-stage startups face: needing sophisticated legal support while operating under severe budget constraints.

after three years at Cooley working on hundreds of crypto transactions, Logan experienced this dynamic in house. the same legal work that associates were billing $800/hour for sparked what would later become @SoxtonAI.

If you’re an early-stage founder looking to try out Soxton, you can join you can join the waitlist below 👇

[PoLoK @AbrahamPoLoK]

The last few days in New York have made one thing very clear

the future of money is going on-chain and the biggest institutions in the world now agree.

At the @strobefund summit listening to @BNYglobal @WisdomTreePrime and @FireblocksHQ one line really stood out

The world was not made to only run on banking hours stablecoins connect the world together.

That’s exactly what we’ve been saying at @TheBigWhale_ in our reports.
Right now, the biggest challenge is not tech it’s UX. If crypto wants the next billion users things simply need to feel easier.

During a panel with @_pgauthier from @Ledger and @tyhunnny from @TYBXYZ hosted by @fintechfrank Pascal said something every builder needs to hear:

Stop thinking tech first. Think product first.

And he’s right.
Good UX brings people in but we also can’t sacrifice ownership or control. The balance matters.

95% of the stablecoin market on one stage

This morning @Raph_Bloch and I joined a panel with:

@PhilGPotter from @tether

@KashRazzaghi from @circle

As @AriDavidPaul joked that’s basically 95% of the stablecoin market cap sitting together.

Here’s what hit hardest:

1️⃣ Everything is moving on-chain.
Kash expects stablecoin transactions to grow one million times.
Cross-border payments will be instant and almost free.

2️⃣ But speed needs oversight.
Phil warned that trillions moving globally instantly can become a real systemic risk if there’s no governance.

3️⃣ This market will have only a few winners.
Both agreed that without a powerhouse consortium newcomers won’t reach scale.

4️⃣ Tokenized deposits stablecoins.
Banks will focus heavily here something we’ve analyzed deeply at @TheBigWhale_

TradFi is not watching anymore it’s entering the arena

At The Bridge by @TheTieIO every conversation BlackRock VanEck Coinbase WisdomTree S&P Global pointed in the same direction:

Institutions are no longer asking if but how to go on-chain.

Samara Cohen (BlackRock) even said
Bitcoin’s volatility is not a bug it’s a feature.

That tells you exactly how they’re thinking now.

The wall between TradFi and DeFi is disappearing.
And honestly it’s exciting to see.

At @TheBigWhale_ that’s exactly what we work on every day connecting both sides with real market intelligence and bringing leaders together in our Deep Dive events to shape what comes next.

If you’re in this conversation or want to be let’s talk.

[TYB — Try Your Best @TYBXYZ]

our ceo @tyhunnny said it best, women belong onchain ✨ @strobefund

[Raphaël Bloch 🐳 @Raph_Bloch]

🇺🇸 Yesterday, @StableNoe and I attended the first Investor Summit by @strobefund in NYC.

Stellar event - hats off to @tklocanas, @spvenino33, @winnielaux and the team!

3 takeaways:

👉 Permissionless blockchains are winning. "Some companies build their own blockchain. But building the infrastructure and growing the network yourself takes massive effort with no guarantee of success. That's why I'm all-in on permissionless chains now. Real network effects," says @cmoyall (@apolloglobal).

👉 Stablecoins are tomorrow's money. "I'm always amused when people ask what stablecoins are for. Who asks what money is for? We use it to pay, buy, invest. Stablecoins are no different," says @KashRazzaghi (@circle).

👉 Most DeFi volume today comes from crypto players, but corporates are coming. "Everything's falling into place. It's going to be huge," says @PaulFrambot (@MorphoLabs).

[jenn @jensenhaji]

Incredible inaugural @strobefund Ventures Summit yesterday, proud that @ChronicleLabs is part of their portfolio.

Great panel on market structure led by @kevinlichan Grove @cmoyall (Apollo), Cynthia Lo Bassett (Fidelity) and @nomos_paradox Chronicle

[TYB — Try Your Best @TYBXYZ]

How’d we do? 💸💸💸

We had a great time @strobefund summit!!!

[winnie @winnielaux]

love seeing how @strobefund DeFi portfolio companies @MorphoLabs and @centrifuge are replatforming Wall Street.

fun hearing @PaulFrambot, @itsbhaji, Nick Cherney (@JanusHenderson), and Max Stein (@BlackRock) chat the convergence of tradfi and defi 💸💸

[Thomas Klocanas @tklocanas]

One of our core theses here at @strobefund is how blockchains and onchain primitives will replatform different industries.

This morning we chatted about the replatforming of Sotheby’s, and now we’re sitting down with leaders in TradFi and DeFi to chat about how Wall Street will be replatformed on crypto rails.

@humancapitol sits down with @itsbhaji (@Centrifuge), @PaulFrambot (@MorphoLabs), Nick Cherney (@JanusHenderson) and Max Stein (@BlackRock) to chat about how DeFi protocols are actually partnering with major financial institutions.

[Thomas Klocanas @tklocanas]

Next @strobefund summit, a few of our portfolio companies and partners are taking the stage.

was great to see @humancapitol (Tare), @JPCodigo (@CodigoPlatform), and @kevinlichan (@grovedotfinance, @centrifuge) demo what theyre each building.

[Noé @StableNoe]

If there’s one recurring theme today at @strobefund summit, it’s UX. Whether it’s stablecoins or onboarding "normies", usability decides adoption.

During a panel with @_pgauthier (@Ledger) and @tyhunnny (@TYBXYZ) hosted by @fintechfrank, Pascal put it simply:

👉 "Stop thinking tech first. Think product first. Tech should serve the user". Couldn’t agree more at @TheBigWhale_

Still, any compromise between ownership and UX must be weighed carefully: "It’s a critical moment in humanity to not let technology enslave us".

A colorful panel, and not just because of Frank’s pink socks 🥸

[Raphaël Bloch 🐳 @Raph_Bloch]

“@Ledger is just over 10 years old. We've evolved from simple buy-and-hold Bitcoin to enabling a wide range of onchain activities. The industry has changed dramatically, which is why we've upgraded our hardware with new features - a larger screen, DeFi capabilities, NFT support - all while maintaining top-tier security” - @_pgauthier at @strobefund Summit.

[Strobe Ventures @strobefund]

next up @strobefund summit, LPs across corporates, institutions and FoFs gather to provide their perspective.

Ben Forman (Parafi), Mark Hickson (@nexteraenergy), @AdamChour (@Bpifrance), and Brooke Pollack (@HuttCap) on how they're thinking about crypto deployment right now, what the fundraising market looks like, and where they're putting capital to work.