Blockchain Capital

We've led the $6M Seed round of QED Protocol QED is a Bitcoin scaling protocol that focuses on zero-knowledge proof verification technology. More on our thesis by Aleks Larsen and Jonah Burian. ↓ https://lnkd.in/gRu4ZPsm

We’ve led the $5M Seed round of Mamori. Mamori is an ML-enabled optimizer for smart contract value extraction that can be applied to zero-day economic exploits, MEV searching, and intent solving. More on our thesis. ↓ https://lnkd.in/gmXbNaMk

We are excited to share Jonah Burian and Davide Crapis's new Ethereum Research Post: “Execution Auctions as an Alternative to Execution Tickets.” TL;DR: Ethereum leaks MEV to proposers, creating principal-agent problems & externalities. The research analyzes the 2 relevant solutions. https://lnkd.in/gmqszZfN

Skepticism around token valuation is common, with many viewing crypto as purely speculative. However, this perspective overlooks the intrinsic value of digital assets. Tokens have evolved from static units of value into dynamic mechanisms of economic coordination. They foster trust, fairness, and reliability in economic systems. Our latest article examines how a comprehensive approach—combining tokenomics, network utility, and traditional fundamental analysis—reveals that well-designed governance structures align incentives. These structures drive network growth and build resilient ecosystems, creating the foundation for enduring value. Read our latest piece by Jason Di Piazza and Yuan Han Li. ↓  https://lnkd.in/gxdvgYW4

Jonah Burian just open-sourced his paper, "The Future of MEV," on arXiv. He explores the economics of Execution Tickets, a novel Ethereum mechanism that redirects MEV to the Ethereum protocol instead of proposers. Give it a read. ↓ https://lnkd.in/g2GtuBJx

We're thrilled to welcome Nana Murugesan as Matter Labs' first-ever President! Nana is a world-class leader who will work alongside our CEO and Co-founder, Alex Gluchowski, to supercharge our growth strategy. With two decades of experience scaling transformative technologies, including his recent role as VP of Business Development and International at Coinbase, Nana brings a wealth of expertise to the team. In his new role, Nana will lead Matter Labs' business, marketing, communications, finance, legal and policy, people, and operations functions, expanding our team and ramping up operations in the coming months. His extensive international experience will be invaluable as we work to spread the power of ZK-rollup technology and onboard the next billion blockchain users across the globe. 🌎 Please join us in welcoming Nana to the Matter Labs family! We’re growing our teams for Matter Labs and the zkSync ecosystem globally. Apply at https://lnkd.in/dyDRvCeC. #zksync #zkrollups #web3 #blockchain https://lnkd.in/gasJYuF4

In our latest article, Jason Di Piazza and Yuan Han Li delve into the role of tokens as programmable building blocks that enable trust, align incentives, and drive value creation in ways that traditional assets cannot. ↓ https://bit.ly/3vTmD26

Hosted a panel with Fracton in Tokyo! Yuan Han Li and Sterling Campbell.

Historically, crypto has appealed to financial traders, digital-asset collectors and technologists. We're now entering a new playing field where traditional consumers can participate. Denise Schaefer explores how to effectively market crypto to a mainstream audience. ↓ https://bit.ly/49qvxBP

In our latest piece, Kinjal Shah explores how user-generated assets, such as memecoins, can evolve into deeper forms of engagement, ownership, and monetization for creators and users. ↓ https://lnkd.in/grWsfKXp