DWF Ventures
@DWFVentures
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not a fictional character but a financial character. Web3 Venture Capital︱Managing Partner @ag_dwf ☒NFA & DYOR✎
next alpha
Joined May 2023
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Pinned Tweet
1/ Last month, we posted a summary of the Real-World Asset (RWA) landscape, from which it was evident how broad the RWA umbrella is.
In this thread, we will dive deeper into the different categories and protocols in the RWA space 🧵
As the Real World Asset (RWA) narrative gains momentum, DWF Ventures has compiled a list of notable projects driving progress in this space.
Explore the evolving landscape of RWA verticals in the summary below! 👇🚀
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As the Real World Asset (RWA) narrative gains momentum, DWF Ventures has compiled a list of notable projects driving progress in this space.
Explore the evolving landscape of RWA verticals in the summary below! 👇🚀
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1/ We recently compiled a list of Bitcoin Layer 2s, but how do they differ under the hood?
In this thread, we will dive deeper into how we classify these Layer 2s, and walk through Bitcoin's scalability journey to highlight how they aim to leverage Bitcoin as a base layer 🧵
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1/ From a traditional ventures perspective, memecoin is always considered as a "non-fundamental play." However, the market has proved its mindshare power.
In this upcoming cycle. we believe memecoin is going to be the new GTM strategy for many ecosystems and projects 🧵
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The BTC Layer 2 scene is on the rise!
Despite Ethereum championing Layer 2 for three years with 38 L2s (according to
@l2beat
), the number of Bitcoin L2s has surged to 25 in less than a year.
Check out the comprehensive list of Bitcoin L2s compiled by the Ventures team below 👇
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1/ The Bitcoin Halving is fast approaching in a few days!
The ecosystem has been buzzing with activity, particularly around Ordinals and Runes.
Let's dive in 👇🏽
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1/ At DWF Ventures, derivatives protocols is one of our primary investment focus.
In our latest Hindsight article, we will be diving into crypto's most popular derivatives - perpetuals. The article will explore perpetual DEXs landscape and potential innovations we're eyeing 👀
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DWF Ventures is excited to be part of
@AlgoFoundation
ecosystem and we are actively seeking innovative projects building on Algorand!
If you are a founder building on Algorand ecosystem, we invite you to submit your pitch to us on our website at
📣 After months of discussion, we're excited to announce a new partnership...
@DwFLabs
🤝
@AlgoFoundation
This partnership is an investment in the growth of the Algorand Ecosystem 🌍
Learn more 👇
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With the ZK-rollups farming season in full swing,
@DWFVentures
compiled an overview of the main zk-rollups in the space.
The table categorises these rollups and compares proof systems, VMs, and EVM compatibility, highlighting notable chains built with their respective zk stacks.
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1/ Tokenomics is at the core of any crypto protocol.
DWF Ventures has identified 9 key factors driving the values of perpetual DEXs' native tokens.
Let's dive in🧵
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We're always looking for great investment opportunities. Reach out to us!
While market is in turbulence, you can always rely on
@DWFLabs
and
@DWFVentures
if you need financial support or investments. We are happy to support those who BUIDL the bright crypto future! LFG🚀🚀🚀
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1/ As EIP-4844 draws near, attention is flowing back to Ethereum.
Particularly,
@eigenlayer
and restaking has gained significant traction in recent months. In this thread, we will take a look at the LRT ecosystem and the potential farming opportunities in this space.
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1/ In the latest Hindsight article, we are diving into the latest DePIN narrative. This article will explore the value proposition of DePINs, key challenges going forward and what we are looking out for in projects that are building in this vertical! 🧵
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1/ Data availability (DA) has been one of the most discussed topics, especially with the growth of rollups and appchains.
Let's dive in the DA landscape with us 🧵
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Congratulations! 🫡
Looking forward to revolutionising the Web3 social experience together 🔥
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1/ Hong Kong Web3 Festival week has come to a successful end!
In this thread, our team will share some of the top narratives over the week, as well as why we're optimistic about the crypto scene in HK 🧵
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🚀 Get ready to meet our research threadoor
@fionaclairema
and tune in to her insights on DeFi + Restaking! 💡
We're delighted to welcome
@fionaclairema
, Senior Associate
@DWFVentures
@DWFLabs
to share insights on
#Restaking
and
#DeFi
at the Hong Kong
#Web3Festival
on April 9th.
Join us at Stage 1 for a chance to connect with Fiona and other game-changers that are shaping the narrative…
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1/ 2023 has been a turbulent yet fruitful year in the market. As the year comes to a close, the team at DWF Ventures is excited to share about what we look forward to in 2024! 🧵
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1/ As
@ethereumdenver
conference wraps up, here’s
@dwfventures
' take on the event and the vibes it brought.
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1/ March has been a great month for the market.
BTC hit all time highs while ETH and SOL hit yearly highs, igniting euphoria in the market. Beside majors, memecoins have been heating up as well.
What else is hot? Let's dive in! 👇🏽
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Projects be fund raising bigger Aums than VCs with just a solana wallet address
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1/ The market has been heating up since the start of this year 🔥
As February comes to a close, we dive into a recap of growing narratives in the past month, and add some thoughts on the market.
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1/ With the surge of
@XterioGames
, their flagship game
@OverworldPlay
has been gaining popularity in the gaming community.
Today we'll dive into Overworld 🧵
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4/ Infra Ecosystems
Memecoin is becoming a new user acquisition channel for L1/L2 ecosystems, bringing in attention and traffic to the chains.
Currently, every ecosystem has their own memecoins to engage with retails, e.g., $BONK (Solana), $DEGEN (Base), $FLOKI (BNB).
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1/ In this month's Hindsight series, Ethereum takes the spotlight with the upcoming Dencun upgrade.
In the article, we will delve into Ethereum's dominant position, provide an in-depth exploration of Proto-Danksharding, and examine the evolving roll-up landscape.
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1/ April has been an extremely busy month with lots of travelling and shifts in market sentiments.
In this thread, we will recap on some of the latest happenings and what we are looking forward to in May 🧵
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🍊 Happy Lunar New Year!!! 🧧
Hope y'all get rich (恭喜发财)
Hope luck is always on your side (恭贺新禧)
Hope your points goes to the moon (万事如意)
Let the Loong (龙) Year begin🚀
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1/
@token2049
in Dubai has just wrapped up!
In this thread, we will share some of our experiences and takeaways from our week in Dubai 🧵
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See you guys there! 🚀
🚀 Web3 mass adoption is here!
Meet our stellar lineup of speakers:
@kevc_web3
from
@Bybit_Web3
@minhdo
&
@Ben_Charbit
from
@animocabrands
@0xCryptoMike
from
@popapp_official
@Coriander_coco
from
@moledao_io
Tekla from
@OfficialApeXdex
@b0yan913
from
@p12
Seek from
@0xdapplink
…
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1/ ERC404 opens a new "Pandora" box to NFTfi.
ERC404 is an experimental token that mixed the elements of ERC20 (fungible) and ERC721 (non-fungible), enabling NFT with native fractionalisation and liquidity.
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The boss said it so 🤠
📣📣📣 Calling for all perp DEXes start up founders! Feel free to DM us with a pitch deck and DWF Ventures will reach out accordingly. 😉
If you are building a perp dex on EVM, PM me. We have something to discuss 😎
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1/ With the Dencun upgrade set to be completed this week on 13th March, the team has compiled a summary of all the important EIP upgrades and their implications for users in the table below 👇
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☀️ GM dears! 😎
@DWFVentures
is heading over to
@EthereumDenver
this year! We will be there from Feb 23 to Mar 3 and we'd love to catch up with pals!
Hang out with us and enjoy a free cuppa coffee ☕
Drop your deets here and we will hit you up! ☎️
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1/
@TheYuliverse
OG404 is finally live! With the limited supply of 1,000 NFTs, the public sale sold out in 10 secs.
Let's dive into Yuliverse and OG404 below 🧵
🎉 Thank you for your support and participation! 🎉
🔥The scarcity of OG 404 led to its complete sellout within just 10 seconds of the public sale opening, propelling us to the Top 3 hot mints by
@nftgoio
.
💰The launch of OG 404 marks a significant milestone for Yuliverse,…
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1/ Over this weekend,
@farcaster_xyz
has garnered substantial attention, recently reaching over 20K Daily Active Users (DAUs), indicating a remarkable 10x increase from just two weeks ago
Curious about the hype? Let's take a look🧵
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See ya Habibis! 😇
Join
@DWFLabs
, Title Partner at
#TOKEN2049
Dubai.
DWF Labs, a new-generation investor and market maker, provides comprehensive consulting and financial services to founders shaping the future of Web3.
Learn more:
Tickets:
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🚀 Apply Now at
🌟 Official Announcement for 2024
@DWFLabs
Incubation Program 🚀
1/
@DWFLabs
and
@DWFVentures
is thrilled to kick off our inaugural 2024 Web3 Incubation Program, a space tailored for forward-thinking builders to innovate in the Web3 domain.
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3/ The classification of DePINs is subjective to what one views as "physical", but we believe that it can be classified as long as it offers services generated from a network of machines.
As such, we look at DePINs across a spectrum of hardware to software specific resources.
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3/ BTC L2
@RolluxL2
Built on Syscoin’s L1, Rollux is an OPStack Bitcoin L2 with future plans of implementing zk rollup.
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☀️ GM 🌕
In 2024,
@DWFVentures
is shifting gears! Last year, we delved deep into research with our monthly 🧠 Hindsight Series🕵️♀️ by the team.
This year, brace yourselves for more content & memes, blending in-depth analysis with quick bites on the latest trends! 🚀 Stay tuned!
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Drop by
@DWFLabs
booth today at
@LuganoPlanB
!
Come meet the Ventures team to find out more about DWF Labs or pitch us a project. See ya!
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Learn more about our portco
@beoble_official
below 🙌
1/ Since the boom of
@friendtech
and
@farcaster_xyz
, the crypto community has been finding the next gem in SocialFi.
@Beoble_official
has come to our attention with its ability to engage crypto communities. Let's dive in below 🧵
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1/ Before the year closes, this month’s hindsight article will delve into one of the hottest narratives of the year — artificial intelligence (AI). This article offers a brief overview of AI's evolution and explores how web3 can influence the direction of AI development.
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.
@DWFVentures
is thrilled to witness the growth of different ZK-rollups. We continue to be supportive towards the Ethereum ecosystem, investing in ZKP related projects that set the stage for a transformative revolution.
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6/ NFA + DYOR
PSA: if you want to keep track of the BTC L2 landscape, feel free to refer to
@DWFVentures
spreadsheet below.
The BTC Layer 2 scene is on the rise!
Despite Ethereum championing Layer 2 for three years with 38 L2s (according to
@l2beat
), the number of Bitcoin L2s has surged to 25 in less than a year.
Check out the comprehensive list of Bitcoin L2s compiled by the Ventures team below 👇
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6/ Merge-mining
This is done by extending Bitcoin miners' hashrate to also secure another blockchain, re-using the Proof of Work consensus.
@syscoin
uses this to create a data availability layer secured by Bitcoin, serving as a platform for Layer 2s like
@RolluxL2
to build on.
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Hit us up at
@EthereumDenver
!
Drop your deets here ☎️
☀️ GM dears! 😎
@DWFVentures
is heading over to
@EthereumDenver
this year! We will be there from Feb 23 to Mar 3 and we'd love to catch up with pals!
Hang out with us and enjoy a free cuppa coffee ☕
Drop your deets here and we will hit you up! ☎️
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Excited to announce our partnership with
@beoble_official
🎉
Looking forward to foster a more connected world in Web3 together 💥
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Join us for an insightful discussion on the startup landscape this Thursday, September 28th, at the
@AlgoFoundation
AMA!
🎙️Spaces Alert 🎙
Learn how to Build-a-Bull from VCs!
🔹
@VitruvianBoogie
from
@primalcm
🔹
@pokeapallascat
from
@DWFLabs
🗓️ Thu, Sep 28 @ 10:30am ET
Set your reminder 👉
Got any questions? Drop them below.
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3/ Memecoin as the New GTM Strategy
In this cycle, we believe memecoin will serve as an effective marketing tactic in the below verticals:
- Infra ecosystems
- Consumer and gaming
- New projects with memecoin background
Let's learn more below 👇
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5/ As the LRT space continues to grow, potential farming opportunity arises for users.
The table below shows an overview of the LRT landscape - covering the different assets supported, stage of project, TVL and potential airdrop opportunities.
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Check out the full spreadsheet here:
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6/ Gaming & Consumer
In a recent post by
@VitalikButerin
, he stressed on the importance of positive-sum for memecoins.
Instead of just issuing memecoins without utility, Vitalik mentioned creating games like
@AxieInfinity
that brings fun and financial return to users.
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2/ Memecoin Market
The current market cap for memecoins is over $60bn, with at least $11bn daily trading vol according to
@CoinMarketCap
(as of Mar 2).
The no. of memcoins is also growing exponentially, drawing key attentions from the community over the past months.
🔥 Trending on CMC Community
Memecoins are dominating the hot list today:
$SLERF
$MYRO
$BONK
$BRETT
$APT
🧠 Share your thoughts:
4K
2K
5K
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7/ Comparing Syscoin's hashrate to Bitcoin's, we can see that about half of Bitcoin miners are securing Syscoin's infrastructure. Is this enough?
In Ethereum's case, rollups seem to be the premier way to scale a blockchain, as proofs are posted and secured by the entire network.
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🐶🚀🚀🚀
1/ Today’s a HUGE day for us,
#SHIBARMY
! 🚀
We’re thrilled to announce that we’ve secured a monumental $12M from strategic VC partners led by
@cypher_capital
to unleash our next-gen Fully Homomorphic Encryption (FHE) blockchain via $TREAT — the final non-stable token in the…
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Always looking out for the next alpha 👀
1/ Following up on the Hindsight Series, DWF Ventures will be sharing our Investment Thesis for this instalment.
Here's what we are keeping an eye out for 👀 🧵👇
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2/ The blockchain trilemma is an issue that early monolithic blockchains face.
Bitcoin and Ethereum stuck with the core philosophies of blockchain technology - opting to prioritise maximising decentralisation and security, sacrificing scalability in the early stages.
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3/ Layer 2s were thus created to improve on this lack of scalability, while hopefully maintaining the other 2.
Ethereum scalability solutions came in the form of higher throughput and lower costs. Bitcoin's lack of programmability made improving scalability a much tougher task.
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1/ In light of the recent view limitations on Twitter and Reddit blackout, this month's DWF Ventures' Hindsight will delve into the potential of web3 social media.
We will focus on the unique features of blockchain technology and its ability to revolutionise social media.
🧵👇
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On the note of verification, remember you can verify
@DWFVentures
and
@DWFLabs
members on
Stay SAFU
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🚀 Join our AMA at
@starship_hq
this Thursday, January 18th, 1 pm (UTC). See you there!
Starship would love to welcome
@DWFVentures
to be the first Starship Alliance featured on Ship the Stars AMA Series, where builders discuss the entrepreneurship landscape and explore how Starship Alliance can support builders in such a dynamic landscape ✨
Topic: Navigating…
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10/ DWF Ventures Investment
DWF Ventures has been a supportive investor in the crypto space, and we are interested to invest in projects with potentials to onboard massive communities.
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As early supporters of TON ecosystem, we remain ever bullish on TON. Dm us or reach out via our pitch form at
If you build on
@ton_blockchain
, reach out to
@DWFVentures
@DWFLabs
We have something to discuss
LFG!
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8/ New Projects with Memecoin Background
Teams behind popular memecoins would launch new utility projects, such as
@ShibariumNet
($SHIB),
@tokenfi
($FLOKI),
@bonkbot_io
($BONK).
The key is to align project values with the memecoin and get existing retails to the new project.
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5/
To a certain extent, the popularity of an ecosystem is reflected by their community engagement - which includes the performances of their memecoins.
A leading example would be Solana, which has enjoyed massive spotlights with leading tokens like $BONK, $WIF, $BOME, etc.
Update: Added a few more Solana presales from the replies that I missed and the total SOL raised is up to >796,000 SOL ($149.2M) from 33 presales.
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1/ For this month's DWF Ventures Hindsight series, we will be broaching the topic of web3 Infrastructure stack.
Here, we unravel the intrinsics of this all-encompassing term, "web3 infrastructure" and for deeper insights into how it shapes a project positioning.
🧵👇
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2/ The current market landscape reveals intriguing shifts in narratives.
A large focus during the bear market was on improving current infrastructure for wider adoption. Unexpectedly, the surge of memes emerged as the catalysts propelling the market into an early bull phase.
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Listening to Vitalik sharing more about DA & EIP-4844.
Dive into our thread below to understand more about them!
1/ In this month's Hindsight series, Ethereum takes the spotlight with the upcoming Dencun upgrade.
In the article, we will delve into Ethereum's dominant position, provide an in-depth exploration of Proto-Danksharding, and examine the evolving roll-up landscape.
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As official partners for CMC Labs, we are thrilled to announce that
@CoinMarketCap
web3 accelerator program is now live!
Introducing ‘CMC Labs’ 💥
CoinMarketCap’s Web3 Startup Accelerator Program
#CMCLabs
is designed to launch builders to the global stage 🌎
🔹 Comprehensive Curriculum
🔹 Dedicated Growth Package
🔹 Networking Mentors/Investors
<1/5>
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752
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Happy new year! What should we expect for BRC-20 in 2024? Learn more from the ventures team!
1/ HAPPY NEW YEAR!
Ordinals and BRC-20 had been the key catalysts for "the Year of Bitcoin" in 2023. But how should we position them in 2024?
Here's a thread on BRC-20 🧵
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7/
While play-to-earn was a successful play in last cycle, retails seem to be more attracted to memecoins in this cycle.
Therefore, we believe creating gaming & consumer protocols with meme elements could be an interesting way to drive narrative and users in this cycle.
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7/ The most prominent protocols include
@FjordFoundry
@MobyHQ
@hiBazaar
. LBPs are also coming to Solana through
@1intro
.
Recent LBP launches that raised over $5m such as DEAI and ARCX have done pretty well, and we believe that there will be more of them in the near future.
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11/ Scaling Performance Capabilities
Addressable Demand: variety of tools/services offered vs. centralised providers
Location Sensitivity & Density: ensuring effectiveness/practicality of the service (esp. for mapping/ride-hailing services like
@Hivemapper
and
@Drife_official
)
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3/ While those narratives have shown impressive performance in the past quarter, the coming year will bring about new compelling narratives.
Narratives we are observing include:
- Bitcoin
- Memes
- Derivatives
- Restaking
- ZK Use Cases
- Consumer dApps
- Gaming
- AI
- DePIN
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Happy Bitcoin Halving!!
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9/
For example, the
@Shibtoken
team has built
@ShibariumNet
and
@ShibaSwapDEX
, creating token utilities like payments for $SHIB.
This leads to a win-win situation that the $SHIB has token value accrual and the new Shib ecosystem projects have a faster channel to onboard users.
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10/ This allows any computation to be optimistically verified instead of executing it directly on Bitcoin, opening the door to optimistic rollups like
@BitLayerLabs
.
It also allows for the optimistic verification of ZK-proofs which
@citrea_xyz
and
@satoshivm
leverages BitVM for.
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7/ Best of Both Worlds: Bridging Order Books and AMM for Optimal Trading
Given the limitations of on-chain LOB and vAMMs,
@DriftProtocol
tackles on-chain LOB and vAMM limitations with a hybrid approach, routing orders through 3 sources for effective on-chain matching.
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Yallah habibi!
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Learn more about parallelized execution from the ventures team 👇
1/ Parallelized execution has been an ongoing discussion in the space.
Let's dive into parallelized execution for EVM and MoveVM 🧵
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