ArkStream Capital
@ark_stream
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A crypto-native fund accelerating zero-to-one growth for Web3 unicorns.
global
Joined April 2018
Introducing Space and Time v2: the data blockchain securing onchain finance. With the latest mainnet upgrade, institutions can now use SXT to secure offchain financial datasets and power more sophisticated asset tokenization onchain.
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Probably the most stacked panel at 2049. Period
the convergence of RWAs & AI is opening a trillion-dollar frontier. leading investors from @6thManVentures, @lattice_fund, @ark_stream, & @SummerEverest share with @Cointelegraph where capital is flowing and why this is the next breakout market. only at r3al world AI summit at
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Excited to meet old friends and share insights at the panel!
🤝 In partnership with @PeanutTrade & @NewTribeCap ⚡️COINTELEGRAPH PRESENTS: VC<>STARTUP CONNECT – SEOUL EDITION This Thursday during Korea Blockchain Week, we gather founders and investors shaping the future of Web3 across Asia and beyond 🇰🇷 🚀 Apply to pitch:
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Proud to back Bitlight in bringing production-grade RGB-Lightning integrations to Bitcoin, building the rails for Bitcoin-native stablecoins and advancing sovereign, low-fee settlement. Make Bitcoin smart.
We’ve closed a $9.6M Pre‑A round led by @ambergroup_io and @FundamentalLabs to ship production‑grade RGB-Lightning integrations for Bitcoin‑native stablecoin rails. Together, let’s advance Bitcoin, the Lightning Network, and RGB toward sovereign, low‑fee settlement for wallets
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Announcing our $6.9m raise - anchored by @CryptoHayes @MaelstromFund To speed up science using AI and crypto. Science is slow because researchers are siloed with little incentive to collaborate. Bio changes that.
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Stablecoin game = 3 pillars: Scale. Stability. Utility. USDE just crossed $14B → 3rd largest after USDT & USDC. Peg holding strong via Ethena’s delta-hedge model, but still needs to prove resilience in black-swan moments. Utility? Still mostly crypto-native — trading,
Binance has historically pursued a strategy of providing in-house product solutions, and very rarely open their platform to external teams without rigorous examination and a demonstration of very clear product market fit. Both their investment into Ethena and now integrations of
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Mark it: September 9th. $ART arrives $ART is the utility token powering the first RWAfi protocol transforming iconic art and investment-grade assets into RWAs with full DeFi utility Join us in bringing a $10T market to DeFi Distribution, utility, and airdrop details below ⬇️
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Congrats to Stablecoin on the new $530M PIPE raise. From our talks w/ StablecoinX, this isn’t just another DAT — it’s an outstanding coin + equity fusion vehicle: - MASSIVE $895M size, even bigger than any Solana DATs now - Unlike many OTC altcoin DATs (e.g. $ALT5), this raise
StablecoinX Inc. @stablecoin_x has announced an additional $530 million capital raise as part of its $ENA accumulation strategy. To date, StablecoinX has raised a total of approximately $895M in PIPE financing, which is expected to result in a vehicle with over 3 billion ENA
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Conclusion From ArkStream’s perspective, Ethena is not merely a stablecoin protocol, but the connecting layer between crypto-native yield and traditional capital markets. When products establish the right “base rate,” and capital structures provide an “institutional gate” toward
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ArkStream’s Investment Logic Ethena’s investment logic is clear across time horizons: - Short-term (tactical): USDe continues to be the largest yield-bearing liquidity pool in DeFi, with scale and ecosystem reinforcing each other. - Medium-term (structural): SPAC → PIPE →
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Risks and Moat: Transparent Mechanism + Diversified Structure Our increased investment in Ethena is equally based on its risk governance and mechanism transparency: - Transactional risk: USDe fundamentally relies on the “long spot/short perpetual” basis/funding framework.
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Beyond Stablecoins: Expanding into Settlement and Capital Layers Stablecoins are not the end goal, but the foundation of cash flow and distribution. Ethena’s “next moves” unfold through distribution and settlement expansion: 1. Distribution layer: Bringing “yield dollars” to
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USDe: The New Benchmark Rate for DeFi USDe, driven by crypto-native delta-neutral mechanisms, is gradually being recognized by the market as the new benchmark rate of DeFi funds and a “quasi-risk-free asset”: - Supply scale: Surpassed USD 12.5 billion by end-August, ranking as
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The Dual-Track Flywheel of “Token + Equity” Over the past two years, Ethena has not only proven the PMF of USDe, but has also been bundling a purely crypto-native decentralized protocol with a U.S. equity-configurable capital vehicle into a “dual-track flywheel” of token and
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We are pleased to announce that ArkStream Capital has made an additional investment of USD 10 million in @ethena_labs in August 2025, building on our initial USD 5 million investment in December 2024 as part of our long-term strategy. This increased commitment reflects our strong
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Had a blast moderating at @WebX_Asia , bringing together @SoSoCoin from @Bifrost & @kyleellicott from @Stacks Great to catch up with old friends again — proof that the real bridges are the friends we restake along the way Thank you @PacificMeta !
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Big step forward $ENA
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation
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