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Ocular VC Profile
Ocular VC

@ocularvc

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401
Following
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Deeply rooted in Southeast Asia, Ocular is an investment fund focused on the rising asset class of Web3. Managed by Openspace Ventures.

Singapore | TH | ID | PH | VN
Joined December 2021
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@ocularvc
Ocular VC
18 days
(14/14) For Ocular’s full deep dive on the Web3 data stack, check out the complete analysis here 👇.
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@ocularvc
Ocular VC
18 days
(13/14) Where to win: full-stack platforms. → Own the pipeline end-to-end.→ Acquire consented, structured data.→ Validate via protocol rules.→ Monetize with built-in access control.The real moat isn’t the marketplace, it’s upstream.
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@ocularvc
Ocular VC
18 days
(12/14) But two big risks remain:.⚠️ Disintermediation – Big buyers might skip the marketplace and source data directly. ⚠️ Low-quality supply – Open listings can lead to spam, noise, and unverified data. Marketplaces can’t just aggregate; they need to curate.
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@ocularvc
Ocular VC
18 days
(11/14) Web3 data marketplaces unlock:.Discovery → surface niche, long-tail datasets.Monetization → sell access via datatokens, license via NFTs.Even individuals can earn from data while preserving privacy and control.
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@ocularvc
Ocular VC
18 days
(10/14) After data is stored, how do we exchange and monetize it?.Web2 marketplaces are closed and siloed. Web3 flips this:. → Users own data. → Smart contracts license it. → Tokens reward supply.A new, open data economy emerges.
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@ocularvc
Ocular VC
18 days
(9/14) Next breakout: AI-native storage infra.Today’s protocols store data, but don’t make it usable for AI. The opportunity? A “smart layer” that adds:. • Indexing + versioning. • ZKPs / DIDs for permissioning. • Embedding-native retrieval. • APIs for builders.
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@ocularvc
Ocular VC
18 days
(8/14) But two risks loom large:.⚠️ Storage Trilemma:.You can’t have permanence, privacy and cost-efficiency. Protocols trade off:.• Arweave = permanence, no default privacy.• Filecoin = privacy & cost, no permanence.⚠️ Miner Fragility:.If usage or incentives drop, nodes churn.
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@ocularvc
Ocular VC
18 days
(7/14) Why it matters:.1️⃣ Permanence as a public good.Arweave helps preserve journalism, legal docs, and research → data that should never disappear. 2️⃣ Lower cost for dynamic data.Filecoin often outperforms in pricing.3️⃣ Censorship resistance.No gatekeepers. No kill switch.
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@ocularvc
Ocular VC
18 days
(6/14) Web3 storage ≠ just putting files on-chain. Protocols like @ArweaveEco and @Filecoin reinvent the economics:. • Nodes get paid to store + serve data. • Contributions are verifiable.Models differ:. → Arweave = pay-once, store forever. → Filecoin = pay-as-you-use.
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@ocularvc
Ocular VC
18 days
(5/14) So where does all this data go?.In Web2, it’s locked in cloud silos or fragile drives. Lose access, lose everything. Web3 flips the model: Storage becomes permanent, decentralized, and censorship-resistant.
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@ocularvc
Ocular VC
18 days
(4/14) Where builders & investors can win big:.1. UX for users → crypto UX still sucks. Think “connect Gmail” simplicity. 2. Infra for orgs → no standard for tokenizing + streaming SaaS data. Fix these → 10x AI data supply. Big gaps. Big upside. Still early.
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@ocularvc
Ocular VC
18 days
(3/14) Example: @getoro_xyz → a decentralized data marketplace for AI. Users share structured, high-value data (health, finance, audio) privately. In return? Points, control, and compensation. Since launch:.• 500K users.• 1.5M+ data connections.
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@ocularvc
Ocular VC
18 days
(2/14) Web2 relied on passive data capture → users gave data, got nothing. That model won’t scale in a privacy-aware, AI-native world. Web3 enables user-owned data via:.→ Token incentives.→ Privacy-preserving data sharing.
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@ocularvc
Ocular VC
18 days
(1/14) The next AI bottleneck isn’t compute - it’s data. Public datasets are drying up fast. By 2026, high-quality web text could vanish. The future? Private, permissioned data. Web3 might be the unlock.
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@ocularvc
Ocular VC
18 days
RT @NotDegenAmy: 1/.Just published Part 2 of our series on the Web3 data stack. The next race in data isn’t about scraping more public inf….
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@ocularvc
Ocular VC
4 months
The Blockchain Data Stack
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@ocularvc
Ocular VC
4 months
14/14.For Ocular's complete analysis of the blockchain data stack, read here 👇:
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@ocularvc
Ocular VC
4 months
13/14.The Bottom Line:.Web3 data infrastructure is becoming:.• More verifiable than legacy systems.• More efficient than centralized models.• More valuable when shared.
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@ocularvc
Ocular VC
4 months
12/14.2025-2027 projections:.• Dominant Web3-native data firms.• Regulated data derivatives.• Mainstream tokenized products.
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