Crypto Project
Morpho: Inside the $175M Bet on Open Credit
Morpho’s $175 million round unites crypto-native VCs and major institutions around open credit. Here is what the money, token and risks actually mean.
Michael Gu
Category
Crypto Venture Capital
Articles tagged Crypto Venture Capital.
Crypto Project
Midas: The $50M Push to Make RWAs Liquid
Midas has raised $50 million to build a faster liquidity layer for tokenized financial products. We separate the RWA story from issuer, custody and token risks.
Michael Gu
Crypto Project
Digital Asset: The $355M Institutional Bet on Canton
Digital Asset’s $355 million round brings venture, banks, market makers and asset managers into one institutional blockchain bet. We separate equity, network activity and Canton Coin.
Michael Gu
Crypto Project
Squads and Altitude: The $18M Stablecoin Finance Bet
Squads’ new funding is a bet that stablecoins become business banking infrastructure. We examine Altitude, the founders, investor network, live claims and dependencies.
Michael Gu
Crypto Project
Twyne: The Reported $2.5M Bet on Delegated Credit
Twyne turns unused borrowing power into a market. Its early usage is real, but its newest funding and pseudonymous team require more caution than a normal venture profile.
Michael Gu
Crypto Project
Velocity: The $38M Stablecoin Treasury Bet
Velocity’s $38 million Series A shows stablecoins moving into enterprise treasury software. We examine the founder transition, product evidence, investor mix and hidden dependencies.
Michael Gu
Crypto Project
Cycles: The $6.4M Bet on Private Clearing
Cycles wants companies to settle only the residual after obligations cancel out. The seed is credible; the hard part is building a multi-party network that works under stress.
Michael Gu
Crypto Project
Kite AI: The $18M Bet on Agentic Payments
Kite combines an AI-agent identity layer, app discovery and stablecoin settlement. Its mainnet and token are live, but agent commerce is still an experimental market.
Michael Gu
Crypto Project
River Markets: The $8.5M Prediction Trading Bet
River Markets aggregates professional execution across Kalshi and Polymarket. The product is live, but its “prime brokerage” label runs ahead of the financing and custody functions available today.
Michael Gu
Crypto Project
Sapiom: The $35M Bet on AI Agent Infrastructure
Sapiom has expanded from agent payments into runtime and inference routing. Its funding is real and its usage claims are large, but it is AI infrastructure—not a DeFi protocol or token.
Michael Gu