30 New Pieces from Web3 VCs This Week
Fresh writing from web3 venture capitalists — theses, market analysis, and frameworks.
30 New Pieces from Web3 VCs This Week
Fresh writing from web3 venture capitalists — theses, market analysis, and frameworks.
[Why 1kx Co-Led Miden's Seed Round](https://www.linkedin.com/posts/-weidai_we-are-honored-to-announce-that-1kx-has-co-led-activity-7323021500620451840-IC0H)
Wei Dai · 1kx
An edge blockchain can preserve privacy, auditability, interoperability and network effects while allowing individual applications to scale without a global execution bottleneck.
[Why 1kx Co-Led Fabric Cryptography's Series A](https://www.linkedin.com/posts/-weidai_today-we-are-thrilled-to-announce-that-1kx-activity-7231358456031559680-adOa)
Wei Dai · 1kx
ZK and FHE adoption requires a programmable processor designed for advanced cryptography and deep co-design across research, software and hardware.
[Sidos — Cloud digital twins for indoor wireless networks](https://maki.vc/case/sidos/)
Pirkka Palomäki · Maki.vc (Web3)
A repeat founder and cross-disciplinary team can move costly physical measurement and network design into an automated cloud digital-twin workflow with strong execution and go-to-market potential.
[Crypto Market Update — May 2026](https://rockawayx.com/insights/crypto-market-update-may-2026)
Ryan Connor · RockawayX
Crypto's selloff reflected reversible fears around the digital-asset-treasury bid and quantum preparedness, while fundamentals and incentives left meaningful upside asymmetry.
[Six Questions Every Crypto Founder Must Answer](https://www.linkedin.com/posts/laurakornelija_i-spent-30-days-trying-to-give-away-a-vc-activity-7312759624942682112-DRIp)
Laura K. Inamedinova · ALPS Capital
Venture-scale pitches must show return potential, a three-to-five-year plan, early distribution access, founder-market fit, genuine innovation and token economics that make sense in their macro context.
[The Decentralization Spectrum: Design Tradeoffs In Digital Assets](https://www.ark-invest.com/white-papers/the-decentralized-spectrum-design-tradeoffs-in-digital-assets)
Raye Hadi · ARK Invest
Decentralization is a spectrum that should be measured across node access, validators, issuer control, geographic concentration, governance and ownership rather than treated as a binary label.
[Aisti — The novel acoustic tile championing sustainability](https://maki.vc/case/aisti/)
Pirkka Palomäki · Maki.vc (Web3)
Sustainable construction materials are compelling when novel process technology is technically ready, industrially scalable, carbon-negative, recyclable, and cost-competitive.
[Enfuce — The future of payment](https://maki.vc/case/enfuce/)
Pirkka Palomäki · Maki.vc (Web3)
A future-proof cloud payments platform can scale globally when deep industry expertise, compliance, speed, security, and a broad product surface reinforce one another.
[Secrets of Success with Jehan Chu](https://www.tatlerasia.com/power-purpose/business/jehan-chu-secrets-of-success-interview)
Jehan Chu · Kenetic Capital
Helpful problem-solving, founder clarity of purpose, resilience and humility compound into durable businesses and relationships; Kenetic increasingly combines direct companies, incubations and specialist-fund backing as a family office.
[Expert tips: a crypto-fund founder](https://www.coinbase.com/en-gb/learn/tips-and-tutorials/expert-tips-crypto-fund-founder)
Look for genuinely novel systems, inspect primary-source community activity, and use fees, volume, developer activity and respected participants as prompts for deeper diligence rather than substitutes for it.
[Crypto Investors Linda Xie and Avichal Garg on Opportunities, Use Cases, and Regulation](https://www.ycombinator.com/blog/crypto-investors-linda-xie-and-avichal-garg-on-opportunities-use-cases-and-regulation)
Decentralized applications matter most where users experience censorship, restricted payments or another concrete failure of centralized infrastructure, while many speculative use cases need years to mature.
[Crypto Market Update — June 2026](https://rockawayx.com/insights/crypto-market-update---june-2026)
Ryan Connor · RockawayX
Improving inflation, resolution of a major market overhang, stablecoin adoption and Solana's resilience made the team more constructive despite a difficult macro month.
[Yaak — The journey to building safe autonomous vehicles](https://maki.vc/case/yaak/)
Pauliina Martikainen · Maki.vc (Web3)
An experienced cross-disciplinary team can codify driving expertise with AI, vision, simulation, and safety metrics to improve human training and autonomous systems.
[ArcSight](https://www.kleinerperkins.com/perspectives/arcsight/)
Ted Schlein · Kleiner Perkins
A technically superior threat-management platform can win a crowded security market through focus on high-value customers, a formidable sales organization, and disciplined executive and board building.
[How Startups Should Communicate with Stockholders](https://appworks.tw/startups-communicate-with-stockholders/)
Andy Tsai · AppWorks
Practical guidance for maintaining useful, trust-based communication between startup leaders and shareholders.
[The Unbundling of Growth Equity](https://www.generalcatalyst.com/stories/the-unbundling-of-growth-equity)
Pranav Singhvi · General Catalyst
After product-market fit, predictable customer acquisition should be financed separately from unstructured product and operating risk so founders can grow without repeated equity dilution or mismatched debt.
[Ogilvy on Advertising in the Digital Age](https://appworks.tw/ogilvy-on-advertising-in-the-digital-age/)
Nice Cheng · AppWorks
Digital distribution amplifies both useful and poor creative; durable influence depends on trust rather than repeatedly forcing an ineffective message.
[70% of Time Could Be Used Better — How the Best CEOs Get the Most Out of Every Day](https://review.firstround.com/70-of-time-could-be-used-better-how-the-best-ceos-get-the-most-out-of-every-day/)
Bill Trenchard · First Round Capital
CEOs should audit and deliberately allocate their limited time around the few activities where their involvement creates uniquely high leverage.
[CardioSignal — A paradigm shift to heart health](https://maki.vc/case/cardiosignal/)
Pauliina Martikainen · Maki.vc (Web3)
Clinically tested software can turn ubiquitous smartphone sensors into accessible diagnostic infrastructure when backed by strong science and healthcare collaboration.
[The DeFi Quarterly: Q2 2026](https://www.ark-invest.com/crypto-reports/defi-quarterly-q2-2026)
Raye Hadi · ARK Invest
Onchain data across stablecoins, tokenization, exchanges, lending and prediction markets reveals where DeFi usage and economics held up despite a weaker quarter.
[Apiiro: Security from the inside out – It’s Personal](https://www.kleinerperkins.com/perspectives/apiiro-series-a/)
Ted Schlein · Kleiner Perkins
Application security can move earlier in development by connecting code, architecture, developers, and business context to identify and remediate material risk before release.
[SONO — AI phone assistants for high-volume customer calls](https://maki.vc/case/sono/)
Pauliina Martikainen · Maki.vc (Web3)
Voice agents create value when they complete high-volume customer workflows end to end, prevent missed revenue, and preserve a high-quality customer experience.
[The Tactical Guide to Making Better Decisions When Starting and Scaling Companies](https://review.firstround.com/the-tactical-guide-to-making-better-decisions-when-starting-and-scaling-companies/)
Annie Duke · First Round Capital
Improve decisions under uncertainty by making assumptions explicit, consulting outside views, using base rates, and evaluating process separately from the eventual outcome.
[AAVUUS — Advanced orbital tracking infrastructure for the next era of space safety](https://maki.vc/case/aavuus/)
Wilson Tukiainen · Maki.vc (Web3)
Rapid satellite growth creates a widening orbital-safety gap that a deeply expert team can address with precise laser tracking and globally important decision infrastructure.
[Grit or Quit? Tactical Advice for Founders Facing Tough Company Building Decisions](https://review.firstround.com/grit-or-quit-tactical-advice-for-founders-facing-tough-company-building-decisions/)
Annie Duke · First Round Capital
Grit is useful only while the path retains positive expected value; founders should define leading indicators and kill criteria before sunk costs and identity cloud judgment.
[How to Become Insanely Well-Connected](https://review.firstround.com/how-to-become-insanely-well-connected/)
Chris Fralic · First Round Capital
Durable networks are built through generous, specific, trustworthy follow-through and long-term relationship maintenance—not transactional collection of contacts.
[Here's What You Can Really Expect When Pitching Your Seed-Stage Startup at a VC Partner Meeting](https://review.firstround.com/heres-what-you-can-really-expect-when-pitching-your-seed-stage-startup-at-a-vc-partner-meeting/)
Liz Wessel · First Round Capital
A seed-stage partner meeting rewards preparation, command of the details, flexible delivery, and close coordination with the point partner who is already championing the deal.
[Andy Tsai, Partner](https://appworks.tw/andy-tsai-partner/)
Andy Tsai · AppWorks
An investing self-introduction centered on long-term thinking, business-model and competitive analysis, and validating product direction against real markets and customers.
[Here's the Advice I Give All of Our First Time Founders](https://review.firstround.com/heres-the-advice-i-give-all-of-our-first-time-founders/)
Rob Hayes · First Round Capital
First-time founders should relentlessly hire exceptional people, manage cash without assuming future revenue or debt, and use a clear North Star to filter their time and priorities.
[Why 1kx Led Optimum's Seed Round](https://www.linkedin.com/posts/-weidai_we-are-thrilled-to-announce-our-lead-seed-activity-7317917607385346049-0mCR)
Wei Dai · 1kx
Networking and memory systems purpose-built for decentralized networks can remove the default peer-to-peer gossip bottleneck without compromising decentralization.