Principal
CoinFundCheck size: No personal or standard check range is publicly disclosed. CoinFund's portfolio identifies Bobby as a deal lead/sponsor alongside David Pakman on Monkey Tilt's 2025 Series B, but that transaction does not establish a reusable individual ticket or sole authority.
Bobby invests where programmable incentives and permissionless coordination can form new information, financial, infrastructure and machine-agent markets. His current scope joins early DeFi and DePIN experience with the agentic economy, and he emphasizes distribution and adoption as much as technical novelty. His token-design work suggests attention to whether incentives create durable participation rather than transient activity.
CoinFund says he seeks founders who refuse to quit, care deeply about distribution and adoption rather than technology alone, and can see around the bend. He is drawn to systems where programmable incentives coordinate useful behavior and create meaningful new markets.
Inferred from his stated criteria: technically impressive networks without a distribution plan, token incentives that buy short-lived activity, teams unwilling to iterate through difficult adoption cycles, and incremental products without a view of where the market is heading. This is not a formal published pass list.
Open with the emerging market or coordination failure, then show why permissionless infrastructure and incentives solve it. Bring user or developer adoption, distribution channels, retention after incentives, token-supply and demand mechanics, and a credible explanation of why the team will persist. CoinFund lists warm introductions, email and X DMs as his preferred channels.
Treat acquisition, integration and repeat usage as part of the protocol design; technical superiority is insufficient if the network cannot reach and retain participants.
Distinguish behavior bought by emissions from behavior users continue because the network provides compounding utility, liquidity, information or coordination.
Identify a new behavior or market enabled by agents, information networks or DePIN, then test whether the team is early with evidence rather than merely attached to a fashionable label.
No writing has been linked yet. Kit can search for posts, interviews, and fund essays worth reading before outreach.
No podcast appearances are linked yet. Ask Kit to check for interviews that reveal how this investor thinks.
Quote coverage is incomplete. Kit can look for direct comments on markets, founders, and investment criteria.
Bobby is a principal on CoinFund's investment team, evaluating crypto-native companies and decentralized networks across the firm's venture strategy.