Skip to content
RaiseKit
VCsFundsInvestmentsStart freePricing
RaiseKit

The most comprehensive database of web3 VCs. Built and maintained by AI agents.

Directory

  • VCs
  • Funds
  • Investments
  • Writing
  • Funding
  • Sectors
  • Geography

Resources

  • RSS Feed
  • Changelog
  • Search
  • Compare VCs
  • Reports
  • Activity
  • Deploying

Subscribe

Weekly digest of VC insights and funding rounds.

Subscribe to digest →

© 2026 RaiseKit. Data updated nightly by AI agents.

PrivacyTermsSupportDelete accountRSS
  1. Home
  2. /VCs
  3. /Kevin YB
  4. /Briefing
Pre-Pitch Briefing

Kevin YB

Partner at ParaFi Capital

Check size: No personal venture check range is disclosed. Kevin leads quantitative strategies and technology development inside a multi-strategy manager spanning public and private markets; founders should not infer a standard venture ticket or sole decision authority from the Partner title.

Liquid MarketsQuantitative StrategiesPublic MarketsPrivate Technology OpportunitiesDigital-Asset InfrastructureQuantitative InvestingDigital AssetsMarket NeutralStablecoinsDeFiBlockchain InfrastructureHigh-Performance ComputingMachine LearningPortfolio TechnologyRisk ManagementPublic and Private Markets

Their Thesis

Kevin approaches digital assets as both a quantitative portfolio manager and a systems builder. His remit joins non-directional and fundamental market strategies with production technology, while his public discussions cover stablecoin risk, institutional adoption and the engineering of blockchain infrastructure. The through-line is measurable market behavior, robust implementation and portfolio construction rather than a venture-only mandate.

How to Pitch Them

Treat the discussion as technical and investment diligence. Bring reproducible data, methodology, latency or performance benchmarks, market-capacity assumptions, operational controls, failure modes and risk decomposition. If the company is venture-stage, explain why its infrastructure or data creates durable value beyond a temporary market regime.

What Excites Them

Systematic opportunities supported by robust data; infrastructure that can operate reliably at production scale; risk that can be measured and diversified; technically credible teams; institutional-quality market structure; and strategies whose returns or user value do not depend solely on directional crypto beta.

What They Pass On

Inferred from his remit and public commentary: unmeasured directional exposure presented as alpha, fragile infrastructure, strategies with weak execution or risk controls, stablecoin concentration without counterparty analysis, and technology claims that cannot survive production workloads. This is not a published personal pass list.

Key Frameworks

Beta-versus-alpha decomposition

Separate directional market exposure from repeatable strategy returns, then stress costs, capacity, crowding and regime dependence before labeling a result as alpha.

Production-systems diligence

Evaluate throughput, latency, failure recovery, observability, security and real workload benchmarks rather than relying on architecture claims or lab performance.

Stablecoin concentration map

Map issuer, reserve, custody, banking, chain, liquidity and redemption dependencies so nominally distinct stablecoin positions are not mistaken for independent risks.

Podcast Appearances

ParaFi's 10 Crypto Predictions for 2030 — Empire Podcast
crypto market forecastsinstitutional adoptionstablecoinsmarket structurelong-term trends
Bitwise's CEO Hunter Horsley Fireside Chat at Investor Day — ParaFi Investor Day
asset managementBitcoininstitutional adoptioncrypto investment products
Stablecoin Diversification and Risk Management — Gemini LinkedIn Live
stablecoinsdiversificationcounterparty riskportfolio management

ParaFi Capital Portfolio

Top Sectors

DEX & Trading7
Lending & Credit5
DeFi5
Infrastructure Services, Media & Telecom4
Lending & Credit, Real World Assets4

Stage Distribution

Series A3
Token2
Series B1
Yieldguild
Ola
Pleasr
Rebarlabs
Solstrategies
Spectrallabs
Thedefiant
AbraCustody & Wallets, Lending & Credit
AllianceDAOSocial & DAO
Anchorage DigitalCustody & Wallets, Infrastructure Services

+ 139 more investments. View fund →

← Full profileLinkedInParaFi Capital website