The 50 Most Interesting Companies in Bitcoin's History
An interactive history of fifteen years of Bitcoin company formation: what the failures cost, what the winners got right, and where the next ones get built.
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The Singularity Stack
Our framework for the AI buildout: a single conversion chain from energy to compute to intelligence to work, the evidence that the acceleration is measurable, and the argument for where the gains finally settle.
The Interactive History
The 50 Most Interesting Companies in Bitcoin's History
An interactive history of fifteen years of Bitcoin company formation across four eras: what the failures cost, what the winners got right, and where the next ones get built.
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AI & The Push & Pull of Deflation & The Right Denominator
For most of human history, the world barely changed within a single lifetime. Controlling fire took hundreds of thousands of years to spread across human…
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Final Settlement | AI Cybersecurity Just Stole $500M AGAIN (What's Next?)
Roughly 4,000 Bitcoin, about $320 million, was drained from the Liquid Network after an exploit let the attacker inflate the supply of LBTC and peg out against reserves the sidechain did not have. Most of the coins have since been offered back…
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The Singularity Roundup With Early Riders
OpenAI said roughly 10,000 concurrent agents resolved the Navier-Stokes Millennium Prize problem in 88 hours, Blockstream refused a ransom for the 3,996 bitcoin drained from Liquid, and Oracle reported $664 billion of remaining performance obligations.
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The Whitepaper
Investment Under a Bitcoin Standard
The Early Riders Whitepaper lays out our full thesis: Bitcoin as the hurdle rate, and where value accrues in digital asset infrastructure next.
The Firm
Venture capital with Bitcoin as the hurdle rate
At Early Riders, we fundamentally believe that Bitcoin is better money. Our investment strategy integrates Bitcoin into every aspect of our operations to yield superior returns. We raise capital, maintain our treasury, and return capital to our limited partners exclusively in Bitcoin. Additionally, all of our portfolio companies maintain Bitcoin reserves.