The Architecture Problem
Why last week's Coldcard exploit argues for shared key management, and why the custody industry should build on Bitcoin's native primitive together.
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The Deflation Paradox Isn’t Priced In
The Deflation Paradox Isn’t Priced In: AI task autonomy is doubling faster than Moore's Law ever did & what it means
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The Head of Claude Code On Doing More With Less
How the Head of Claude Code Did More With Less
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Early Riders’ 2025 Investor Letter
This past year’s price action perplexed many, but beneath the surface sovereign and institutional capital entered at scale while custody risks and digital asset plumbing emerged as the most limiting constraints. Our annual letter, now released open source, highlights the traction in our thesis of backing businesses that hurdle the returns of the world’s most scarce asset.
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Early Riders Acts As Exclusive Investor in Aureo’s Pre-Seed Round to Build LatAm-Native Bitcoin Financial Services & Infrastructure
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The Return of Sound Capital: How Early Riders Is Restoring Venture Capital to First Principles
With the death of the gold standard in the 20th century, capital lost its anchor. The venture industry followed suit. Returns were celebrated regardless of value created. Founders were taught to spend, not save. And funds optimized for scale, not sustainability. We think it’s time for a reset.
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Early Riders Launches Guild Network and Adds Bram Kanstein As Advisor
The Guild is a formal network of developers, operators, creators, and capital allocators, creating a better world. We are stronger as a collective than as individuals. The Guild was created to formalize a network of members looking to accelerate the future we want to see - including bitcoin as the global reserve asset.
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Early Riders Leads Seed Investment in Acropolis; The First Global Bitcoin Treasury Solution Built on Multi-Institution Custody
Acropolis offers the first global Bitcoin Treasury Solution powered by Multi-Institution Custody, revolutionizing how businesses securely manage Bitcoin within their corporate treasuries. With a mission to simplify and scale corporate Bitcoin treasury adoption worldwide, Acropolis offers a comprehensive suite of services designed to empower companies to protect and grow their reserves with Bitcoin.
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Early Riders Leads Funding Round in Bitcoin Payment Gateway Company, Flash; Parallel Economy & Flash Announce Strategic Partnership
Flash enables businesses to charge and instantly accept Bitcoin payments online or offline for a competitive fee structure that allows Flash to scale and monetize. Compatible with various business models (POS, checkouts or subscriptions), Flash can be integrated with any wallet through QR codes or browser integration, and seamlessly incorporated into existing services with minimal API requirements. Flash generates revenue through a transaction fee on each payment. Additionally, the company offers premium services such as invoicing and payment splitting.
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