Partners to crypto builders since 2013
Joined February 2015
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17 Jul 2025
Early-stage crypto founders often go beyond building products, setting the rules for entirely new ecosystems of social and financial incentives. Over our 12 years of investing in these visionaries, we’ve learned to look for the key qualities that define what it means to be a true founder.
Read more from BCAP Partner @yuan_han_li ↓
17 Jul 2025
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Jun 9
RT @sreeramkannan: Post AGI Parenting: The Barbell Strategy
What should we teach kids in this singularity age when every skill seems repla…
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Blockchain Capital retweeted
Jun 8
The mistake the banks are making is treating crypto like a technology rather than a network. It's great that they're using new tech to upgrade their backends, but it has nothing to do with the internet of value, which is the whole point.
Those of us who have been around tech long enough recognize this pattern: When the internet was first commercialized, the largest companies resisted putting their businesses online because they did not want their data on the public internet. So they built proprietary extranets, closed and permissioned networks that used TCP/IP but only allowed certain companies in.
But open networks beat closed ones. Every one of those extranets died, and now every business runs on the open internet.
The same thing is happening in banking right now. JPMorgan, Citi and Wells Fargo can see that blockchains are superior (faster, cheaper, global) but they want to control them. So they are launching their own private, permissioned networks. Sound familiar?
This too will fail. Interoperability and global reach always beat control.
The banks will spend years and billions trying to keep their closed networks competitive with open ones, and they will lose that race.
The web3 startups building new payment, banking and financial services companies onchain should be thrilled about this. Every year the banks continue this doomed strategy is another year of head start for the people building on open rails.
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Blockchain Capital retweeted
Jun 3
The more profitable stablecoin issuers become, the more pressure they can exert on the rest of the payments stack. So what do you do if you're the incumbents? Link arms and compete.
SCOOP: @Stripe, @Visa and @Mastercard are close to launching a joint stablecoin platform.
@IanAllison123 reports.
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Jun 4
Exciting to see tokenization and consumer products discussed in the same room. Great mentor lineup at @InkDailyTK Cohort 00, including our investor @anay_sim
Jun 4
Meet the Mentors Guiding InkWorks Cohort 00 🧑🏫
Building the future of tokenized finance takes more than capital.
@inkonchain mentors bring expertise across infrastructure, product, growth, distribution, investing, and education - helping founders turn promising projects into products that users actually adopt.
👇
▫️ @anticustody — Deep expertise in programmable payments, USDC settlement, and real-world financial infrastructure, head of growth for @KYDLabs & @tixprotocol
▫️ @MarcinRedStone —Co-Founder @redstone_defi | Oracle & data infrastructure leader powering billions in secured onchain value
▫️ @GSkrovina — Head of Fintech Crypto @Lazer_HQ | Product execution specialist with experience shipping 250 fintech and crypto products
▫️ @arlery — CMO @OctantApp | Growth, grants, ecosystem strategy, and crypto media expertise
▫️ @emilylai — Head of Marketing @Ostium, advisor for @hypepartners | Proven DeFi GTM operator helping teams find product-market fit and scale distribution
▫️ @anay_sim — Investor @bcap | Investor perspective on consumer crypto, market positioning, and venture readiness
▫️ @wminshew — Founder @0xSplits | Builder of onchain revenue and financial infrastructure primitives
▫️ @claudedonze — Consumer Crypto @greenfield_cap | Consumer crypto investor helping founders sharpen product and growth strategies
▫️ @ProofOfEly — Educator focused on making complex onchain products understandable to mainstream users
And shout out Ink core team to help these projects thrive 🗣️
Cohort 00 is live → ink.works
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Blockchain Capital retweeted
Mar 26
Get your house and keep your crypto.
Crypto-backed mortgages are here - increasing access to homeownership for millions of Americans.
Buy a home without converting your portfolio by using BTC or USDC as collateral for your down payment.
Offered by Better, powered by Coinbase.
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Blockchain Capital retweeted
Jun 3
Comparing blockchain fees with RWAs fees paid to investors is not apples to apples and is misleading
10 rwa project with the most fees collected in May
@CantonNetwork - $65M
@Collector_Crypt - $7.84M
@Courtyard_io - $6.73M
@Securitize - $5.85M ⭐️
@centrifuge - $4.8M
@phygitals - $2.93M
@WisdomTreeFunds - $3M
@InvescoUS USTB - $2.51M
@onrefinance - $1.66M ⭐️
Re - $1.17M
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Institutions have long faced a trade-off between the security of qualified custody and access to onchain rewards.
BitGo and @ConcreteXYZ are partnering to change that, piloting an institutional onchain offering where digital assets stay in qualified custody through BitGo Bank & Trust while clients access Concrete-operated vault strategies.
The result is a regulated foundation for treasury operators and asset managers seeking to make balance sheet capital more productive.
Read the full PR: businesswire.com/news/home/2…
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Blockchain Capital retweeted
Jun 2
Where do RWAs go onchain?
Only 10% so far is deployed in DeFi protocols, while more than 6x that amount sits idle in wallets. DeFi is going to grow by finding productive homes for the tsunami of tokenized assets coming onchain.
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Blockchain Capital retweeted
May 31
Starting a neobank is now incredibly cheap. With crypto rails, most of the stack comes out of the box for free. That makes CAC the dominant cost driver, and the whole business becomes a game of acquiring customers for less than they’re worth. The way to keep CAC low is to specialize. Teams often start by focusing on a narrow segment, like farmers in one region, young people in high-inflation economies, or expats in Asia, and build features and marketing tailored precisely to them. The result is great for consumers: they get financial experiences designed for exactly who they are.
May 30
i predict we’ll see 10,000 neobanks launch over the next decade, each built for a very specific type of customer.
i’m already seeing neobanks focused only on:
→ dental clinics
→ watch dealers in dubai
→ specific immigrant communities
→ creators
→ truckers
→ ecommerce brands
finance is becoming increasingly verticalized.
the days of building one bank for everyone are slowly coming to an end.
they’ll be tailored specifically to a certain customer demographic and their specific problems.
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Blockchain Capital retweeted
May 29
Over the past month, builders from around the world came together to explore what becomes possible on the real human network.
Together, we've built 100 projects across 25 countries and brought 17 builders to Seoul for a week. And we’re not done yet.
Thank you to every founder, hacker, mentor, judge, partner, and supporter who made World Build 3 possible!
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May 29
With bots accounting for more than half of all internet traffic, face-value tickets have become increasingly hard to come by. Excited to see @worldnetwork prioritize real fans ahead of automated resellers!
May 28
Thirty Seconds to Mars has already reserved human-only tickets for their 2027 tour.
Concert Kit is open to any artist who wants to reserve their tickets for real, verified fans.
Learn more: music.world.org
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Blockchain Capital retweeted
May 28
Concerts are for humans.
May 28
Verify your @worldnetwork ID here🏴☠️⚔️🐅 world.org/thirtysecondstomar…
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May 26
If agents are the next group of users, who captures the value they generate?
Here @jonah_b explores how existing playbooks might change when the end-user becomes software.
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Blockchain Capital retweeted
May 25
the first decade of tokenization was really about getting off of 0 and building a new distribution channel for the same products
in the next decade, companies will leverage the custody, reconciliation and settlement properties of blockchains to create better products
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Blockchain Capital retweeted
May 22
Over the past month, builders went from ideas to prototypes to products.
Now comes the next phase: shipping to millions of users.
Stay tuned, we’ll start sharing what these teams are building soon 👀
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Blockchain Capital retweeted
May 18
All the new stablecoin issuers are fighting over who can give up their economics fastest for distribution in developed markets, while Tether continues banking the unbanked with the best profit margin by far.
Why? In developed markets the product is yield; In EM, it's dollars.
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LATEST: @Polymarket partners with @Nasdaq Private Market to launch prediction markets tied to private company milestones including valuations and IPO timing, opening a $5T private market previously reserved for institutional investors.
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May 21
The chains institutional capital finds most attractive aren't necessarily where the best apps live today.
In this piece @cremedelacrypto explores the two-layer capital structure taking shape onchain, and why how it resolves is one of the most interesting dynamics to watch.
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Blockchain Capital retweeted
May 18
The onchain economy is on the verge of getting a LOT bigger
pipelines right to the heart of the financial system
May 18
“We’re not spending enough time talking about how quickly we’re going to tokenize every financial asset.”
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The internet gave us standards for information and communication.
The next phase is building standards for money and identity.
@jerallaire on why AI and blockchain based financial infrastructure are accelerating the need for internet native identity systems.
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