At BlueYard we invest in only two kinds of technologies: those that move us towards utopia, and those that hold the line against oblivion
Joined August 2009
- Tweets 390
- Following 146
- Followers 8,807
- Likes 1,998
75 Photos and videos
BlueYard Capital retweeted
Jun 6
America has the best military in the world. But we can't build weapons fast enough or cheap enough to deter the threats we're facing. That gap is dangerous.
Grateful to @mariogabriele and @thegeneralistco for this chat on what @Castelion is doing to solve this.
Jun 2
"I want to leave a safe world for my kids. This is what I got."
Bryon Hargis (@hargsb) is the founder and CEO of @Castelion, a defense startup building hypersonic missiles the way SpaceX builds rockets: fast, iteratively, and cheap enough to produce in quantity.
His conviction is that America does not have a weapons problem. It has a manufacturing and learning rate problem. And that gap is more dangerous than any single technology demonstration.
Timestamps
(0:00) Intro
(4:01) Why America needs hypersonic missiles
(12:05) The missing middle ground in deterrence
(19:40) How hypersonics differ from ballistic missiles
(25:05) The economics of defensive vs. offensive systems
(28:21) How SpaceX differs from traditional aerospace
(37:40) Why Bryon chose to build in defense over space
(42:42) Key factors that drove Castelion’s success
(1:01:06) The importance of lower costs and quicker manufacturing
(1:10:04) Book recommendations
Thank you to the partners who make this possible
@dottechdomains: An identity for builders at their core: go.tech/thegeneralistnl
@ahrefs Brand Radar: Find your brand in AI results: ahrefs.com/generalist
@withpersona: Trusted identity verification for any use case: withpersona.com/generalist
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May 28
The Paris Risk Club, co-hosted by BlueYard and OVNI Capital (@AugustinSayer & @threnaudin) will convene on Wednesday, June 17, the first evening of Vivatech.
An intimate gathering to debate the key risks and opportunities of our time, in Jeffersonian format, over dinner and drinks. One table, one conversation.
The question on the agenda: how to go risk-on in ultra-volatile times. Volatility and risk as opportunities, not threats.
Strategies developed at the table will be documented and shared.
We've saved a few spots for founders and builders outside of our immediate network - apply here: blueyard.typeform.com/to/Y88…
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BlueYard Capital retweeted
May 9
Bhaji Illuminati (@itsbhaji), CEO & Co-Founder @centrifuge, on How Centrifuge Became Coinbase's Tokenization Partner
Timestamps
00:00 Coinbase Picks Centrifuge
02:33 Tokenized Treasury Market
04:58 T 0 Instant Redemption
06:35 Liquidity Management Explained
08:20 Base Partnership Deep Dive
10:01 DeFi RWA Composability
10:53 Freely Transferable RWA Token
12:03 Trillions Into DeFi
13:04 On Chain Beats Off Chain
14:12 Path To Ten Billion
16:48 Sky And Dai Origins
17:37 CLO Risk Management
19:35 Stablecoin Issuers As Buyers
21:02 High Yield Bond Fund
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May 10
Congratulations to team @centrifuge on taking a key step to becoming the essential infrastructure layer for tokenization
May 6
Coinbase has made a strategic investment in Centrifuge and selected Centrifuge as a Preferred Tokenization Infrastructure.
Centrifuge brings deep institutional tokenization expertise.
@coinbase brings consumer access, institutional relationships, and developer reach.
Together, we’re bringing differentiated assets to @base.
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BlueYard Capital retweeted
May 8
We are teaming up with Atlantic and @Interface for an evening of cold drinks, good food and bold debate: Moonshots vs. Marathons. Berlin, May 20th, 6pm, following Deep Tech Momentum.
Builders & backers are coming together to discuss one core question: when building transformative technology, do we sprint for breakthroughs or grind toward them step by step? Is that a false choice?
Expect lively discussions and a curated book selection to fuel your thinking long after the night. Apply here to join gatsby.events/atlantic-labs/…
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Great AI visuals start with better control.
In Vectary Canvas, an interactive 3D scene can become a flexible input for more consistent results, with every angle and detail adjusted before generating.
Want early access? Join the beta now!
🔗 lnkd.in/duBvGe3M
#AI #3D #Innovation #Vectary #BetaAccess
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BlueYard Capital retweeted
Apr 29
.@blueyard has backed SEEQC since seed — excited to keep building together. rdcu.be/e7KAB
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BlueYard Capital retweeted
Apr 29
Out now: @NatureElectron published a peer-reviewed study by @SeeqcUs marking a significant breakthrough for quantum computing, solving one of the foundational problems blocking large-scale quantum systems.
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Apr 27
Last month in Los Angeles, we brought together founders, builders, experts and investors to grapple with one question from every angle: how do we move humanity toward utopia while holding the line against oblivion? We had AI models debate potential future paths for humanity, and last year’s Nobel Peace Prize winner shared a playbook for rebuilding a nation with technology.
Two days of workshops, debates and open conversations. Get a glimpse of the energy and vibe of the BlueYard community through this recap video. Whatch our AIs debate in full here: hivemind.blueyard.com/
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BlueYard Capital retweeted
Apr 24
The @USNavy has awarded @Castelion a $105M contract to integrate Blackbeard, the Navy's first air-launched hypersonic strike weapon, onto the F/A-18E/F Super Hornet.
We're grateful for the trust the @DeptofWar has placed in our team and are committed to delivering Blackbeard to the Warfighter on the timeline American deterrence demands.
Read more: castelion.com/news/castelion…
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BlueYard Capital retweeted
Apr 22
Big thanks to @Delphi_Digital for the deep-dive on ETHGas.
The core idea is simple: Ethereum doesn’t just need more blockspace, it needs a better way to price and allocate it. This report lays out how preconfirmations and realtime sequencing can move Ethereum from adversarial auctions toward a more efficient, lower-latency market structure.
Realtime Ethereum isn’t just about speed, it’s about better execution, less extractive MEV, and a stronger foundation for traders, apps, LPs, and validators alike.
Apr 22
Our new report "ETHGas: Enabling Realtime Ethereum" is live now!
Ethereum's scaling problem isn't only about compute. It's about how blockspace gets allocated.
Every 12 seconds, validators auction off the next block. Searchers pay priority fees to frontrun and sandwich users, earning validators roughly $350M a year while users absorb the cost in worse fills. Think of a highway where every car stops at the same toll booth. Adding lanes doesn't fix the bottleneck.
ETHGas turns blockspace into a market where validators sell commitments directly to users. Buyers can lock in preconfirmations up to 64 slots ahead. Within each slot, transactions get ordered continuously across 240 sub-intervals of 50ms.
That cuts MEV by an estimated 91% and delivers soft confirmations every 50ms, a 240x latency improvement over the current 12 second block. Ethereum becomes roughly 8x faster than Solana and 10 to 40x faster than most L2s on state updates.
240 price discovery loops per block opens Ethereum to HFT for the first time. Prop AMMs become viable, LPs keep more of each trade, and sandwich attacks get priced out of the system. Uniswap earns $1.2B a year in fees today. Realtime Ethereum projects another $2.4B on top.
Users have migrated to Solana, Hyperliquid, and L2s under the premise that decentralization was worth the latency cost. If ETHGas works, that tradeoff collapses. Ethereum finally competes on execution, and its security and decentralization guarantees become a moat no other chain or perp DEX can replicate.
The real scaling unlock is blockspace coordination.
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BlueYard Capital retweeted
Apr 21
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Apr 21
Since 2016, BlueYard has rallied behind the most consequential technologies—those driving us toward utopia or holding the line against oblivion. In a sense, we’ve been backing ‘Hail Marys’ all along.
Now, we invite founders working on bold, civilization-shaping ideas to join us for an evening of big-screen inspiration. We’re hosting private screenings of ‘Project Hail Mary’—followed by discussions on advancing the arc of our future.
Our first screenings will be in Munich (29 April) and Berlin (4 May). Apply below to join us:
Munich: luma.com/ohob6atk
Berlin: luma.com/zqqz2676
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We're launching Vectary Canvas.
An AI-powered environment that brings research, ideation, concept development, and 3D design into one seamless flow across 2D, 3D, and AR.
→ Join the waitlist for early access to the private beta: vectary.com/waitlist/
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Apr 16
When we started investing in crypto back in 2016, the industry was raw, deeply philosophical, and full of wonderful experiments and rebellious folks unified through a deep sense of purpose and ambition.
There has been a lot of success. ETFs are approved. Institutions are here. Finance is fully moving on-chain. The technology has matured. But somewhere along the way, the dream shrank. Crypto is more than currencies and financialization. There is no reason at all that crypto shouldn’t be the fabric to protect individual sovereignty, to fix the internet, to coordinate infrastructure at unmatched scale, and to provide a secure, trustless foundation for the next agent-dominated age of the Web.
So @privy_io, @AmbushCapital and BlueYard are calling a timeout.
On June 10th we are gathering 100 of the most serious founders, builders, and OGs in New York. No stages, no panels. Just honest debates and a bias toward action to rekindle the chaotic, cyberpunk, world-eating ambition that got us here in the first place. More details to follow.
Applications are now open: luma.com/2jd3y9m6
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Apr 3
What if the best thing you could do for your codebase is delete it?
General Partner and CTO @chadfowler at BlueYard, on the Phoenix Architecture and why regenerative software is where development is headed.
Full conversation with @guypod on @tessl_io.
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Apr 3
Full Episode Links:
YouTube: aind.oia.bio/98yt
Apple Podcasts: aind.openinapp.link/98ap
Spotify: aind.oia.bio/98s
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Mar 19
In September last year, we gathered 100 AI founders, builders, researchers and backers focused on the hard edges and challenges around scaling AI compute and applied intelligence.
No stages, no panels - just real talk, open minds, and debates while climbing winding trails between discussion camps on a mountain. From the chip level up to applied AI in hard industries, to questions around the co-existence of humanity and AI. That was Climbing Hard AI peaks. We were lucky to be joined by builders, founders and researchers from organizations including: Anthropic, CDTM, DeepMind, ETHZurich, Google, OpenAI, Stanford, and TUM.
And today, we are announcing: Climbing Hard AI Peaks is returning. September 16th - 18th, 2026. The opportunities have gotten larger, the challenges too - it's time to go climbing together again. Last year 90% of the audience was invite only, mainly driven by our network. This year, we are opening the event to a larger number of early-stage builders to join and enhance their knowledge and network through Climbing Hard AI Peaks. All expenses on us. You just bring your mind & hiking boots.
Apply here to join us: blueyard.typeform.com/to/mOm…
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