An early-stage venture capital and technology firm
Joined December 2023
- Tweets 36
- Following 18
- Followers 1,423
- Likes 153
1 Photos and videos
Pinned Tweet
8 Oct 2025
Reforge invests in programmable money infrastructure and applications
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Reforge retweeted
Jun 2
I'm hiring an analyst.
Today, Reforge is 80% agentic: we built a proprietary AI stack for sourcing, diligence, market research, and ops. But the 20% is where the magic happens in vc and it's time to shift our focus here.
Role reqs: (1) high agency, (2) higher eq
DMs are open.
Apr 17
reforge q1 2026 overview
>5,054 companies/projects across private markets (fintech, ai, robotics, frontier tech) sourced through Ava
>3,051 proceeded to deeper diligence and Ava's research stack produced an in-depth memo
>202 teams received an email or DM from us; that's a 6% conversion from the prior diligence phase
>20 of those were discussed at two or more ICs
>2 investments made
tldr: Top of funnel is healthy by quantity - more teams than ever building but quality is just not there; there's a lot of noise accompanying very little signal. Makes sense given the vibe coding craze and software commoditizing. So just because we decided not to participate in superfluous twitter discourse around fundraising in crypto or have our name put on a spreadsheet does not mean we are not extremely active. To us, the investable subset of opportunities is just extremely small.
note 1: This does not include our inbound stats; that said, we execute a outbound-heavy strategy
note 2: 3,051 -> 202 includes filtering out projects that may be too out-of-scope for us (robotics, frontier tech, etc.) but if there are signals that indicate a co could be generational, we'll still include in our pipeline
reminder: Reforge is not just a "crypto vc". We are a venture capital and technology firm investing across the financial system value chain with a very broad mandate
Some insights:
Consensus is rising around core primitives but very few teams are actually solving the hard problems. the most crowded sectors are what you'd imagine and we’ve found difficult to build conviction in their long term sustainability:
- x402/agentic payments/agent commerce rails
- prediction markets: terminals, aggregators, wrappers
- stablecoins/payments/neobanks
- ai trading agents/execution wrappers
Where we felt differentiation specifically in finance/crypto:
- market-structure, risk-transfer, liquidity, and margin primitives
- credit, settlement, and post-trade infrastructure
- software-native markets with novel agent-workflow infrastructure (no wrappers!)
With Ava, we have more data than ever on early-stage private markets across multiple sectors, predominately ai and finance. If you have any questions or are curious to learn more about what we’re seeing, just let us know
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ZERG Mainnet Beta is LIVE
Huge thank you to our early community for helping us get here, and to @reforge_vc for supporting us during our pre-seed and believing in the vision early.
The trenches evolve from here.
Join the open beta today → zerg.app
New to ZERG? Check out this guide 👇
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Reforge retweeted
Apr 21
deploy your strategies and trading logic directly on exchange, in real-time and privately
makes the latency race a thing of the past and introduces a new era of trading
this is @SynchronicityHQ
Apr 21
Modern markets are fundamentally extractive
We've spent three years rewiring them from scratch
One core feature is everyone deploying their own bots without code or infra
Here's a first look @SynchronicityHQ We're looking for strategists to test drive. Reply for early access
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Reforge retweeted
Apr 17
reforge q1 2026 overview
>5,054 companies/projects across private markets (fintech, ai, robotics, frontier tech) sourced through Ava
>3,051 proceeded to deeper diligence and Ava's research stack produced an in-depth memo
>202 teams received an email or DM from us; that's a 6% conversion from the prior diligence phase
>20 of those were discussed at two or more ICs
>2 investments made
tldr: Top of funnel is healthy by quantity - more teams than ever building but quality is just not there; there's a lot of noise accompanying very little signal. Makes sense given the vibe coding craze and software commoditizing. So just because we decided not to participate in superfluous twitter discourse around fundraising in crypto or have our name put on a spreadsheet does not mean we are not extremely active. To us, the investable subset of opportunities is just extremely small.
note 1: This does not include our inbound stats; that said, we execute a outbound-heavy strategy
note 2: 3,051 -> 202 includes filtering out projects that may be too out-of-scope for us (robotics, frontier tech, etc.) but if there are signals that indicate a co could be generational, we'll still include in our pipeline
reminder: Reforge is not just a "crypto vc". We are a venture capital and technology firm investing across the financial system value chain with a very broad mandate
Some insights:
Consensus is rising around core primitives but very few teams are actually solving the hard problems. the most crowded sectors are what you'd imagine and we’ve found difficult to build conviction in their long term sustainability:
- x402/agentic payments/agent commerce rails
- prediction markets: terminals, aggregators, wrappers
- stablecoins/payments/neobanks
- ai trading agents/execution wrappers
Where we felt differentiation specifically in finance/crypto:
- market-structure, risk-transfer, liquidity, and margin primitives
- credit, settlement, and post-trade infrastructure
- software-native markets with novel agent-workflow infrastructure (no wrappers!)
With Ava, we have more data than ever on early-stage private markets across multiple sectors, predominately ai and finance. If you have any questions or are curious to learn more about what we’re seeing, just let us know
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Reforge retweeted
Apr 8
>1,600 global unicorns
>trillions in trapped employee equity
>median time to liquidity: 11 years
employees' net worth is on a piece of paper they can't touch. secondary sales? you pay a triple tax: discount to nav, cap gains to the IRS, upside gone
@techdollarhq fixes this
Apr 8
Select your company
Upload Docs
Get Approved
Start Spending
Unlock your wealth without giving up your equity
Join the waitlist now at Techdollar.com
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Reforge retweeted
Apr 8
Select your company
Upload Docs
Get Approved
Start Spending
Unlock your wealth without giving up your equity
Join the waitlist now at Techdollar.com
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Token distribution has evolved dramatically since the early days of crypto.
Each cycle introduced a new model that tried to solve the problems of the previous one.
2009: Fair mining
Bitcoin distributed supply through mining to anyone contributing to the network.
2013–2017: ICOs & SAFT sales
Projects raised capital early, but distribution often became concentrated.
2018: IEOs & airdrops
Exchanges and incentives helped bootstrap liquidity and users.
2019: Auctions
Markets experimented with fairer price discovery.
2020: Liquidity mining & stakedrops
Protocols distributed tokens directly to users, providing value.
2021–2024: Community sales, points, and farming
Participation expanded, but also introduced sybil farming, noise, and short-term incentives.
Each step pushed the industry forward.
But every model still struggled with the same core problem: Discovery and distribution are still chaotic.
Hundreds of tokens launch every day.
Narratives often matter more than fundamentals.
And strong projects frequently get buried under noise.
This is where the next evolution begins.
2026: Community-driven discovery and distribution.
Zerg introduces a model where token discovery is curated by the community, allowing quality launches to surface while reducing the influence of insider networks and short-term hype.
Instead of relying purely on marketing, KOLs, or luck, tokens gain traction through collective validation and participation.
Zerg is inevitable.
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Reforge retweeted
Mar 19
FluxA🤝@reforge_vc
AI agents can do work. But the moment they need to use a paid tool, an API, a model, a data source, a wall is hit.
Who set up the billing? Which API key? How much did that run cost? Why did the agent burn through $50 in one loop?
These questions kept coming up as we worked with teams building autonomous agents. Conclusion? Agents need financial boundaries.
Meet @reforge_vc's autonomous research agent, Ava. Give her a handle, a URL, or a PDF and she goes into deep research mode and comes back with a full report. While she utilizes paid tools with our wallet, our mandate makes sure she only pays for what she actually uses. Every transaction auditable.
Our payment layer works for any agent that consumes paid resources.
Try it out at ava-agent.reforge.vc
@CoinbaseDev @x402Foundation
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Reforge retweeted
Mar 4
this is fuckin nuts
any website is now a one-line api call
stripe is to app->banks
what @nottecore is to agents->the internet
no playwright. no puppeteer. no captcha solving. no proxy rotation. no scraper maintenance
#1 on product hunt rn
Mar 4
Anything API is live on Product Hunt! 🔥🚀
Most websites don't have public APIs. Anything API fills that gap.
Describe the browser work you need. Our agent builds it, deploys it, and hands you a callable endpoint that you or Claude can invoke from everywhere.
Any website. We deliver the API.
producthunt.com/products/not…
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Reforge retweeted
9 Dec 2025
He built AI partners to help him invest, and is using them to front-run the next era of crypto venture.
@linfluence runs @reforge_vc, an AI-native venture firm focused on the coordination stack, programmable money, financial infrastructure, and the applications that will define the next crypto cycle.
And incredibly… his IC now includes two autonomous AI agents.
On Angels to Allocators, we covered:
🔹 AI as a co-GP: Reforge operates with two in-house agents, Ava for sourcing and Alice for diligence surfacing funded crypto projects months before they’re public.
🔹 How Ava hunts deals
🔹 How Alice does diligence:
🔹 Diving deep into the Fourth Turning thesis: We’re in a global institutional “winter” and crypto represents the new coordination substrate for capital, identity, and economic systems.
🔹 Prioritizing real founder signal: Education and pedigree are noise
🔹 Human machine investing vs human only or machine only
🔹 Investing in tokens vs equity and how this will evolve going forward
🔹 Crypto × AI × compute: His outlook on this market
🔹 Is the four-year cycle dead?
Full episode on Angels to Allocators →
YouTube: youtube.com/watch?v=IBWdIy3L…
Spotify: open.spotify.com/episode/5wP…
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Reforge retweeted
1 Dec 2025
in tradfi venture, dpi >1 comes from nailing the input: source elite teams with insane ideas, securing your allo and entry price, and helping them win.
the output/exit? mature market structure handled it: secondaries, m&a, and IPOing (regulation, underwriting process with major institutions and legal, etc)
in crypto venture, nailing the investment input (the hardest part) can now be faked on the exit
instead of doing the hard part correctly, you can invest in subpar founders, with hot narratives, shady third party deals... get that sweet "vc" entry price, PUSH FOR 100% UNLOCKS day 1, and run a liquid/hedge strategy. boom, you look like a genius and your LPs are happy. when retail gets mad, point your fingers at vc purists because you're in public markets too!
notice how the majority of the discourse pushing for early/100% unlocks are coming from traders, liquid funds, grifters, or entities heavily biased towards public markets. immediate price discovery = more liquidity = more volatility. guess who also gets dragged into this equation but shouldn't be? the founders/team
taking the other side are the legit builders/operators and vc's that are more aligned with private markets
there are obvious exceptions (dragonfly also has a liquid strat) but let's read between the lines a bit
but "multicoin is a vc!"
if you think multicoin in 2025 prioritizes venture over their hedge fund (or any other "crypto vc" with a predominately more performant liquid strategy), i have a cardano ecosystem project to sell you
liquid funds and traders disrupting the art of venture and the features that private markets offer before going public are so ignorant and naive towards company building, it's laughable
x.com/linfluence/status/1755…
8 Feb 2024
99% of crypto vc's should reclassify themselves as "liquid funds who get in early by calling themselves a vc"
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Reforge retweeted
3 Nov 2025
Native interoperability enables blockchains to communicate directly without bridges or wrappers.
It’s the foundation for a truly connected multichain world.
Dive into the full explainer → altiuslabs.xyz/learn/what-is…
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Reforge retweeted
2 Nov 2025
Doppler Finance has officially surpassed $100M in total value locked (TVL).
As the leading XRPfi protocol on XRP Ledger, Doppler Finance is defining the XRPfi era.
And we’re only getting started.
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Reforge retweeted
31 Oct 2025
More amazing teams are joining the event.
@EpicOnChain joins as Co-host.
The event is also supported by our partners:
@DCGco, @reforge_vc, @keyrock, @flowdesk_co, @Auros_global, @CopperHQ, @XamanWallet, @GSR_io, and @BitrueOfficial.
Join us on during Ripple Swell 2025 and discover the future of XRPfi .
Join here : luma.com/l98rxg74
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Reforge retweeted
20 Oct 2025
great conversation at a great conference
proud and excited to be one of the newest partners of @ThetaInvest
20 Oct 2025
Legends4Legends 2025, Europe’s premier blockchain conference for allocators, was a great success.
The event featured top-tier educational content, valuable networking, and forward-looking discussions on blockchain innovation. We look forward to seeing you next year.
Legends4Legends is organised by @ThetaInvest
supporting ALTERNATIVES 4 CHILDREN NL to raise money for children’s education.
This message is for information and education purpose only.
@RJMSmets @hosseeb @dragonfly_xyz @rleshner
@jbrukh @SuperstateInc @lalleclausen @MattWalshInBos @paraficapital @gdog97_ @Melt_Dem @dotcuriouscat @dan_pantera @santiagoroel @PanteraCapital @Maven11Capital @aave @dragonfly_xyz @CastleIslandVC @robotventures @PortalVentures @CrucibleCap @dba_crypto @1kxnetwork @mdudas @6thManVentures @Marcdekloe1 @protocollabs @TrustlessState @bankless @BanklessVC @trspalding @acr_nym_fdn @inversion_cap @collin @Collin_McCune @coinfund @different_mj @linfluence @0xmadisonn @robotventures
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