Research and early-stage venture capital, focusing on true web 3 innovation.
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Joined May 2021
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Today, we're excited to share our latest research into @zilliqa - where we explore their journey in the space and take a closer look at what the future may hold.
What's truly interesting is their constant aim for greater adoption 👀
📚 kefventures.medium.com/explo…
$ZIL
ALT kefventures-research-blog-exploring-zilliqa
Optimistic on $ORDER in Q4.
The thesis isn’t another perps front-end. It’s the liquidity layer underneath.
Full research in the thread 👇
Today, we're excited to release our latest research into @OrderlyNetwork, where we explore why their infrastructure-first approach to decentralized perpetuals could be one of the smarter plays in the current cycle.
📚 kefventures.medium.com/explo…
$ORDER
ALT kefventures-exploring-orderlynetwork
📚 ICYMI:
Our latest research dives into @OrderlyNetwork and why $ORDER may be one of the more overlooked infrastructure plays 👇
kefventures.medium.com/explo…
Why is $UNI outperforming now?
The fee switch isn’t new. EVM dominance isn’t new. What’s new is the market finally pricing UNI as a cash-flow token.
Read more 👇🧵
Disclaimer: Kef Ventures has a sizeable position.
(4/5)
This is also a market meta, not a Uniswap-only story.
Tokens that tightly couple protocol revenue to the token ($HYPE, $PUMP, more recently ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241) have been where capital has concentrated.
Buybacks, burns, programmatic value accrual. The market is repricing cash-flow tokens over pure governance.
Kef Ventures retweeted
JUST IN: $STOCKIMPALER, a coin launched on Robinhood, inspired by GME, aims to CTO HOOD. Passes $1M market cap.
🤝 Paid partnership
Kef Ventures retweeted
Yes, this is what you think it is.
Watch.fun x @collector_crypt
Kef Ventures retweeted
$ALCHEMY is not just another governance token.
It is a fixed-supply, deflationary asset engineered to capture value from every corner of a gold-backed DeFi ecosystem.
📚 medium.com/@Alchemy_L2/alche…
Full breakdown 🧵👇
Today, we're excited to release our latest research into @OrderlyNetwork, where we explore why their infrastructure-first approach to decentralized perpetuals could be one of the smarter plays in the current cycle.
📚 kefventures.medium.com/explo…
$ORDER
ALT kefventures-exploring-orderlynetwork
(10/10)
@OrderlyNetwork represents one of the more thoughtful infrastructure plays in the current cycle.
The rise of on-chain perpetuals is not a short-term narrative and Orderly is quietly positioning to be the infrastructure that powers a significant portion of it 🫡