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🌅Dawn follows the longest night🌅
18 months into 10K Ventures, and 3+ years in primary markets, one thing is clear: The easy mode is over.
Q4 was a brutal stress test. Most alts round-tripped to Jan '25 levels. But this reset was necessary.
Here is our 2025 Annual Report & 2026 Thesis:
The shift from Tech Constrained to Demand Constrained
🔟Q4 New Investments
@PopX_official: PopX originated from the idea of transforming crypto IP into physical toys and cultural products, aiming to make meme culture tangible and ownable.
@pieverse_io: Pieverse is a startup focused on compliant Web3 payment infrastructure.
The team is developing an extension to the x402b protocol to enable gas-free stablecoin transactions while automatically generating audit-compatible records such as invoices and receipts.
Built on on-chain timestamps and programmable access control, Pieverse converts abstract value into auditable on-chain assets.
@axisrobotics: Robotic simulation training. Closing the Sim-to-Real gap with GenAI.
Built on the open source RoboVerse framework, Axis integrates multiple simulation engines and a unified data format, while introducing an AI task-generation engine capable of automatically constructing massive and diverse robotic operation scenarios.
Users can remotely control robots via a web interface to collect demonstration data, enhanced through multi-dimensional augmentation across materials, lighting, and physics.
By leveraging domain randomization techniques, Axis aims to narrow the sim-to-real gap and train general-purpose robotic manipulation models.
Since 2025, Axis has accumulated over 500,000 robot operation trajectories and more than 5,000 virtual asset resources. The team plans to release its first purely simulation-trained general robotic model, Axis v1, in 2026.
The Outlook: 2026
The era of "building infra for infra's sake" is dead. The "Unsexy" categories(Stablecoins, Payments, Prediction Markets, RWAs) are the true demand vectors.
It’s no longer about TPS. It’s about onboarding the real economy.
Huge thanks to our LPs, founders, and partners for sticking with us through the grind.
In the casino, liquidity is the only fundamental. But we are here to build what remains when the liquidity dries up.
Let's crush 2026🥂
8️⃣Portfolio Highlights: Beta Fund
🔹@megaeth: Modular Ethereum infra. Token sale demand hit $1.39B (27.8x oversubscribed).
🔹@Gradient_HQ: Decentralized AI. Open-sourced "Parallax" OS for local LLMs. Now endorsed by @Alibaba_Qwen ,@Kimi_Moonshot ,@minimax_ai
🔹@flock_io: decentralized AI infrastructure. As of Q4 2025, FLock has implemented multiple use cases across various sectors.
This includes a partnership with the Hong Kong Government AI (HKGAI) to build the world's first decentralized AI implementation for public institutions.
Additionally, they are collaborating with CIMG Inc. to develop LifeNode and partnering with AIGEN Sciences to deploy FLock’s infrastructure for accelerating small molecule and biologic drug discovery.
🔹@Funes_World: Funes is dedicated to building an AI-driven digital heritage platform that utilizes crowdsourced photogrammetry and computer vision to create 3D digitizations of human civilization.
On November 6, YZi Labs announced an investment in Funes. The project has digitized nearly 1,000 architectural models and plans to add over 1,000 annually.
Funes aims to become an "Eternal Museum," providing a data foundation for research, education, and generative applications while preserving global cultural heritage.
Congrats👏
We're excited to announce the closing of a $5M seed round, led by @yzilabs (through EASY Residency Season 2), Informed Ventures, and @genventurecap.
when a product truly nails the demand
growth becomes explosive
markets may be cyclical, but demand is constant
✨congrats to the @StableStock team✨
10K Ventures retweeted
Thrilled to join the EASY Residency cohort and backed by @yzilabs to make stablecoin payments invisible and instant for everyone.
The future of banking is Self-Custody. 🏦➡️📱
LFG Season 2! 🚀 #BinanceBlockchainWeek
😶🌫️While some are busy dreaming, others are out there making it happen.
📷While some are changing the world, others are capturing it.
We’re proud to have the chance to back Funes, to lay down one plank for this ship setting sail around the world.🌍🌎🌏
今天 @yzilabs 对 @Funes_World 的融资官宣了,也借机和大家介绍一下:到底 Funes 在干嘛?以及我们这轮是怎么融资的?再次感谢各位对 Funes 的支持,愿我们的道路漫长,充满奇迹,充满发现。
hanyang.wtf/p/funes-d9c
10K Ventures retweeted
Welcome @michaeljin_77, Founder & GP of @10kventure, as a mentor for #SuperIndividual Incubation Camp Season 4!
Previously at @_inceptioncap, and an early investor in @myshell_ai, @saharaai, @megaeth_labs, and @sonicSVM, Michael brings deep Web3 investment insight to empower early-stage founders.
Infinity Ground × @OnePieceLabs Present
DEMO DAY of Super Individual Incubation Camp · Season 4
🧠With mentors from @BNBChain, Vertex, Orthogonal Labs, @10KVentures, @MHVentures, and @PangaCapital onboard, we’re powering the next wave of AI-native founders through Vibe Coding.
Big milestone. 🚀
We're elated to announce that we have secured a total of $5.42M - including a $4.2M private round to power SegaSwap’s next chapter.
Backers: Sonic SVM @SonicSVM, 10K Ventures @10kventure, and Y Squared. We’re doubling down on ve(3,3) liquidity, product upgrades, and ecosystem growth across Solana & Sonic.
Next up: faster product rollouts, deeper pools, stronger ecosystem.
We’re thrilled to back @donutai in building the world’s first agentic crypto browser for trading🖥️
Huge congrats to @Chrizhuu, @DarcyAsks, @JackJun_CookAI, and the entire team for this incredible milestone!
🍩Keep Building Donut🍩
For the last 6 months, we’ve prototyped Donut, with 100,000+ visionaries on the waitlist to co-create the interface for the financial internet.
Today, we're excited to announce that We raised $22M to build the world's first agentic crypto browser for trading.
Money doesn’t sleep. Keep it growing.
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