BITKRAFT Ventures

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@BITKRAFTVC

Building at the intersection of physical and digital. Driven by games and gaming technology, XR, Web3, and AI.

For disclosures, visit bitkraft.vc/legal.

Berlin, New York, Los Angeles bitkraft.vc Joined January 2017

316 Following 21K Followers 1.7K Posts

Latest posts 5

BITKRAFT Ventures @BITKRAFTVC Oct 23

Our team spent a year experimenting with trading agents across stocks, crypto, perps, and prediction markets.

In our latest research piece, "Ten Hard Problems In Agentic Investing" we cover what we think great agents need to deliver on, where we see opportunities in the market and offer up an open source framework aimed at the memory and rule enforcement.

🔗bitkraft.vc/insights/10-ha…

BITKRAFT Ventures @BITKRAFTVC Oct 15

As backers of @MidcenturyAI , we’re glad to see the team put serious compute and a dataset of this scale directly in the hands of researchers working on the foundational questions in world models and robot learning.
🎮 Games have been the proving ground for simulation for decades, and the same intuition that taught us how players learn inside virtual worlds now applies to how machines learn to act in the physical one.

Midcentury Verified account @MidcenturyAI Oct 14

Announcing the Midcentury Research Residency.

We're bringing together a small cohort of researchers to tackle the hardest problems in physical AI, backed by:

→ $1 million in compute
→ The world's largest robotics dataset spanning 2M+ hours
→ SOTA action supervision infrastructure

Our first cohort includes an author of NVIDIA's Cosmos 3, a CoRL award winner, and researchers from CMU, UCL, and Brown, with publications at NeurIPS and ICRA.

Their research focuses on fundamental questions in robot learning and world models. We've already published MC-PhysBench, with more work coming soon.

Applications for Cohort 2 are now open. Apply here: midcentury.xyz/residency

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BITKRAFT Ventures @BITKRAFTVC Oct 1

Circle Games shipped Sort Express , hit top-tier D30 retention and 75 min daily playtime, soft-launched Cat Loop, started prototyping a third title — all in 12 months, with 28 people in Istanbul. Tencent led the Series A. We backed them from Seed and wrote up why.
🔗 bitkraft.vc/insights/why-w…

#BehindTheDeal #MobileGaming #CircleGames

BITKRAFT Ventures @BITKRAFTVC Sep 29

Ripping a pack used to be over in ten seconds. Now the cards live in a vault and can be opened, traded or sold back whenever you like. Everett Chiang (@SpinFN) why the reveal is only the start, and what will separate the platforms that last:
🔗 bitkraft.vc/insights/the-p…

@Courtyard_io @Collector_Crypt @BOXEDHQ
#Collectibles #TradingCards

BITKRAFT Ventures @BITKRAFTVC Aug 26

Automated Token Portfolios are a new financial primitive only possible through digital assets and tokenization.

@Bitwise designs rules-based tokenized stock portfolios. @coinbase provides the tokenized stocks. @glider__ automatically keeps the wallet aligned to the model weights, without taking custody.

The big shift: the investor does not move assets into a pooled fund. The model comes to the wallet.

That opens up a new design space for thematic exposure, self-custody, automation, and eventually more composable portfolio products.

Congrats to the Glider and Bitwise teams. This is the kind of infrastructure work that makes tokenized markets feel less like a wrapper and more like a new product surface.