Team Portfolio Raise Essays

F4/1kx/Activity

1kx Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Robert Koschig published research showing that tokens distributing value to holders (dividend yield) generated the strongest outperformance signal in 2026, with a hypothetical Fundamentals Index returning +82% vs. -5% for Bitcoin through Q3 2026.

1kx

1kx1kx

1kx.capitalOCT 7, 2026

1kx.capital

OCT 7, 2026

News

1kx was named one of America's Top Venture Capital Firms of 2026 by TIME magazine.

1kx

1kx1kx

time.comAUG 18, 2026

AUG 18, 2026

3 essays· JUN 2026Show all

Essay

1kx published its flagship "Cost of Trust 2.0" thesis by Lasse Clausen, sharpening the firm's investment framework after eight years and 160+ investments. The thesis names two mechanisms by which blockchain creates value: trust-intermediary rent compression and enablement/zero-to-one. It also identifies AI as a forcing function creating new trust markets.

1kx

1kx1kx

1kx.capitalJUN 2, 2026

JUN 2, 2026

Essay

Presented framework describing how blockchain reduces trust-enabling work costs toward zero, with approximately 35% of US labor market in trust-enabling roles.

Cost of Trust 2.0

1kx.capitalJUN 2026

JUN 2026

Essay

Published thesis identifying stablecoin payments to emerging-market corridors as the most important blockchain product category, with trade finance as the largest underdeveloped segment.

The Rewiring of Trade Finance

1kx.capitalJUN 2026

JUN 2026

Press

Wei Dai, Partner at 1kx, published a Forbes Business Council op-ed titled "Finance Moving Onchain: Why Threat-Resistant Privacy Is the Path to Sustain Growth."

1kx

1kx1kx

forbes.comAPR 21, 2026

APR 21, 2026

Investment

Co-led Kulipa's $6.2M seed round for stablecoin card issuing infrastructure.

Kulipa

theblock.coAPR 2026

APR 2026

Investment

Led Bluff's $21M funding round for next-generation betting and entertainment platform.

BLUFF

kucoin.comFEB 3, 2026

FEB 3, 2026

New Fund

Closed $75M fund with backing from Marc Andreessen, Chris Dixon, and Galaxy Digital for early-stage investments and infrastructure support.

New Fund Close - $75M

theblock.coDEC 2025

DEC 2025

Essay

Published influential research documenting $20B in onchain fee economy and DeFi dominance in 2025.

2025 Onchain Revenue Report: From Mania to Maturity

1kx.networkOCT 2025

OCT 2025

Exit

Portfolio company Opyn's leadership team acquired by Coinbase to expand onchain derivatives.

Opyn

coinbase.comJUL 2025

JUL 2025

Essay

Essay exploring decentralized social infrastructure and its role in crypto adoption.

Decentralized Social Graphs

1kx.capitalMAY 21, 2025

MAY 21, 2025

Essay

Thesis on Kaia's distribution strategy for mainstream crypto adoption.

Kaia and How a Defensible Distribution will Bring Crypto to the Masses

1kx.capitalAPR 30, 2025

APR 30, 2025

Investment

Co-led $30M Series A for Camp Network, an autonomous IP Layer 1 blockchain that enables AI copyright royalty distribution.

Camp Network

Camp Network 1kx

fortune.comAPR 2025

APR 2025

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