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F4/BITKRAFT Ventures/Activity

BITKRAFT Ventures Activity

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

Types

Time range

6 essays· MAR 2026 – JUL 2026Show all

Essay

Essay on why capital alone hasn't solved AI hardware startups' scaling problems and the five questions BITKRAFT asks before backing a hardware company.

The Hardware Gap

BITKRAFT Ventures

bitkraft.vcJUL 15, 2026

JUL 15, 2026

Essay

Essay on over $190B in global chip capacity commitments and where innovative hardware companies actually emerge.

Industrial Policy and the Next Chip Era

BITKRAFT Ventures

bitkraft.vcJUL 8, 2026

JUL 8, 2026

Essay

Published an essay analyzing value redistribution across the sports economy.

From Owners to Everyone

BITKRAFT Ventures

bitkraft.vcJUL 2, 2026

JUL 2, 2026

Essay

Essay arguing consumer applications of AI world-model simulation will prioritize content creation over gaming.

World Models: Dreams Turned Into Reality

BITKRAFT Ventures

bitkraft.vcJUN 3, 2026

JUN 3, 2026

Essay

Published report on how AI and game mechanics (streaks, progression, rewards) are moving beyond gaming into mainstream consumer apps.

The Future of Consumer Apps 2026

BITKRAFT Ventures

pressreleases.triplepointpr.comMAR 27, 2026

bitkraft.vc

MAR 27, 2026

Essay

Published report analyzing how AI and game-design mechanics will define the next generation of consumer apps.

The Future of Consumer Apps: AI and Game Design

BITKRAFT Ventures

reports.bitkraft.vcMAR 25, 2026

MAR 25, 2026

Investment

Invested $3M in Power Protocol, the shared infrastructure layer behind Pixion Games' Fableborne, bringing total ecosystem funding to $15.5M.

Power Protocol

Power Protocol BITKRAFT Ventures

tech.euFEB 24, 2026

mobidictum.com

kucoin.com

FEB 24, 2026

Essay

Essay on AI and digital assets investing, exploring why model improvements alone don't drive value.

Smarter Models Won't Save You

BITKRAFT Ventures

bitkraft.vcFEB 12, 2026

FEB 12, 2026

Exit

Portfolio company Radian Arc was acquired by Submer.

Radian Arc

Radian ArcBITKRAFT Ventures

tracxn.comFEB 2026

businesswire.com

datacenterdynamics.com

FEB 2026

Investment

Led StockGro's $13M Series B1 funding round.

Stockgro

Stockgro BITKRAFT Ventures

medial.appJAN 2026

instagram.com

bitkraft.vc

JAN 2026

Essay

Published investment thesis explaining the investment in Donut, an agentic browser for the financial internet.

Why We Invested in Donut

Donut BITKRAFT Ventures

bitkraft.vcDEC 9, 2025

DEC 9, 2025

Exit

Portfolio company Ready Player Me was acquired.

Ready Player Me

Ready Player Me BITKRAFT Ventures

peony.inkDEC 2025

DEC 2025

Investment

Led $35M seed round in Billions.

Billions

Billions BITKRAFT Ventures

startupintros.comDEC 2025

DEC 2025

Investment

Participated in The Snow League's $15M funding round for Shaun White's winter sports platform.

The Snow League

The Snow League BITKRAFT Ventures

thesnowleague.comNOV 12, 2025

sportsbusinessjournal.com

NOV 12, 2025

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BITKRAFT Ventures | Activity | F4