Arete Capital

Excited to announce our investment in Oxalis Games, the developers of the Web3 farming social simulator Moonfrost, $2m round co-led with L1D AG. We backed the team for their extensive experience in the indie gaming genre, including work on the mobile implementation of Stardew Valley. By Web2 standards, Moonfrost's 3D isometric pixel art is second to none, and we believe this could be a future leader in Web3 Gaming. Check out the trailer for Moonfrost and give the game a try here: https://moonfrost.io/ #digitalassets #web3gaming #aretecapital

We are growing our team! Arete Capital is hiring for an analyst role. We are looking for an exceptional candidate with the following skills: 1. First principle thinker w/ evidence of being early to a dominant market trend. 2. Experience working in Venture Capital w/ established network for deal flow. 3. Ability to contribute to the generation of novel liquid theses. If you are looking for a new environment and eager to build a fund from the ground up feel free to apply via a link below. Thank you. https://t.co/KtRQyCIbtU #aretecapital #digitalassets #hiring

Thrilled to announce that Arete Capital is backing Dawn Internet, an emerging DePIN protocol focused on building a decentralized wireless network for multi-gigabit broadband (DeWi). What drew us to Dawn Internet was its foundation— Andrena, a NY-based ISP with over 10k subscribers, $5M ARR, and a growing deployment backlog that positions it for profitability by Q4 2024. On Day 1, Dawn’s infrastructure already covers 3 million households across 10 states, offering highly competitive pricing against traditional ISPs. DePIN has immense potential for disruption, and Dawn Internet is leading the way by empowering individuals to participate in decentralized broadband, shifting power from the centralized monopolies to the decentralized sovereign networks. https://lnkd.in/eYiHw5F7 #aretecapital #digitalassets #depin

In light of recent market conditions, we thought it would be useful to share our thoughts outlining recent events that have taken place in the macro and liquid crypto market. This was the single largest deleveraging event since Covid 2020 and will prove to be a gift for the informed fund managers willing to capture the heavily discounted prices. Ultimately, we see TradFi capital markets pain as a necessary condition for the infusion of central bank liquidity and lowering of global base rates, which will be a main catalyst in fueling the next leg of a sustained crypto bull market to $4trn total market cap and beyond. We retain conviction in our existing spot positions, with a view of opportunistically capturing high-quality distressed liquid market opportunities. This is the time to deploy with patience and resilience. #BTC #aretecapital #digitalassets

We are excited to share our July market newsletter, which covers recent market events and our outlook. Most notably, we called the recent market bottom and have very strong conviction that markers are primed for a rally from here. As always, deployment timing is key. https://lnkd.in/eCssh5Xt #aretecapital #digitalassets #institutionalfund

Very excited to share a recent institutional DeFi deal that Arete Capital participated in along side Electric Capital and other Tier 1 investors. Term Labs, Inc. is a leading on-chain DeFi infrastructure for scalable and slippage free fixed rate loans against major staked and unstaked crypto assets. Fixed term lending dominates in TradFi and downstream structured products, but has been a challenge in on-chain variable rate lending AMM pools like AAVE due to low liquidity and high rate volatility for both borrowers and lenders. Term Finance solve this via a weekly tri-party repo auctions that determine a fixed clearing rate. All with immutable on-chain transparency and complete self-custody. You can learn more about Term Finance and try their service here: https://www.term.finance #aretecapital #institutionaldefi #web3

Sharing with pleasure our May investor newsletter. We cover key crypto market narratives, our outlook and venture portfolio. Additional information on our liquid book and April performance is available upon request for qualified investors only. Book your intro call: https://lnkd.in/eUQb3UdD Thank you for your continued support! ?? #crypto #institutionalfund #aretecapital