Early Riders is a venture firm built on sound capital. We build and invest in category defining companies at the bleeding edge of Bitcoin, AI, and open-source technologies. Our General Partners take board seats and implement a hands-on approach with founders and companies we back. We also have a deep bench of advisors and entrepreneurs in residence with expertise across legal, engineering, talent, business development, venture capital, and emerging markets.
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US，Texas，Austin
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Bitcoin is ~20% below its recent ATH, with growing adoption from corporations and governments—yet Google search interest remains well below prior cycles. The disconnect suggests retail remains largely disengaged—or that information discovery is fragmenting beyond Google.
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The world’s most sophisticated bitcoin and digital asset investors trust Onramp as their custody and bitcoin financial service partner. Interestingly, when we present Onramp’s vision to C-suite executives or founders—explaining why we exist and the partnership opportunities we offer—they often respond with a simple question: ‘Can we onboard as clients?’ At first glance, this might seem counterintuitive. Conventional wisdom suggests that the more someone learns about bitcoin, the more they’d prefer self-custody. But the reality is quite the opposite. As the Bitcoin ecosystem matures, so do its investors—and so does their demand for institutional-grade financial solutions. They seek security against physical threats, protection from human error, and access to traditional financial safeguards like insurance and inheritance planning. What they ultimately discover with Onramp is something even more powerful: the peace of mind that comes with a private Bitcoin banking experience—one that mirrors the sophistication and reliability of the legacy financial world but is built for the future of money. Check out the latest episode of Final Settlement with Co-founder and CEO Ben Davis of Native. We discussed how Onramp's MIC solution will drastically change the bitcoin landscape and resilience and some of the investment opportunities Early Riders is paying attention to, as well as: - Onramp & Native’s partnership - Historical insurance market gaps - Lloyd’s underwriting of Onramp MIC - Benefits of distributed custody models
94.5% of all 21 million bitcoin have already been mined, with the last 5.5% coming over the next 115 years. Individuals, corporations, and countries are all racing to get the limited supply. GameStop is joining the race. See publicly available corporate bitcoin holdings at https://lnkd.in/gFR9ZjZD
Just as the internet evolved from a feature used by some companies to an essential tool adopted by every company in the world, Bitcoin will follow a similar path. What we now call "Bitcoin companies" will soon become a thing of the past, as every company in the world integrates Bitcoin into its operations and treasury. GameStop's board unanimously approved the addition of bitcoin as a treasury asset.
Just as the internet evolved from a feature used by some companies to an essential tool adopted by every company in the world, Bitcoin will follow a similar path. What we now call "Bitcoin companies" will soon become a thing of the past, as every company in the world integrates Bitcoin into its operations and treasury. GameStop's board unanimously approved the addition of bitcoin as a treasury asset.
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GameStop’s updated investment policy now permits the acquisition of #bitcoin—joining a growing cohort that recognizes BTC as a strategic reserve asset. The signal is clear—bitcoin is savings technology and the logical hurdle rate for capital deployment. #GME #BTC #hurdlerate cc Early Riders
Early Riders转发了
The world’s most sophisticated bitcoin and digital asset investors trust Onramp as their custody and bitcoin financial service partner. Interestingly, when we present Onramp’s vision to C-suite executives or founders—explaining why we exist and the partnership opportunities we offer—they often respond with a simple question: ‘Can we onboard as clients?’ At first glance, this might seem counterintuitive. Conventional wisdom suggests that the more someone learns about bitcoin, the more they’d prefer self-custody. But the reality is quite the opposite. As the Bitcoin ecosystem matures, so do its investors—and so does their demand for institutional-grade financial solutions. They seek security against physical threats, protection from human error, and access to traditional financial safeguards like insurance and inheritance planning. What they ultimately discover with Onramp is something even more powerful: the peace of mind that comes with a private Bitcoin banking experience—one that mirrors the sophistication and reliability of the legacy financial world but is built for the future of money. Check out the latest episode of Final Settlement with Co-founder and CEO Ben Davis of Native. We discussed how Onramp's MIC solution will drastically change the bitcoin landscape and resilience and some of the investment opportunities Early Riders is paying attention to, as well as: - Onramp & Native’s partnership - Historical insurance market gaps - Lloyd’s underwriting of Onramp MIC - Benefits of distributed custody models
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Why does Acropolis exclusively use Multi-Institution Custody (MIC) for client Bitcoin treasuries? MIC offers a trust-minimized solution that aligns with the protocol’s distributed ethos and prioritizes client interests, addressing third-party vulnerabilities and technical burdens that have long challenged the industry. It employs a 2-of-3 multisig quorum, where 3 institutions — Onramp, BitGo, and CoinCover — each hold a private key, requiring any 2 keys to authorize transactions; this setup, reinforced by game theory, ensures redundancy and prevents unilateral control, while allowing clients to audit funds onchain and withdraw assets as needed. As Ben Werkman articulates on the latest episode of New Foundations, MIC is the key to Bitcoin treasury strategies scaling more broadly. Full episode below...
While, traditional fintech layers marginal improvements of convenience and accessibility atop a crumbling fiat foundation, bitcoin creates an entirely new economic framework with properties that address the root flaws of centralized currencies: inflation, counterparty risk, and restricted access. All fintech which is not focused on bitcoin as the core monetary layer is inherently more fragile and offers no escape from inflation, seizure, or centralized power. The best money to date is bitcoin, and the best financial technology products and services will utilize bitcoin due to its superior governance and native properties.
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We've had some incredible guests on New Foundations and the catalog is evergreen for anyone interested in Bitcoin treasuries! Catch up on prior episodes below...
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Director, Institutional & Private Client Sales at Onramp | Bitcoin Custody, Funds, & Financial Services | Host of "The Last Trade" & "Scarce Assets" Podcasts | Advisor at Early Riders
“?????????????? ???? ?????? ????????????????.” That’s the common critique. But volatility isn’t unique to Bitcoin. We’ve seen 30%, 40%, even 50%+ drawdowns in equity markets over the past two decades. And yet—equities remain the preferred vehicle to grow and preserve wealth. The S&P 500 has become the de facto savings account in the U.S. But Bitcoin? One tough cycle, and it’s written off as “too volatile.” ???????????????????? ??????’?? ?????? ??????????—???????????????????????????????? ????. In this clip from?The Last Trade, we discuss how Bitcoin’s volatility compares to equity markets—and why its volatility is not a reason to dismiss it as a long-term investment.