Contrarian Thesis

Hyperedge Capital is a research-focused, early-stage investment firm backing web3 founders in emerging markets. We manage a venture fund that places a heavy emphasis on long-term growth, providing a plethora of services to ensure our portfolio companies' success.

 

At Hyperedge, we pride ourselves on our ability to spot trends before they emerge and capitalize on trends not yet fully realized. We lead the industry when it comes to identifying and incubating promising blockchain projects under development in overlooked regions of the world. 

Emerging Markets

Blockchain development has spread across the globe, expanding far beyond traditional tech hubs like Silicon Valley. In the past few years, leading crypto infrastructures and major applications have sprung up all across the Eurasian expanse.

Our fund founders have founded and operated some of the most successful blockchain companies in the world. We leverage our expansive network and resources to provide our partners with access to investments in promising blockchain initiatives at the earliest stage, no matter their country of origin.

Founder Focus

At Hyperedge, we believe that long-term growth creates long-term value and that our portfolio companies' success should persist over time. Thus, we make sure to structure deals that align our fund's incentives with founders' goals.

Value-Add

Many projects have the right vision and focus to thrive but find themselves constrained by a lack of resources or connections. We at Hyperedge recognize that good ideas still need good execution. With this in mind, Hyperedge adopts an activist approach to investing, offering advisory, recruiting, PR/marketing, and auditing services (among others) to help our portfolio companies grow.

 

Opportunity Areas

Decentralized Finance

Intermediaries and institutions play an important role in capital markets but their operations carry multiple downsides (e.x. - lack of transparency, slow settlement, inefficient pricing). We believe Defi will overcome the common problems of traditional finance.

Interoperability

Interoperability is essential for the mass adoption of blockchain technology. The ability for layer-1/layer-2 solutions to communicate with each other will be vital to ensure seamless transactions and information sharing can take place.

X-to-Earn

We believe the play-to-earn business model will revolutionize gaming similar to how free-to-play did in the past. As one of the first movers in the play-to-earn space, we see the potential for the X-to-earn business model to proliferate beyond gaming into the Metaverse world. 

NFT Consumerization

We have only just scratched the surface of possible NFT use cases. The new asset class is continuously evolving and becoming more interactive. We would like to explore the potential of NFTs beyond the worlds of gaming and collectibles.

Metaverse

An integral component of the metaverse is the ability to move digital assets like NFTs and tokens from one virtual world to another. We believe this will be the next frontier in gaming and commerce.

Creator Economy

The current creator economy is wrought with fundamental problems — traditional discovery, monetization, and data analysis solutions are inefficient and unwieldy. We see the potential for blockchain tech to disrupt these outdated systems for the better.