CEO & Founder @orayaventures | Partner @metrix_capital | Building @sixsigmasyn Financial Media, sharing my investment thesis with 10+ years of managing capital.
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Collectibles were always an asset class. They just had no ledger. This is the next infrastructure play. @Beezie
Congrats to the team!
Metrix Capital participated in @Beezie’s $4M funding round, led by Psalion VC Fund III.
We don’t invest in narratives. We invest in numbers, and Beezie’s numbers are hard to ignore:
• $170M in gross merchandise value
• $85M in revenue year to date
• 50x growth in 9 months
• 30,000+ active users since January 2026
@Beezie turns physical collectibles (cards, entertainment, luxury) into an on-chain, tradeable, liquid asset class. Every item gets a digital twin, and the blockchain does its job quietly in the background instead of being the pitch.
This is the pattern we keep coming back to: real consumer demand, real revenue, with the infrastructure doing the work rather than doing the talking.
Excited to back the team as they scale into collectibles, luxury, and entertainment globally.
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👀 Top Crypto Fundraising Last Week
1️⃣ NeoSoul (@NeoSoulAI) - $11.0M; AI, Infrastructure
2️⃣ Beldex (@BeldexCoin) - $8.0M; Infrastructure, Privacy
3️⃣ Twyne (@twynexyz) - $2.5M; DApp, DeFi
4️⃣ Botanika (@botanika_sol) - $1.5M; AI, Data Service
5️⃣ Poolfish (@poolfish_xyz) - Analytics, DeFi
6️⃣ Concrete Protocol (Blueprint Finance) (@Blueprint_DeFi) - DeFi, Lending/Borrowing
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Austria sold a hundred-year promise in 2020.
Buyers paid 194. It trades at 29. -85 percent. On the safest asset in the room.
They called it risk-free because it had a coupon.
A hundred-year bond is a hundred-year bet on the issuer's discipline.
Austria's buyers found out in six.
No default. No restructuring. Just duration meeting reality.
Nobody calls it a default. It is one.
Duration is the trap nobody prices.
This is what debasement looks like when the bond market pays for it instead of the currency.
Hard money is not a trade. It is a refusal to hold someone else's hundred-year promise.
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Looking forward to the collab 🤝
🌿 Botanika Round Closing Announcement
Botanika has successfully closed its $1.5M round.
This round was joined by the following investors:
Institutional Investors:
CRIT Ventures (@CRIT_ventures)
Baboon Ventures (@baboonvc)
Marble X (@MARBLEXofficial)
Daedalus Angels (@daedalus_angels)
Angel Investors:
Jongchan (@guyukyukgu) — Trepa
Johannes Jäger (@jayhuntar) — Metrix Capital
Fez (@fez_xbt) — Voltr
Shayn (@shaynshin) — Voltr
Soju (@0xSoju)
Cristian (@kiddoq)
For the past several months, we have been quietly building towards one mission.
Hardware that actually runs. A network that puts that hardware to work. And a token model where revenue comes from real usage, not from token inflation.
NIMBUS is the first iteration of that work.
Botanika started from a simple question.
"If AI-era infrastructure ends up concentrated in five companies, is there a way to distribute ownership of that infrastructure?"
To answer that question, we chose to stand at the point where DePIN, RWA, and AI meet.
→ DePIN supplies the hardware
→ RWA shapes the ownership structure
→ AI creates the real demand
Each is a narrative on its own. Together, they become an industry.
This round also marks a meaningful step in Botanika's alignment with the Solana ecosystem.
With angels coming from Daedalus Angels, Meteora, Trepa — teams that have contributed significantly on Solana — Botanika now stands closer than ever to the ecosystem where high-throughput infrastructure, real economic activity, and on-chain composability converge.
This is more than a list of names. It is a foundation for what comes next.
The investors who joined this round did not come simply to commit capital.
They came to build alongside us — to help expand the Botanika ecosystem, open new pathways, and bring more of the right people into this network. The conviction they showed is matched by the commitment to grow this together, over the long term.
The infrastructure is real. The roadmap is real. And there has never been a better moment than now.
Join us
✅ Discord: discord.gg/botanika
✅ Telegram: t.me/botanika_ann
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The data layer is next. Storage gonna be the whole game @botanika_sol.
🌿 Botanika Round Closing Announcement
Botanika has successfully closed its $1.5M round.
This round was joined by the following investors:
Institutional Investors:
CRIT Ventures (@CRIT_ventures)
Baboon Ventures (@baboonvc)
Marble X (@MARBLEXofficial)
Daedalus Angels (@daedalus_angels)
Angel Investors:
Jongchan (@guyukyukgu) — Trepa
Johannes Jäger (@jayhuntar) — Metrix Capital
Fez (@fez_xbt) — Voltr
Shayn (@shaynshin) — Voltr
Soju (@0xSoju)
Cristian (@kiddoq)
For the past several months, we have been quietly building towards one mission.
Hardware that actually runs. A network that puts that hardware to work. And a token model where revenue comes from real usage, not from token inflation.
NIMBUS is the first iteration of that work.
Botanika started from a simple question.
"If AI-era infrastructure ends up concentrated in five companies, is there a way to distribute ownership of that infrastructure?"
To answer that question, we chose to stand at the point where DePIN, RWA, and AI meet.
→ DePIN supplies the hardware
→ RWA shapes the ownership structure
→ AI creates the real demand
Each is a narrative on its own. Together, they become an industry.
This round also marks a meaningful step in Botanika's alignment with the Solana ecosystem.
With angels coming from Daedalus Angels, Meteora, Trepa — teams that have contributed significantly on Solana — Botanika now stands closer than ever to the ecosystem where high-throughput infrastructure, real economic activity, and on-chain composability converge.
This is more than a list of names. It is a foundation for what comes next.
The investors who joined this round did not come simply to commit capital.
They came to build alongside us — to help expand the Botanika ecosystem, open new pathways, and bring more of the right people into this network. The conviction they showed is matched by the commitment to grow this together, over the long term.
The infrastructure is real. The roadmap is real. And there has never been a better moment than now.
Join us
✅ Discord: discord.gg/botanika
✅ Telegram: t.me/botanika_ann
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Johannes retweeted
Anyone who kicks someone when they’re already down is a piece of shit.
Anyone can fall. And trust me, at some point, you will.
Never pray for someone’s downfall. Winners want to see others succeed. Losers celebrate when others fail.
Character isn’t revealed when you’re winning. It’s revealed by how you treat people when they’re losing.
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Zcash is the privacy story Bitcoin couldn't be.
Position before the consensus arrives.
$ZEC
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The platform owns the data.
The model trains on the data.
The agent acts on the data.
The user never touched the data.
That is the inversion the next cycle reverses.
Nimbus.
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The model layer is being commoditized.
The compute layer is being institutionalized.
The data layer is still being expropriated.
The next category-leader is the one that closes the third gap.
But storage is boring.
Until the thing being stored is the only asset left that has not been priced.
Then storage is the whole game.
@botanika_sol
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Junior copper is being repositioned by family offices ahead of the supply-deficit print.
Copper supply deficit: ~5 Mt projected by 2030.
The trade is the discovery curve. The names are downstream. $CUPR.NE
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Privacy AI overlap with the broader compute infrastructure thesis.
Privacy AI is a category emerging right at the AI/compute infrastructure inflection.
If privacy AI gets a real bid, this is one of the few coordinates. $VVV
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There is something big coming in privacy AI and decentralized data storage infrastructure.
soon.
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The shares of a central bank trade at a fraction of the gold and stocks they hold.
The asymmetry has been documented for years.
What's documented for years tends to resolve in one move. $SNB
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First-mover marketing budgets become first-mover price-discovery budgets. The cost of a higher multiple just got quotable.
This is the IPO market's biggest structural shift since the JOBS Act. Most investors haven't recognised it yet.
The structural winner is whoever positions on the early names before the loop starts pricing.
There are still big market inefficiencies.
@tradexyz
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TradeXYZ just opened pre-IPO trading to retail. The structural asymmetry on IPO day flipped overnight.
IPOs are timed for peak hype. With pre-IPO trading, the entire cap-table-ex-insiders can now meet that hype on the bid.
The next big asymmetric trade is not a ticker. It is access to a market that didn't exist twelve months ago.
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Education scaled to zero.
When everything is free, the few things that aren't become priceless.
The bigger vision.
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The smart money rotated from model-layer to power-layer in 18 months. Read the filings.
Bloom Energy ($BE): top position in Aschenbrenner's Q1 book. +200% YTD. +1,400% trailing year.
When allocators converge on the same cluster, that's not a coincidence. That's the next consensus.
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The institutional bid on power isn't speculation. It is hedging future AI capex with utility duration.
When utilities trade at growth-stock multiples, it isn't a bubble. It's a systematic change.
Energy infrastructure. $HUT
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