Introduction

At Aquarius, our objective is to enable transformative technology growth and nurture innovative business models. Our commitment to fostering decentralized ecosystems and technological diversity is evident in our strategic investments and comprehensive portfolio support.

Aquarius is a research-driven venture capital and liquid fund pioneering institutionalized on-chain liquidity management and go-to-market support.

Our recently launched multi-strategy liquid fund is a dynamic financial instrument that enhances our investment capabilities. With over $600 million in assets, this fund significantly enhances our ability to invest in innovative projects across diverse sectors. Designed to offer both short-term and long-term liquidity management solutions, the fund caters to various risk profiles. As the first institutionalized fund of its kind, it systematically manages on-chain liquidity, supporting blockchain foundations and ecosystem projects in meeting their liquidity requirements. Additionally, it fosters collaboration between Western and Asian projects, holders, and miners by establishing robust institutional connections. This year, the fund will initially focus on staking and restaking projects, with plans to expand into multiple verticals.

Our VC fund will primarily focus on pre-seed and seed investment rounds in key areas such as infrastructure, DeFi, AI, the BTC ecosystem, modular architecture, data layers, and applications with significant traffic potential. By emphasizing these critical sectors, we aim to stimulate innovation and drive substantial growth within blockchain and technology ecosystems.

Market volatility emphasizes the need for a strategic, long-term investment perspective. Amid rapid technological changes and fluctuating markets, it's crucial to identify and support innovations that can reshape our digital and economic landscapes.

At Aquarius, we believe in the transformative power of blockchain and emerging technologies to reimagine industries and improve societal structures. Our investment approach is not just about providing capital; we also contribute to building a sustainable future through strategic engagement and developmental guidance for our portfolio companies.

Alongside funding, Aquarius offers a comprehensive suite of services, including global KOL marketing, developer and user community building, staking liquidity management, media promotion, and go-to-market strategies. These services are designed to ensure our investments realize their full potential.

Looking forward, our mission is to continue supporting the most promising innovations that align with our vision of a democratized technological future. We aim not only to offer financial contributions but also to be active builders, advocates, and partners for the innovators defining the next wave of technology.

We deeply appreciate our partners and the broader crypto community for their unwavering support and shared commitment. To the trailblazers challenging the boundaries of distributed technology, we share your passion and invite you to connect with us.

Let's collaborate to build a future where technology empowers and uplifts communities worldwide.

Thesis

Commitment to True Decentralization

Our primary objective is to achieve true decentralization in the blockchain world. We are exclusively interested in projects that align with this vision, particularly DEGEN projects. We firmly believe that decentralization is the cornerstone of a robust and equitable blockchain ecosystem. Therefore, we do not accept compromises on decentralization for the sake of project implementation. By supporting projects that adhere to this principle, we aim to foster a decentralized future where power and control are distributed among all participants, ensuring fairness, security, and resilience.

Focus on Foundational Technology and Innovative Applications

We concentrate on the intersection of foundational blockchain technology and the initial application layer. Our investment strategy targets projects that leverage advanced cryptographic techniques, game theory, and other mathematical disciplines to realize innovative and visionary functionalities. We prioritize projects that push the boundaries of what is possible in the blockchain space through rigorous research and development. By investing in cutting-edge technologies and methodologies, we aim to support the creation of groundbreaking solutions that address current limitations and open new possibilities for the blockchain ecosystem.

Embracing Non-Web3 Users and Driving the Blockchain Revolution

Our vision has always been to embrace a large number of non-Web3 users and drive the blockchain revolution. We seek to invest in projects that make blockchain technology accessible and beneficial to mainstream users, thereby accelerating the adoption and impact of blockchain in everyday life. Our goal is to bridge the gap between the technical potential of blockchain and the practical needs of a global user base. By supporting user-friendly and practical applications, we aim to ensure that the blockchain revolution reaches its full potential, transforming industries and improving lives on a global scale.

Research

• Prediction Market: Beyond Polymarket: Exploring Opportunities in Prediction Market Design

• Sui: [Podcast] Why Sui Contributor Adeniyi Abiodun Isn’t Worried About Competing Blockchains

• Move: The Rise of Move Language and Movement Labs

• Parallel EVM: A Deep Dive into Parallel EVM and Its Landscape

• FHE: Towards Secure Computation: Advances and Applications of Fully Homomorphic Encryption (FHE)

• ZK: The Ultimate Guide of Scroll and Zero-Knowledge Technology (ZK)

• BTC: Charting the Technological Evolution in the Bitcoin Ecosystem

Disclaimer: This post is for general informational purposes only and does not constitute investment advice, recommendations, or a solicitation to buy or sell any securities. It should not be used as the basis for making any investment decision and should not be relied upon for accounting, legal, tax advice, or investment recommendations. You are encouraged to consult your own advisers regarding legal, business, tax, or other related matters concerning any investment decisions. Certain information included here may have been obtained from third-party sources, including portfolio companies of funds managed by Aquarius. The opinions expressed in this post are those of the authors and do not necessarily reflect the views of Aquarius or its affiliates. These opinions are subject to change without notice and may not be updated.