Project hub

Electric Capital

5 pieces · Jun 2025 to Oct 2025

Sectors

L1/L23 DeFi2 Other1 Solana1 Ethereum1 Market structure1

Search every mention All projects

Coverage per year

52025

Start here · the strongest pieces on Electric Capital

Breakdown11 Jul 2025INFINIT: one-click agentic DeFi and the strategy marketplaceINFINIT's Agent Swarm uses deterministic agents with ERC-4337 and EIP-7702 bundled verifiable steps to run multi-step DeFi strategies. A strategy-creator marketplace is planned with initial strategies and a social layer in Q3 2025.Market take22 Jul 2025Espresso's Kaito launchpad sale terms: $400M FDV with 1y cliff is unattractiveWelcomes the Kaito launchpad but criticizes Espresso's $4M sale at $400M FDV with a one-year cliff plus one-year linear vesting. Buyers would need a roughly $800M FDV after 12 months just to break even, so a full or large TGE unlock is recommended.Data24 Oct 2025Developer growth by ecosystem: Solana, Base, Sui up; Polygon, Arbitrum downElectric Capital data shows Solana/SVM, Bitcoin, Base and the Move stack (via Sui) growing in developers over two years. Polygon and Arbitrum lost over 30%, Polkadot and Cosmos are down, Starknet and NEAR show modest gains.

Timeline · every piece, newest first

2025 5

25 Oct 2025Crypto developer count down 21% in three years: what could reverse itNotes the number of crypto developers is down over 21% in three years, but expects growth to return on maturing infra, stablecoins and tokenized assets, DeAI and regulatory progress.DataOther

24 Oct 2025Developer growth by ecosystem: Solana, Base, Sui up; Polygon, Arbitrum downElectric Capital data shows Solana/SVM, Bitcoin, Base and the Move stack (via Sui) growing in developers over two years. Polygon and Arbitrum lost over 30%, Polkadot and Cosmos are down, Starknet and NEAR show modest gains.DataSolanaEthereumL1/L2

22 Jul 2025Espresso's Kaito launchpad sale terms: $400M FDV with 1y cliff is unattractiveWelcomes the Kaito launchpad but criticizes Espresso's $4M sale at $400M FDV with a one-year cliff plus one-year linear vesting. Buyers would need a roughly $800M FDV after 12 months just to break even, so a full or large TGE unlock is recommended.Market takeMarket structureL1/L2

11 Jul 2025INFINIT: one-click agentic DeFi and the strategy marketplaceINFINIT's Agent Swarm uses deterministic agents with ERC-4337 and EIP-7702 bundled verifiable steps to run multi-step DeFi strategies. A strategy-creator marketplace is planned with initial strategies and a social layer in Q3 2025.BreakdownAIDeFi

25 Jun 2025Anoma fact sheet: $57.8M raised, investors and foundersCollects Anoma funding facts: $57.8M across three rounds from 40 investors, Polychain and CMCC as leads, Electric Capital in all three rounds, and the last round in May 2023.DataL1/L2DeFi

Often covered with

Kaito46 Polychain9 Solana60 Base28 Sui24 Polygon29 Arbitrum65 Polkadot36

Working together

Research, advisory and builds for deep-tech teams.

View CV A1 Research