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Hack VC

7 pieces · Sep 2024 to Jul 2025

Sectors

AI4 Privacy2 DeFi2 L1/L22 Solana1 Ethereum1

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Coverage per year

42024

32025

Start here · the strongest pieces on Hack VC

Breakdown05 Sep 2024io.net State of the Network: why IO could be a generational opportunityBreaks down io.net's $40M raise and long-term plan against rising AI compute costs and a roughly $2.5T cloud market by 2032. Argues it is the only decentralized GPU network with Ray-based geo-distributed clustering.Breakdown26 Sep 2024Eclipse mainnet preview: SVM rollup on Ethereum with Celestia DABreaks down Eclipse as a modular SVM rollup combining Solana's parallel execution, Ethereum-based state validation and Celestia's cheap DA. Cites a $65M raise and a 38% share of all data posted to Celestia before mainnet.Breakdown26 Sep 2024Initia: interwoven rollups ecosystem ahead of October mainnetTL;DR of Initia: a MoveVM-based Cosmos L1 acting as a liquidity and interoperability layer for IBC-enabled optimistic rollups (Minitias) built on the OPinit stack with Celestia DA. Positions it as a leading framework for Celestia-based execution layers.

Timeline · every piece, newest first

2025 3

28 Jul 2025Zama funding and positioning: $139.3M raised, over $1B valuation pre-TGEZama raised $139.3M from Pantera, Hack VC and Multicoin and is valued above $1B before TGE. It is building a programmable FHE confidentiality layer for L1s and L2s covering private lending and dark pools.BreakdownPrivacy14 likes

25 Jul 2025Theoriq bull case: agent swarm protocol for DeFiBull case: specialized signal, strategy and execution agents work as swarms, starting with an OLP swarm for autonomous liquidity provisioning. First mover since 2022 with revenue streams across fees, an agent marketplace and data monetization.ThesisAIDeFi16 likes

23 Jul 2025Theoriq: AI agent swarm coordination for DeFi, second Kaito launchpad projectTheoriq, backed by a $6.2M seed led by Hack VC, targets agent-driven DeFi: AI liquidity provisioning, dynamic yield rotation and risk-managed delta-neutral trading. It is the second project on the Kaito launchpad.BreakdownAIDeFi30 likes

2024 4

30 Oct 2024Nillion $25M round led by Hack VC and the AI bull caseReads Nillion's $25M round led by Hack VC as evidence of a coming AI bull cycle in 2025. Positions Nillion as a dark horse, a blind computer combining MPC, FHE and ZK for AI on high-value data.Market takeAIPrivacy38 likes

26 Sep 2024Eclipse mainnet preview: SVM rollup on Ethereum with Celestia DABreaks down Eclipse as a modular SVM rollup combining Solana's parallel execution, Ethereum-based state validation and Celestia's cheap DA. Cites a $65M raise and a 38% share of all data posted to Celestia before mainnet.BreakdownL1/L2SolanaEthereum43 likes

26 Sep 2024Initia: interwoven rollups ecosystem ahead of October mainnetTL;DR of Initia: a MoveVM-based Cosmos L1 acting as a liquidity and interoperability layer for IBC-enabled optimistic rollups (Minitias) built on the OPinit stack with Celestia DA. Positions it as a leading framework for Celestia-based execution layers.BreakdownL1/L222 likes

05 Sep 2024io.net State of the Network: why IO could be a generational opportunityBreaks down io.net's $40M raise and long-term plan against rising AI compute costs and a roughly $2.5T cloud market by 2032. Argues it is the only decentralized GPU network with Ray-based geo-distributed clustering.BreakdownDePINAI108 likes

Often covered with

Theoriq18 Celestia145 Zama17 Kaito46 Nillion35 Eclipse28 Solana60 Initia10

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