Independent research on pricing what has no market price – private company equity, tokens and the claims between. Fund of Founders archive at aclarys.com
London, UK
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Onwards
2/ I’d already taken the leap. In April I went all in on @carriedforward. After 100+ conversations and a 58-tab model, the evidence said stop – so I did, before taking any outside money. The full retro is public: aclarys.com
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2/ I’d already taken the leap. In April I went all in on @carriedforward. After 100+ conversations and a 58-tab model, the evidence said stop – so I did, before taking any outside money. The full retro is public: aclarys.com
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The taskforce's year one is all wrapping existing assets. The report's own vision section says the value is in digitally native ones. Wrote up what that means for new collateral.
JUST IN: @BlackRock, @GoldmanSachs, @JPMorgan and @MorganStanley are among 54 firms, including @Coinbase, @Ripple and @Circle joining a UK government tokenization taskforce focused on live use cases starting with tokenized repo.
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Rich on paper, illiquid in life – 99% of venture-backed founders. Aclarys issues pooled credit against unrealised founder equity. No sale, no cap-table change. aclarys.com
sneak peak inside kickstart pitch day in london with @SuperteamUK 👀
everyone knows tech founders who are rich on paper but can’t get liquidity 💧
@aksenovd15 is solving this on @solana.
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Founders own 54.8% at Seed. 10.4% by Series D.
And 99% never receive personal liquidity from what they do hold. A decade or more paper rich, cash poor.
So we built the alternative.
Aclarys: Fund of Founders. Tokenised credit against unrealised founder equity.
→ aclarys.com
h/t @a16z @PeterJ_Walker
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The median 2021 venture fund has returned 0.00x DPI at year five.
Even the top decile? 0.13x.
2022, 2023, 2024 vintages? 0.00x across almost every percentile.
The J-curve has flatlined.
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AI and tokenisation are changing that.
Introducing Aclarys – liquidity infrastructure for private capital markets.
We convert unrealised carry into real liquidity. No change in ownership. Near-immediate DPI.
Don't get carried away. Get carried forward.
→ aclarys.com
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Excited for this one! Come listen in
Bitcoin 2026 just wrapped in Las Vegas.
The sitting FBI Director. The Acting Attorney General. White House crypto advisors. All on stage celebrating Bitcoin.
Meanwhile, back home, the community is fighting over whether to freeze Satoshi's coins, fork the network, and rewrite the rules of a system that was built so nobody could rewrite the rules.
Something has shifted. And not everyone thinks it's in the right direction.
Join us live for ep. 49 of The Forum this Thursday.
🗓️May 7th, 2026
🕙 2PM UTC
Hosts:
- @ArcanumVentures
- @BOOMROOMpodcast
- @MELOWILD
Panelists:
- @theskorai
- @RaghuRajRaiHQ
- @_WOOFi
- @0iqmarketing
- @Caf0lla
- @NeoxInfra
- @evolv3labs
- @0xEv3
- @aksenovd15
- @carriedforward
- @ManoThanabalan
- @filipblagojevi8
- @ResomniumX
- @adiniculescu
- @CoinCruncher
- @lcce01
- @XFounders_camp
- @sethforprivacy
- @cakewallet
- @Me3Labs
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