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IOSG Ventures
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IOSG Ventures

@IOSGVC
Research-driven fund backing the builders of frontier digital infrastructure. Investing since 2017. Pitch: [email protected]
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iosg.vc
Joined April 2017
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  • Pinned
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    IOSG Ventures
    @IOSGVC
    Jul 2
    Proud to partner with @SurfAI as their first design partner. 🌊 We've plugged @SurfAI into our internal research agent as the sole source for 5 data categories our stack couldn't cover: social mindshare, perp liquidations by exchange, VC fund data, prediction markets, and
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    IOSG Ventures
    @IOSGVC
    Aug 27
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    Article
    EIP-8363: Ethereum’s Issuance Decision
    Authour: @mariochow98k | @IOSGVC EIP-8363 proposes burning a rising share of validator rewards as the staking ratio climbs, reaching a 100% burn at 50% of supply staked. This note models what it does...
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    IOSG Ventures
    @IOSGVC
    Aug 26
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    Bessent’s Trilemma and What It Means for Bitcoin
    Authour: Momir @momir_amidzic | @IOSGVC The thesis: Washington is likely to defend Treasury-market stability and the AI investment cycle at the expense of more persistent inflation. That would be...
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    IOSG Ventures
    @IOSGVC
    Aug 25
    Highlights: 🔹 Who filled @coinbase's Bitcoin loan book? @sparkfinance was one of the main LPs, supplying up to 80–90% of the liquidity as the product grew from $0 to $600M. 🔹 The money is no longer crypto-native, crypto-native liquidity is thinning. 🔹 Who's actually
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    OFR House
    @ofr_house
    Aug 25
    Who Funds Crypto's Loan Book? The bottleneck in DeFi lending may not be capital. It’s origination. In this episode, our Managing Partner @momir_amidzic sits down with @hexonaut, Co-founder / CEO @sparkfinance and @shanandwater, APAC Lead @Morpho for a full teardown of where
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    IOSG Ventures
    @IOSGVC
    Aug 20
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    Article
    From Benchmark Gains to Willingness to Pay: The Demand Illusion of Model Fusion
    Author: @glazecl & David | IOSG Ventures In June 2026, the AI market saw two products named “Fusion” launch less than three weeks apart. On June 12, OpenRouter launched Fusion Router under the...
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