Research, analysis, and investment theses from the CloudWorx Capital team.
We are proud to announce the close of our $90 million Seed Round led by Paradigm. This milestone marks a defining moment for our team and our mission to back the boldest founders building decentralized infrastructure from the ground up.
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A comprehensive look at the maturation of Ethereum scaling solutions, from optimistic rollups to ZK-rollups and beyond.
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Why we believe the next wave of DeFi growth will be driven by infrastructure improvements, not application innovation.
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An engineer's perspective on the state of cross-chain messaging protocols and what it will take to achieve a truly interoperable multi-chain ecosystem.
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How zero-knowledge proof technology graduated from theoretical cryptography to the backbone of scalable, private blockchain systems.
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How the developer experience for building on-chain applications has transformed over the past three years — and what still needs to improve.
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Why data sovereignty is the next frontier for web3 infrastructure investment and how the leading decentralized storage networks are approaching the challenge.
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The infrastructure enabling ordinary people to access blockchain-based financial services is finally reaching maturity — what this means for mainstream adoption.
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Our investment philosophy explained: why we deliberately invest in blockchain infrastructure before category consensus forms and what we look for in pre-product teams.
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Maximal Extractable Value is one of the most important and least understood forces shaping blockchain economics. We break down what it means for infrastructure investors.
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After evaluating hundreds of web3 projects, we have developed a framework for evaluating tokenomics design. Here are the principles that matter most.
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A deep dive into our early investment thesis for Cosmos, the protocol enabling the internet of blockchains — and what the past four years have confirmed about the opportunity.
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How on-chain derivatives infrastructure has evolved since we made our initial investment in dYdX, and where we see the market heading in 2025 and beyond.
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