The 50 Most Interesting Companies in Bitcoin's History
An interactive history of fifteen years of Bitcoin company formation: what the failures cost, what the winners got right, and where the next ones get built.
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The Singularity Stack
Our framework for the AI buildout: a single conversion chain from energy to compute to intelligence to work, the evidence that the acceleration is measurable, and the argument for where the gains finally settle.
The Interactive History
The 50 Most Interesting Companies in Bitcoin's History
An interactive history of fifteen years of Bitcoin company formation across four eras: what the failures cost, what the winners got right, and where the next ones get built.
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Final Settlement | Bessent Just Doubled Treasury Buybacks - Did Something Break?
The Treasury doubled its bond buyback operation, moving from a $2 billion ceiling to a $4 billion floor and issuing at the front end to buy the long end, and Bessent signaled that close to $1 trillion could be tapped to keep it going. Bitcoin…
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The Singularity Roundup With Early Riders
Stripe declares the singularity and buys OpenRouter, Bessent eyes the Treasury General Account to fund buybacks, and Nvidia discusses a $30B+ Perplexity round.
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The Whitepaper
Investment Under a Bitcoin Standard
The Early Riders Whitepaper lays out our full thesis: Bitcoin as the hurdle rate, and where value accrues in digital asset infrastructure next.
The Firm
Venture capital with Bitcoin as the hurdle rate
At Early Riders, we fundamentally believe that Bitcoin is better money. Our investment strategy integrates Bitcoin into every aspect of our operations to yield superior returns. We raise capital, maintain our treasury, and return capital to our limited partners exclusively in Bitcoin. Additionally, all of our portfolio companies maintain Bitcoin reserves.