The Architecture Problem
Why last week's Coldcard exploit argues for shared key management, and why the custody industry should build on Bitcoin's native primitive together.
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AI & The Push & Pull of Deflation & The Right Denominator
For most of human history, the world barely changed within a single lifetime. Controlling fire took hundreds of thousands of years to spread across human pop…
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Final Settlement | Dorsey’s Buzz & Open Source is Building a $1M Bitcoin Future
02:10 - Jensen Huang's first tweet on open models and global cooperation
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Early Riders | Open Range Weekly | 07.27.26
Bitcoin gained ~1.5% this week to a market capitalization of $1.30T.
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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.