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Infrastructure Boom · Hardware Wallets · Founded 2013 · Active, likely to fail

Coinkite

Coinkite is a Bitcoin company in the Hardware Wallets category, founded in 2013 by Rodolfo Novak, Peter Gray.

The Idea

Bitcoin-only hardware security, built with an uncompromising cypherpunk ethos. Gray discovered the Bitcoin whitepaper and recruited Novak from their previous venture. They built a blockchain explorer, then pivoted to hardware, creating the Coldcard hardware wallet.

Early Traction

Coldcard became the cult favorite among hardcore Bitcoiners for its air-gapped signing, open-source firmware, and refusal to support any asset except Bitcoin.

Peak Stats

Coldcard became a reference-standard air-gapped, Bitcoin-only hardware wallet, widely recommended for high-security cold storage. Opendime popularized the concept of a physical Bitcoin bearer instrument.

Status Today

Active, but highly uncertain. On July 30, 2026 Coinkite disclosed a firmware bug, live since March 2021, that made Coldcard seed phrases predictable. Roughly $130 million has been drained from more than 7,300 wallets so far, and the total is still climbing.

Why It Matters

Coldcard was the reference standard for serious self-custody, which is why one entropy bug produced the largest self-custody loss in Bitcoin's history. The incident proves that single points of failure remain in self custody.

Investors on this list

Ten31

Cite & share

Early Riders. “The 50 Most Interesting Companies in Bitcoin’s History: Coinkite.” https://earlyriders.com/top50/coinkite/

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