From a conspiracy theory perspective, analyzing the expectations of @irys_xyz on Coinbase

1/ Coinfund and Coinbase - The Burning Years of Passion

According to data from Rotdata, Coinbase Ventures is the institution that has co-invested the most projects with Coinfund, reaching up to 17 times.

Ranking of CoinFund co-investors:

Coinbase Ventures - Co-invested 17 times

Hypersphere Ventures - Co-invested 12 times

Spartan Group - Co-invested 11 times

a16z - Co-invested 10 times

Data doesn't lie.

2/ Analysis of CoinFund's investment projects listed on Coinbase

As an established crypto VC, CoinFund's investment vision is indeed sharp. From the collected data, the projects they have invested in that are already trading on Coinbase include:

Large projects with a market cap over $1 billion:

$SOL

$DOT

$ICP

$ONDO

$WLD

Medium market cap projects:

$MATIC, $GRT, $ETHFI, $MANA, $FLOW, $LPT, $KSM, $ZRO

Small market cap projects:

$BAL, $NU, $GLMR, $MANTA, $BICO, $KDA, $FLR

This list is highly valuable. More importantly, the time span for these projects listed on Coinbase ranges from 2017 to 2024, indicating that this cooperative relationship is long-term and stable.

3/ Why is Irys particularly worth paying attention to?

CoinFund's leading investment position

Irys's $10 million Series A round, with CoinFund as the lead investor, not a co-investor. Being the lead investor means deeper due diligence and stronger recommendation weight.

Market positioning

Irys is positioned as a "programmable data chain," targeting the $30 trillion data economy. In the AI era, data infrastructure is a necessity, which is exactly the infrastructure sector Coinbase likes to invest in.

4/ Conclusion

In summary, the combination of CoinFund + Coinbase Ventures, along with Irys's own technical strength and market positioning, makes this project indeed worthy of close attention.

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