Merit Circle β Full Portfolio
15 tracked investments Β· listed companies and verified rows first
Decentralized GPU cloud network with 435,000+ containers across 90+ countries serving AI and gaming workloads; a major treasury position.
Frontier technology fund based in Abu Dhabi Global Market licensed to manage a Qualified Investor Fund focused on web3, AI, gaming, and finance.
Consumer trading app built on Hyperliquid offering perpetual futures, spot tokens, and equity markets with up to 40x leverage; incubated by Beam.
Co-investorsBeam
Forgotten Playland: Party Edition is a multiplayer party game where players customize characters called PlushKyns and compete in a variety of competitive mini-games set in themed areas.
ConsumerGaming
Co-investorsPaper VenturesWWVenturesC2 Ventures
Mavia is a Web3 mobile strategy game where players build and defend a base, train infantry, vehicle and air units, and battle rival players to loot resources.
Crypto & Web3Gaming
Co-investorsBitkraft Esports VenturesExto PartnersGenblock CapitalMagnus CapitalSublime VenturesTriblock+8 more
Metatheory develops games for players seeking depth and quality gameplay, and is expanding into AI-driven software tools for creators.
AI & Machine LearningCreator EconomyGamingGalveston, US
Kevin M. Lin(Executive Officer, Director)inAdam Bao(Executive Officer)inJames Thomas Gleason(Executive Officer)David Barthwell(Executive Officer)in
Co-investorsAndreessen HorowitzBitkraft Esports VenturesBreyer CapitalDragonflyLifelike CapitalMetastable+4 more
Yield-generating stablecoin protocol building USN using delta-neutral strategies; partnered with Beam.
Co-investorsBeam
Planet Mojo was a web3 gaming ecosystem of interoperable PvP and eSports titles that shut its games down in mid-2025 to pivot to AI video.
Co-investorsCourtside VenturesRaptor GroupAnimoca BrandsCitizen CapitalPolygon StudiosRepublic Crypto
Roboto is a data platform for teams working with real and synthetic robotics data, letting them organize log files, search multimodal sensor and video data, and use AI agents to surface anomalies and diagnose failures.
AI & Machine LearningData & InfrastructureRoboticsSeattle, US
Benji Barash(Founder)in
Co-investorsAllen Institute for AI (AI2) IncubatorFUSEUnusual VenturesAncient8Andreessen HorowitzAnimoca Brands+3 more
Roboto Games develops survival crafting video games designed for both solo and cooperative multiplayer play.
GamingSan Mateo, US
Curt Bererton(CEO)inMathilde Pignol(CCO)in
BoardMichael Dearing(Director)in
Co-investorsAndreessen HorowitzMakers FundTRANSCENDAncient8Animoca Brandsgumi Cryptos Capital (gCC)+1 more
Saga is a platform for building persistent character AI agents that let studios, creators, and brands turn characters, brands, and worlds into digital personalities that engage users across social platforms, messaging apps, and online communities.
AI & Machine LearningCreator EconomyGamingLas Vegas, US
Rebecca Liao(Co-Founder & CEO)Jin Kwon(Co-Founder & CSO)inBogdan Alexandrescu(Co-Founder & VP of Engineering)inRyan Robert Dean(Executive Officer, Director)
BoardKevin Dale Klassen(Director)
Co-investorsCrit VenturesD1 VenturesFigmentHypersphere VenturesLongHash VenturesPlaceholder VC+10 more
Sophon is a crypto project transitioning its SOPH token from a chain-based gas and staking model to a buyback-and-burn programme funded by product revenue.
Crypto & Web3Fintech
Co-investorsBeamPaper VenturesWWVenturesMaven 11OKX VenturesSevenX Ventures
Tactical Compute (TACOM) is a $40M investment vehicle offering targeted exposure to the crypto and AI vertical through structures such as compute-denominated yield arbitrage, hardware financing, and network bootstrapping.
AI & Machine LearningCrypto & Web3FintechAbu Dhabi, AE
Co-investorsBeam
Mobile racing game (Trial Xtreme Freedom) by Gameplay Galaxy with 2M+ downloads, partnered with Beam to integrate blockchain features.
Co-investorsBeam
Trial Xtreme Freedom is a motorbike racing video game offering early access sign-ups, in-game rewards, and rider events.
Gaming
Co-investorsBlockchain Capital
Rows marked βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.

