Q3 felt like a turn. Stablecoins are moving from experiment to default in private deals, and the operators winning are the ones who can settle in minutes with clean compliance.
GCRx is focused on that operating layer. Stablecoin-native SPVs, crisp onboarding, fast closes. If you care about where the rails are going and how investors are actually executing, this brief is for you.
GCRx is built for how today’s investors move.
Whether you're launching a syndicate, testing new strategies, or scaling what works, we make it faster and simpler: Learn about GCRx Early Access for Syndicates.
Q3 at a glance:
130+ SPVs set up to date (and that's across both Web3 and traditional Web2)
24 deals published on @gcrx_bot (some of the newly listed deals got oversubscribed immediately)
$22M+ capital deployed/AUM through GCRx (~1.5x since last quarter)
100+ LinkedIn subscribers (thank you!)
Why serial founders still raise faster. The market is pricing history over possibility. Shorter underwriting, day-one distribution, and compounding signal explain the gap.
Click here to read the full post.
Need a custom SPV, or thinking about setting up a mini/prop fund? Grab some time here, and let’s talk.
Last week, we attended the largest crypto conference in the world, TOKEN2049 Singapore. Here are our impressions:
Stablecoins are now the default settlement for many global investors. USDC usage is everywhere, from OTC to primary rounds.
APAC demand is accelerating. Singapore and Hong Kong are acting like hubs for distribution, compliance, and market structure.
VC attention is rotating toward consumer crypto, DApps, and DeFi with real users. Infra and L2 interest is slowing unless there is clear adoption.
TradFi is opening up to on-chain partnerships. Banks and payment firms are piloting stablecoin flows and tokenized assets.
Builders are shipping. Wallet UX, cross-border payouts, and real-world commerce integrations are improving fast.
Be ready. When conviction hits, have the SPV, onboarding, and communication lined up so you can move on the same timeline as the market.
Interested in how GCRx can help you invest more efficiently? Email us to discuss your next SPV.
YC and Coinbase say the stack is ready to build on-chain: cheap, fast chains, global stablecoins, usable wallets, real users.
The shift
FinTech 1.0 put payments online (PayPal).
FinTech 2.0 built APIs on banks (Stripe, Plaid, Brex, Chime).
FinTech 3.0 builds a new system in code with instant settlement and user-controlled wallets.
Why now
U.S. policy momentum (GENIUS Act, CLARITY Act).
Stablecoins already process trillions at sub-cent fees and near-instant speed.
Better wallets and merchant rails unlock consumer distribution.
Where YC × Coinbase want builders
Stablecoins: integrate rails into payments, lending, payouts; launch local-currency stables; enable crypto-native commerce.
Tokenization: programmable assets, streaming income, live cap tables; new credit markets using onchain identity; onchain capital formation; modern trading interfaces.
Apps and agents: onchain consumer apps on Base and beyond; AI agents with wallets that transact for users.
The rails work, regulation is clearer, and distribution exists. If your wedge removes time, cost, or opacity from money flows, it is a good time to build onchain. YC, Base, and Coinbase Ventures are actively funding this.
We’ll be in beautiful Buenos Aires meeting founders, syndicate leads, and investors to talk SPVs, stablecoin rails, and what’s next in private markets.
If you want to meet up:
Drop a reply and we will coordinate a slot somewhere in Palermo!
Or DM Arthur on Telegram to set up coffee or a 30-minute working session.
See you soon!
Invest together.
Best,
Arthur and the GCRx Team
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