BITKRAFT Ventures

🚨 NEW ETF FILING Roundhill has filed to launch the: Roundhill Compute ETF $GPUX The Fund would provide direct exposure to Computational Power as an asset class by investing in standardized futures contracts on Compute.

did Higgsfield just kill every AI Video startup? what's going on here

The best early signal for a game isn't the trailer. It's whether players come back the next day. Loftia, a cozy, solarpunk MMO by @QloudGames, just wrapped its latest beta. The retention numbers are compelling. 📷 Farming, crafting, floating island neighborhoods, community projects that actually shape the world. Equal parts Animal Crossing and something genuinely new. If that's your thing, wishlist it. 📷 → store.steampowered.com/app/2320980/Lo…

Introducing Realtime TTS-2, a new generation of voice model built for realtime conversation. It is the first voice model that hears the conversation, takes natural-language voice direction, holds one voice identity across over 100 languages, and speaks like a person who is paying attention. The result is voice AI that feels as good as it sounds. Try it out: tinyurl.com/RealtimeAI Learn More: tinyurl.com/TTS-2Blog

Voice AI that doesn't just hear words — it hears the moment. 🎙️ Our portfolio company @inworld_ai just launched Realtime TTS-2: a voice model that picks up the user's tone, emotion, and pacing in real time and adapts how it speaks accordingly. Not text-to-speech. Conversation-to-speech. → linkedin.com/posts/kylangib… #BITKRAFT #inworld_ai #VoiceAI

The mobile content revolution isn't just about games—it's about how we consume digital drama. 📱🍿 Our portfolio company @KukuFMOfficial was just featured by the @BBCIndia as a pioneer in the micro-drama boom across India. A massive testament to their vision. Check out the BBC's coverage of Kuku's growth 👇 🔗 bbc.com/news/articles/… #BITKRAFT #KukuFM #MediaInnovation #VentureCapital @anuj_tandon

The "Synthetic Reality" thesis is global. We are seeing incredible talent emerge from every corner of the map. NEW TALES is leading the charge by bringing these unique voices to a global stage. 📷

The Vibe: Joyful action-adventure. The Crew: A band of eccentric lemur musicians. 📷 📷 The Mission: Defeat the evil witch Raneny using chaotic weapons and a trusty taxi-brousse. 📷 It’s bold, it’s rhythmic, and it’s culturally unique.

History was just made at the ID@Xbox Showcase. 📷 Our portfolio company @NEWTALES_Games revealed KALANORO—the first game on PC and Console ever to be 100% developed in Madagascar by RED RAKETA studio. 📷 A vibrant musical road trip inspired by Malagasy folklore. 📷 📷

The AI infrastructure trade entered its next phase: The Memory Cycle. 📈 Our Portfolio company @roundhill built the product for that with $DRAM and marked a notable ETF launch in 2026 with 1bln AUM in 10 days. Read WSJ for more

Play it here: Steam: bit.ly/4sVaBgS Epic: bit.ly/4sYEjll

Attention Capture the Flag fans! Our friends at @NightStGames just launched @playlastflag today. It’s available now via Steam and Epic Games Store, and it’s 20% off until April 21st. Links below 👇

Big news: Our friends at @cor3corp have announced their new sci-fi FPS @fragorder from @tarkov creator @nikgeneburn. Check out the trailer 👇

Wishlist it here  Steam: bit.ly/4sVaBgS Epic: bit.ly/4sYEjll

Get ready... 🔥 Our friends at @NightStGames have been working on something exciting and it's about to drop! Their game @playlastflag is a 5v5 capture the flag shooter, and it launches April 14th on Steam and Epic Games Store. Wishlist links👇

The broader takeaway from the session: The next generation of AI products may not be won by the best model alone. They may be won by whoever builds the strongest system around that model. Full talk here: youtube.com/watch?v=0HwpkT…

This is where crypto x AI becomes most compelling: when there is a real coordination problem underneath the product. For infrastructure, that can mean coordinating data, incentives, verification, and ownership. For applications, it can mean enabling more open, persistent, and user-shaped digital worlds.

In both cases, what matters is not just model capability, but the system built around it. For Oro, that means building the data layer required to train the next generation of multimodal systems. For SEED, it means building the memory and simulation systems that make AI behavior feel real over time.

At BITKRAFT, one of the ways we think about crypto x AI is through the square and the tower: networks vs. hierarchies, open systems vs. closed ones (h/t to @PonderingDurian) As new stacks form, modular ecosystems often take share over time. In AI, that may mean the pendulum is starting to swing back toward the application layer: 🧵