Ocular VC

TrueNorth raises USD 3M pre-seed to put the world's best traders in your pocket We're building AI agents modeled after professional traders, backed by @cyberfund, @delphi_labs, @GSR_io, @snzholding and @ocularvc Here's what we're fixing 🧵

(14/14) For Ocular’s full deep dive on the Web3 data stack, check out the complete analysis here 👇 ocular.substack.com/p/data-stack-p…

(13/14) Where to win: full-stack platforms. → Own the pipeline end-to-end → Acquire consented, structured data → Validate via protocol rules → Monetize with built-in access control The real moat isn’t the marketplace, it’s upstream.

(1/14) The next AI bottleneck isn’t compute - it’s data. Public datasets are drying up fast. By 2026, high-quality web text could vanish. The future? Private, permissioned data. Web3 might be the unlock.

Excited to announce ORO’s $6M seed round led by @a16zcrypto CSX and @Delphi_Ventures, with support from @ocularvc, @OrangeDAOxyz, @NEARProtocol, and @0G_labs. We’re building the decentralized intelligence platform to unlock AI’s most valuable missing resource: high-quality private data.

The Blockchain Data Stack

14/14 For Ocular's complete analysis of the blockchain data stack, read here 👇: ocular.substack.com/p/blockchain-d…

13/14 The Bottom Line: Web3 data infrastructure is becoming: • More verifiable than legacy systems • More efficient than centralized models • More valuable when shared

1/14 Blockchain data has evolved from a byproduct to the battleground for innovation. Here's Ocular's framework for understanding the blockchain data stack - from foundational layers to emerging frontiers. 🧵