Track record
Built in public, from day one.
Lookout is a new, independent desk — no legacy book to lean on. The record starts now and compounds in the open. Every conviction call is on the record the day it’s published; every intro and outcome is logged here as it happens. Accountability over reputation.
Tracking the AI × Crypto frontier since May 2026
58
Projects on record
19
Conviction calls
00
Intros logged
00
Closed (invested)
On the record
Conviction calls.
The projects Lookout backs publicly — timestamped, accountable, and tracked over time. Not endorsements for hire; calls Lookout will be measured against.
Space and Time
Microsoft-backed ZK-proven (Proof of SQL) verifiable data warehouse and L1 for trustless data + AI; $40M total incl. M12 and Framework.
Aethir
Enterprise-grade decentralized GPU cloud (NVIDIA H100/H200/B200) for AI and gaming; $9M Pre-A backed by HashKey, Animoca and Framework Ventures.
Prime Intellect
Decentralized AI training protocol pooling globally-distributed compute to produce open frontier models (the INTELLECT series).
Olas Network
Original (2021) crypto AI-agent network for co-owned autonomous services; $13.8M Series A led by 1kx, dominant on Gnosis prediction markets.
Nous Research
Open-source AI lab running the Solana-based Psyche network for decentralized model training, off a $50M Paradigm Series A at a $1B valuation.
Hyperbolic
Open-access GPU marketplace and serverless inference layer aggregating idle compute for affordable model hosting.
Catena Labs
An AI-native, regulated financial institution building compliant stablecoin money-movement and identity rails for autonomous AI agents.
Vana
User-owned data L1 turning personal data into a tokenized asset class via DataDAOs; ~$25M from Paradigm, Coinbase Ventures and Polychain.
Coinbase x402
Open HTTP-native payment protocol reviving the 402 status code so AI agents and apps pay stablecoins for API/content access without accounts.
Lagrange
ZK coprocessor and decentralized prover network for verifiable big-data SQL and AI inference; $13.2M seed led by Peter Thiel's Founders Fund.
Kaito
An AI-powered crypto 'InfoFi' platform and attention market that turned its KAITO token and Yap leaderboard into a category, off a modest ~$11M raise led by Dragonfly.
RISC Zero
Seattle team behind the leading general-purpose RISC-V zkVM, Bonsai proving service, and the Boundless (ZKC) proof marketplace; ~$52M from Bain Capital Crypto and Blockchain Capital.
Story Protocol
An L1 blockchain for programmable IP — letting creators register, license and monetize content in the AI era — backed by $80M from a16z at a $2.25B valuation.
io.net
Decentralized GPU network — aggregator model — institutional traction
Grass
Bandwidth/data layer cho AI training — large airdrop hype — Solana
Render Network
Veteran decentralized rendering — pivoted to AI compute — Solana migration done
Bittensor
Decentralized machine learning network — subnet model — TAO token
Virtuals Protocol
Launchpad cho on-chain AI agents — biggest agent ecosystem hiện tại trên Base
Skyfire
Agent-to-agent payment network — a16z + Coinbase backed — production
Introductions
Intro ledger.
Ethics
Every introduction Lookout makes is personal. We only introduce projects we’d personally back. Advisory relationships are always disclosed. No pay-to-play. No sponsored listings.
Research is AI-assisted, judgment is human. Not financial advice.