Analyst signals
Metrics use all recorded activity through 21 Jul 2026 across seed, unknown. Later-round outcomes are capped at the period end.
These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records.
People
No team details are available yet.
Portfolio
Full financing histories for portfolio companies. Highlighted rounds are those where Rocinante Research is recorded as an investor.
Endless Clouds is a game studio building blockchain-based games, including its title Capsule Heroes, with a team it describes as 'superstar'. The organization engages its community via Discord and Twitter/X and publishes updates through Substack.
Mon Studios is a game development studio behind Spellborne, a retro-inspired monster collector RPG for mobile and browser platforms.
Velar is a Bitcoin DeFi liquidity protocol offering token swaps, liquidity provision, yield farming, perpetual trading, staking, a launchpad, and cross-chain transfers. It provides non-custodial DeFi tools built on Bitcoin Layer 2s, including Stacks.