The Experience Stack Architecture
We don't invest in random startups. We architect experience layers.
The Three Layers
BX Layer - Builder Experience
Investment: $2.5M | Companies: W3DV, AlphaHubs, SIS
The supply layer where founders, developers, and creators get tools, frameworks, and infrastructure to build products and agents.
- W3DV: Recognition protocol for 254K verified developers
- AlphaHubs: B2B infrastructure marketplace, $75M revenue target
- SIS: AI agent creation framework with SPARK-SIS methodology
"BX empowers builders to create."
AX Layer - Agent Experience
Investment: 1.5M | Companies: Ver\e ID + 4 AI Personas
The intelligence layer where AI agents live—modular, specialized, and interoperable—acting as the operating fabric between builders and participants.
- Ver$e ID: Universal identity with 12.5% value guarantee
- BigSis: Strategic guidance agent (#00A1F1)
- Bro: Activity tracking agent (#FE5F00)
- LilSis: Social engagement agent (#7E3AF2)
- CBO: Network growth agent (#3EB85F)
"AX empowers agents to scale."
PX Layer - Participant Experience
Investment: $2.75M | Companies: BroVerse, BroFit, AlphaQuests, Claimr
The demand layer where humans engage through quests, gaming, DeFi, and live experiences.
- BroVerse: $750K Telegram gaming hub
- BroFit: 21-day DeFi yield cycles
- AlphaQuests: AI-guided quest platform
- Claimr: 7.4M users, $710K revenue
"PX empowers people to belong, contribute, and earn."
The Flywheel Effect
The Loop Creates Compound Value:
- Builders create tools and agents using BX infrastructure
- Agents deliver intelligence and automation through AX layer
- Participants engage and generate value via PX experiences
- Data and revenue flow back to improve builder tools
- Better tools enable more powerful agents
- More powerful agents create better participant experiences
- The cycle amplifies
Why This Wins
| Traditional VC | Experience Stack |
|---|---|
| Random portfolio companies | Orchestrated layers |
| Competition between investments | Collaboration across stack |
| Linear growth | Network effects |
| Isolated value creation | Compound value creation |
| Exit-dependent returns | Ecosystem appreciation |
Our Unfair Advantage:
- Each investment strengthens the entire stack
- Each layer amplifies the others
- Value compounds across all three layers
- Network effects create defensive moats
- Data flows create continuous improvement
Portfolio Alignment
Layer Distribution:
- BX: 3 companies (37.5%)
- AX: 1 protocol + 4 agents (12.5% + AI layer)
- PX: 4 companies (50%)
Investment Criteria
When evaluating new investments, we ask:
-
Which layer does this strengthen?
- Does it provide tools for builders (BX)?
- Does it enable agent intelligence (AX)?
- Does it engage participants (PX)?
-
How does it connect to existing portfolio?
- Can it use Ver$e ID for identity?
- Can it integrate our AI agents?
- Does it feed data back to builders?
-
Does it amplify the flywheel?
- Will it generate network effects?
- Can it compound value across layers?
- Does it create defensive moats?
Next Steps
The Future: We're building the experience stack that will power the next generation of Web3+AI ecosystems. Each layer reinforces the others. Each investment compounds the whole. This is how we architect the future.