Kosmos

BEYOND CAPITAL: MECHANISM DESIGN & QUANT CO-BUILDERS

Stage focus: Seed / Pre-Seed

We invest and co-build with founders at Seed/Pre-Seed. We help you design, test, and ship mechanism-driven, data-backed crypto-economic systems. We blend market/auction/incentive design with quant (on-chain ETL, simulation at scale, causal/forecasting) to derisk launches and accelerate traction—shipped with you, not to you.

Pitch Kosmos See mechanisms in action

END-TO-END MODELLING

A three-pillar model that takes you from hypothesis to durable growth: research & modeling → simulation & experiments → data platform & monitoring.

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Mechanism & Quant Research

Mechanism & market design; causal inference & forecasting (panel, DiD, Bayesian)
Market microstructure & liquidity modeling
Risk scenarios, stress tests, tail-risk analysis
Experiment design (A/B, bandits) for growth & retention

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Simulation & Experimentation

Agent-based models for user/validator behaviors
Monte Carlo for issuance/treasury & runway planning
MEV/game-theory shock testing & adversarial sims
Sensitivity surfaces & policy search

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Data Platform & Monitoring

On-chain ETL & feature store (Subgraphs/SQL/Python)
Dashboards: retention, liquidity, emissions, unit economics
Real-time anomaly detection & alerts
Quarterly reviews & continuous parameter tuning

WHAT WE’VE BUILT

Selected outcomes from recent engagements.

Point System Design & Growth Loop

Designed multiple, Sybil-resistant points systems for user acquisition and growth.

→ Significant savings on CAC; 15%+ lift in W2 retention; 8% lift in DAU.

Risk Modelling Engine & Stress Tests

Built a risk modeling engine to simulate outcomes in a sports-betting platform.

→ Identified tail risks and hedging strategies; informed treasury management.

Runway & Emissions Monte Carlo

Modeled treasury, issuance, and demand shocks; tuned emission policy under tail scenarios.

→ +9–12 months runway extension; smoother post-launch volatility.

RESEARCH & WRITING

We publish practical research so builders can ship with confidence.

Quant Analysis