Early thinking: GG25 Under Two Core Constraints
The Constraints
1. Keep burn low.
Gitcoin must run GG25 in a way that preserves runway and limits direct spend.
2. Rebuild relevance and upside.
Gitcoin needs to regain narrative relevance in the broader ecosystem and create real paths to upside for GTC and the treasury.
GG25
GG25 becomes the experiment that operates inside these two guardrails.
Working Hypothesis
GG25 might focus on a simple idea. If Gitcoin concentrates on one to two frontier domains where momentum is already building, we could create high leverage with minimal burn. The concept is to run targeted PGF rounds, funded by coalitions - not just Gitcoin, that surface early builders, then use that discovery layer to generate dealflow for an investment engine that strengthens long-term upside.
This keeps costs contained while positioning Gitcoin inside fast-moving, high-context ecosystems.
Potential Frontier Metas
We may explore areas where energy is clear and where coordinated funding can shape the frontier. Examples include:
• x402
• AI agents and infra
• Stablecoins
• DePIN
• Interop
• InfoFi and privacy
These are metas where early public goods support helps define the culture and gives Gitcoin a reason to be at the table.
How GG25 Operates Under These Constraints
1. PGF rounds as the discovery engine
Targeted rounds in chosen metas help Gitcoin gather signal, meet the earliest credible builders, and stay relevant where innovation is happening. This costs relatively little compared to past broad-spectrum rounds.
2. Coalitional funding to keep Gitcoin’s burn low
Instead of Gitcoin paying for everything, GG25 would intentionally convene partners, foundations, and aligned funders. Gitcoin brings coordination, credibility, and the PGF stack. Partners bring capital and attention. This keeps our treasury burn contained.
3. Pair PGF with selective token investments
Discovery from PGF rounds can feed a lightweight investment engine that builds treasury longevity. Even small checks can create asymmetric upside while reinforcing Gitcoin’s role as an allocator.
4. Relevance through presence in the frontier
By anchoring ourselves in metas with real momentum, Gitcoin stays visible and important. Funders, protocols, and founders meet us where the future is forming.
What Success Might Look Like
GG25 proves a simple model.
Low burn, high leverage, strong coalition building, clear dealflow, and early positions in promising ecosystems. Relevance increases because Gitcoin is back at the frontier. Upside increases because PGF-powered discovery becomes the pipeline for token investments that strengthen the treasury.
GG25 becomes the first step toward a self-sustaining allocation engine that aligns Gitcoin’s mission with long-term financial durability.
These are just my early thoughts on where we might go. Feedback welcome!