Web3 · sub-niche
Account abstraction toolkits.
ERC-4337 wallet libraries + paymaster infrastructure for AA-first apps.
Team-sized buildSteady — one deal per month
Why now
Account abstraction is the wallet UX unlock. Developer tooling is consolidating.
What the signal looks like
Repos with bundler integrations, paymaster libraries, and multi-chain account adapters.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- Alchemy AA shape
- Stackup / Pimlico
- Open-source AA libraries
What this displaces
An EOA + 'paste your seed phrase' onboarding.
Our build-vs-invest call
Hot infra play. Fund only with Web3 + smart-contract team. The moat is the bundler + paymaster + integration ecosystem.
Common questions about this niche
- Buyer?
- Web3 + agent app developers.
- Pricing?
- Per AA operation + SaaS.
- Defensibility?
- Bundler + ecosystem.
More inside Web3
- Onchain compliance tools — Travel rule + KYT + transaction monitoring for crypto + stablecoin businesses.
- Stablecoin payment rails — USDC + USDT payments for B2B + cross-border — non-crypto-facing.
- DeFi portfolio managers — Portfolio + risk + yield management for DeFi users + crypto funds.
- NFT licensing platforms — Royalty + licensing + IP-management for NFT + token IP.