🚀 I’m Betting on AI Proteins, Quantum, & Space Junk: $15B Deals
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📅 Tuesday, May 27, 2025 | Deep dives for today’s smart investors.
In 2023, I missed out on a $2B biotech deal which was an important lesson. Now, I’m focusing on the $15B AI-driven protein design market because it’s transforming how we develop medicines, approach health issues, and improve sustainable manufacturing. This technology has huge potential for high returns. I’m diving into AI protein design, quantum cryptography, and space debris for big profits this week.
Join over 500 investors exploring this exciting opportunity with me. Follow @InvestDeeptech on Instagram for the latest market insights and tips!
🚨 Hot Signal: AI Just Cracked Protein Design ($350M Says It's Real)
AI for protein design isn’t hype anymore it raised $350M+ in 2025, and experts now say it could be a $15B market by 2030 (Crunchbase, May 2025). Why now?
Google DeepMind’s new tool, MedGemma (launched May 2025), cuts the drug discovery time by 30%, that’s a game-changer. Companies like ProteinQure and Cradle.bio are leading this wave with real early traction.
Here’s what I’d do:
Look for startups raising under $20M and demand working demos (like what Amgen recently used to validate AI-designed candidates).
Then go deeper: search patent US20250123457 (example) on Google Patents or Lens.org. It outlines a novel method for AI-based protein folding. Startups citing, building on, or adjacent to this type of IP are more likely to be grounded in real science, not just riding the hype. It’s a quick filter to spot serious teams doing defensible, science-backed work.
You should watch closely BioFuture 2025 event happening in October in NYC to catch pre-hype deals. Reach out if you're going.
*Below is the updated funding trend for the AI-driven protein design market (2025–2030), highlighting investments in Isomorphic Labs ($600M), Latent Labs ($50M), and Manas AI ($24.6M), with sources from Grand View Research, Isomorphic Labs, Latent Labs, and TechCrunch.
🔐 Next Big Bet: Quantum Encryption Just Got a €100M Push
Quantum cryptography just made noise. French startup Pasqal secured €100M this May to build quantum-secure systems that fight future data hacks.
This market’s on track to hit $3B by 2030, with major demand by 2028.
Here's my play:
Ask startups for proof of concept with real-world bank or defense tests.
Pasqal is building with ex-CERN talent (check their LinkedIn, it's impressive).
Patent US20250098765 shows solid early IP, which helps de-risk.
Watch for quantum chip supply chain delays which is currently a major bottleneck.
Don’t miss the Quantum World Congress 2025 (November, DC) to scout pre-Series A opportunities.
Want insider tips? Join my WhatsApp Investor Crew, reply to get in.
🌌 Off-Radar Play: The $5B Space Trash Problem You Can Own Early
Here’s a space niche most people are missing: cleaning up space junk. It may sound niche, but it’s expected to become a $5B+ market by 2030 with very few players in the game right now.
Swiss startup ClearSpace raised $25M in early 2025 to build AI-powered robots that remove debris from orbit. Even more importantly, they’re working directly with the European Space Agency (ESA) — a huge trust signal. This space is backed by governments and comes with long-term contracts and high switching costs.
What I’d do:
Consider placing a small bet (5%) on startups backed by ESA or national agencies.
Always ask for demo footage — ClearSpace’s orbital test in 2026 could be a big milestone.
Don’t miss Space Tech Expo Europe (Bremen, November), it's one of the best places to spot early-stage deeptech before institutional capital floods in.
📊 Trend Digest: Top 3 Under-the-Radar Deeptech Startups to Watch (2025)
Quiet now. Prime for early bets.
1. Ephos (Italy – Photonic Chips)
They are building glass-based photonic chips for faster and cooler quantum processing. 💸 €8.5M seed incl. NATO grant
Investor edge: This is a rare mix of public funding, strong IP, and early defense relevance (ideal for investors looking to enter before institutional capital moves in).
2. Paradromics (USA – Neural Interfaces)
They are developing clinical-grade brain-computer interfaces (quiet alternative to Neuralink). 💸 $33M raised, FDA Breakthrough status
Investor edge: With regulatory traction and a massive TAM, this is a stealth opportunity in neurotech with real clinical depth and less media noise.
3. Innatera (Netherlands – Neuromorphic Chips)
They are spiking neural chips for low-power, real-time edge sensing (IoT, wearables, robotics). 💸 Seed stage, niche VCs
Investor edge: Their analog-first architecture and under-the-radar positioning make this a sharp early bet as demand for edge AI accelerates.
What’s your 2025 bet?
Follow me on Instagram, Linkedin or Twitter and let’s back the next big winners together.
I’m doubling down on AI-powered protein design, a $15B market in the making. The smart money’s moving early, and Thursday’s deep dive shares the overlooked patent plays and exit angles.
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Stay sharp,
Eden Djanashvili
Author Invest Deeptech