Thank you to the @verdacloud team for joining us at Arm in San Jose as we continue to build the foundation for scalable, production-ready AI systems. 💪 Verda’s adoption of the Arm AGI CPU reflects a broader trend toward integrated, heterogeneous systems optimized for AI, where the CPU plays a central, strategic role and performance depends not only on compute throughput, but on efficient coordination across the entire stack.

.@AlexLWitt shares how @VerdaVentures is currently looking at investing in stablecoin companies > The hottest sector in the US is AI, and most venture capital dollars right now are going there > When everything in a sector is hot, the valuations that get bid up include the lower quality businesses in it > Verda believes in being fearful when others are greedy and greedy when others are fearful, which is why the fund moves against the crowd "Revenues growing 300% year over year, 2x revenue, we're buying in at 16 million. The same business in AI is 10x, 20x that valuation."

Honrando a una verdadera leyenda 🇲🇽🥃Celebrating @yosoy8a as he gets ready to make history as the first player ever to compete on the world’s biggest stage six times. Un momento histórico, orgullo mexicano. ¡Salud!

"We have more credit cards than people." @AlexLWitt shares why @VerdaVentures backs stablecoin infrastructure almost entirely outside the US. "Stablecoins are more of an incremental improvement rather than a zero to one improvement." "In many cases, these stablecoin infra companies are selling dollars to people who don't have access to dollars." "As opposed to Circle who is largely selling dollars to people who already have access to dollars." "We focused on regions where you don't have these embedded incumbents and where the need is much greater."

B2B is a sticker business model compared to a B2C model. @AlexLWitt, General Partner at @VerdaVentures, shares why > A consumer with money at two apps can move it to whichever one pays more, and there is very little friction in doing that > A business cannot move that fast > Because the product is integrated into the company's accounting workflow > The employees like using the product and the customers are familiar with it "So it's actually more sticky, and in our view, a more durable business in many ways than a purely consumer focused business."

Nigeria accounts for 60% of Africa's stablecoin companies. This makes it the largest market for stablecoin infrastructure on the continent, according to Stablescape, @VerdaVentures' stablecoin company database. "Nigeria has had significant bouts of inflation, relatively unstable monetary regime. And so it checks the box for having both a large market and a large need for stablecoin infrastructure," says @AlexLWitt "We do think that the market will become more dispersed over time, and we'll see more pan-African businesses emerge." While the UAE holds 68% of stablecoin companies in the Middle East in the same database. "In terms of the Middle East, there's really not many countries that you could operate from and have regulatory certainty." "The United Arab Emirates, in particular Dubai and Abu Dhabi, have really proactively created stablecoin frameworks that attract founders." "Obviously the zero taxes on capital gains and income is favorable as well and attracts a lot of businesses." "But I would say more than anything, it's the regulatory framework and the clarity around it."

"We now are tracking over 6,000 companies in the stablecoin space. And we're adding more daily." @AlexLWitt, General Partner at @VerdaVentures launched V2 of Stablescapes yesterday a directory of the companies that make up the stablecoin market. "A lot of the information on Stablescape is not available anywhere else." "We started Stablescape basically scraping over a dozen different sources of information." "What we've gotten since then is a lot of user-generated content. So this is founders directly claiming a profile, submitting information." "We got over 100 unique submissions yesterday"

"We have personally not deployed to an agentic focused company yet despite that being the hottest category." @AlexLWitt, General Partner at @VerdaVentures, shares what an agentic payments company has to show to get funded > A sustainable business already in place, rather than a company built around whatever is hottest that year > A reason why a company built purely around agentic payments keeps the value, instead of becoming a building block that anyone can plug into > An answer for the existing B2B stablecoin leaders, who can add agentic payment services themselves as a better way to capture the value "Our general approach has been distribution is king. So if you own the distribution with businesses and can layer on agentic payments, that's what's most interesting for us."