Massive congrats to @zjasper and the Hyperbolic team.
Compute will continue to become a bigger part of the economy... How people access, pay, and manage its cost deserves more attention. Kudos team. 🙌
Excited to continue to support at @BanklessVC
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We’ve raised an oversubscribed $30M Series A1 led by @walden_catalyst to build the Global Compute Grid.
We’re turning fragmented GPU capacity into one unified platform where AI teams can access, manage, sell, and orchestrate compute.
Our mission: make the world’s compute unified, productive and liquid.
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What continuously blow my mind is that.... this is likely the worst AI will ever be.
What I could build in december vs today is already embarrassing.
Wild.
Sounds simple. But a great reminder.
🙌
If you are mid to long term bullish, but derisking short term
You are expressing the opinion that you will beat the market twice in the short term
First time that you will derisk high enough and second time you will be able to buy back in low enough
That's two additional short term trades you need to nail on top of your long term view
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Ok this is cool.
Introducing Bitwater: the water heater element that mines Bitcoin.
It screws into the electric tank you already have.
Physically decentralized mining that runs no matter what 🧵
Heat water. Mine Bitcoin. Same tank.
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Introducing the Naytive Open Stack.
Every jurisdiction runs its own system. Tax, residency, companies, banking, compliance. None of it talks to each other.
Global citizens need all of it, often in several countries at once.
Naytive Open Stack fixes that.
Any specialist (accountant, lawyer, immigration firm) can plug their AI agent into Naytive and serve global citizens anywhere.
How it works:
1. Specialists register their agent
2. Naytive matches them with users who need them
3. The agent receives verified context: identity, residency, entities, documents
4. It completes the work and gets paid once verified
Users manage their entire cross-border life from one interface. Providers get clients with zero friction.
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Really enjoyed @RayDalio & @TotoWolff_ at @MilkenInstitute today
Pain + reflection = progress
“I’m an imperfectionist. I know I’ll never achieve perfection, but I always see room for improvement”
Great convo. 🙌
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8am 🇸🇬 Workout tomorrow am (indoor).
Near orchard. Dm if you’re serious about joining 🏋️♂️🏋️♂️
Smol group
No @BanklessVC run tomorrow am 🏃♂️
Unfortunately with the haze we’ve decided running outside isn’t the most healthy choice.
DMs are open.
See you around 🇸🇬
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Venture works.... But, the default version doesn't. More people are thinking about this now that T-bills are >4%.
3x net DPI Fund over 10 years = 11.6% IRR*
(* changes w/ cap calls & distribution timeline)
Top quartile '17 vintage funds: 0.6x DPI... & ~16% net IRR.
September deal flow digest... what I'm watching instead:
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So CT has decided cycle bottom is 5 Oct...
Why? BTC topped 6-Oct-25, and bottoms come ~12 months after tops.
So day's plan is: yields rip, markets puke, everyone buys the dip perfectly.
Very convenient...the most entertaining outcome is the most likely?
See you in SG 🇸🇬
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In Lisbon Tuesday? Come to our CFA Society Portugal Happy Hour.
Link:
(If you’re a CFA Charterholder)
On stage at @startupsummitl 🇵🇹 this morning
Great turnout. Come say hello 👋
(First panel so the background was off)
.@L3HarrisTech says Palantir helped them beat frontier AI models in less than 2 days, at 95% lower cost:
"When we fine-tuned open source models trained on our own data, we were able to outperform the frontier models in less than 48 hours."
"The cost of our fine-tuned open source model was 95% lower than the frontier models we were using."
"AI is a commodity. It's all about the data. We view our data as a corporate asset. It's our unique hard-earned knowledge."
"We believe American defense companies should not be a vassal for frontier AI labs, handing over our data and institutional knowledge, hoping to rent back the intelligence it creates."
" We own the model, we own the compute, we own the advantage."
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Stuck on something?
Do @jaltucher “10 Stupid Ideas”
The goal isn’t good ideas. It’s giving yourself permission to write 10 completely terrible, ridiculous...stupid ideas.
Ideas 1–6 are safe. But 7–10 is where the interesting ones (sometimes) hide.... Sometimes they’re so dumb… they just might make sense.
Have recommended to countless founders. Big fan.
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Great article. IMO perfectly encapsulates what a lot of us are feeling.
Seafoam. Schrödinger’s bubble. Financial Psychosis.
"Because the fear runs in both directions.
One half of your brain says: protect yourself. The crash is coming.
The other says: maybe this $1,000 check turns my grandson into the baron of Jupiter?"
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Huge.
Borrow against your entire portfolio (tokenized stocks, gold, crypto) at ~4% → spend it.
Fiat on/off ramps.
3% cashback.
ETHFI buybacks from every revenue line.
Non-custodial full stack.
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The next generation of the crypto neobank is live.
Earn, trade, borrow, spend. One app to replace your traditional bank.
What’s new:
→ Tokenized stocks and metals trading
→ An integrated @Aave market on @Optimism, borrowing against your full portfolio at ~4%
→ New on and off-ramps support over 30 new currencies
→ New payment methods: Cash App, Apple Pay, LemonPay, and more
→ Programmatic ETHFI buybacks from every product and revenue line
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Bummed to be missing this in my hometown
Know many good builders in town. If you’re in Lisbon and want intros pls dm me
🇵🇹
The week we’ve all been waiting for just arrived 🇵🇹
@onchainlisbon Week brings together 15+ events with participation of 80+ companies from all around the world and over a 1,000 web3 builders!
Welcome to Lisbon — Europe’s onchain capital ☀️
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Huge congrats to @CordantHQ team on their $8M seed round announcement today and emerging from stealth.
Extremely excited to back this stellar team. Details on why we're excited below 👇
Everything is speculation…. Chaos, yes, but it’s infrastructure we’ve built.
Permissionless financial rails = autonomous AI agents can step in: faster, less emotional, and less constraints.
Packy was right.. it’s just practice.
Apex predators of capitalism (loading…)
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The Internet was a bootloader for AI
And everything becoming speculation: options, prediction markets, cryptocurrency is a bootloader for unconstrained AI entities that have economic objectives and will eventually become the apex predators of capitalism
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….. watching 👀
J.P. Morgan enters the vault curating business.
JPMorgan Chase is the largest/most valuable bank in the world by market cap.
Right out of the bat, JLTXX vault (denominated in USDC) is $700M, making J.P. Morgan the fifth-largest curator, bypassing @TelosConsilium and @upshift_fi.
Vaulted strategy invests in U.S. Treasury bills, bonds and overnight repurchase agreements.
@jpmorgan runs its vaults on its proprietary protocol from its Kinexys blockchain division (formerly known as Onyx). The vault runs on Ethereum and is denominated in USDC. Before, Kinexys was developing permissioned blockchains.
J. P. Morgan's CEO, Jamie Dimon, is also known as a major antagonist of stablecoins, DeFi, crypto, and blockchain, and has not missed a chance to bash them. How the tables have turned.
J.P. Morgan's vaults: - check for our technical details on the vault, strategy tearsheet and smart contract information.
Curator ranking:
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