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Toni Gemayel
@tonigemayel
Prediction markets @coinbase Founder @theclearingco Prev. @polymarket @kalshi @figma Invest @2392fund
2K Following    4.6K Followers
Combos are live on @CoinbasePredict Happy NFL week 1 for all who celebrate.
What if all code-review happened before the code was written? Multiplayer plan review. Interesting idea
The art of AI coding is balancing pre-work vs. re-work. @ref_tools keeps the pre-work in a shared plan your team can iterate on. Congrats @reactiverobot @suvir_ & team on launch!
Today, we're announcing @ref_tools open beta. Ref is your team’s shared space to decide what agents build before any code gets written. We’ve raised $4M from @villageglobal, @Daybreak_Fund, @tmrohan, @RitualVC, @tonigemayel @barrald @wesmckinn and @bentossell. Every engineering team is battling the same problem. I call it Velocity Sickness. It's the disconcerting feeling that you're moving fast but not having the impact you expect. It's affecting individuals, teams and especially leaders. It looks like: - Too many PRs to merge. - Brainfry and burnout. - Engineers running in different directions. - Critical decisions being made by agents. The last one is the most dangerous. At its core, software engineering is about two things: (1) what decisions matter for my system? and (2) making those decisions. When you let agents make critical decisions, you lose ownership of your system and product. You solve these problems with Ref. Learn more:
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Underappreciated, but Coinbase $COIN has also spun their new prediction market business to ~$100m of run-rate revenue as of Q2 (up 2x q/q in both rev & contracts) > Scale is material as their PM business should quickly flip their inst. trading biz (did $100m of net rev in Q2)
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angles is the camera roll that gets you episode 1 of starting my journey as tyler angles
Introducing Cursor!! ( A brand new IDE build from the ground up with LLMs. Watch us use Cursor to ship new features blazingly fast.
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We're launching Bridge today 🌉 An AI engine that builds virtual homes. Blueprint in, walkable home out. Every plan, every option, structural changes included. What took 3D artists months now takes days. Homebuilders can finally show buyers every home they sell.
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Quick update: not dead. $FIG Q1 results: → 46% YoY revenue growth, accelerating for the 2nd straight quarter → Net Dollar Retention Rate increased to 139%, our highest rate in over two years → Raising 2026 revenue guidance for the year Design matters more than ever.
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If you haven’t tried prediction markets on @coinbase yet, now is a great time. The team has been shipping like crazy, the product has improved 10x since launch and we have tons more on the way. If you’re a trader, my DMs are open. I would love to hear from you on how we can make it even better.
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There’s a generational shift happening, and Coinbase is uniquely positioned to capture it: 1) The onchain economy has reached escape velocity 2) Coinbase's full stack platform is powering it 3) The next frontier is agentic and on Coinbase Our thesis is simple: crypto is the best form of money, and the infrastructure will overhaul the existing financial system. If it involves money, it will involve crypto. Coinbase is uniquely positioned to capitalize on this transformation. Some highlights from our earnings today: - Gained share in both spot and derivatives globally, reaching an all-time high in crypto trading volume market share - Saw huge growth in derivatives trading volume, driven by our Everything Exchange - 10x increase in stablecoin transaction volume on @base - USDC on our platform hit another all-time high - >90% of onchain agentic stablecoin transaction volume is on Base - 12 consecutive quarters of net native unit inflows- customers have been adding more crypto to Coinbase every quarter
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The demise of Figma has been greatly overstated
Ramp TOP SAAS VENDORS MAY 2026 @tryramp 1. FIGMA is a fastest growing vendor, and the only publicly traded company on our list. Now competing with Claude Design. 2. AI inference platforms grew as businesses opted for cheaper models to combat exploding token budgets. 3. It's a great time to be in web deployment (Vercel, Netlify, Lovable)
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Today is a great day to long $FIG
@greptile just got a brand refresh done entirely in-house. we pulled inspiration from moments in the past that once felt futuristic, from the terminal to video games, 80s malls, neon genesis, and of course reptiles, their repeating scales, and their colorful environments. the result is a diverse color palette, intricate illustrations, and modular geometric forms that feel complex yet precise and ethereal. 🧵the process and thinking below:
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Prediction markets are info markets. You can use them as a better, more insightful way to stay informed about all kinds of things like politics, sports, and even whether your subscriptions are going to start charging more.
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Sometimes 1+1 does equal 3. Excited to join @coinbase and continue building at the frontier of prediction markets
First we announced prediction markets on Coinbase. Now we’re bringing in the specialized talent to take our plans to the next level. Welcome to Coinbase, @theclearingco.
Today, Clearing has announced that it has filed its application with the @CFTC to become a Derivatives Clearing Organization (DCO). If approved, we would operate the first stablecoin-native clearinghouse purpose-built for prediction markets, designed to bring event contracts fully onchain and under a regulated framework.
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In a world of noise, how do you find signal? Today we’re announcing @theclearingco has raised a $15m seed round led by @fredwilson @usv with support from @HaunVentures @variantfund & more. We’re building the first onchain, permissionless *and* regulated prediction market.
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