0xMax

Stuck in crypto - VC @50Partners

[0xMax @0xmaxonchain]

https://t.co/SEJ1f3jOtA

[0xMax @0xmaxonchain]

Interesting view from @tokenterminal.

As a VC & accelerator talking weekly with dozens of founders, I can confirm this shift from the field.

Builders are laser-focused on:
- Leveraging composability to use RWAs and especially tokenized stocks in more complex strategies
- Extracting higher yield across different risk levels

It's a necessary evolution. The real question is what’s the best architecture to do it? Seen a lot of options-based solutions so far. Time will tell...

[0xMax @0xmaxonchain]

If you were offline last week, this is the one to read.
Great piece @shaundadevens

[shaunda devens @shaundadevens]

https://t.co/AmTmb8H3mW

[0xMax @0xmaxonchain]

@50Partners some familiar faces here 👀

[0xMax @0xmaxonchain]

A cheat sheet for hackathon builders, based on an analysis of 8,300+ projects from @colosseum hackathons.

A few insights and tips for hackathon grinders:

1/ Don’t go solo and build a strong team.
2/ Give it a second shot: returning participants are more likely to win.
3/ Stay on top of emerging trends and narratives.

More insights in the article below:

[50 Partners @50Partners]

https://t.co/UAxQBCM41R

[0xMax @0xmaxonchain]

TL;DR for builders from YC’s crypto request for startups:

> Capital: onchain rails for AI capital raising
> Stablecoins: new USD segments, neobanks for the underserved, new ways of distribution
> Trading: trusted RWA tokenization available 24/7 + DeFi integration, derivatives
> Agents: agent-native trading + crypto APIs (fiat on/offramps included), infra & picks & shovels
> Keep innovating: best ideas aren’t on the list

Great time to build onchain.

[Nemil Dalal @nemild]

At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.

Here's our latest crypto request for startups. Our next application deadline is Monday.

[0xMax @0xmaxonchain]

@rini_xyz Been waiting for this one, congrats to the whole team

[0xMax @0xmaxonchain]

The Vault OS for Hyperliquid is now in beta.

If you’re trading or deploying on HL ecosystem, @rini_xyz needs to be on your radar.

Also proud to support this amazing team with @50Partners. The coming months will be exciting 👀

[rini @rini_xyz]

rini is live in beta.

First vault managers can now deploy modular vaults on HyperEVM, with access to Hyperliquid perps, spot, HIP-3 and HIP-4.

It's a beta, open to whitelisted managers only.

[0xMax @0xmaxonchain]

@42Blockchain_ @50Partners @42born2code @Master2LEAD Thanks for the invite! Always a pleasure to build synergies with amazing builder hubs like @42Blockchain_
Bullish on you guys

[0xMax @0xmaxonchain]

@Enter_Elysium @Kinetiq_xyz If anyone building a propAMM using HyperCore’s book as a native oracle with the hedge leg on Core, my DMs are open

[0xMax @0xmaxonchain]

@NousResearch @TIME Strong tech choices and open source at the heart but the real win is about shipping a product people actually use. Congrats @NousResearch more teams should run this playbook

[0xMax @0xmaxonchain]

@BleapApp @kpk_io @monerium @arbitrum DeFi in the back, Bleap in the front

[0xMax @0xmaxonchain]

Onchain repo is definitely a huge market, and tons of stuff is still waiting to be built. Market is maturing and opening the doors for real builders opportunities on PUBLIC chains.

Great piece from @HamelinRichard3 here, check it out:

[iamrichi.eth @HamelinRichard3]

For anyone still wondering whether financial assets are moving onchain: they are. Tokenized repo already clears $300–350B/day, mostly on permissioned rails. The bottleneck is no longer adoption, it’s fragmentation. Our take on Chainlink Fulcrum 👇 https://t.co/bcSNn1JDsn

[0xMax @0xmaxonchain]

@HamelinRichard3 Builders, don’t sleep on the “call for builders” section 👀

[iamrichi.eth @HamelinRichard3]

For anyone still wondering whether financial assets are moving onchain: they are. Tokenized repo already clears $300–350B/day, mostly on permissioned rails. The bottleneck is no longer adoption, it’s fragmentation. Our take on Chainlink Fulcrum 👇 https://t.co/bcSNn1JDsn

[0xMax @0xmaxonchain]

@Uniswap @SuperstateInc @Securitize Great to see @Dowgo_com highlighted here. I've been watching this amazing team build from 0 to 1 with @50Partners.

An interesting case study on how the financial system is being rebuilt on decentralized infrastructure with high composability.

[iamrichi.eth @HamelinRichard3]

@Uniswap just launched Permissioned Pools on v4, a new standard that brings regulated assets (RWAs) onto AMMs with compliance enforced directly onchain.

Launch partners include @SuperstateInc , @Securitize and @Dowgo_com , a company from our portfolio.

[PAB ⛓️ @pabenomics]

Proud to see Dowgo (https://t.co/XYd7tAnMQl) highlighted for their ERC-3643 integration work on this initiative 👏🏼

[jesse.base.eth @jessepollak]

Morpho midnight is going to be a big deal

[0xMax @0xmaxonchain]

@pabenomics @PropellerSwap Last post on PropAMMs: https://t.co/tbhKTMCuXV

[0xMax @0xmaxonchain]

Onchain execution is still one of DeFi's biggest design spaces. I wrote about the wave of innovation happening in this area a few months ago (article in the comments).

Here is another great piece from @pabenomics highlighting Turbine, a new product from @PropellerSwap.

Let's see how it performs in production over the coming months and how it compares with other execution models such as PropAMMs, PMMs, intents, and other solutions.

[PAB ⛓️ @pabenomics]

https://t.co/z6zd7MidlH