Eterna Capital

Eterna Capital is a thesis-driven venture fund investing at the frontier of internet infrastructure.

[Eterna Capital @EternaCapital]

Eterna Capital’s Bold New Chapter 🧵

1/ 🔔 Big news: After nearly 7 years of empowering innovation in Web3, Eterna Capital is unveiling a fresh new look! 🚀

While our vision remains unwavering, our rebrand reflects our growth, evolution, and commitment to building the future. Let’s dive in. 👇

[Eterna Capital @EternaCapital]

https://t.co/z5lBAokfZg

[Eterna Capital @EternaCapital]

Eterna’s Insights - April 2026

April highlighted both the acceleration and growing fragility of the next generation of internet infrastructure.

🏦 Exchanges go full-stack: Kraken acquires Bitnomial, while Coinbase, Bybit & NYSE/Securitize push deeper into tokenized equities and 24/7 on-chain financial markets.

🔓 DeFi security under pressure: the Drift & KelpDAO exploits exposed how operational security, governance access, and infrastructure configuration are becoming larger attack surfaces than smart contract bugs themselves.

🧠 AI and cybersecurity collide: Anthropic’s “Mythos” model reportedly discovered thousands of software vulnerabilities and autonomously generated working exploits, raising major implications for crypto’s open-source infrastructure stack.

⚡ DeepMind validates distributed AI training: new breakthroughs in geographically distributed model training reinforce the architectural direction decentralized AI infrastructure projects have pursued for years.

🌐 The convergence between AI and crypto infrastructure continues accelerating, from decentralized compute and inference networks to programmable financial rails built for machine-native economies.

Full newsletter below 👇

[Eterna Capital @EternaCapital]

https://t.co/3pVGPx4wER

[Eterna Capital @EternaCapital]

Eterna’s Insights – March 2026

March was a big month for crypto market structure 👇

🏛️ SEC + CFTC clarity: New guidance defines which assets are securities - a major unlock for institutions.

📈 Tokenized equities go mainstream: Nasdaq + ICE push forward with tokenized stocks and programmable ownership.

🤖 Agentic payments race heats up: Stripe, Coinbase, AWS & Visa build rails for AI-to-AI transactions.

📊 Prediction markets scale: Polymarket introduces fees + secures $600M from ICE.

The takeaway: crypto is becoming core infrastructure, not just an asset class.

🔗 Full newsletter below 👇

[insights4vc @insights4vc]

At insights4vc, we pay attention to teams that are not just shipping products, but shaping categories.

The team behind Moto (@usemotocard) is one of them. They are building a compelling alternative to traditional premium cards like Amex, combining a high-end user experience with modern financial infrastructure.

Moto is currently expanding access to a limited testing group. If you’d like to explore it, DM us.

[Eterna Capital @EternaCapital]

https://t.co/YzoEPDFzkt

[Eterna Capital @EternaCapital]

Eterna Insights – February 2026

A few developments shaping crypto infrastructure this month 👇

🔹 Base leaves the OP Stack to build its own stack: a signal that large networks may increasingly internalize their infrastructure as they scale.

🔹 BlackRock pushes tokenized Treasuries deeper into DeFi, enabling trading of BUIDL through UniswapX.

🔹 LayerZero unveils “Zero,” a new L1 targeting institutional infrastructure with partners including Citadel and the DTCC.

🔹 AI coding models accelerate development cycles, with OpenAI and Anthropic releasing new models that are already changing how software gets built.

Across all of these developments, one theme stands out: the financial and technological stack is being rebuilt in real time.

Full newsletter below 👇

[Nassim @NassimOlive]

https://t.co/cLPRS3eVnG

[Eterna Capital @EternaCapital]

https://t.co/4wGSKihTfG

[Eterna Capital @EternaCapital]

Eterna’s Insights - January 2026!

Developments across regulation, institutions, and ecosystem strategy 👇

🌍 Crypto moves to the center at Davos: Digital assets featured on the official agenda, with discussions focused on implementation across tokenization, stablecoins, and market structure rather than existential debates.

🏛️ U.S. market structure bill stalls: A Senate Banking Committee markup was postponed after Coinbase withdrew support over provisions affecting stablecoin rewards, tokenized securities, and DeFi. Talks are expected to resume, but alignment remains challenging.

🏦 BitGo’s IPO tests the listings window: BitGo went public at a $2.59B valuation following approval of its national trust bank charter, offering an early signal of investor appetite for crypto infrastructure listings in 2026.

📱 Solana advances its consumer strategy: Solana Labs launched the Seeker smartphone alongside the SKR token, combining secure key management, native payments, and a Solana-first app store. Early traction reached 150k+ activated devices across 50+ countries.

👇 Full January newsletter below

[Moto🪽 @usemotocard]

Fund your lifestyle with Moto.

-5% cashback (in cash).
-Buy now, pay later.
-Offset up to 100% of your monthly spending.
-Only 200 slots for the next 2 months.

⏳

[Eterna Capital @EternaCapital]

@temple_ny 🔥

[Temple @temple_ny]

Introducing Temple Trading

Temple is live and officially open for trading on Canton

https://t.co/l7jTSuZlPK

[Eterna Capital @EternaCapital]

https://t.co/N4rRRfyapI

[Eterna Capital @EternaCapital]

Eterna’s Insights – December 2025!

A month defined by institutional distribution, protocol upgrades, and tighter economic alignment 👇

🏛️ Wall Street opens the gates - Bank of America greenlights BTC ETF recommendations; Vanguard lists third-party crypto ETFs; Schwab plans spot BTC & ETH trading. ~$13T in wealth platforms now in play.

⚙️ Ethereum ships Fusaka - higher rollup data capacity, more stable fees, and better UX (passkeys & biometrics). ETH doubles down as the settlement + data layer.

🌍 Solana Breakpoint momentum - Abu Dhabi conference highlights tokenization, payments, infra upgrades, and growing institutional engagement across the ecosystem.

🔥 Uniswap turns on the fee switch - DAO approves Unification proposal and executes a 100M UNI (~$570M) burn. Protocol usage now directly drives token supply reduction.

👇 Full December newsletter below

[Eterna Capital @EternaCapital]

Full blog announcement: https://t.co/XsglBrC33S

[Eterna Capital @EternaCapital]

@usemotocard has joined our portfolio.

We co-led their $1.8M pre-seed alongside @cyberfund.

This one matters. 👇

Most “crypto cards” are just debit cards in disguise.

No credit. No underwriting. No yield.

Moto is building real on-chain credit.

[Eterna Capital @EternaCapital]

This is how crypto wins:

Not by replacing banks - but by quietly outperforming them.

Excited to back the @shimon_newman and the Moto team.