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/WKBLDiVaR7

[Eterna Capital @EternaCapital]

Eterna’s Insights - July 2026

🏛️ DTCC processes its first live tokenized securities transactions, moving tokenization from pilot projects to institutional market infrastructure alongside more than 30 leading financial institutions.

🇺🇸 The CLARITY Act is delayed until September, highlighting that the debate has shifted from whether digital assets should be regulated to how the U.S. market structure should be designed.

₿ BlackRock, Fidelity, Coinbase and other industry leaders launch the Bitcoin Security Consortium, committing $15 million to strengthen Bitcoin’s long-term protocol security.

🤖 The AI industry splits over open-weight models, as leading technology companies debate whether the future of frontier AI should remain open or become increasingly concentrated.

Full newsletter below 👇

[Eterna Capital @EternaCapital]

https://t.co/oJMwXfw45f

[Eterna Capital @EternaCapital]

Eterna’s Insights - June 2026

🏦 Coinbase & Robinhood double down on tokenized capital markets and onchain financial infrastructure.

💵 OpenUSD launches while banks respond with tokenized deposits, intensifying the battle for digital money.

🧠 Anthropic’s Claude Fable 5 highlights how compute scarcity is reshaping frontier AI.

⛓️ Ethereum completes its reorganization as the ecosystem pivots toward institutional adoption.

Competition is increasingly shifting from crypto assets to the infrastructure powering finance, money and AI.

Full newsletter below 👇

[Eterna Capital @EternaCapital]

@Securitize @NYSE Congrats team 🔥🔥

[Securitize @Securitize]

Securitize is now officially a public company, listed on the @NYSE under the ticker SECZ.

Our focus is unchanged: building the regulated infrastructure for the next generation of capital markets.

To everyone who helped us get here, thank you.

Tokenize the World.

[Eterna Capital @EternaCapital]

https://t.co/eZDF8BjPxl

[Eterna Capital @EternaCapital]

Eterna’s Insights – May 2026

May may be remembered as the month blockchain stopped looking like an alternative financial system and started looking like the future infrastructure of finance itself.

🏛️ Regulatory clarity advances: the CLARITY Act cleared a major Senate committee hurdle, bringing comprehensive U.S. digital asset legislation one step closer to reality and strengthening the foundation for institutional adoption.

📈 Tokenized securities reach escape velocity: the DTCC announced plans to launch tokenization infrastructure later this year, while Bullish acquired transfer agent Equiniti for $4.2 billion, signalling that core capital markets infrastructure is moving onchain.

🔮 The financialization of everything: Hyperliquid launched prediction markets, SpaceX pre-IPO perpetuals gained traction, and crypto-native infrastructure continued expanding into entirely new categories of financial products.

⟠ Ethereum searches for its next chapter: a wave of high-profile departures from the Ethereum Foundation reignited discussions around ecosystem governance, strategic direction, and long-term value accrual.

🌐 The common thread is clear: from regulation and securities issuance to trading venues and capital markets infrastructure, the boundaries between traditional finance and blockchain networks continue to blur. The question is no longer whether finance moves onchain, but how much of the financial stack ultimately follows.

Full newsletter below 👇

[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.
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⏳

[Eterna Capital @EternaCapital]

@temple_ny 🔥