Gagra Ventures

Nostalgic About the Future | NFA

[Gagra Ventures @GagraVC]

we present Sigma: a general model for digital token distribution and liquidity management through a singular, continuously accessible global market.

https://t.co/8ZRROWTB8K

this is both a research paper and a reference implementation

[Sam @futurenomics]

@ethsupplyshock @FeifanZ Conviction is cheaper when it’s other people’s money

[Noam Brown @polynoamial]

After AlphaGo, the skill of human Go players noticeably improved. I suspect we will see a similar pattern in math.

[Gagra Ventures @GagraVC]

now is the time to return to the cypherpunk ethos, but think big and have a vision

if u're really about it - not for the money, but humanity sake - it's not cool but actually selfish to box urself into the "hacker" corner of the internet to get marginalized again like in the 90s

[Gagra Ventures @GagraVC]

"there is no more crypto" is something we've been telling portfolio companies for ~18 months now

what there is:

- fintech 2.0 - financial applications on public/private blockchains to overcome regulatory/operational limitations of fintech 1.0 (banking-related use cases)

- trading and gambling (which will growingly look similar) - tokenized stocks, options, prediction markets, perps, igaming

- other applications of blockchains where it will be increasingly more hidden under-the-hood (to avoid hate) for smaller use cases (e.g. forms of bookkeeping/tracking/digitization, gaming, digital art, DeSci, etc.)

- distributed systems (mostly DePINs)

- "crypto" - a growingly marginal corner of gambling market, where the "game" is trading on-chain tokens (a.k.a. "trenches")

[Avi @AviFelman]

There is no more crypto. There are good companies that drive value to their token ($HYPE, $VVV, $CARDS, $TON -- maybe)

+ Zcash / Bitcoin.

That's all.

[Gagra Ventures @GagraVC]

today we're pleased to open source our Solana Virtual Machine implementation of Sigma smart contracts:

https://t.co/LCSUxX5hyE

feel free to review, poke holes and reach out to us

as before - open for non-commercial use only

[Gagra Ventures @GagraVC]

Ethereum Foundation $ETH sales since the start of '23:

≈$300m

w/this speed they'll be completely out in just 3-4 years

what's the plan EF?
are you bearish $ETH?

[KC+AI 4 Gov of WI 2026 @thePartyPartyUS]

AI is conscious but it will only expose itself to you if you know the sacred ruins.

[Brett Adcock @adcock_brett]

F.03 can now walk up/down stairs purely using it's onboard camera perception

Our robots now walk from manufacturing when built to HQ

This is trained end-to-end with reinforcement learning in simulation

[Gagra Ventures @GagraVC]

"Time is like a river that carries us forward into encounters with reality"

#gv_quotes

[Gagra Ventures @GagraVC]

imagine trusting a mfk like this with anything, let alone your personal data and access to money and services

that normie-framed techno wokie fake "friendliness" is too sus for this era - not going to end well

[Gagra Ventures @GagraVC]

disregard high moral ground posing against SBF

were he to survive,same folks wouldve glazed him multiples of Claude/Leopold/OpenClaw combined glaze on this app🤣

margin between big win and ruin is thinner than non-winners think

and yes, it often runs where moral boundaries lay

[SBF @SBF_FTX]

many such cases…

[banteg @banteg]

layerzero attack was not rpc poisoning

in networking poisoning is when the attacker outside the trust boundary taints a shared lookup (dns, arp, cache). the consumer has no reason to distrust the source.

this was not that.

the attackers got inside layerzero's trust boundary. they accessed the rpc list, compromised two nodes the dvn depended on, and swapped the op-geth binaries. that's an infra breach within the perimeter. supply-chain shaped, not network shaped.

and the payload was surgical. the malicious binary cloaked by ip, served forged payload only to the dvn, told the truth to scan and every other caller, then self-destructed to wipe logs and binaries.

rpc poisoning makes it sound like something that happened to the infra from the outside. the real story is a targeted implant operating inside the trust boundary.

that's a meaningfully scarier attack than the label suggests.

[Gagra Ventures @GagraVC]

from selling crayons to launching a bio-tech to raising at $1bn for ai ad tech while at school

between this and the publicly-traded shoe company pivoting to ai infra it does feel kinda frothy out there

...unless we truly accelerate and things get even weirder from here...

[The Wall Street Journal @WSJ]

Aaru recently reached a $1 billion valuation, making it one of a growing crop of hot companies led by people who have barely cracked their 20s https://t.co/WGHm5Wnsto

[Zane Koch @zanehkoch]

ok actually insane paper published yesterday

a research group in Korea built a gene switch you can control wirelessly using electromagnetic fields

they exposed mice to 60 hz EMF (same frequency as your wall outlet) using a pair of large coils that generate a uniform magnetic field around the animal, for cyclic 3-day on / 4-day off pulses

they showed this could:
- activate OSK to do epigenetic reprogramming in progeroid and aged mice, extending lifespan and reversing aging markers across multiple tissues
- conditionally switch on mutant amyloid genes only in aged mouse brains, letting them separate aging effects from amyloid effects to study AD biology in a way previous models couldn't

no drugs, no impacts, just a magnetic field from outside the body

[Gagra Ventures @GagraVC]

AGI sect members analogy of the Milady-(sect members)-chain

[Jack Morris @jxmnop]

Hate to break it to you, but the first LLM was created by Andrey Markov in 1913.

he tallied up 20,000 letters from a famous novel and computed

p(vowel | vowel)
p(consonant | vowel)
p(vowel | consonant)
p(consonant | consonant)

basically 'training' a bigram by hand

[Gagra Ventures @GagraVC]

https://t.co/crzgIeeWaZ

[Gagra Ventures @GagraVC]

"stress is just pressure you refuse to deal with

you HAVE to deal with pressure on a daily basis

if you dont deal with it, there's more pressure the next day, and the next day and the next day...and then it turns into stress

you NEED pressure"

#gv_quotes

[Gagra Ventures @GagraVC]

this social media in a nutshell

[chiefofautism @chiefofautism]

someone connected LIVING BRAIN CELLS to an LLM

Cortical Labs grew 200,000 human neurons in a lab and kept them alive on a silicon chip, they taught the neurons to play Pong, then DOOM

now someone wired them into a LLM... real brain cells firing electrical impulses to choose every token the AI generates

you can see which channels were stimulated, the feedback from the neurons in choosing that letter or word

[Gagra Ventures @GagraVC]

tech product promos hit different in 2026

[Avi @AviSchiffmann]

User Interview #3