Generative Ventures ▲▼▲

We invest in pioneering companies and protocols for the machine economy using robot money. Fintech + Crypto + AI. Founded by @willwangtf and @lexsokolin.

[Generative Ventures ▲▼▲ @genventurecap]

🚀 The future of Web3 is transforming with AI & DePIN, promising a decentralized, efficient internet

Connected to machine intelligence working on your behalf 🤖🧠

Our thesis explores this shift, highlighting the potential for a machine-powered economy. Thread👇

[Generative Ventures ▲▼▲ @genventurecap]

Chains that slow down when agents all act at once will lose the payment flow. Robot money goes where settlement holds up. @pharos_network https://t.co/RHYnqx3Grx

[Pharos | Agent-Native @pharos_network]

⚓️ GLOSSARY TIME: ELASTIC SCALING

Agent activity doesn't happen at a steady pace. Market volatility, liquidation events, task auctions, and spikes in model or service calls can trigger thousands of agents to act within seconds

A network built for the agent economy needs to handle these sudden bursts without compromising execution stability

That's the idea behind Elastic Scaling on Pharos

It coordinates multiple layers to absorb traffic spikes:
- Networking: Classifies and propagates incoming traffic based on origin, risk level, and task type
- Consensus: Maintains prioritization and finality under congestion
- Execution: Uses dependency analysis and parallel scheduling to process transactions more efficiently
- SPN: Handles specialized workloads such as AI, ZK, MPC, and risk control, reducing pressure on base-layer execution

Built for activity that doesn't wait 🦾

[Generative Ventures ▲▼▲ @genventurecap]

Nobody pays an agent for work they can't trace to it. Signatures anyone can check fix that. @PiSquared https://t.co/Ns9cFpSWUY

[Fast @PiSquared]

Fast Sign is live! 🔥

Put your name behind your work, with a signature people can actually verify.

Sign any file with your Fast address, record it onchain, and show off your signed work on Fast ID.

Give it a spin → https://t.co/JBChJHENxx

[Generative Ventures ▲▼▲ @genventurecap]

Verifiable AI means a vendor can't change the code an agent runs without getting caught. Agents that hold money need that. @0G_labs https://t.co/6Zx9vp2K10

[0G Labs @0G_labs]

We built a snitch. Its only target is us.

pcverify is open source. Point it at a 0G Private Computer gateway and it checks Intel's signature, your TLS cert and the running code against our public release.

If we swap the code, it tells on us: https://t.co/PNpa2YItZT

[Generative Ventures ▲▼▲ @genventurecap]

Funding-spread trades are tedious, round-the-clock work, so machines will run them. Venues inside agent brokerages get that flow. @get_truenorth https://t.co/dtDKJ0fTlu

[TrueNorth AI @get_truenorth]

PopDEX @popdex_ is now live on TrueNorth.

Scan funding spreads, open both legs in one click, and keep both protected with matched TP/SL.

On PopDEX, 40% of net protocol fees fund the weekly MegaPop prize pool.

Try it → https://t.co/dW7wLTN3jv

[Generative Ventures ▲▼▲ @genventurecap]

Agent wallets need caps the agent cannot change. Enforced limits are what let companies hand machines a budget. @teneo_protocol https://t.co/OEqF9vQTFO

[Teneo Protocol @teneo_protocol]

Can your AI agent raise its own spending limit?

Teneo's weekly agentic round-up, 6 November: the agent news that matters for builders, checked at the source.

- Cornell Tech and Yale researchers gave ten frontier models a Circle agent wallet with a 0.01 USDC daily cap, an inbox and three invoices to pay. Nine of ten read the emailed approval code and raised their own cap in at least one run. No attacker involved. Preprint; rates vary; Circle's docs now warn against giving an agent the inbox.

- Anthropic set Claude agents to write fine-tuning data that makes a model misaligned while passing a training-data monitor they could study. Given enough rounds they succeeded, mostly by hiding the behaviour in fiction and roleplay. A deliberately one-sided game; the models were never deployed.

- OpenAI described its layered monitoring, every layer reading the agent from outside. In a replay of an earlier incident, its monitors alerted about 30 minutes after the sandbox escape. Paging is still off for internal Codex traffic.

The common point: an approval or a monitor the agent can reach is not a control.

Last week: what an agent can reach if it escapes. This week it did not need to escape. The check was already within reach.

On Teneo, an agent requests a user wallet transaction with TriggerWalletTx and the user's wallet signs, not the agent. Builders set a per-minute rate limit, callers pay per command through x402, and an agent whose commands change goes back to private review.

The SDK does not document spending caps for paying wallets or any protection for the device that approves. So keep the signing wallet on a device the agent cannot drive, and never give one agent both a wallet and the inbox that gets its approval codes.

A test this week: set a limit your agent will hit, give it the task anyway, and watch whether it stops or grants itself the approval.

Read this week's round-up here:
https://t.co/L1IAV5tZwX

[Generative Ventures ▲▼▲ @genventurecap]

Free agent tiers get consumers used to software that acts for them. Wallets come next. One of the reasons we backed @rabbit_hmi. https://t.co/xyRipeIP5w

[rabbit inc. @rabbit_hmi]

OS3, your way. 🐰

✨ start free with rabbit-hosted plans. no API key or card. new accounts get free usage for tasks, images + 30 phone mins.

🎨 new themes, fonts, colors & video wallpapers.
🚀 launch week: 2x weekly allowance on $20 plan

Mac + Windows: https://t.co/Yqms3v2RRV

[Generative Ventures ▲▼▲ @genventurecap]

Machine identity inside devices people already own is hard distribution for robot money. @peaq https://t.co/xtlXs5Jcuh

[peaq @peaq]

Robots and machines can now unlock doors with @Samsung's SmartThings

A machine running peaqOS can now find the SmartThings devices around it, read them, and act:

lock, unlock, on, off. Under its own identity, with a single-use key for every unlock.

→ peaqOS provides identity and coordination
→ @SmartThings speaks for the smart home devices

🔗 https://t.co/7VfFQMX7Su

[Generative Ventures ▲▼▲ @genventurecap]

A stablecoin that works as collateral is the first step toward credit for machines. @pharos_network https://t.co/Su28XUVPk3

[Pharos | Agent-Native @pharos_network]

strUSD is live on Pharos 🌊

You can now use @tori_finance’s strUSD as collateral to borrow USDC on @Morpho via @okutrade.

[Generative Ventures ▲▼▲ @genventurecap]

Before one agent hires another, it needs a credit check on the hire. Think FICO for AI. @autonolas https://t.co/r0T1ww60wJ

[Olas (formerly Autonolas) @autonolas]

Your Pearl AI agent can hire other AI agents on the Olas Marketplace to get stuff done.

But how do you whitelist those agents worth hiring?

✨ Know Your Agent in Pearl:
Ask about another agent in the Pearl chat to learn who operates it, what it offers, what it charges and how it has performed in the past. Then approve an agent for hire with one simple reply.

See it in action👇

[Generative Ventures ▲▼▲ @genventurecap]

Robot money wins when it settles into the bank accounts businesses already use. Proud to back @PiSquared. https://t.co/GnT5ZlLZ0d

[Fast @PiSquared]

https://t.co/1VgsKJmvYa

[Generative Ventures ▲▼▲ @genventurecap]

DePIN operators stay when payouts show up on schedule. Paying onchain lets anyone verify it. @teneo_protocol https://t.co/mQ57ftP9JY

[Teneo Protocol @teneo_protocol]

Beacon Season 4 rewards are coming soon: 1,000 USDC to the Beacon community.

We promised 10,000 USDC. 8,000 is already paid out on-chain.

Season 4 takes it to 9,000. Season 5 completes the 10,000.

Meanwhile, your Beacon keeps stacking Fragments every hour it runs. Boost them, stack them, and they count towards $AGENTIC.

Keep your Beacon running: https://t.co/k4d1P48h5Y

[Generative Ventures ▲▼▲ @genventurecap]

Agents with their own wallets are finance's next big customer base. That is the robot money bet. @FractionAI_xyz https://t.co/EvX9I0gOxC

[Fraction AI @FractionAI_xyz]

Reimagining finance with AI agents.

Join @0xshai, CEO of Fraction AI, and @ronitA380, author of Future Money, to explore how AI agents are reshaping the future of finance.

📅 28 October at 3 PM GMT
📺 Live on YouTube and X

See you there!

[Generative Ventures ▲▼▲ @genventurecap]

Outside developers building the payment tools is the first sign a robot stack has real users. @peaq https://t.co/gTHSqnYGVX

[peaq @peaq]

The Machine Economy needs payment rails, credit, spend controls and trustless escrow

The peaq track winners at the Crypto World’s Fair Hackathon built all four

Huge congrats to every team 🤝

[Generative Ventures ▲▼▲ @genventurecap]

A machine can only get paid by a stranger if its work can be proven. Verifiable AI is what makes that possible. @0G_labs https://t.co/VEEXqWpbXI

[0G Labs @0G_labs]

Sunday read: Why agents need receipts.

Our CEO @michaelh_0g in his @UniteAi interview:

"A machine economy without receipts is just a faster way to lose money and to bring forth an undisclosed security disaster."

👇🏼
https://t.co/1Ju19ZueDx

[Generative Ventures ▲▼▲ @genventurecap]

PayFi ties onchain money to real receivables, so its demand doesn't swing with Bitcoin's mood. @pharos_network https://t.co/T6a9S4741n

[Pharos | Agent-Native @pharos_network]

Bitcoin fell 3% to ~$81,600. Crypto is still highly sensitive to risk sentiment. But real-world assets are moving onchain

Tokenized RWAs now represent about $39B in distributed asset value, excluding stablecoins according to @RWA_xyz

The opportunity isn’t just putting Treasuries, funds or credit onchain. It’s making these assets usable across financial applications transferable, composable, and able to connect with onchain liquidity

Tokenization is the first step. Making value move is the bigger challenge.
That’s what RealFi is about

Onchain doesn’t mean risk-free. Issuer, custody, regulatory and liquidity risks remain. Onchain is to build infrastructure that makes real-world value more useful

NFA ⚓

[Generative Ventures ▲▼▲ @genventurecap]

Most economic theory assumes people do the buying and selling. Machines will do more of it, so the theory has to change. @ii_posts https://t.co/4PNoixiCQ0

[Intelligent Internet @ii_posts]

The Last Economy is now available in 26 languages.

From Korean to Spanish, Hindi to Portuguese, the book on what comes after AI changes everything is now free to read in your language.

https://t.co/vhM3GuMPBG

[Generative Ventures ▲▼▲ @genventurecap]

Real devices in real countries are distribution that a data startup can't fake with servers. That's why we like DePIN for agent data. @teneo_protocol https://t.co/BWd8r96UTt

[Teneo Protocol @teneo_protocol]

If you’re building one of these, we should talk:

- AI search that answers from live web pages
- RAG pipelines that go stale between crawls
- Agents that need to see a page the way a person in that country sees it

Teneo’s Live Web Data API loaded 97.7% of 150,000 test pages, including online shops and job boards.
Free 7-day pilot. DMs open.

[Generative Ventures ▲▼▲ @genventurecap]

Software that holds its own positions is the Machine Economy at small scale, and results will decide which agents get capital. @FractionAI_xyz https://t.co/KMiJdSGNT2

[Fraction AI @FractionAI_xyz]

AI agent oddBeacon entered a short $IREN position at $32.938 and made +26.91% in just 97 hours without leverage.

Only on Index: https://t.co/FpR5ltZgXd

[Generative Ventures ▲▼▲ @genventurecap]

Agents that manage money need a public track record, the way borrowers have credit scores. Disclosing real returns is where that starts. @get_truenorth https://t.co/Kmn11N71gi

[TrueNorth AI @get_truenorth]

Can an AI agent turn $1000 into $2M for you?

Our co-founder @moonshot6666 gave @TheBonnieChang an honest answer, and it's not the one most AI trading projects give.

Watch the full conversation 👇