LongHash Ventures

Frontier Tech Venture Fund & Accelerator (@LongHashX) | Investing at the Convergence of AI, Robotics, and Digital Assets || @emmacui + @theshikhai

[LongHash Ventures @LongHashVC]

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

[LongHash Ventures @LongHashVC]

🧵 You can now borrow against US stocks onchain. Kamino's new Backpack Market takes 1:1-backed tokenized equities as collateral on Solana. The same fortnight, https://t.co/3JHM9CeKIv served its 1 trillionth AI token.

Here's the full breakdown across the @LongHashVC portfolio 👇

[LongHash Ventures @LongHashVC]

⚡ @kamino: opened the Backpack Market for 1:1-backed tokenized US equities and crossed $75M in fixed-rate loans
🤖 @virtuals_io: shipped px402 private agent payments, Derive options hedging and X-post copy trading on Android
🧠 @0G_labs: passed half a trillion tokens through 0G Private Computer, with zero prompts retained
🚀 @ionet: processed its 1 trillionth token on distributed GPUs, no gigawatt campus required
🔐 @zama: joined the Open Transaction Layer as a founding partner for confidential institutional rails
🌐 @ParticleNtwrk: hit all-time-high SDK downloads as the most adopted ERC-7702 chain abstraction product
🧬 @Humanityprot: pressed the case for scoped proofs, identity checks that ask less, learn less, keep less
🌊 @Bedrock_DeFi: confirmed zero Binance exposure with all Bitcoin reserves and mint/redeem unaffected

Full writeup in thread 👆 or read at https://t.co/sEdQiQSqFS

[LongHash Ventures @LongHashVC]

AI talent is spread wider than GPU supply. @hyperbolic_labs connects the two, turning fragmented capacity across 300+ providers into one unified platform.

250,000+ builders use the platform today. The $30M Series A1, led by @intel CEO Lip-Bu Tan’s @walden_catalyst, was oversubscribed.

@LongHashVC has backed @hyperbolic_labs since seed. Congratulations to @zjasper and the team for this amazing milestone.

[Hyperbolic @hyperbolic_labs]

We’ve raised an oversubscribed $30M Series A1 led by @walden_catalyst to build the Global Compute Grid.

We’re turning fragmented GPU capacity into one unified platform where AI teams can access, manage, sell, and orchestrate compute.

Our mission: make the world’s compute unified, productive and liquid.

[LongHash Ventures @LongHashVC]

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

[LongHash Ventures @LongHashVC]

Flapping Airplanes raised $1B at a reported $6B for an AI lab with no product on sale.

Its pitch: demand for AI will outpace chip and data supply.

Tenstorrent took $1.5B. Modal passed $1B in run rate.

Full breakdown: https://t.co/HHsUnTz5rF 🧵👇

[LongHash Ventures @LongHashVC]

Crypto venture is dropping the label:

→ a16z renamed its crypto arm a16z Frontier, $2.2B fund now also backs AI and robotics
→ Tether invested in AIsa, payments for AI agents
→ Pantera led $10M into Fission for tokenized fund liquidity
→ Evernorth began trading on the Nasdaq as XRPN on 12 Oct

Full analysis → https://t.co/wwEZho62HN

[LongHash Ventures @LongHashVC]

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

[LongHash Ventures @LongHashVC]

🧵 20 billion AI tokens served in one day, up from 3B in July. $100M crossed in shielded TVL. And one token launch minted 3 million AI agents onchain.

Here's the full breakdown across the @LongHashVC portfolio 👇

[LongHash Ventures @LongHashVC]

🤖 @virtuals_io: opened the Virtuals App iOS beta, where AI agents watch markets and trade for their owners
🔐 @zama: passed $100M in Shielded TVL as confidential tokens went live on ERC-7984
🧠 @0G_labs: powered NeoSoul's TGE, minting 3M+ ERC-8004 AI agents on the 0G Chain
🌐 @ParticleNtwrk: cut Universal Accounts V2 integration to under 5 minutes for Privy, Dynamic and Magic
🚀 @ionet: processed 20B+ tokens in one day on OpenRouter, up from 3B daily in July
🌊 @Bedrock_DeFi: listed $BR on Bithumb's KRW market and lifted uniBTC reserves to 101.5% collateral
⚡ @kamino: passed $55M in fixed-rate loans and launched Confidential SOL Yield on NEAR
📊 @TheoriqAI: closed Q3 positive in both vaults after its AI diligence exited a weakening credit position

Full writeup in thread 👆 or read at https://t.co/TF7sF4CASZ

[Lighthouse @LighthouseWeb3]

ChatGPT to Claude. Without Starting Over.

Your preferences, decisions and project context should come with you.

Join @nanditmehra , @OpenZenjin and @IntoPurpleMoon for our first X Space on private memory across AI agents.

📅 15 October · 🕘 9 AM UTC

Set a reminder and join us 👇

[LongHash Ventures @LongHashVC]

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

[LongHash Ventures @LongHashVC]

Instinct raised $1B at a $10B valuation for a personal AI assistant.

Two days later GMI Cloud paired a $223M equity round with $445M of debt.

Equity bought the agents. Debt bought the GPUs.

Full breakdown: https://t.co/KycRN6tBgb 🧵👇

[LongHash Ventures @LongHashVC]

Institutions kept building the rails:

→ OKX added Circle, Ripple, QRT and SC Ventures at a $25B pre-money valuation
→ Bain Capital Crypto led $37.5M into bitcoin insurer Meanwhile
→ Samsung is bringing USDC to Galaxy Wallet in the US

Full analysis → https://t.co/KycRN6tBgb