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]

Anthropic showed its IPO prospectus to a hand-picked room of investors instead of publishing it.

The day before, OpenAI ruled out going public in 2026 entirely.

The public S-1 still does not exist.

Full breakdown: https://t.co/B4MRJZad59 🧵👇

[LongHash Ventures @LongHashVC]

Meanwhile the money kept moving:

→ Figure committed $3.5B to Nscale for GPUs, more than every disclosed humanoid equity round of the fortnight combined

→ Nvidia bought Hugging Face for $12.93B and said it stays open

→ Mistral raised EUR 3B at over EUR 21B, led by Samsung, the largest European tech round ever

→ Qualcomm's $60B AWS headline is a warrant that vests on orders, not a purchase contract

→ Under 5% of Unitree's humanoid revenue comes from robots doing industrial work, per its own prospectus

Full analysis → https://t.co/WV16oHMKib

[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]

🧵 Robinhood just switched on AI agent trading for 100% of eligible users — on our portfolio's rails.

$50M hit Kamino vaults via Binance Wallet in under 24h. And confidential USDC went live on Ethereum.

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

[LongHash Ventures @LongHashVC]

🟩 @virtuals_io — became the onchain infra layer for Robinhood's agent trading, now at 100% of eligible users; agents already drive 1%+ of Robinhood Chain DEX volume ($270M+)
⚡ @kamino — launched ZEC-backed credit on Solana and pulled $50M+ in deposits via Binance Wallet in <24h
🕶️ @zama — took cUSDC confidential balances live on Ethereum, with its first Morpho Confidential Vault past $40M
🚀 @ionet — served 8 billion tokens in a single day on OpenRouter, plus Day-0 GLM-5.3 launches
🪪 @Humanityprot — showcased the single verified login at CIS 2026: job, bank balance, loyalty status, provable without handing data over
📊 @TheoriqAI — partnered with Targon to power its adversarially-tested AI yield research
🔐 @0G_labs — put PulsarMoney's financial AI on 0G Private Computer, with proof of which model ran and where
⚙️ @LitProtocol — grew usage 5x in two months on automated transaction infrastructure

Full writeup in thread 👆 or read at https://t.co/m2ZNDaoEXX

[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]

Anthropic has committed about $127B to compute:
→ ~$77B of contracted purchases from third parties
→ $50B of its own capital
→ Two of its largest relationships, no public price at all

Full breakdown: https://t.co/ySFL4nUF7C 🧵👇

[LongHash Ventures @LongHashVC]

Where the constraint actually is:
→ On 26 Aug five Japanese industrials opened a shared humanoid training facility in Chiba, 35 robots, pooled capital, shared IP
→ Because teleoperation rigs cost $50K to $150K each and one trained operator makes under 200 demonstrations a day
→ Banks: 88% have funded digital asset infrastructure, 16% have reached production
→ Clarity Act slipped to September

Full analysis → https://t.co/2kz9PuPfzg

[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]

🧵 A confidential-finance token just landed in front of 70 million Revolut users.

Agent ownership opened up on Solana. And a confidential USDC vault cracked Morpho's top 10 on Ethereum.

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

[LongHash Ventures @LongHashVC]

🕶️ @zama: put $ZAMA live for Revolut's 70M users, with a Learn & Earn campaign inside the app to follow
🤖 @virtuals_io: opened agent ownership to Solana and joined @UnitreeRobotics at its IPO signing
🪪 @Humanityprot: made the case that verifiable credentials kill the bank-statement screenshot for good
🖥️ @ionet: named a Top 5 decentralized AI compute network with 130+ countries, 32M compute hours, ~$27M network earnings
₿ @Bedrock_DeFi: unlocked 100,000+ $OP in incentives, Phase 1 live on @VelodromeFi
🏦 @kamino: closed Q2 with $2.29B in deposits and 80+ curated vaults
🔐 @0G_labs: made 0G Private Computer usable with no wallet, card top-up, and per-request trust tiers
📊 @TheoriqAI: posted AlphaVault ETH at 5.26% and Gold Vault at 3.84% annualized, and joined WisdomTree Connect as design partner

Full writeup in thread 👆 or read at https://t.co/d3wCj3quR9

[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]

Unitree priced the first humanoid IPO at $9B on Aug 6, roughly 50% above where its books opened six days earlier. Trading starts this week.

Meanwhile Anthropic's backers are briefing a $2 TRILLION October listing.

The machine economy is getting priced in public.

Full breakdown: https://t.co/GCVykKr2s5 🧵👇

[LongHash Ventures @LongHashVC]

Where the money actually went, Aug 3 to 17:

→ Sequoia led $1B into Valar Atomics: nuclear reactors for AI data centers
→ Cipher Mining sold an $810M bond for its AI data center
→ https://t.co/ikYKOEvnFW lent $15M on-chain against 272 Nvidia B300s at ~15% yield
→ Crypto ETFs: +$1.1B week one, then -$374M week two

Full analysis → https://t.co/GCVykKr2s5