Maria 🐸

General Partner @ElectricCapital. Views my own. 🦇🔊

[Maria 🐸 @MariaShen]

I'm excited to share 26 ideas in user-owned tech!

We @ElectricCapital invest $1M to $20M in user-owned technology that gives people control, privacy, and access.

6 ideas to highlight:

In Finance as Entertainment...
- Spectator capital: Live stream audiences need ways to financially participate in outcomes.
What it could look like: A platform that lets audiences stake on live content. Participation makes watching more fun, but currently viewers are limited to tips and subscriptions. This platform lets reality TV audiences stake predictions on who gets eliminated, or lets audiences copytrade as a streamer shares their trading session.

- Opinion markets: Prediction market platforms need markets that resolve on collective belief, not just events.
What it could look like: A platform that generates market-ranked lists. Users stake positions on where they believe others will rank these items. This platform creates lists for the best pizza in NYC, the top wines under $20, the most influential movies of the last decade, or the best AI developer tools, all ranked by the market. Lists resolve weekly based on stake-weighted rankings.

- Drama launchpads: Individual storytellers need funding and distribution platforms now that they can produce dramas more cheaply than studios.
What it could look like: A UGC platform for short-form drama. Creators produce episodes with AI video tools: mafia boyfriend sagas, secret billionaire reveals, revenge thrillers. Fans unlock episodes with tokens and tip creators directly. Creators earn based on viewership. ReelShort generated $700M+ revenue in Q1’25 with low-budget, studio-made drama series. This platform combines YouTube UGC content with ReelShort’s video format.

In Fintech & Defi...
- Non-crypto correlated yield: Stablecoin holders need yield that does not drop when BTC price drops.
What it could look like: A platform that brings real-world infrastructure yields to stablecoin holders. Yield could come from data center project bonds, solar installations, and EV charging networks with predictable cash flows and no correlation to crypto.

- Globally accessible equities: Global investors need direct ownership of foreign opportunities with low friction and costs.
What it could look like: A financial product that replicates equity ownership with price exposure, no funding rate, and no expiration. A trader in the Philippines builds a US tech portfolio. A Canadian builds Korean semiconductor exposure.

- New forms of insurance: Businesses need fast, transparent coverage for operational risks that traditional insurance cannot provide.
What it could look like: A platform that uses prediction markets to create new insurance products. A hotel chain can buy hurricane protection for its Florida properties. A ski resort can hedge against a warm winter. Capital providers supply liquidity in exchange for uncorrelated yield.

Read all 26 ideas below.

[Electric Capital ⚡️ @ElectricCapital]

1/ We @ElectricCapital want to invest in 26 ideas that give users control, privacy, & access.

Why now:
•Trust in institutions is collapsing
•AI centralizes power but lowers build costs
•User-owned tech defends personal freedom

https://t.co/s5QXXDPs1p

👇

[Monad @monad]

https://t.co/Mj5TkctcxC

[DCinvestor @DCinvestor]

you need to follow everyone who works at @ethlabs_org

their thinking is the future of where Ethereum is heading

they are:

@adietrichs
@barnabemonnot
@binji_x
@casparschwa
@decentrek
@fradamt
@joshrudolf
@_julianma
@ox_shaman

[APE MONEY JAY @apemoney]

⚡️ GIVEAWAY ⚡️

We just launched Legend Capital, our new funded program

Looking to get a few more traders on the platform to try it out, so i'm giving away 5 free funded accounts

To enter:
Follow @legendtrade
Like & comment

Winners announced in 24h

[Monad Devs @monad_dev]

New in the Monad docs: Fuzz your contracts with Ultrafuzz.

Ultrafuzz is an open-source AI fuzzing tool that turns a swarm of agents loose on your Solidity contracts and returns a triaged bug report.

Our new guide covers the setup process (throwaway VM, capped API key), the campaign itself, and how to read the findings.

https://t.co/7wEhZIzv4Q

[V12 @v12sec]

x86 formal verification is coming!

The (first?) published machine-checked proof of a security property for the end-to-end execution of a Linux process running an x86 binary statically linked against glibc.

And we believe it scales!

A joint research project with @zellic_io 🧵👇

[APE MONEY JAY @apemoney]

pretty sure im the first person to film inside the pump office... shoutout nico

great to see the team open up and show more of what goes on behind the scenes. a lot more to the business than people realize

full video out now on youtube, lets win

[Rocket @userocket_app]

rocket public beta is live, now on monad.

$10,000+ competition starts today.
predict on testnet, win real prizes.

more details below.

[Ken Deeter (building @QuestHarness) @puntium]

https://t.co/agGmBpbfKK

[Maria 🐸 @MariaShen]

@puntium This deserves way more likes

[Ken Deeter (building @QuestHarness) @puntium]

Apple in 2010: You're holding it wrong.

Apple in 2026: You're folding it wrong.

[Avichal Garg - Electric ϟ Capital @avichal]

The only thing that stops a bad guy with an open weight model is a good guy with an open weight model

[Quest @QuestHarness]

We just turned on our github discussions page. Come say hi and feel free to ask any questions!

https://t.co/AyaFpcgZu3

[⁵⁄₉ @fiveoutofnine]

So basically, today PHP got two critical bugs that let anyone run code on your server without even logging in, which is bad, and then the details leaked before the patch was even out, which is worse, and it works on WordPress and MediaWiki and Magento and Joomla and Laravel, and Censys says like 1.5 million servers are running a version with no fix, so the NSA was like "take your system offline," and the FBI was like "take your system offline," and CISA and the UK and CERT-EU were all like "take your system offline," and then the Prime Minister of Japan, the actual Prime Minister, posted at 5:55 in the morning telling 48.8 million people to take their system offline, so everyone took their system offline, like the Dutch cybersecurity agency took its own website offline, and the Dutch parliament went offline, and the Port of Rotterdam went offline, and Finland and France and Denmark started pulling government sites, and Wikipedia went down, and https://t.co/QlOXb3COq3 went down, and Asana and GOG and Something Awful went down, and the University of Vienna's webmail went down for some reason, and that's just PHP. Because GitLab also dropped a CVSS 10.0, which is the highest score they give out, for a bug that's been there since 2014, so that's every self-hosted GitLab for twelve years, and then LiteLLM 1.107.0 got hijacked and shipped a credential stealer and a remote access trojan in every single wheel and the Docker images, including latest, and you didn't even have to import it, just installing it was enough, and it's the second time this year, and then Railway paused every deployment on the entire platform because someone got into the environment variables, so now everyone has to rotate every secret they've ever stored there, and TiDB Cloud said someone was walking around inside with stolen credentials for basically a month and an extortion group says they took 10.6 terabytes, and Zeabur got breached for the second time in two months and is just shutting down, like the whole company, and Node.js patched remote code execution and a TLS bypass, and CISA says Plex is being actively exploited, and someone took over 300 Tor exit relays to steal SSH passwords, and SafePay ransomware has hit over 600 critical infrastructure orgs, and India's biggest bank filed a data loss incident, and Japan has been in an official state of emergency in cyberspace since October 9, which honestly explains the 5:55 AM post. Oh, and eMudhra, a certificate authority that's issued over 60 million certificates, whose entire job is proving websites are who they say they are, was supposed to be using private keys that are random numbers over a hundred digits long, and one of them was 4. Just 4. And the others were like 66 and 237. Anyway, it's Wednesday.

[Kuru @KuruExchange]

Stocks. ETFs. Gold. All onchain. All on Monad.

Introducing the new Kuru.

Rebuilt from the ground up, with faster infrastructure, better execution, and a cleaner trading experience.

[Josh Rudolf | Ethlabs @joshrudolf]

https://t.co/JTZOGwesr2

[Maria 🐸 @MariaShen]

@jacqmelinek keep the mushroom content coming

[APE MONEY JAY @apemoney]

Two months ago we pivoted our entire GTM strategy around becoming a creator company

Fintech companies pay 5/6 figs+ for anyone with a remotely relevant audience. We’ve done some creator deals ourselves which have been -ev on on all fronts (brand awareness, deposits, roas, etc)

I think there’s a much bigger opportunity in owning the distribution and building your own universe of personalities, media, and culture

Your ability to build an audience becomes a direct function of how well you understand your niche, how much people resonate with what you’re building, and your ability to tell stories

Far more meritocratic and interesting imo

[Borealis Fusion @borealisfusion]

Introducing Borealis Fusion.

Our goal is the lowest-cost firm electricity from any source.

Our fuel is proton-boron-11 because it allows the simplest and cheapest plant.

Our architecture derives from the tandem mirror, adapted to the fuel.

https://t.co/nUXB1LkzmI

[Quest @QuestHarness]

Release 0.3.0 tagged!

Major changes:
- A new native docs artifact (Quest docs) that protects information movement based on visibility
- Many new inference backends (@FireworksAI_HQ, @near_ai, @TrustedRouter)
- Multiple accounts per user for connected services.
- Haiku 5.5 and Argon 4 support for Vertex
- Sanitization framework for model-created files.
- New contributors! (Thank you @jperla and @altantutar)
- Bug fixes, see full changelog below

https://t.co/B9fCFI9pmv

[Ken Deeter (building @QuestHarness) @puntium]

We now have a dedicated page for @QuestHarness!

And new release tagged! This is the first release with external contributors. More inference backends. IMAP support. And a new agent-native document creation feature called Quest docs. 👇