Obex

Obex has a $2.5B mandate to support institutional-grade stablecoin projects that bring innovative and diversified yield to the @SkyEcosystem.

[Obex @obexincubator]

1/ Today we're unveiling Obex's inaugural cohort.

8 projects to join the Sky Ecosystem.

$1B in capital deployment begins today.

Meet Cohort 1:

Maple | Securitize | Centrifuge | Daylight | USDAI | Better | River | TVL Capital

🧵👇

[Rajiv Patel-O’Connor @rajivpoc]

Thrilled to announced FVIV!

We may be investing in new areas but our style remains the same: back a small number generational companies as early as possible and do whatever it takes to maximize likelihood of success.

To the founders we already partner with: thank you, none of this matters without you. To our LPs and our team: thank you for trusting how we do this. And if you're early and building something ambitious, my DMs are open.

[Framework Ventures @hiFramework]

Thank you @bdanweiss for taking the time to cover our story!

[Framework Ventures @hiFramework]

1/ Today in @FortuneMagazine:

Framework Ventures has raised $400 Million for our 4th fund, FVIV.

We believe the future is being built at the intersection of blockchain, AI, robotics, energy, and fintech.

🧵👇

[Sky @SkyEcosystem]

The Sky Agent Network was designed to continuously diversify and strengthen the foundation behind the Sky Savings Rate.

@obexincubator plays a unique role in that mission, incubating the next generation of institutional-grade capital allocators.

Sky Agent Spotlight ��

[Obex @obexincubator]

@gregfeibus @MidasRWA Welcome Greg!

[Oneshot @OneshotPodBW]

New episode of Oneshot out now!

@im_manderson & @pythianism discuss:
- AI CapEx melt-up
- Bitcoin’s recovery
- The LLM Horse Race
- And more!

Timestamps
00:00 Introduction
02:33 AI CapEx Melt-Up
13:30 CLARITY Act Compromise
23:53 Bitcoin’s Quiet Recovery
28:44 Bitmine & Tom Lee
33:22 The LLM Horse Race
38:38 New Funds Announced
50:09 The AI Tooling Filter

[Obex @obexincubator]

How does Obex fit into @SkyEcosystem's $20B USDS target for 2026?

@parkeraedwards + @jacqmelinek discuss how Obex catalyzes growth:

"As inflows come in, you have to match them with assets to pass yield back to depositors."

[Oneshot @OneshotPodBW]

Oneshot is LIVE

This week, @im_manderson and @pythianism discuss:
- SaaS under pressure from AI disruption
- Saylor’s accelerating BTC accumulation
- Hyperliquid’s mainstream breakthrough
- New Fed Chair + Potential rate cuts
- And more!

Timestamps:
00:00 Introduction
02:11 Macro Outlook
08:33 Thoughts on SaaS & Fintech
16:50 The VC Model Today
23:04 Saylor’s Buying Spree
31:10 Quantum’s Impact on Crypto
34:06 Thoughts on Hyperliquid
46:55 The New Fed Chair

[Obex @obexincubator]

Is the "circular DeFi" era ending?

@parkeraedwards & @jacqmelinek discuss how USDS's 80% supply growth points to a possible structural shift: institutional assets, not crypto-native loops, driving yield.

[Daylight @daylightenergy]

Thanks @parkeraedwards for spelling it out. The U.S. energy buildout is the largest infrastructure opportunity of the decade, and onchain capital is the funding layer. Proud to be in the first @obexincubator cohort backed by @SkyEcosystem

[Obex @obexincubator]

The U.S. energy buildout needs serious capital⚡️

@DaylightEnergy is bringing energy onchain through Obex and Sky.

@parkeraedwards and @robbieklages discuss👇

[Sky @SkyEcosystem]

Obex Cohort 1, broken down by @parkeraedwards from @hiframework at DAS New York.

$1B deploying across 8 companies, from publicly traded firms to early-stage operators, spanning energy, fintech, AI infrastructure, lending, and crypto capital markets.

[Obex @obexincubator]

Full interview:

https://t.co/fQ1Uvtcm7L

[Obex @obexincubator]

Why are @Securitize and @centrifuge joining the 1st Obex cohort?

Because the biggest asset managers in the world are looking for partners to come onchain.

$1B+ already deployed through Sky into products like BUIDL and JAAA. @parkeraedwards explains:

[Obex @obexincubator]

💳Fintech.

⚡️Energy infrastructure.

📊Structured credit markets.

🤖AI.

🏡Real estate.

@parkeraedwards and @jacqmelinek take the mainstage at the DAS NYC to break down why Obex chose these sectors for its first $1 billion deployment 👇

[Token Relations @TokenRelations]

Featured in our monthly stablecoin update:

@parkeraedwards, partner at @hiFramework, shares that the shift of stablecoin adoption is predominately institutional

"If you look globally, the adoption of stablecoins is nothing new. In emerging countries, products are denominated in USDT, showcasing its use case for retail purposes. The shift is that now, institutional level players are now participating, in large part from 10/10,” which saw $19.1B in crypto liquidations

[Obex @obexincubator]

Full video coming soon...

[Obex @obexincubator]

At DAS NYC, @parkeraedwards takes the main stage with @jacqmelinek to announce Obex Cohort 1 is underway.

$1 Billion to be deployed. 8 companies and protocols joining Sky.

All aligned with USDS👇