TOF. Ventures

An institutional venture capital firm partnering with exceptional founders from formation through public markets.

[Sharding Capital @ShardingCapital]

Welcome to the 143th edition of Sharding Weekly!

2026/8/10 - 8/16

Some Highlights:

🔸U.S. CPI +3.4% YoY, core +2.5%, both as expected

🔸US July PPI came in cooler than expected: flat M/M, +4.7% Y/Y, core +0.2% M/M

🔸Traders no longer fully price in a Fed rate hike this year

🔸White House crypto adviser Patrick Witt says the administration remains “fully committed” to passing the CLARITY Act in September

🔸SEC to Unveil Crypto Plans as CLARITY Act Stalls

🔸The SEC canceled Friday’s Regulation Crypto meeting

🔸Trump family’s World Liberty Financial gets preliminary OCC nod for a bank charter

🔸NYSE builds onchain settlement rails for tokenized securities

---
📰News
$BTC
•Bitcoin miner Marathon Digital $MARA sold 23,093 BTC for over $1.6 billion
•Strategy sold 1,690 BTC ($108.6M) at an average price of $64,262
•Empery Digital has sold 1,635 BTC since July, cutting unrestricted holdings to 325 BTC
•Trump Media & Technology disclosed a Bitcoin treasury of 14,139 BTC worth over $900M
•Switzerland’s largest bank UBS increased spot Bitcoin ETF holdings by 230% to $90M
•Norway’s sovereign wealth fund hit a record 11,549 BTC in indirect Bitcoin exposure (~$725M) in H1 2026, up 21.2%

$ETH
•BitMine added 7,391 ETH last week, bringing holdings to 5.81m
•@Fidelity seeks to stake up to 100% of its $898M Ethereum ETF, plus quarterly cash distributions

$SOL
•Solana briefly lost connectivity across 28.83% of staked SOL, nearing the 33.34% halt threshold

AI
•Anthropic signs a $9.1B, 20-year deal with Bitcoin miner Riot Platforms for AI compute capacity
•@SpaceXAI Grok Bot enters beta, an AI agent that logs into your tools and finishes tasks for you
•Wintermute plans a $1B AI data center push as the crypto market maker expands into traditional finance
•Elon Musk’s xAI officially launches new ‘Grok 4.6’ AI model
•US government urges Apple to stop buying memory chips from China

Others
•Grayscale withdraws proposed Cardano, Polkadot, and Hedera ETF registrations from SEC review
•Hyperliquid Eyes U.S. Path for Its Perps
•Trezor disclosed its first customer data breach since 2013, affecting 11,742 hardware wallet buyers
•@hibachi_xyz launches a new brand, exiting beta and going all in on FX
•JPMorgan Ended Its Banking Relationship With Polymarket Last Year Over Regulatory Concerns
•Tether completes largest first-ever financial audit
•@yzilabs opens applications for EASY Residency Season 5, a 10-week Thailand accelerator for AI and crypto startups
•@Binance blocks transactions with 16 platforms including HTX and EXMO from August 23

---
📖Good Reads
•@cchungccc - Chung Research Note #10 - Taste is liquidity in TCG
•@VitalikButerin - Ethereum’s Updated Roadmap
•@CryptoHayes - Yen-quake
•@tiger_research_ - KRW 700 Trillion Abroad: The Market Korea Missed
•@somonaut - Ask The AI How To Ask The AI
•@AvgJoesCrypto - Robinhood Chain: Can It Move Robinhood’s Bottom Line?
•@thedankoe - The Art Of Strategic Thinking (How To Become Wildly Successful)
•@RoboStrategy - Unitree Robotics: The IPO Primer
•@ZeusRWA - Why Tokenization Is the Next Chapter in the Evolution of Finance
•@polarthedegen - on edge and max extracting
•@Flowslikeosmo - THE LIST: 72 Crypto Research, Analytics, Trading, and Onchain Investigation Tools Worth Using
•@EricNewcomer - Prediction Markets Are a Bad Bet

---
💰Crypto Fundraising
DeFi
•@saturn_credit - $TBD Strategic investment from @Ondo

Payments
•@entravelcom - 7.5m led by@etherealvc @finalitycap
•@blox_malaysia - 1m Seed

Brokerage
•@river_markets - 8.5m Seed led by @HaunVentures

Social
•@memebookapp - 1m Seed investment from @TOFVentures

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWwfLe

[🐦Score @Twiter_score]

💰 Top 5 notable rounds this week

$24.3M raised across 5 deals. Here's what smart money backed:

🥇 @river_markets | TwitterScore: 11.7
$8.5M Seed · prime broker for prediction markets
Backed by @HaunVentures, @ycombinator, @cbventures

🥈 @entravelcom | TwitterScore: 6.2
$7.5M Seed · white label hotel booking rails for crypto apps
Backed by @etherealvc, @FinalityCap, @GSR_io

🥉 @jpyc_official | TwitterScore: 9.0
$6.3M Series B extension · Japan's first regulated yen stablecoin issuer

• @memebookapp | TwitterScore: 2.6
⚡ $1M Seed · Instagram style Solana app, wallet is the login
Backed by @tofventures

• @Yooldo_Games | TwitterScore: 19.5
$1M Strategic · cross chain gaming platform built on Linea
Backed by @fzf_ventures

Small week for startup checks, big week for consolidation. eToro bought TradeZero for $230M and Accel closed $3.5B in fresh funds while five founders split $24.3M between them. Capital is pooling at the top before it trickles down.

Which raise caught your eye? 👇

@Twiter_score

[⚡️Smart Crypto News ⚡️ @SmartCryptoNew1]

🧵$1M conviction for the future of social on @Solana.

🔥 @TOFVentures is investing $1 million in the seed round of @memebookapp —a Solana-native social app where users can share photos, reels, earn SOL tips, and build reputation within a verified community.

Wallet-first. Creator-native. On-chain incentives. Mobile-ready.

The intersection of social + culture + Solana infrastructure is getting very interesting. ✨

🔽 VISIT
https://t.co/olro4Fgoh9
#SCN1

[MyToken @MyTokencap]

👇本周前五加密融资事件 | 8.8 - 8.14

1⃣ River Markets - 850万美元
预测市场经纪商获得850万美元种子轮融资；投资者包括@HaunVentures（领投），@cbventures @ycombinator，以及 Qube Research & Technologies

2⃣ https://t.co/hl7kYaJemC - 750万美元
加密旅行基础设施公司 @Entravelcom 宣布完成 750 万美元融资，由 Ethereum 联合创始人 Joseph Lubin 领导的 Ethereal Ventures @etherealvc 与 Finality Capital
@FinalityCap 共同领投，GSR @GSR_io ,@VarrockVC
,@G1_Ventures, @seiercapital, @VerisVentures, @FunFairVentures和@WTGVentures等参投。Entravel 为 Kraken、MetaMask 等超过 40 ��品牌��供旅行预订系统，其平台可接入超过 220 万家酒店。

3⃣ X-Agent AI - 180万美元
Agent OS X-Agent获得180万美元A轮融资，投资方包括OKX Ventures，红杉中国和Comma3 Ventures；此轮融资使得其估值来到6000万美元

4⃣ Memebook - 100万美元美元
Solana 社交应用 @memebookapp从 @tofventures
获得 100 万美元种子轮融资。

5⃣ Saturn
链上结构化产品与发行平台 Saturn @Saturn_credit 宣布与 Ondo 达成战略合作，并将引入 Ondo 的机构级代币化资产至其产品中，同时 Ondo 对 Saturn 进行了战略投资。

[Fundraising Digest @CryptoRank_VCs]

⚡️@memebookapp $1M Seed Round

📑 About:
Token-gated Web3 social media and intelligent research community built on Solana.

🤝 Investor:
@TOFVentures

[TOF. Ventures @TOFVentures]

👑👑👑

[Crypto Fundraising #StandWithUkraine 🇺🇦 @Crypto_Dealflow]

Social App for Solana @memebookapp raised $1M in a Seed funding round from @tofventures.

Details - https://t.co/Ha1is8aMi7

[memebook @memebookapp]

500+ new users in just a short time after the @SolanaMobile Spotlight.

The momentum is real.

Thanks to the Solana Mobile team for the feature, and welcome to all the new Seekers joining us. Let's build something amazing together.

[MegaETH @megaeth]

Today we announce our new domain and website.

https://t.co/LzJ6VPdvYf

Designed by our very own @HarukoRose, it's an extension of MegaETH's role in the Ethereum ecosystem.

Familiar, yet foreign. Interactive. A neutral canvas for others to bring color.

Some highlights 🧵

[DAWN @dawninternet]

What a line up! We're excited to be hosting a panel with our founder @neilc_dawn alongside @knimkar, @vaneckpk, @mdudas and @ani_pai

[Kate Kitty Wong @pingthepingping]

Forgot my jacket 👀 @dragonflyvc balaclava saved me … whoever designed this swag must be a snowboarder. Fyi doesnt fog up the goggle too 👀👀 where can I get another one of these

Thx @0xsudogm @hosseeb 🫡🏂❄️

[Solana @solana]

Imagine a mobile app that could protect millions in emerging markets from unstable currencies

Meet @zarpay_app — converting cash to stablecoins on Solana through local money agents, starting in Pakistan

[Monad @monad]

Introducing the Monad Foundation.

We are excited to announce the creation of the Monad Foundation, an important step towards further decentralization of the Monad Protocol and Ecosystem. The Foundation exists to contribute to the growth and adoption of the Monad Protocol, a decentralized and permissionless network with many independent global contributors.

[VanEck @vaneck_us]

Unveiling our investment in @dawninternet

[Nexus @NexusLabs]

The Nexus network testnet is closed.

[Omar @TheOneandOmsy]

Long @Punk9277 and the @_kaitoai team as they continue to innovate across the space

Just claimed my social card and I'm accumulating Yap points in real-time

Claim yours 👉 https://t.co/G8RjHknb86

[patrickogrady.xyz @_patrickogrady]

Today, I'm excited to share @commonwarexyz raised $9M from @HaunVentures, @dragonflyvc, and an experienced group of builders to rethink the way blockchains are built for the decade ahead.

Unveiling Commonware: the Anti-Framework

[Gravity @GravityChain]

The future of blockchain starts here: The Gravity Ecosystem VC Alliance has officially launched with $50M to supercharge developer innovation https://t.co/lfh1vWLH2E

We’re thrilled to start supporting projects and developers building on Gravity with powerful features across 1 gigagas/sec throughput, sub-second finality & unmatched security.

[Nexus @NexusLabs]

We are building a supercomputer for everyone – and we need your help!

On Monday, December 9, at 9:00 am Pacific, we’ll be launching a new Nexus network testnet.

The goal is to make it possible to reduce the time and resources needed to enable the Verifiable Internet.

Watch our latest video to learn more about the vision driving Nexus and about what we are building.

[Supermoon 🟣 @supermoonxyz]

💡 "Build something people want. Demand in AI is the most underrated factor in success. Explain your product in one sentence. If you can’t, you don’t know what you’re building."

🛠️ @ani_pai, @dragonflyvc underscores the need for clear communication and real-world demand. DeAI founders should focus on creating utility-driven solutions with concise messaging to capture interest and drive impact.

[Kaito AI 🌊 @KaitoAI]

Find out which VCs are the biggest voices in crypto 👀

The VC Arena, now on our public dashboards - measuring mindshare for VCs & their loudest members.

Voices = Distribution.

More below 👇