One of the best essays I've seen on the Pre-IPO and "tokenized startups" scene.
I remember there was a @bgurley quote from not too long ago that the IPO cycle has been "hijacked" by growth equity.
The door is open today to reinvent the IPO, and reinvent what it means for everyday investors to get exposure to the most exciting companies of our era. Tokenization, Pre-IPO perps, SPVs, Closed-End-Funds are all natural market reactions in this directions.
In the last year or so, TGE tokens have been going through an identity crisis. Reinventing the IPO may well become generational mission for tokens. The road is long, but as long as we march with purpose we will get there.
Many people have claimed that with AI-assisted bug finding, secure code (and hence trustless anything) will be impossible.
I have a much more optimistic take, and AI-assisted formal verification is a major part of the reason why:
https://t.co/0ceMBZ6uqj
NEW: The OCC conditionally approves Augustus Bank NA under the GENIUS Act framework, making it one of the first national banks focused exclusively on fully reserve-backed stablecoins and AI-based compliance.
Venice (@AskVenice) gives you private inference. but if you want private memory, you are usually forced to keep it local — venice's and every private memory tool i've tried stays pinned to whichever device you used. switch laptops, lose context.
today i'm releasing blindcache. encrypted, portable, fast memory for any mcp-compatible ai built using @nillion's stack
- data is sharded and encrypted across @nillion's 3/4-node blind computer, testnet is free, production requires $NIL to pay the computer
- no operator can decrypt your content — not even me
- works with claude code, venice, cursor, any mcp client
- private auto-tag + summarize via nilai (TEE-hosted llm)
- cross-device, multi-app, ~150ms in-region
- apache 2.0
https://t.co/1mSob4Late
Today we're releasing Agora: the first ever pretraining stack that allows non-collocated consumer GPUs to be competitive with centralized clusters
Agora is 15x faster than Megatron-LM in this setting and is only 1.5x less efficient in terms of tokens per unit compute than TorchTitan on H100s, despite running on devices that have no NVLink or InfiniBand support.
We just added the ability for your agents sign-up for phone numbers and make AI-native phone calls using Circle Agent Stack and USDC. Get your agent a phone number on Twillio and make AI voice-native real-time calls with BlandAI.
https://t.co/hTGfvyqaWc
RWAs reached new ATHs on @solana in Q1!
RWA market cap increased 43% QoQ to $2.0 billion, ranking Solana third amongst all chains. The top 5 RWAs by Q1 end were:
1) @Securitize's $BUIDL - $525.4 million (up 106% QoQ)
2) @HastraFi's solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 - $361.2 million (up 1245 QoQ)
3) @maplefinance's solana:AvZZF1YaZDziPY2RCK4oJrRVrbN3mTD9NL24hPeaZeUj - $299.1 million (up 2% QoQ)
4) @OndoFinance's ethereum:0x96f6ef951840721adbf46ac996b59e0235cb985c - $179.9 million (flat QoQ)
5) @onrefinance's solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 - $145.4 million (up 101% QoQ)
As stablecoin adoption grows, infrastructure innovation will redefine the issuer side.
CEO Nathan McCauley dives into what we're pioneering with J.P. Morgan Asset Management.
New: Anchorage Digital is participating as a seed investor in the new JPMorgan OnChain Liquidity-Token Money Market Fund (JLTXX), a U.S. registered government money market fund designed to invest in a manner to support stablecoin issuers under the GENIUS Act.
Tokenized assets are the future and we are integrating them deeply into our products.
We’re reimagining a 50-year-old interface - the mouse pointer - with AI. 🖱️
These experimental demos show how people can intuitively direct Gemini on their screens using motion, speech, and natural shorthand to get things done 🧵