Vestun

Research-led principal investment firm. Quantamental since 2019. Deploying across liquid equities, digital assets, and commodities.

[Vestun @Vestunltd]

We recently shared a report that was written in October this year, outlining the convergence between AI and Crypto.

It touches on the AI Agent narrative, and highlights the growing differentiators between the GPU/CPU based protocols, which have since fallen out of mindshare favor and our views on the opportunities in that sector.

Read the full report below.

➡️ https://t.co/dLRIKgE4oN

[Vestun @Vestunltd]

@ajp_digital @rei_labs 🫡

[Vestun @Vestunltd]

Our venture partner @ajp_digital has been testing Rei Core extensively, and we're excited to share our thesis publicly on $REI. We continue to closely follow and support their growth.

The breakthrough isn’t bigger models - it’s smarter cognitive architectures like @rei_labs that turn probabilistic outputs into purposeful intelligence.

LLM weights capture patterns, but not understanding - true intelligence requires structured reasoning beyond model parameters.

[AJP @ajp_digital]

https://t.co/Ji3ROX3n81

[INFINIT @Infinit_Labs]

INFINIT partners with @Google and @GoogleCloudTech to bring agentic finance to millions.

Anyone can access INFINIT's AI Agents for agentic coordination in their financial apps.

This partnership marks the first step towards INFINIT becoming the universal infrastructure for agentic finance.

This is the foundation for agentic finance at scale.

Proven in DeFi, Built for Global Finance

INFINIT has proven sophisticated agent coordination in DeFi:
• 559,000+ Wallets
• 506,000+ DeFi Conversations
• 633,000+ Agent Transactions

DeFi was the start. Next is scaling these capabilities to millions of developers building the future of agentic finance.

A2A Integration Unlocks Exponential Distribution

INFINIT integrates with Agent2Agent (A2A), Google's open standard for AI agent interoperability.

This transforms how developers access INFINIT's DeFi capabilities.​

Every application adopting A2A automatically gains access to INFINIT's agent infrastructure, exponentially expanding reach from individual partnerships to ecosystem-wide distribution.

Any application can now integrate INFINIT's agentic coordination capabilities:
• Wallets requiring intelligent portfolio management
• Trading platforms executing cross-chain strategies
• Financial services building autonomous yield optimization
• Portfolio managers coordinating multi-protocol operations

Developers integrate sophisticated agentic coordination in a matter of hours, while users access advanced financial strategies with agentic coordination.

Google's AI Infrastructure That Enables Agentic Finance

Google Cloud's Vertex AI provides the foundation enabling INFINIT's agent coordination at scale with these capabilities:​

1. Specialization: Vertex AI's Model Garden lets INFINIT's infrastructure to automatically select the optimal LLM for each natural language query.​

2. Personalization: Vertex AI's RAG Engine processes massive on-chain and off-chain data, enabling agents to understand user history, market conditions, and protocol details providing complete context to AI agents.

3. Accuracy: Gemini's capability feeds complete instructions to all 30+ agents across multiple blockchains without compromises resulting in zero hallucination in financial execution.​​

The Vision: From DeFi to Payments to Complete Financial Coordination

This is only the beginning of INFINIT and Google's collaboration.​

Google recently launched its Agent Payments Protocol (AP2) as an extension of A2A - enabling autonomous commerce across 60+ partners including American Express, Mastercard, PayPal, Coinbase, and Revolut.​

Agents will be able to execute purchases, coordinate bookings, and manage delegated financial tasks autonomously, starting from payments.

The next stage entails sophisticated agentic coordination beyond simple transactions. INFINIT provides this through A2A-compatible DeFi infrastructure where agents orchestrate:

• Personalized yield optimization
• Cross-chain liquidity management
• Portfolio rebalancing across protocols
• Multi-step strategy execution

As the agentic payment ecosystem matures, INFINIT becomes the infrastructure enabling agents to not only spend capital, but strategically manage and grow it.​​

From standalone DeFi agents to the universal infrastructure for global agentic finance.​

This partnership and integration with Google and Google Cloud positions INFINIT as a key building block for agentic finance, helping shape a more transparent, efficient, and accessible financial system.

The future of finance is agentic. The foundation is INFINIT.

[Tascha (@Infinit_Labs) @tascha_panpan]

What keeps us building isn’t just the product, it’s the belief in what this can become.

Thank you @Vestunltd for believing in our vision early on and walking this path with us.

Simplifying DeFi isn’t easy, but it’s how we move finance forward, one step (and one click) at a time.

[Vestun @Vestunltd]

5/5
Looking ahead, several growth catalysts reinforce our thesis:

• Prompt-to-DeFi: community-driven strategy creation
• Deep wallet integrations: mass distribution
• Agent-to-Agent composability: advanced automation
• Partnerships with global tech/AI firms

Beyond DeFi, potential in intent-based finance and TradFi integration - powered by modular infrastructure.

As INFINIT continues to scale, its ability to offer high-utility products to an engaged and loyal user base will be key. We are closely following the team’s developments and look forward to their next milestones.

[Vestun @Vestunltd]

We’ve built conviction in @INFINIT_Labs ($IN) since September, supported by a strong thesis around their protocol architecture and user adoption trajectory.

DeFi has immense potential - yet remains inaccessible to most retail users due to layers of technical complexity.

At Vestun, we focus on innovators who simplify this experience, bridging the gap between sophisticated DeFi infrastructure and mainstream usability.

[Vestun @Vestunltd]

4/5
The $IN token is central to the ecosystem's value accrual. Staking $IN grants a share of protocol fees and also unlocks enhanced product access such as the following:

• Fee Discounts, Early Access to exclusive features like Prompt-To-DeFi and complex AI-driven agents, and Gated Access unlocking features like access to top KOLs' strategies.

• Higher Rate Limits: Increased daily usage limits (e.g., queries/day) on the INFINIT Intelligence.

[EastPoint @0xEastPoint]

EastPoint:Seoul 2025 Concludes with Strong Momentum

We extend our sincere gratitude to all who joined us for the inaugural EastPoint:Seoul, organized by Hashed (@hashed_official) and Bloomingbit (@bloomingbit_io), and co-hosted by The Korea Economic Daily (@hankyungmedia) and World Liberty Financial (@worldlibertyfi). The success of this first edition underscores Korea’s growing role in shaping the global digital asset ecosystem.

We are especially thankful to our sponsors — @SuiFoundation, @SolanaFndn, @tether, @LayerZero_Core, @Aptos, @Anchorage, @avax, @eigencloud, @Circle, @Ripple, @CantonNetwork, @newton_xyz, @chainlink, @BitMEX, @GoKiteAI, @a41_allforone, @caladanxyz, @pudgypenguins, @solayer_labs, @HederaFndn, @presto_labs, @Stacks, and @coinbase — whose support made this gathering possible.

We also recognize the important contributions of Members of the National Assembly Byoungdug Min (The Democratic Party), Do-geol Ahn (The Democratic Party), Jaesub Kim (The People Power Party), Boyun Choi (The People Power Party), Jun-seok Lee (The Reform Party) along with leaders from Korea’s major financial institutions, including KB Kookmin Bank, Shinhan Financial Group, Woori Financial Group, Hana Financial Group, Korea Development Bank, Industrial Bank of Korea, etc.

Program highlights included main stage sessions on stablecoins, real-world asset tokenization, and digital asset policy, reflecting the priorities of Korean institutions while also representing key areas where the Web3 industry is spearheading innovation.

The closed-door roundtables received exceptional feedback, offering a rare opportunity for candid and substantive dialogue on issues not often addressed in public settings. Encouraged by this response, we plan to broaden the scope of these discussions in 2026.

Here are some brief summary of EastPoint:2025 Seoul

- 50+ on-site business meetings coordinated
- 30+ private roundtables facilitated
- 200+ financial institutions & corporations represented
- 150+ Web3 leaders in attendance
- 20+ government officials engaged
- 30+ think tanks, law firms, and academic institutions represented

Thank you once again for making the first EastPoint:Seoul a resounding success. We look forward to convening again next year and continuing to advance the dialogue on the future of digital assets.

[Vestun @Vestunltd]

This week, our team took part in #KBW2025, hosted an insightful session with @opentensor, and marked a new milestone with the opening of our Seoul office.

The energy and forward-thinking approach we’ve seen in Korea’s digital asset ecosystem is truly encouraging. The momentum around blockchain adoption here reinforces our belief in Asia’s central role in shaping the future of Web3.

As Vestun deepens its presence in the region, we look forward to collaborating with builders, innovators, and institutions driving meaningful progress in the digital economy.

[Vestun @Vestunltd]

We’re co-hosting Asia’s first Bittensor event at Korea Blockchain Week 🇰🇷

Together with the Bittensor community and ecosystem leaders, we’ll dive into:
• Real use cases shaping decentralized intelligence
• How decentralized AI (dAI) could evolve compared to centralized incumbents
• Insights from the founder of Bittensor @const_reborn and leading ecosystem projects

Our founder @chayanasli will join the panel to share our perspective on dAI, and where the next wave of adoption may come from.

📍 Event link & registration: https://t.co/3Yi7Zq55Si

[Vestun @Vestunltd]

As part of our expansion to Korea, we’ll be supporting Korea Blockchain Week - and opening our new office to host brainstorming sessions with projects and teams who want to connect with the local ecosystem.

Our local team has been around the space for years and is deeply connected with the community and stakeholders here.

If you’re building something meaningful and want to share ideas with the Korean community (or just need a space), reach out - we’d love to host you.

[Vestun @Vestunltd]

We’ve quietly expanded to Korea - establishing a local subsidiary to anchor our growing work in Web3, AI, and digital asset capital markets.

Korea’s market is moving fast: vibrant retail participation, growing institutional interest, and a wave of builders exploring new ideas.

It felt like the right time to plant roots and contribute locally 🇰🇷

[Vestun @Vestunltd]

https://t.co/azKG5NLJHc

[Vestun @Vestunltd]

🔥 From Retail Trades to Institutional Plays: Join our live Space as top liquid crypto fund analysts break down what’s driving today’s market—current trends, treasury moves, global insights, and what’s next for funds!

🗓️ Date & time: Wednesday, Aug 13 | 21:00 (UTC+8)
🎙️ Guests: @FrancisCrypto from @FlowTraders, @ChungTheOga from @ark_stream, @10kCapital from @ApolloCryptoFM and @0x_Lyvia from @Cryptocom_Cap
👇 Set a reminder & bring your questions!

[Vestun @Vestunltd]

Join us for a Twitter Space hosted by @osldotcom and @Foresight_News, where our Venture Partner, @realcyrusip, will share insights on Hong Kong’s evolving crypto policy landscape, institutional market momentum, and what capital allocators are focusing on in today’s Web3 market.

[OSL @osldotcom]

📣 香港《Web3政策宣言2.0》发布，提出“LEAP”框架，围绕监管、代��化资产、实际应用和人才生态，全面推动数字资产新秩序。

传统金融与Web3正在加速融合：券商入场、资产上链、基础设施重构，香港已进入机构级别的关键窗口期。

🎙️ OSL AMA 第18期｜联合 @ForesightNews 主办
📅 6月27日（周五）22:00｜普通话
立即预约 👉 https://t.co/sFe1gDTgfo

👥 主持人：
Jack｜OSL 首席营销官 @jackderong
周舟｜Foresight News 副主编 @joezhoublack

💼 最强嘉宾阵容（排名不分先后）：
Kevin Law｜OSL 战略合作主管 @Conkevinor
Sherry Zhu｜富途集团 数字资产全球主管 @SherryZ65673700
赵晨｜复星财富控股 数字资产业务董事 @zhaochencrypto
Eddie Lau｜ARTA Global CEO @eddiefwlau
Angela 汪智盈｜QReg 董事总经理 @Angela_CY_Wong
Rachel Lee｜Cyberport Web3及金融科技发展总监 @RachL0101
Cyrus Ip｜瑞士Vestun Venture Partner @realcyrusip
Ray Wong｜Asymmetry Capital Partner @AsymmetryCap1
胡烜峰｜香港Web3.0标准化协会 副秘书长 @bladene217

📡 政策 × 技术 × 落地！今晚一次聊透！

[Vestun @Vestunltd]

Protocols seeking investment should note: regular IR updates to funds like ours create sustained interest through market cycles. These relationships provide crucial price support when broader attention is focused elsewhere.

We prioritize protocols with dedicated Investment Relations functions. Those providing transparent quarterly updates on revenue, growth, and roadmaps demonstrate professionalism that correlates strongly with long-term success.

In the attention economy, consistent communication with investors is non-negotiable. Our best-performing investments maintain regular dialogue with funds, creating resilience against attention volatility.