blake west

Co-founder, CTO @goldfinch_fi. Formerly: Eng @Coinbase, 1st hire @HintHealth, full-time musician. Also ML hobbyist.

[blake west @_blakewest]

Big launch today! @heron_finance now has a truly unique offering for pre-IPO investing. It's the best of both worlds. Full control over what you get, with a seamless self-serve experience.

Launch post below. Check it out now at https://t.co/59NnTur7OU

[Heron Finance @heron_finance]

Ever wanted to build your own portfolio of unicorns? Now you can with Heron

Get managed exposure to 50 of the world's largest private companies — Stripe, Perplexity, Databricks, and more.

$10K minimum. Set up in minutes.

Here's how it works 🧵

[Dean W. Ball @deanwball]

As I have been saying repeatedly, this principle is entirely defensible, and this is the single best articulation of it anyone in the administration has made.

The way to enforce this principle is to publicly and proudly decline to do business with firms that don’t agree to those terms. Cancel Anthropic’s contract, and make it publicly clear why you did so.

Right now, though, USG’s policy response is to attempt to destroy Anthropic’s business, and this is a dire mistake for both practical and principled reasons.

[blake west @_blakewest]

@AndrewCurran_ I can't find the track on YouTube or YT music. But Apparently the creators said it's not written by AI. Though it sounds like the vocals were generated using AI? That's not really close to the same thing. https://t.co/2igVlWykhL

[Heron Finance @heron_finance]

Diversification is important, especially in volatile markets. That's why we've added 8 new funds to the Heron platform. Learn how to get exposure to 12 leading private credit funds in a single portfolio on Heron: https://t.co/0VLWiD5HeV

[blake west @_blakewest]

4/ Seems possible that agents and tool use (ie. MCP) could enable some new killer apps. We'll see, but we shouldn't have to wait long...

[blake west @_blakewest]

1/ Have we already seen AI's killer apps?

I had an intuition that technologies basically figure out their killer apps within 1-3 years. Had o1 do deep research. Yes, going back 100 years, radio/tv/internet/crypto. All same. So AI?

Killer Apps Analysis https://t.co/QjqBqL15ic

[blake west @_blakewest]

3/ The caveat to this is that AI is getting so much better so fast, that every few months the capabilities change significantly. One of the key takeaways of the report is that truly new infrastructure or capabilities 'reset the clock' on the 1-3 year timeline.

[blake west @_blakewest]

@SpencerHakimian But not actually important. As of Feb '25, there are $28.6T of treasuries outstanding. Which makes $33b a tad over 0.1% of the market.

https://t.co/NxP6zQAgq5

[Goldfinch @goldfinch_fi]

Big news

Goldfinch x Plume = RWAfi

We’re teaming up with @plumenetwork to bring institutional-grade private credit onchain and make it more accessible, more liquid, and more composable than ever

Here’s everything you need to know 🧵👇

[blake west @_blakewest]

Khang really knows his stuff. If you are looking to learn how to invest in the private credit wave, this will be a good one to tune into.

[Heron Finance @heron_finance]

Join us for a free webinar on March 11 at 1:00 PM EST hosted by @finimize . You'll get expert insights on investing in private credit from our Chief Credit Officer, Khang Nguyen. https://t.co/ejufMla0UB

[blake west @_blakewest]

@balajis But TSMC makes the stakes of a war in Taiwan much much higher for the US. So is the Ukraine situation really a good proxy for what the US reaction would be to a Taiwan war?

[Goldfinch @goldfinch_fi]

“Goldfinch Prime stands out by offering one of the most diversified pools of institutional-grade private credit funds available on the blockchain.” Read more from @CoinDesk: https://t.co/FSoeJIQ9ys

[blake west @_blakewest]

@KristyT @km Check out https://t.co/HI1XlO8HOA!

[Goldfinch @goldfinch_fi]

NEW: Introducing Goldfinch Prime built on @base. Earn 10%-plus yield from unprecedented onchain exposure to the world’s leading institutional-grade private credit funds from Ares, Apollo, Gollab, and more. See how it works: https://t.co/eVExGVC6Lz

[Heron Finance @heron_finance]

Are private credit ETFs the answer to making the asset class accessible to retail investors? We don't think so. Our Chief Credit Officer, Khang Nguyen, wrote a piece for @armchairtweets explaining why. https://t.co/DF9alw4Tv4

[blake west @_blakewest]

This is a truly novel offering that's been a long time in the making. Very excited to see this come to life!

[Heron Finance @heron_finance]

NEW: Introducing the Personalized Private Credit portfolio. Earn up to 12% yield after fees from the world’s leading private credit funds. Learn more: https://t.co/eOsXjT0lle

[blake west @_blakewest]

Congrats to @puniaviision! Liquidity is a huge component to the attractiveness of any asset, so it's the right place to focus. And I like that they're using proven tradfi ways to improve it.

[Nashpoint @nashpointfi]

Introducing NashPoint

An Onchain Banking System

[blake west @_blakewest]

Congrats to the whole @turnkeyhq team! We've loved working with it for @heron_finance .

[Turnkey 🔑 @turnkeyhq]

We’re excited to announce that Turnkey has raised a $15m Series A, co-led by @FactionVC and @GalaxyHQ!

Turnkey is secure, scalable, and flexible wallet infrastructure. Our composable onchain primitives help developers build innovative products in crypto.

https://t.co/pupcQ0eHZ4

[blake west @_blakewest]

This is amazing that @RayDalio is finally giving a subtle nod to crypto as something you might want to buy.