Min Teo

Managing partner & co-founder @EtherealVC; previously investments @consensys and credit @cppinvestments

[Haseeb ＞|＜ @hosseeb]

Amidst the market meltdown, we brought @ethereumJoseph on to defend ETH.

We talked Saylor's folly, death spirals, quantum threats, AI exploits, and Hyperliquid eating the world.

Here's his take on why it's not over for Ethereum yet ⤵️

[Ethereal Ventures @etherealvc]

AI has impacted everything, from how we source to how our judgment compounds, and especially how a small team covers the surface area of a larger one.

We proactively built tools to only get stronger as the AI frontier advances.

Read more here:
https://t.co/00FFQTBB9u

[Ethereal Ventures @etherealvc]

Every quarter, we step back to stress-test our conviction against what's actually measurable onchain.

Here's our data report on the digital asset landscape from earlier this year, and where we think founders should be building:

https://t.co/1asVNHh0aG

[Min Teo @_MinTeo]

Look no further for a real world privacy use case

[Aztec Labs @AztecLabs_]

Aztec Labs has acquired Obsidion, the team behind @ZKPassport.

The Obsidion team will continue to develop ZKPassport while also leading new consumer product developments.

The ZKPassport protocol will remain open source.

[Gajesh @gajesh]

Darkbloom just completed a major network upgrade!

BIG UPDATE: We’re moving from Research Preview to Public Alpha.

In the last month:
- 1000s of provider signups, 250 live providers at peak
- 600M+ tokens served

With this upgrade, performance is up 30–200% across key metrics like TTFT, TPS, and total tokens served.

The goal is simple: private, low-cost inference, powered by idle Macs.

We’re starting with Gemma 4 and GPT-OSS, then slowly ramping up to larger models as we load test and scale over the next 2 weeks.

Providers: go to darkbloom [dot] dev, scroll to down, and run the install command.

Thank you to everyone who has been running nodes, giving feedback, and helping us build this network.

Waking up the world’s sleeping compute!

[Milk Road @MilkRoad]

Crypto privacy might become one of the BIGGEST trades of this cycle.

Institutions want to move trillions onchain. They literally can't do it on fully transparent blockchains. Imagine your bank's entire balance sheet visible to the whole world. Not happening.

That's why privacy infrastructure like ZK tech, Aztec, and Zcash are suddenly catching fire again.

FT @_MinTeo @BitcoinJesusETH

Tune in to know more

⏱ TIME POINTS ⏱
00:00 – Intro
01:17 – Min Teo’s Crypto Journey
05:36 – Why Ethereal VC Is Winning
10:00 – Top Crypto Sectors for 2026
11:44 – Privacy: Crypto’s Next Big Trend?
15:28 – Sponsor: Cape
16:13 – Sponsor: Nexo
16:51 – Aztec & Private Blockchains
19:15 – Where Privacy Value Accrues
22:30 – Why Institutions Need Privacy
25:00 – AI Agents & Crypto Payments
28:50 – Cross-Chain Investing Explained
30:43 – Sponsor: Pharos
31:26 – Regulation & Crypto Adoption
35:40 – How Top VCs Pick Winners
37:43 – Final Thoughts & Outro

[a16z crypto @a16zcrypto]

Programmable intelligence needs programmable institutions. @sreeramkannan on the AI x crypto intersection:

"AI is just programmable intelligence. If you have programmable intelligence, you can't work with soft, squishy, legal, slow regulated institutions."

"We believe that this intersection — that programmable intelligence needs programmable institutions, smart contracts, and the ability to engage in contracts, own property — all of these things are really powerful."

[Ethereal Ventures @etherealvc]

April was an important stress test for how we think about security in DeFi.

We believe DeFi’s application layer has matured faster than its control plane, and share our perspectives and recommendations on the topic here:

https://t.co/ZuTLBqlNGG

[Ethereal Ventures @etherealvc]

We're happy to present our 2026 outlook.

This year is already taking shape, and the opportunity space for founders is even wider than anticipated.

If you're building in any of these areas, we would love to talk to you.

https://t.co/x3kKdUpvdz

[Min Teo @_MinTeo]

@ConejoCapital @bees_neeth @Obstropolos @etherealvc Thank you Bunny. You’ve been a real one!

[Min Teo @_MinTeo]

@sabraham @etherealvc The pleasure has been ours Sunil!

[Min Teo @_MinTeo]

Building @etherealvc with this dream team (@ethereumJoseph @sean_sacha @bees_neeth @obstropolos @christian_stlou @GNSPS) and our community of exceptional founders has been the biggest privilege of my life. We're doubling down on crypto and the evolution of money and value onto blockchains, during the most exciting transition of the internet.

h/t to @jeffjohnroberts for the feature and happy star wars day!

[FORTUNE @FortuneMagazine]

The world of crypto investing hasn’t been so hot of late, but Ethereal cofounder @_MinTeo says the company has been able to hold its own thanks to its niche expertise and its founder-friendly focus. https://t.co/mfNhuj56CF

[Min Teo @_MinTeo]

@ekang426 the best! Happy birthday Erica!

[Min Teo @_MinTeo]

@guywuolletjr @tryPortola is cooking

[Min Teo @_MinTeo]

Trendsetters $CHIP

[USD.AI @USDai_Official]

$CHIP is now live.

Intelligence. Progress. Abundance.

Financed with $CHIP.

[SpaceComputer @SpaceComputerIO]

We are excited to announce we are joining the Nvidia Inception Program!

As we scale our compute and security capabilities in orbit, the #NVIDIAInception program will help to accelerate development of our infrastructure.

Ad astra! 🚀

[jaosef.eth @jaosef]

After eight years of building @AztecNetwork, the network is about to go live at Alpha.

My co-founders @zac_aztec and @arnaudschenk are moving to @aztecFND to steward the protocol, while I am returning to my roots: building privacy products people actually use.

[Min Teo @_MinTeo]

@0xdanzu @Polymarket @BrahmaFi Congrats Ale! well deserved

[Utexo @utexocom]

Utexo has raised $7.5M from @tether, @BigBrainVC, and @PortalVentures to bring USDT natively on Bitcoin.

After more than a decade, USDT is finally coming home.