General Partner @Fabric_VC
Ex PayPal, Google, Modern Times Group, EQT, IDG Ventures, Mojo Capital, UBS, JPM Chase
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TG:@anilhansjee
LI:@ahansjee
@fabric_vc investment thesis for on-chain payments. It covers the friction points for wide spread B2B payments adoption and what the 2030payment stack looks like when the entity settling is an autonomous AI agent and the money carries its own audit trail https://t.co/TMCb9hNOYX
What an evening 🌅
Thank you to everyone who joined our private golden hour soirée. Founders, investors & friends of the ecosystem all in one place.
Special thanks to our co-host @NextBlockvc for making this one happen with us.
Snaps below & video coming soon! See you around @EthCC for the rest of the week.
@fabric_vc investment thesis for on-chain payments - covering friction points for wide spread B2B payments adoption and what the 2030 payment stack looks like when the entity settling is an autonomous AI agent and the money carries its own audit trail https://t.co/TMCb9hNOYX
The IDOS CCA Sale is Live!
- Phase 1 has started and will run for 2 days.
- Phase 2 starts on Friday, Feb 27, and will run until March 5.
- IDOS Token launch on March 5.
Only participate through the @tallyxyz app 👇
Why did idOS choose to use @Uniswap CCA for our token distribution?
Because how tokens launch matters as much as what they power.
If we’re building open identity infrastructure, distribution must follow the same principles.
🧵
One month into R[3]sidency and it’s Base day.
R[3]sidency lead @LataPersson checked in with the cohort on how it’s going so far, while @clemens_ led the first in our @base & @coinbase masterclass series and spent the afternoon in 1:1s with founders.
Watch below ↓
We are pleased to announce that we have partnered with @Visa to become a direct Visa principal member.
Through this partnership we will:
✅ Facilitate the issuance of virtual Visa debit cards
✅ Act as a BIN sponsor for fintechs and platforms
✅ Enable customers to spend regulated e-money and stablecoins wherever Visa is accepted
This is a major step in making regulated digital money truly usable in everyday payments across Europe.
Read the full announcement here: https://t.co/HvZc8Mnzos
.@ErikVoorhees asked how x402 could handle pay-as-you-go for LLMs when costs aren't known upfront
So we created a demo for an extension that solves this
See it in action 🌊
The internet for money is at a crossroads.
We let web2 take our data and centralize the social graph.
Stablecoins can either stay open - or get captured.
This time it's in our hands.
🎥 A 22 min documentary on what’s broken, what’s at stake, and how we fix it.
With respect to Haseeb, I think he’s misreading Chris’s argument a bit - and in doing so, actually proving Chris’s point.
Chris is not saying “better regulation will unlock web3 gaming.” He’s saying that finance comes first because it builds the infrastructure - wallets, identity, liquidity, trust - that everything else depends on. Regulation isn’t the missing piece for consumer web3. It’s the missing piece for financial crypto to reach hundreds of millions of people, which then creates the substrate for the next layer of applications. The order of operations matters. You don’t get HTTP before TCP/IP.
Haseeb’s timeline is instructive, but it’s incomplete:
2008: Bitcoin : non-sovereign store of value
2014: Tether : stablecoins
2015: Ethereum : programmable money
2017: ICOs : capital formation
2018: Prediction markets (Augur, later Polymarket)
2020: DeFi : lend, borrow, yield vaults
2021: NFTs : non-fungible financial(ised) assets
2022: DeSci : decentralised science funding and coordination (VitaDAO, Molecule)
2023: DePIN : decentralised physical infrastructure (Helium, Hivemapper, GEODNET)
2024: RWAs : tokenised real-world (existing financial) assets
2024: DeAI : decentralised AI compute and inference (Bittensor, Ritual, Gensyn)
2025: Agentic economies : AI agents transacting, staking, coordinating on-chain
Notice something? The trajectory isn’t narrowing toward finance. It’s expanding outward from it. DeSci, DePIN, and DeAI are not “consumer web3” in the sense Haseeb is dismissing - they’re not decentralised Spotify (yet). They are new coordination architectures that happen to use financial primitives as a foundation. Which is exactly Chris’s thesis.
Definitions matter here. Web3 was never just “consumer apps but on-chain.” Go back to Gavin Wood’s original framing in 2014: web3 is an internet where individuals and their aggregations own their identity, their value, and their data. That’s not a consumer play. That’s a structural transformation of how institutions, markets, and networks operate.
And this is the key insight Haseeb’s framing misses: the defining characteristic of a web3 architecture is that it’s the first time software can make and keep financial promises. That’s not a be all end all - it’s a superpower. It means every application built on this stack can natively coordinate people and capital without intermediaries. DeFi isn’t the ceiling. It’s the floor.
Consider what a DAO actually is: a new form of organisation with a programmable treasury and governance embedded in code. That’s not “finance” - it’s the transformation of the firm itself. Coase told us firms exist because coordination costs are high. Blockchains compress those costs radically. And now, with agentic AI systems that need to transact, own resources, and make commitments autonomously, the case for on-chain coordination becomes not just compelling but *necessary*. AI agents can’t open bank accounts. They can hold wallets. THe emergent properties of web3 are the only way we will continuously organise the world’s data for AI.
On social: web3 social networks are almost tautological. Every web3 wallet is inherently social - it’s built around a self-sovereign identity with a public history of interactions, credentials, and affiliations. The question was never “can we build decentralised Twitter?” The point is to invert the architecture, to make people the platform, not the product. That won’t look like displacing incumbents head-on. It will look like fluid, adaptive networks where the economics don’t depend on lock-in and attention extraction. Here Lens, Farcaster, and others are early experiments, not failed endpoints.
Haseeb says “every single use case in crypto that has worked at scale has been financial in nature.” I’d reframe: every use case that has worked at scale has used financial primitives as its coordination layer. That’s a feature, not a constraint.
It looks like the @billions_ntwk app is leveling up with each update 😌
You may not realize this yet, but you are experiencing decentralized identity in production for the first time.
The transition to an on-chain economy is accelerating, but our identity stack is stuck in the past.
🔹 Stablecoins processed $40T+ in 2025 (~48% of on-chain volume).
🔹 @idOS_network is launching reusable, privacy-first KYC.
🧵 on why @idOS_network is the missing piece.
The Stablecoin Economy's Identity Crisis
Our friends at @stablewatchHQ did some research on the hurdles for stablecoin adoption and interviewed 10 founders & c-level executives from leading apps like @aave, @ready_co, & @MidasRWA.
Check the full report in the article below 👇
Today, we're visiting the office of @wintermute_t to sit down with founder and CEO Evgeny Gaevoy, one of our Fireside Faculty. He'll share lessons from over 8 years of building in crypto with our R[3]sidency founders.
Here's what he has to say 👇