Animoca Ventures

The Web3 & AI Builders’ VC. Ventures arm of @animocabrands

[Animoca Ventures @AnimocaVentures]

Training creates the mind. Inference is what keeps the body alive. GPUs solved the first problem. Etched is solving the permanent one.

[JAMES | ANIMOCA VENTURES @JIQQYJONES]

Training is how you create intelligence.Inference is how the physical world uses it.That’s why the bottleneck flipped.A training run ends. A robot does not. Every Optimus, every FSD car, every factory policy is batch-1 decode against a power, latency, and thermal wall. GPUs were built for the first problem. Etched is built for the second: tokens per watt, not FLOPs on a slide.The scarce resource in physical AI isn’t another pretrain. It’s sustained inference that doesn’t miss a control loop. Disagree?

[Nasdaq @Nasdaq]

Nasdaq is advancing its tokenized equities strategy by agreeing to invest $100M in @Payward, the parent company of @krakenfx.

Nasdaq Ventures’ agreement to invest in Payward deepens the collaboration between the companies.

Here's what it means: 🧵

[LayerZero @LayerZero_Core]

Introducing Akita, the first production-ready, lattice-based polynomial commitment scheme for post-quantum security.

It’s the first major step in making Zero quantum-secure, and will be implemented in Jolt on day one, thanks to our partnership with @a16zcrypto.

Read the full research paper:
https://t.co/QgiXsRlUTa

[ORBS Official (NASDAQ: $ORBS) @Iamhuman_ORBS]

AI, digital identity, and the creator economy. The future is now investable.

@OpenAI + @worldnetwork ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 + @MrBeast
All in one ticker. $ORBS

[Verona @verona_dev]

Verona is joining @De1_ai's De¹ Lab.

De¹ is building the execution engine for onchain finance. We make sure the data those agents act on is verified, without anyone handing over the data itself.

Verify once, reuse everywhere, expose nothing.

[Monad @monad]

Monad has been added to the Visa Onchain Analytics Dashboard

With nearly 1 million stablecoin txs, August was Monad's biggest month yet

See more: https://t.co/EnnHbsfK9f

[Animoca Ventures @AnimocaVentures]

Yann LeCun named to TIME’s 100 Most Influential People in AI. Congrats and exciting to see @amilabs
betting on world models that truly understand how physical reality works. 🌍
https://t.co/yrJ3elyiRi

[Animoca Ventures @AnimocaVentures]

As an EVE Online investor, it’s compelling to see Google DeepMind use this persistent, player-driven universe as a testing ground for deep memory systems and complex human economies. 🚀https://t.co/DEkCRwnq0A

[Google DeepMind @GoogleDeepMind]

Games have been an important testbed for our AI research for over 15 years. 🎮

From mastering Atari to reaching Grandmaster in StarCraft II, they have driven some of our biggest AI breakthroughs.

Our work with SIMA taught agents how to understand 3D worlds, but learning to navigate real human dynamics takes a living, persistent universe.

Through our research partnership with @FenrisCreations, we’re exploring how to tackle open challenges in AI:

🔵 Continual learning to acquire new skills without forgetting past knowledge.
🔵 Deep memory systems that store and retrieve information far beyond today’s context windows.
🔵 Long-horizon planning over weeks, months, or years.
🔵 Multi-agent dynamics spanning cooperation, negotiation, economics, and emergent behaviors.

Our long-term goal is to use AI to discover entirely new gameplay experiences in partnership with game developers – making games more accessible and personalized – while applying what we've learned to problems in the real world and scientific discovery.

Find out more → https://t.co/fAbYdukA5A

[Animoca Ventures @AnimocaVentures]

Congrats to Botinkit on making the Forbes Asia 100 to Watch list!

[Forbes Asia @ForbesAsia]

#100toWatch company Botinkit in China is digitizing the food service industry with its OMNI robot chef.

Click here for the full Forbes Asia 100 to Watch list: https://t.co/z4rbT9BbE0
Sponsored by @FedEx

[Animoca Ventures @AnimocaVentures]

@Etched isn’t just competing with NVIDIA—it’s building specialized hardware that makes traditional GPUs look highly inefficient for inference. With $1B+ in customer contracts already locked in, the shift in data center economics is going to be fascinating to watch.

[JAMES | ANIMOCA VENTURES @JIQQYJONES]

Proud to announce @AnimocaVentures has invested in Etched!
Etched is building the future of AI inference. Purpose built chips for transformer models, engineered to make inference faster and cheaper as compute becomes the defining constraint of this decade.
We back conviction and execution. Etched has both.

#AI #ArtificialIntelligence #Inference #AIInference #AIChips #AIHardware #Semiconductors

[Superior.Trade @SuperiorTrade_]

https://t.co/wqbMUe2KZA

[Animoca Ventures @AnimocaVentures]

Prime grade financial infrastructure is absolutely necessary. Check out @ResolvLabs plan for the future

[Resolv ➤ Vault Street @Vault_St]

https://t.co/SRSlle8XhM

[Animoca Ventures @AnimocaVentures]

@opinionlabsxyz is now the 3rd largest prediction market.

Watch this space…

[Forrest ⁒ Opinion @ForrestOLAB]

The unstoppable 🟧 force grows...

@BNBCHAIN 's prediction market era has begun

[Sean Hu @seanhu001]

Why We Built Mooncake — a Leveraged Token Market

RateX is currently the leading yield trading protocol on Solana. What we’ve been doing is actually quite simple: making yield tradable.

Through yield tokenization, we separate the future yield embedded in yield-bearing assets so that the market can freely price and trade it. By introducing margin trading, we’ve also greatly improved market liquidity and trading efficiency for yield assets.

But to be honest, not many people really care about that. Most users come to RateX and just see it as an airdrop hub.

Still, to us, the concept of yield splitting itself is fascinating. It’s a way to make risk abstract and tradable.

A Yield Token (YT), at its core, is the tokenized form of a leveraged carry trade on yield-bearing assets. It allows anyone to express a view on future yield simply by trading a token, without the need to borrow or lever up manually.

Earlier this year, we started asking ourselves a question: If yield splitting can isolate yield risk, could it also split price volatility?

We wanted to bring this technology to a broader group of users, not just the small circle who understand yield. So we decided to build something new:

Mooncake.

Mooncake extracts price volatility from any asset and wraps it into a leveraged token. Through its rebalance mechanism, it automatically maintains target leverage, achieving liquidation-free leverage.

This design has one major advantage: it dramatically lowers the barrier to leverage long-tail assets.

In traditional DeFi, it’s almost impossible to gain leverage on small-cap tokens. Lending protocols simply don’t support such volatile assets because liquidations are difficult to execute and often lead to bad debt.

Mooncake takes a different approach. There is no lending, no collateral, and no liquidation. Through automatic rebalancing, the system adjusts exposure dynamically, reducing risk when prices fall and compounding returns when prices rise.

The entire process is clean, transparent, and liquidation-free. Unlike traditional leverage, it doesn’t create additional sell pressure during market downturns.

For users, leveraged tokens are an intuitive and lightweight tool. They trade like spot assets but come with fixed leverage. There is no need for monitoring or margin calls.

If you want short-term amplified exposure, play trends, this tool is perfect for that. It makes leverage as easy as buying a token.

For RateX, Mooncake is more than just another product. It marks a key step in building the on-chain structured finance layer.

With Mooncake, our product line expands beyond yield-bearing assets into a wider range of categories, from low-risk yield assets to tokenized equities and high-volatility meme coins. All of them benefit from a universal leveraged token design that enables a more efficient and open market.

As for the name “Mooncake,” there is a story behind it.

A mooncake is a traditional Chinese pastry that has been around for thousands of years. It symbolizes reunion and togetherness during the Mid-Autumn Festival.

Structurally, it is simple but elegant. A soft outer crust wrapping around a rich, flavorful filling (I personally like the salted egg yolk one).

If you think of the underlying token as the whole mooncake, then the leveraged token is the filling, concentrated, flavorful, the essence of it.
The funding token is the crust, steady, supportive, and holding the structure together.

We love this metaphor because it captures both the logic and the warmth behind what we are building.

Finance does not have to be cold. It can have layers, flavor, and even a story, just like a mooncake.

Finally, we want to thank all the friends and partners who supported us along the way, from Solana Foundation, Pantera, Meteora, Bonk, Trends, Primitive Ventures, and all our investors who offered feedback and confidence during the building process.

Mooncake may sound cute, but the logic behind it is solid and hard-core. We want to make complex financial structures simple, transparent, and on-chain, so that everyone can express their view of the future in the lightest and most direct way possible.

[Jenny @jennyqcheng]

We at @AnimocaVentures just purchased additional $BNC shares on the open market given the attractiveness of owning more $BNB at ~42% discount. @BNBNetworkCo

[JAMES | ANIMOCA VENTURES @JIQQYJONES]

@AnimocaVentures remains bullish on $BNB's long-term outlook. 📈
​We've acquired more $BNC shares on the open market, seizing the opportunity to increase our stake at an attractive ~42% discount to the underlying asset. Value investing in action! ​Great potential ahead for @BNBNetworkCo.
​#ValueInvesting #BNB #CryptoStrategy #LongTermHold #DigitalAssets

[Luke 🦦 @Lukeeeeal]

Smarter staking + Additional yield boosting + Sustainable growth = Best performing liquid staking on Sui

[RateX @RateX_Dex]

Everyone’s hyped for Uptober 👀

If you’re holding SOL:
• xSOL (leveraged SOL) → 60.5% APY
• hyloSOL �� 13.3% APY

If you’re staying in stables:
• sUSDu → 24.9% APY

Whichever strategy you prefer, RateX has the assets for it! 👉 https://t.co/gfNoABTij3

[David J. Namdar @namdar]

Week 6

– Treasury expanded to 418,888 $BNB — the world’s largest public BNB treasury
– $BNB pushed new ATHs all week, pushing past $940 with ~$900 avg
– Media everywhere: @RealVision, @constkogan, @Crypto_Banter
– Back at the @NYSE for Crypto Trailblazers + Wall St. On-Chain

@Gemini IPOed. We asked: “wen $BNB?”
Next up: my 1:1 with @cz_binance dropping soon.

$BNC @bnbnetworkco — building bigger every week.

[David J. Namdar @namdar]

Look who I spoke with… 👀

An exclusive 1:1 with the one and only @cz_binance — talking origins of #BNB, the rise of @BNBNetworkCo ($BNC), CEX vs DEX, stablecoins, RWAs, and what’s next.

This is the convo everyone’s been waiting for.
Dropping soon - via @BNBNetworkCo.

Follow along. 🚀
$BNB $BNC @BNBChain @YZiLabs