Anna Bertha

investments @DCGco | we like to be early | views are my own | τ

[Anna Bertha @anna_brth]

@hosseeb @yield_xyz

[Anna Bertha @anna_brth]

@KyleSamani @GSchvey jump in here

[Anna Bertha @anna_brth]

If you read one thing today, make it this.

P.S. We are looking to chat with founders building in the Zcash ecosystem. Reach out!

[The Wall Street Journal @WSJ]

With many crypto fans souring on bitcoin, some are getting behind Zcash, a privacy token that lets users shield transaction details and remain anonymous https://t.co/5VxWOrqyBW

[Anna Bertha @anna_brth]

@binji_x @notthreadguy @yield_xyz

[Anna Bertha @anna_brth]

@binji_x @notthreadguy @trylimitless

[DCG @DCGco]

Good Afternoon, Miami 🌴

Did you catch @anna_brth on stage @consensus2026 moderating the “Doubling Down on DePIN” panel?

Great conversation about the future of decentralized compute with @cbetass @Austin_Federa & @mikeahorton

[Anna Bertha @anna_brth]

@yield_xyz @Ledger @HyperliquidX Huge

[Anna Bertha @anna_brth]

@DCGco family in action

[Ledger @Ledger]

Perps are finally coming natively to Ledger Wallet™.

Buy. Sell. Swap. Earn. Now trade perps. All in one place - without ever leaving Ledger’s secure environment.*

Long. Short. Direct from your wallet, with 100% Clear Signing. Understand exactly what you are signing before you approve it.

Provided by @yield_xyz, built on @HyperliquidX and secured by your Ledger signer. Free from compromise 🔐

Perps trading involves significant risk. See below.

[lucas @0xperp]

hi - we have been somewhat quiet but we are building in this space at @adjacent___ and are looking to chat with traders/investors/any one that has an interesting index idea! DMs are (very) open

[Yield.xyz @yield_xyz]

https://t.co/1JRhOxWcUc AgentKit and @privy_io are integrating to bring guard-railed yield agents to DeFi.

AI agents that discover, evaluate, and execute yield strategies, with policy-enforced guardrails at the infrastructure level.

A new execution layer for onchain capital where agents act and humans approve 🧵

[Anna Bertha @anna_brth]

@LowBeta @therollupco @consensus2026 @TokenizedSummit Spreading alpha

[Barry Silbert @BarrySilbert]

Truly amazing how far the crypto industry has come since the first DCG Summit in 2015. My favorite stat:

2015 crypto market cap: $7,000,000,000
2026 crypto market cap: $2,600,000,000,000

Who do you recognize in the 2015 pic below?

[Anna Bertha @anna_brth]

@darkmarketio jj for president

[Anna Bertha @anna_brth]

our portco @manifoldlabs is working on the biggest unlock in the space: private, verifiable, globally distributed compute at scale.

PS we're all-in on the privacy × ai intersection at @DCGco and looking to deploy more. get in touch if u r building in this space!

[Targon @TargonCompute]

We needed to run trusted workloads on untrusted host machines.

So over a year ago, we started building the Targon Virtual Machine to enable Confidential TEEs in production.

Today we're sharing our white paper written alongside @intel: Decentralized Compute on Untrusted Hardware Using Intel® TDX and Encrypted CVMs

[Surf @SurfAI]

We replaced your analyst. Now we’re coming for the rest of your team.

Introducing Surf Studio.

Build custom dashboards, portfolio trackers, and crypto apps with just a prompt. No engineers. No designers. No analysts.

Describe what you need. Surf builds it.

[Notte @nottecore]

Anything API is live on Product Hunt! 🔥🚀

Most websites don't have public APIs. Anything API fills that gap.

Describe the browser work you need. Our agent builds it, deploys it, and hands you a callable endpoint that you or Claude can invoke from everywhere.

Any website. We deliver the API.
https://t.co/KFobEjRpaw

[ryan 🌊 @ryanli]

a rare longer form brain dump about a shift that's happening in AI and how it informs how we're building Surf

many AI companies are making a massive bet right now: whether to build for agents or humans

the agent-first crowd is building for automation, launching skills and APIs that are composable but require configuration and a baseline level of technical understanding that many users still lack. the human-first crowd faces the opposite problem. they're creating interfaces that are easy to use but still can't autonomously execute the more complex tasks many users want done

one frontier lab that's struck this balance well so far is Anthropic. by bringing technical, agent-first products like Claude Code to market alongside no-code, human-facing products like Cowork, they've shown that building for one user group doesn't mean neglecting the other

another company that's taken a contrarian approach is Perplexity. while most AI companies have been racing to build better models, Perplexity has focused on what you build around them. their recent launch of Computer demonstrates that the most powerful part of an agentic system is often the orchestration, the data, and for human-facing products, how well you hide the complexity from the user

this is something Surf has been doing since v1.0. under the hood we run multiple specialized agents, each using different models for the tasks they're best at. one model is better suited for interpreting onchain activity across wallets, while another is better at synthesizing narrative from social and market data. that's why we don't use a single model for all our agents

crypto is one of the areas where orchestration matters most. operating in this industry requires access to real-time onchain data, specialized tooling, and domain-specific context that general purpose AI doesn't have

with Surf 2.0, a non-technical analyst will be able to build custom dashboards without writing a line of code, while behind that interface the same data, APIs, and tools are completely accessible to agents running autonomous workflows. by designing Surf this way, we're replacing the need for multiple data sources and manual reasoning across technical analysis, social sentiment, onchain data, and project fundamentals for humans and agents alike

my bet is that the companies doing the hard work of specializing for both user groups in industries where general purpose AI falls short will be the winners. that's what we're building for crypto

[Anna Bertha @anna_brth]

One-time opportunity to work with the absolute best (not exaggerating)

[gustavo am @gustavo_xAM]

Market weakness breeds opportunity. We are looking for talent to help us maximize it.

DM if you are interested in talking about investing alongside us at @DCGco.

https://t.co/DfjQBs7Ojl

[NATIX Network @NATIXNetwork]

World Foundation Models (WFM) are the future of Physical AI, and we believe this future should be open-sourced.

We are partnering with @Valeo_Group to build one of the largest open-source, multi-camera WFMs — redefining how Physical AI interacts with the real world.

[DCG @DCGco]

Paving the way in 2026 🙌 Congratulations to @BitGo on their IPO and @NYSE debut as $BTGO.

A DCG portfolio company and leader in crypto custody, BitGo plays a foundational role in the infrastructure and services that power our industry.