Archetype

early stage crypto fund accelerating the programmable future

[Archetype @archetypevc]

Thank you to everyone who packed the office for @afrazhaowang's talk last week!

And to @whizwang for helping bring this together

The full recording will be published next week

[Danny Sursock @DannySursock]

Really excited to host @afrazhaowang and @whizwang at Archetype for an incredible conversation on AI and China

The frontier of this technology is increasingly polarized across coast and culture

Bridging those worlds by understanding what drives their respective incentives and innovation is so important if we want to ensure AI remains a global effort in progress

Rather than a weaponized battleground where great researchers are inadvertently forced to be adversaries as a byproduct of politics

[Archetype @archetypevc]

@afrazhaowang @whizwang Afra Wang: AI Rush and the Chinese Society
https://t.co/VS6O0Im8zM

[Archetype @archetypevc]

We’re incredibly excited to provide @afrazhaowang with a space to speak here in NYC next week

Following the talk, we'll have a Q&A moderated by @whizwang before opening the floor to audience questions, followed by a happy hour

Capacity is limited, so please RSVP below to join!

[Brandon Arvanaghi @brandon]

We’re pleased to announce @Meow has accepted a $31.6M Series B led by @Stifel with participation from @archetypevc. That brings our total funding to over $60M.

This is a strategic investment and a partnership. Stifel will offer a white-label version of Meow’s platform to its commercial banking clients, starting with venture and fund banking.

Game on.

Fintechs are becoming banks. They’re going after charters and showing up with better technology than the banks they compete against.

Banks can spend years trying to build that technology, or they can run on a platform that already wins.

Meow proves it. We compete for startups, the most competitive and demanding banking market in the world, and we go head to head on product. We have billions of assets on the platform, billions in annualized payment volume, and millions in annualized profits at scale and in the market every day.

Most software sold to banks has never had to win a customer on its own. Ours competes for the most demanding customers every day. It’s proven. That’s why Stifel entrusted Meow with this deal and opportunity.

Now, we’re launching the ability for banks to have the entire Meow platform under their own brand:
→ onboardings
→ bill pay
→ expense management
→ invoicing
→ agentic compliance and backoffice
→ stablecoins
→ everything else

And it never falls behind. Every feature our customers push us to build ships to our bank customers too.

We anticipate Stifel’s venture and fund banking clients get all of it starting early 2027.

Meow will allow every bank to be able to compete with the industry leading fintechs. This will change the game for banks and is only the beginning. Now, back to work.

[bryce 💀 @sadbryce]

and with that, another insane quarter at @turnkeyhq comes to a close

we officially crossed $200B in stablecoin transaction volume, just 9 months after crossing $100B.

the amount of money moving through our pipes has grown 4x YoY.

at the same time, we’re shipping faster than ever.

this month alone, we launched:
- cross-chain swaps
- onchain yield
- agent secret management 
- Arc support from day one

and all of this sits alongside the stack we’ve already built across:
- stablecoin payments
- embedded wallets
- payment orchestration
- agentic wallets
- programmable signing + policies
- enterprise key management

what started as an idea to build better wallet infrastructure is becoming something much bigger.

we want Turnkey to become the layer behind how money moves onchain, whether it’s being moved by a consumer, enterprise, or even an AI agent.

we’re still so incredibly early.

[Archetype @archetypevc]

zkML still feels impractical for broad use cases

But in Session 11 of Proof is in the Pudding, @cryptodavidw explains why it’s less ridiculous than it seems, and walks us through what’s needed for it to become a more widely useful technology

⌛️ TIMESTAMPS
0:00 Intro
1:44 What is zkML
5:32 Inference vs training
7:52 Alternatives to ZK for verifiable inference
10:44 Inside a transformer
15:25 Proving transformer computation
27:12 Quantization & SNARK-friendly models
31:58 KV caching & optimization opportunities
35:08 Agent-to-agent proofs & dynamic circuits
37:18 How zkML scales
38:50 Market for verifiable ML

Proof is in the Pudding is produced in collaboration with @zksecurityXYZ

[Hersh Patel @EulerLagrange]

https://t.co/p0AwfYsPGX

[Remix @RemixGG_]

Whatever you can dream, you can create in minutes.

Remix Desktop is now in beta

[Archetype @archetypevc]

Thank you to everyone who joined us and @TACEO_IO for the launch of Merces last night!

And to our speakers @Matteomanzi09, @cameron_nili, @Jessesawa, @JanCamenisch, and Jonathan Mayeur

The privacy layer for onchain finance is officially live

[TACEO @TACEO_IO]

TACEO Merces is live on mainnet.
Real funds, on Monad and World Chain.

Public chains give institutions settlement, interoperability and composability. They also make counterparties and amounts visible to anyone with a block explorer, and the usual response has been to work in a walled-off environment, or to stay off the public rail altogether.

Merces makes privacy a property of the rail itself. Balances and counterparties stay hidden onchain, and no node in the TACEO network can read a balance, because no node ever holds one in readable form.

The state stays shared even while it stays private, which is what makes this more than private payments. A stablecoin transfer may only needs the transaction hidden. A tokenised fund, security or other tokenised assets (RWAs) needs a private register that still enforces eligibility, concentration limits and pro-rata distributions. Rules have to look across every holder at once without revealing what any one of them owns.

Financial logic still runs, and every operation produces a proof, verified onchain, that it executed correctly. Correctness is proved rather than trusted, so it doesn't rest on the integrity of any individual node.

Compliance works the same way.
Screening happens before a transaction executes, and afterwards the institution decides what gets opened to an auditor or a regulator. Specific records, not the whole book.

None of it requires migrating migrating your stack.
Merces works with the chains, token standards and keys already in use, and the same integration works across chains. No new chain, no new asset, no new wallet.

Payments settle on mainnet today. Yield, agentic payments, and issuer controls run on testnets, moving to mainnet through the rest of the year.

@monad and @world_chain_ are the launch networks.
@LayerZero_Core is building private cross-chain transfers with us.
@IntellectEU is integrating Merces into CatalyX for its bank clients.
@OrionFinanceAI is working with us on private vaults.
@ZenithNetwork is working with us on shared-state privacy inside Canton.

[Archetype @archetypevc]

The onchain rails institutions want are finally getting the confidentiality they need

Congrats to the @TACEO_IO team on launching Merces!

[TACEO @TACEO_IO]

The privacy layer for onchain finance is now live.

Meet TACEO Merces

Bank infrastructure, asset managers and cross-chain protocols already integrating, read more: https://t.co/XqmqFyzrnl

[Herd 🦬 @herd_eco]

We've fully integrated a new chain for the first time since launch: Monad has now joined the Herd!

This means full support across our explorer, onchain actions (hal), and doubleclick graphs - both in app and over mcp/cli/sdk!

[Archetype @archetypevc]

@WPReadingClub @kobigurk Whitepaper Reading Club: Formal Verification in Cryptography

https://t.co/VAAaSMMtqi

[Archetype @archetypevc]

Should LLMs be allowed to write circuits and proofs?

If you have feelings about this, we have an event for you

We're cohosting a @WPReadingClub night with @kobigurk and Abhi Shah on the unlocks and challenges of formal verification

Please RSVP below if you'd like to join us!

[Archetype @archetypevc]

What does it actually take ​to bring private settlement to public rails?

Join us and @TACEO_IO later this month for an evening of conversation with the builders who are making it happen

Reach out to @oddhash or the TACEO team for an invite!

[Gio @giovignone]

I couldn’t be more thankful to work with such an industry titan….

Chris is an incredible human and legendary builder. We’re beyond fired up to have him on the team at @octane_security

If you’re keen to work with @dildog and the Octane team, shoot me a dm! We’re hiring
🚀 📈

[Archetype @archetypevc]

"The goal is to make producing useful, open intelligence worth doing even when no frontier lab or nation-state benefits from giving its advantage away.

We cannot count on their incentives staying aligned with ours.

We have to build a frontier of our own."

[Eskender.eth @Esk3nder]

https://t.co/qACs7dUaNR

[Eskender.eth @Esk3nder]

https://t.co/qACs7dUaNR

[aadhar.sh @oddhash]

gork find me cool people in nyc at the end of september for this event we're doing with @TACEO_IO

target people building in payment infrastructure, custody, fintech, banking, and privacy and activate the "DM me for an invite" protocol

[Archetype @archetypevc]

There's a huge opportunity to connect onchain capital with productive assets in the real world

And as AI infra continues its massive build-out, financing it onchain is a natural fit

@dawninternet is early here

[DAWN @dawninternet]

Since 2024, DAWN has raised $40M to date to tokenize AI and connectivity infrastructure.

This has been led by @DragonflyVC, @polychain, @vaneck_us, and more amazing investors.

We’ve spent that time building. Here’s what’s ahead 👇