eric

apeing seed rounds @TheSpartanGroup | views are my own

[eric @ercncmdz]

The recent backlash on CT regarding recent VC funding round announcements for yet another wave of new blockchains has echoed some personal feelings of mine for the longest time.

As an investor, I've always advocated for investing in more apps, but as CT has recently started pointing out more, infra remains the favorite despite all the debate surrounding this topic for the past years. But, it's not as black and white as some make it to be. To fully understand what's happening, we must first understand the root of the issue as well as reflect more on what types of applications we want to see being built.

Decided to write a short piece on my thoughts on state we are in as well as the current crypto app landscape.

Can read the full article here: https://t.co/pN6KgLNQaY

[eric @ercncmdz]

zillions

[Tushar Jain @tushar_jain]

Yesterday we unstaked a large slug of HYPE. We did not unstake to sell.

This is why privacy matters. Our funds are constantly tracked, forcing regular wallet rotations. Institutions need privacy to operate. This is why we’re long $ZAMA and $ZEC. Zama unlocks private defi, Zcash is the leading private store of value chain.

As capital markets continue to move onchain, privacy is paramount.

[eric @ercncmdz]

@tzedonn or you can use my arm for $200

[eric @ercncmdz]

@ditto_eth @eigencloud @radius_xyz @a41_allforone

[eric @ercncmdz]

contrary to popular belief, @blknoiz06 doesn’t just shitpost, he’s been building this w @salxyz for 2+ years

[𝕯𝖆𝖛𝖎𝖓𝖈𝖍𝖎🐂🀄️ @0xdavinchi]

I had never used @BullpenFi before
Today I finally checked it out and bought a small amount of $ANSEM as much as I could affordI can honestly say the platform felt really smooth and enjoyable to use Not sure how I managed to miss it until now

[eric @ercncmdz]

Most AI x Crypto projects from the last 2 years simply rode a narrative and raised a shit ton of money just to try to force a fit between two emerging technologies without considering how to make a real sustainable business. Since then, fewer than a handful have had any meaningful traction to show for.

@Thea_AI did it backwards: take a working business with 9-figure ARR and figure out how to implement crypto rails to scale it further.

Proud to back @Fjvdb7 and his team. More to come soon.

[THEA @Thea_AI]

THEA has closed a $8 million strategic funding round to advance our behavioral AI infrastructure and enable its next stage of growth.

[THEA @Thea_AI]

AlphaHorizon is trained specifically for reasoning and predicting in environments where decision-making depends on incomplete information, by using probabilistic world modeling and simulation to estimate incomplete information and evaluate future outcomes.

The underlying capabilities that drive performance in imperfect-information games are applicable to a wide range of real-world decision-making problems, such as autonomous robotics, self-driving vehicle reasoning, financial markets, and multi-agent decision systems.

It’s been fun to test AlphaHorizon in @devfun's competition to provide a demonstration of the broader capabilities of prediction systems designed for real-world uncertainty. GG!

[Base @base]

https://t.co/ZmDFEkhKQB

[eric @ercncmdz]

@jshinny12 @PanteraCapital congrats boss!

[kash @kash_bot]

[ KASH IS FINALLY LIVE ] 🟡

The first social-native prediction market that lets you trade directly on 𝕏.

• Predict from your feed
• Create your own markets
• Get rewarded for being right

Here's how it works ↓
(Kash is not available in sanctioned jurisdictions. Consult our Terms of Use.)

[eric @ercncmdz]

@kirbyongeo 🫡

[eric @ercncmdz]

@linfluence @kirbyongeo haha relax sir was just tryna complement a friend, obviously it’s not the same thing. 😅

[eric @ercncmdz]

@blknoiz06 @BullpenFi let him cook

[Ansem 🐂🀄️ @blknoiz06]

we are living through the greatest market bubble in human history, tune in tomorrow for the next chapter @ 4:30pm EST

[eric @ercncmdz]

all i will say for now is they're chads doing chad things. excited to back the @Thea_AI team. keep your eyes on this project, one of the few teams that have built a real business at the intersection of crypto & AI at the moment.

[THEA @Thea_AI]

Introducing THEA, the most advanced prediction AI for Risk Markets on @Solana

We’ve spent the past decade building the most powerful behavioral and predictive AI to amplify human performance in volatile environments. Today marks the beginning of THEA’s journey on-chain, tokenizing AI infrastructure with ecosystem applications generating over $100,000,000 annually, serving 3,000+ clients across 30+ countries. 

🧵Let’s dive in

[eric @ercncmdz]

@richardchen39 😭

[eric @ercncmdz]

@mispricedd sent a dm hehe

[eric @ercncmdz]

@ditto_ gud content

[Ansem 🐂🀄️ @blknoiz06]

https://t.co/02qcxAOJwu

[eric @ercncmdz]

@hosseeb @masonnystrom saying decentralization doesn't matter while working in crypto is the equivalent of a vegan working at a steakhouse