Jeremy Wallis

Fintech within crypto/blockchain

[Jeremy Wallis @Fintechblocks]

great chatting with Jed yesterday- here’s a prime example of Breed backing a great team!

[Jed | Breed VC @JedBreed]

Intelligence is becoming a commodity, but autonomous execution is still rare.

Hermes Agent from @NousResearch is bridging the two and is about to change how we think about software forever.

New post from @nickgarcia from @breed_vc.

[Gate Ventures @gate_ventures]

Gate Ventures Podcast | Episode 2
Topic: DeFi's Real Game — What Web3 VCs Know That Retail Doesn't

🎙️Jed Breed @JedBreed, Founder & GP of Breed VC
🎙️Jeremy Wallis @Fintechblocks, Gate Ventures Partner

Few people in crypto have operated across all four of these vantage points simultaneously:
— BTC miner (2014)
— Head of Digital Assets at Circle, instrumental in launching USDC
— DeFi market-neutral fund manager at Accomplice
— Pre-seed crypto VC

This episode covers:
— How Web3 VCs actually generate returns and exit
— What the GENIUS Act genuinely unlocks for US founders
— RWA in 2026: real institutional adoption or recycled narrative?
— The metrics retail consistently misreads: TVL, volume, and VC backing

📅 June 9 | 1:00 – 2:30 PM ET
📍Live on Gate Ventures X and available on YouTube and Spotify on June 20.

[Gate Ventures @gate_ventures]

USD stablecoins dominate 99% of the market.
But the other 1% just grew 16x in 3 years.

Local currency stablecoin supply is up 70%. On-chain transfer volume went from $600M to $10B. EURC is live on Aave and Visa Direct. BRLA hit $400M+ transfer volume in Feb 2026. XSGD is quietly settling Grab × Alipay+ in the background.

And @circle StableFX is now trying to connect all of them — with RFQ mechanics and PvP atomic settlement. Essentially an on-chain FX network.

The $9.6T/day FX market hasn't been disrupted yet. But the plumbing is being laid — and most people haven't noticed.

Full breakdown 👇
https://t.co/yKRML816HW

[Gate Ventures @gate_ventures]

Our partner Jeremy Wallis is representing Gate Ventures at the #BostonFIXForum on June 11!

🎙️Panel Topic: Digital Assets & Institutional Market Structure — exploring how tokenisation and digital assets are transforming the financial landscape for institutional players.

📅 Thursday, June 11, 2026
📍 State Street, Floor 12, One Congress Street, Boston, MA
Hosted by @StateStreet in partnership with @FIXTradingComm

Register to attend 👉 https://t.co/QZLe0nq0d1

[MartyParty @martypartymusic]

Its happening. Full StableCoin adoption.

[Provenance Blockchain Foundation @provenancefdn]

The last month, by the numbers on Provenance Pulse📊

Since our last pulse check at the beginning of March:

→ added ~$1B in total value locked
→ MoM chain transaction up 113%
→ increased network participation by nearly 2,000

With the recent launches of OPEN, and now Figure Forge, @Figure has been driving serious volume on-chain.

The credit layer for all of DeFi is being built, and it’s happening on Provenance.

[Paul Atkins @SECPaulSAtkins]

The era of turf wars, duplicative registrations, & differing regulations between @SECgov & @CFTC is over.

By aligning regulatory definitions, coordinating oversight, & facilitating data sharing, @ChairmanSelig & I will ensure we deliver the clarity market participants deserve.

[JP Richardson @jprichardson]

1/ MIT just published a paper that shows us why every bank fighting crypto will lose.

It's called "Some Simple Economics of AGI" by @ccatalini et al.

Here’s a thread on why AI makes crypto inevitable:

[Samuel Armes @samuelarmes]

BITCOIN HISTORY WAS JUST MADE IN FLORIDA

We are now the FIRST STATE to Pass a Stablecoin framework in the nation!

It has now passed the Senate and the House, and will be signed by DeSantis within the next 30 days!

How was this able to happen? Well, because we are literally the best State in the Union, that is how.

Florida has been the leader in the Bitcoin world, and we will continue to be a leader to ensure we are the Bitcoin Capitol of the United States and the World.

Thank you to everyone who has been a part of this process, from the small group of power players like @ZachWitkoff and @_jasonholloway to those within Florida's government who have made this such a successful Legislative Session.

[AI Highlight @AIHighlight]

🚨 Claude just got access to live stock prices, balance sheets, cash flow statements, and breaking company news in real time.

No hallucinations. No guessing. Actual structured financial data.

It's called Financial Datasets MCP Server and Wall Street should be nervous: ↓

[The Bitcoin Historian @pete_rizzo_]

BREAKING: $2.5 TRILLION CITI JUST ANNOUNCED LIVE AT STRATEGY WORLD IT WILL INTEGRATE #BITCOIN THIS YEAR

“WE’RE MAKING BTC BANKABLE."

THIS IS HUGE 🚀

[Hasan Toor @hasantoxr]

🚨BREAKING: Google DeepMind just dropped a research bomb!

It's called AlphaEvolve and it's using LLMs to automatically write better AI algorithms than humans can.

No manual tuning. No trial-and-error. No human intuition required.

AlphaEvolve treats algorithm source code as a genome
→ LLM acts as the mutation engine
→ Proposes semantically meaningful code changes
→ Auto-evaluates fitness on real game benchmarks
→ Keeps winners, evolves further

Here's the wildest part:

The AI discovered a warm-start threshold of iteration 500... without being told the evaluation horizon was 1000 iterations.

It found non-intuitive mechanisms humans never would have designed manually.

The results?

VAD-CFR beats every state-of-the-art baseline in 10 of 11 games tested.

SHOR-PSRO outperforms Nash, AlphaRank, and PRD solvers.

This is the recursion nobody was ready for AI systems that design better AI learning algorithms than the researchers who built them.

Paper dropped February 2026. Link in first comment.

[ₕₐₘₚₜₒₙ @hamptonism]

90% of all the money currently in circulation (+$50 trillion) is stored on online databases running on a COBOL mainframe…

The world is about to change.

[Jeremy Allaire - jerallaire.arc @jerallaire]

This is a big win for USDC adoption in Capital Markets. Great progress.

[JP Richardson @jprichardson]

Broker-dealers can now settle trades in stablecoins without torching their balance sheets.

Tokenized treasuries, equities, bonds, on-chain settlement have all become economically viable overnight.

Today's guidance starts converting the GENIUS Act’s legal framework into something a compliance officer can actually act on.

[Robbie Klages @robbieklages]

HUGE NEWS FROM DENVER:

SEC Chair Paul Atkins:

“...issuers that want to tokenize their securities could work with a transfer agent or other tokenization agency to tokenize their securities so that they can be traded onchain in AMMs or other trading systems, environments or platforms that offer decentralized liquidity.”

This is generally considered impossible under the existing law, and it means that tokenized assets are coming to DeFi systems in MASS

[Oliver Prompts @oliviscusAI]

the cybersecurity industry is about to get completely disrupted.. 💀

someone just open-sourced a fully autonomous AI Red Team.

it’s called PentAGI. multiple AI agents that talk to each other to hack a target. zero human input.

[0xMarioNawfal @RoundtableSpace]

Openclaw In Mac Finder.

Your Computer Just Learned To Take Orders.

[Ihtesham Ali @ihtesham2005]

🚨BREAKING: Chinese developers just killed OpenClaw with a $10 alternative.

It's called PicoClaw and it's 99% more efficient.

OpenClaw needs $599 Mac Mini + 1GB RAM.
PicoClaw runs on $10 Chinese boards with 10MB RAM.

Same functionality. 1% of the cost.

Built by Sipeed. 100% Opensource.

[Jeremy Wallis @Fintechblocks]

Trillions are coming!!

[Yahoo Finance @YahooFinance]

Crypto, "it is a new product, [that's] somewhat threatening to the community banks, the g-sibs, the larger banks," White House crypto adviser @patrickjwitt says.

He also speaks on the CLARITY Act.