Alex Felix

@coinfund co-founder & CIO, @dartmouth and skier. Not investment advice, these are my personal opinions.

[Alex Felix @flex4blox]

There were signs.

[NIK @ns123abc]

thank you based Jensen for signing my boobs

[Alex Felix @flex4blox]

If Claude reviews your pitch and calls your startup uninvestible, what do you do?

[Alex Felix @flex4blox]

Hard to believe this was published in 2026...so much has happened this year.

https://t.co/hLc0iS6TOg

[Mike Silagadze🛡 @MikeSilagadze]

Opportunity of a lifetime:
Join @ether_fi as our https://t.co/q6wLo3D3Px for Business CEO.

You will have your own team, control the product, the go-to-market, and it will be your job to make this into a billion dollar business unit.

We're looking for someone with founder chops, or a would-be founder with a technical/PM background. You will have the opportunity to have a large founder-sized pay-day if you succeed.

If you're interested please dm me. If you refer someone who we hire we'll pay you a $10k referral reward.

https://t.co/4hPL8arepv

[Alex Felix @flex4blox]

US equities are a global asset, but access is still concentrated in a few countries. India has 230M+ demat accounts and a deep futures and options culture, yet taking a position on a US stock still means wiring money abroad.

@Mochatradeapp lets traders fund in rupees over UPI and get exposure to US companies through perpetual futures, a format close to the products they already trade. Perps are becoming the distribution layer for global markets, and we’re excited to lead the round and back @ichooserain, @theblackmanda and @ParthVader.

[Jon Rotbard @jonrotbard]

https://t.co/h90Tcqy0rm

[Alex Felix @flex4blox]

How do I join the waitlist?

https://t.co/LxrQtQgDGs

[Alex Felix @flex4blox]

Good to see @edge_marketsio tackling nights and weekends money movement. Kalshi's US500 perp is prediction markets becoming a real derivatives venue. The contract never closes. Agents trade 24/7. Banks don't. A margin call at 2am Sunday shouldn't force a liquidation. https://t.co/bEdyBoglnX

[Bernardo Brites @bebrites]

Trace Finance is a @money2020 Money Awards finalist in two categories: Payments & Commerce and Infrastructure.

Regulated rails for stablecoins, built for emerging markets. Winners announced live in Las Vegas on October 18.

Proud of this team.

https://t.co/ZcmSOR9Wtj

[Alex Felix @flex4blox]

@mattturck Or...he was so locked in.

[Alex Felix @flex4blox]

NVIDIA plans to finance its continued AI dominance with what looks a lot like GPU-backed loans, just called by another name.

Compute access can scale three ways: financialized, decentralized, or cloud-like.

NVIDIA is betting on financialized but consolidated. They want to become the central bank of compute, backstopping up to 25% of residual value themselves. You only do that when there's no neutral secondary market to set the price, and that missing market is the whole opportunity.

A more open version could emerge instead: an exchange and index that independent players build on. But that needs open supply. If the biggest capacity stays locked in private deals with named buyers, there's no float to trade, which is why bringing idle, long-tail compute online matters so much. It's one reason we backed @Pluralis.

To me, that open market is more interesting than a private, structured-finance market run by NVIDIA and a few megafunds. It's still a tall task. Power and freight show you can trade a perishable flow off a depreciating asset, but compute is harder since the spec keeps obsoleting and there's no secondary market for the box - that's a problem worth solving.

[Jensen Huang @JensenHuang]

https://t.co/pppEbPVtfE

[CoinFund @coinfund]

.@TIME named @coinfund one of America's Top Venture Capital Firms of 2026.

We believe this is a reflection of the exceptional founders and companies we've had the privilege of partnering with over the years.

[Alex Felix @flex4blox]

@samboboev @dakota_xyz

[Alex Felix @flex4blox]

foreskin discourse. no further questions. @factmachine

[Alex Felix @flex4blox]

Congrats to our portfolio company @dakota_xyz and @ryanbozarth on filing for a national trust bank charter with the OCC

Most stablecoin payments companies and fintechs rent a bank's charter and inherit its limits

Dakota is building a crypto native stack, custody, issuance, compliance as code, on top of a chartered banking layer instead of bolted onto one. That's a different moat

[Alex Felix @flex4blox]

annual reminder to never be the main character.

leverage is just the fastest way to get nominated.

[Alex Felix @flex4blox]

Not every business needs a token

The next cycle won’t be about creating more tokens, but about figuring out which ones should exist in the first place

Joined @RealAllinCrypto last week to discuss where @coinfund is investing, what we're avoiding, and where onchain growth comes next (a place most people aren't looking yet)

[ALLINCRYPTO @RealAllinCrypto]

We sit down with @flex4blox from @coinfund to discuss the great token reset, why many tokens may not need to exist, on-chain finance, RWAs, stablecoins, AI and why crypto is becoming a real business. Full episode below 👇#Crypto #RWA #AI https://t.co/PE5eK9dIub

[Alex Felix @flex4blox]

The dollar rail and the yield-bearing asset are splitting into two separate products.

That's not a workaround. That's the market finding the actual architecture to maximize benefit and potential.

[Alex Felix @flex4blox]

Stablecoins aren't the tell anymore. RWAs are.

Tokenized RWAs have grown ~5x since Jan 2025. Stablecoin supply is up only ~50% over the same window.

Here's why the yield is quietly moving to a different layer:

[Alex Felix @flex4blox]

@SuperstateInc and @veda_labs are building the infrastructure for that shift. @ether_fi is handling productization and distribution to get that yield in front of end users.