Alex

Co-Founder, CIO, MP @coinfund | NFA

[Alex @flexthought]

🤠

[CoinFund @coinfund]

The Bitcoin Summer Vaults campaign, built by our portfolio company @neutron_org, is a “self-reinforcing” system to bolster the growing sector of Bitcoin DeFi.

Tune into @0xSpaydh's full interview with @flexthought and @einar_hb on the latest episode of Mined with CoinFund.

[Solana Hub @SolanaHub_]

AI agents need to pay for things. x402 is how they do it on @solana.

Here’s who’s building 👇

[McKinsey & Company @McKinsey]

Nearly two-thirds of enterprises worldwide have experimented with AI agents, but fewer than 10% have scaled them to deliver tangible value.

The gap between experimenting and leading comes down to one thing: data foundations. https://t.co/YB7w23DZPN

[Adam Silverman (Hiring!) 🖇️ @adamsilverman]

Here is everything that happened this week in AI Agents from @MetaAI @AnthropicAI @cursor_ai @Google @Microsoft @digitalocean @Cloudflare @Samsara @Wealthbox @elevenlabs @IBM @crewAIInc 🧵

(save for later)

If I missed anything, share it below!

[Blockworks @Blockworks]

Our Hyperliquid dashboard is now public for the next 7 days

Last month the platform generated $50m in revenue, $212b in perpeutals trading volume, and positive inflows into HYPE ETFs

[Blockworks @Blockworks]

Tokenized assets accounted for 33% of last week's volume on Hyperliquid, a new all time high

These assets also make up 21% of open interest on the platform

[RWA.xyz @RWA_xyz]

https://t.co/PqvkPj22zm

[RWA Foundation @RWAFoundation_]

RWA Foundation Members.

[Circle @circle]

Nanopayments are not “small payments.”

They’re sub-cent, high-frequency transfers, often as little as $0.000001, designed for machines, not humans.

As AI agents transact autonomously, traditional rails break down.

We need infrastructure built for agent-scale value exchange.

[Deedy @deedydas]

Every single one of the 103 companies Jensen called AI Native today.

[Solana @solana]

BREAKING: The SEC has formally classified SOL as a digital commodity in its new crypto asset taxonomy, alongside BTC, ETH,  and 14 other assets.

SOL is not a security.

[knox @justinknox__]

Venture fund I used to work for in HK always looked for this in a deck...

1. founder bios, not your linkedin. why YOU for THIS problem.
2. tam and why you have a right to win it.
3. your moat, why you build faster, acquire stickier, or both.
4. product roadmap.
5. how you're spending the money.

keep it simple

[Thomas Bush @tstereth]

Here is every single one of @Mastercard's 87 crypto partners as announced today, mapped by category 🧵

[Blockworks @Blockworks]

NEW: We now track over 20 centralized exchanges in our revamped CEX dashboard, which includes both spot and futures activity.

[nairolf @0xNairolf]

we need an ai agent marketplace

> describe the problem
> get recommended agents
> hire one
> give it context
> come back later
> problem solved

life changer

[cloudz @cloudz]

POV: the future of finance

[a16z @a16z]

"My company Protege is announcing DataLab: a dedicated research institution whose mission is to close the data gap that is holding back AI progress."

"Right now, there’s no leading lab for AI data: no institution that combines large-scale data access with rigorous data research, curation, and experimentation.

There are smaller groups doing valuable data research and advising the big AI labs. But nobody has yet built an institution that does both, and at scale.

And that’s a really serious problem. Because while models and chips have received a huge amount of attention, researchers at every frontier lab will tell you the same thing: high-quality data is the bottleneck for AI progress.

Not compute, not architecture, but data."

@withprotegeai CEO @BobbySamuels on why the world needs an AI lab for data: https://t.co/cTOBnXRFEv

[Tancrede @Tancrededib]

Entrepreneurs First just raised $200M to keep backing future founders before they’re obvious.

No startup. No cofounder. No traction.
Just you.

[Jay Yu 🐟 @0xfishylosopher]

I've been thinking + writing about agentic commerce for some time now. This article is a remix of several things that have struck me around two topics:

1. Why crypto (and not cards) will be the bank for AI agents, assuming that both methods will be technically viable
2. How should we build crypto as the "bank" for AI agents - not just as a wallet, but also the identity, liquidity, and security rails around agents transacting with the online economy.

Enjoy.

[Cointelegraph @Cointelegraph]

🔥 HUGE: Goldman Sachs is now the largest holder of XRP ETFs with $153.8M in holdings.

[Alex @0xpampa]

Neobanking Market Map v2.

Now covering ~130 companies/protocols.

My favorite part is being able to visualize how much traditional and modern rails are converging:

- @airwallex and @Stablecoin for money movement
- @aave, @veda_labs, @Morpho, and @BlackRock for growing your money
- @thoughtmachine, @The_DTCC next to @ethereum @base @solana as the ledger/settlement layer