Jeff Marsilio

Head of Commercial @Newton_xyz | ex-MoonPay, NBA, Sullivan & Cromwell

[The Defiant @DefiantNews]

EXCLUSIVE

L2 Capital Signs On To Tokenize $500 Million Of Pre-IPO AI Shares With Newton

L2 Capital, a Hong Kong technology investment firm, has signed on as founding partner of a tokenization platform Newton Labs is developing for private and public-market holdings. The firm is targeting $500 million of tokenized holdings in late-stage, pre-IPO technology and AI companies within 24 months of the platform's launch, according to a release shared exclusively with The Defiant.

Read more here:
https://t.co/3epGPsI3Ze

[Jeff Marsilio @JeffMarsilio]

Some of the most exciting, hard-to-access tech stocks in the world

+

Verifiable compliance built into the token

=

Real access and composability for private market assets

[Newton Labs @NewtonLabs]

Today we are excited to announce our private-market tokenization platform, targeting $500 million in tokenized holdings, with @l2iterative joining as founding partner!! 🎉

Read more ↓

[Newton Labs @NewtonLabs]

Watch the SVB dip on this chart 👀

Circle disclosed $3.3B stuck at SVB on a Friday night. By Saturday USDC was at $0.87, and everyone heading for the exit was going through the same few Curve pools.

[Jeff Marsilio @JeffMarsilio]

@thedukekim Got you buddy

[Mohammad @makhavannik]

last week the house held a hearing on ai agents and financial transactions

- agents are going to start moving money
- eventually they'll need their own permissions
- and those permissions need to be enforced

obvious need for an authorization layer here
https://t.co/oKsHSbaA8l

[Newton Labs @NewtonLabs]

$104B reached sanctioned entities last year. None of it announced itself.

@arkham labels the entity behind the address. Newton checks the label before your agent's transaction settles.

Read more in the blog 👇

[Upshot @upshot_cards]

the latest F1 pack reveal came with a special surprise.

Our new card art style is now live on main net.

Rate it👇

[Jeff Marsilio @JeffMarsilio]

A counterparty policy that checks if an allocation is safe right now.

Allowlists are static and allocations are automated, so exploits keep drawing capital until someone notices.

[Newton Foundation @NewtonFndn]

Newton Foundation is now a member of @FINOSFoundation

We’re joining to contribute to AI governance and Governance as Code, with a focus on authorization and policy enforcement

Looking forward to contributing to the future of agentic finance

https://t.co/Aj51WdcCSq

[Jeff Marsilio @JeffMarsilio]

@newton_xyz On the best vault platforms you can set many controls directly onchain, but there are still too many that live offchain (or don't exist but should). When they're brought onchain with something like Newton they are both harder to bypass and verifiable by anyone.

[Jeff Marsilio @JeffMarsilio]

On the best vault platforms like @veda_labs @eulerfinance @superformxyz you can set certain controls / mandate constraints onchain, but smart contracts have natural limitations. @newton_xyz is a more expressive complement that doesn't sacrifice verifiability.

[Newton Labs @NewtonLabs]

$100B+ sits in onchain vaults
~$9B of it is professionally "curated"

Almost none of it is protected by rules the curator can't break.

How vault risk actually works, and why the next generation of vaults will enforce limits instead of promising them:

[Jeff Marsilio @JeffMarsilio]

@polymarketai @newton_xyz Trust but verify is a maxim for a reason.

[Jeff Marsilio @JeffMarsilio]

@XNXX_EN @newton_xyz Well said, and with the speed at which exploits happen these days, you could say this of most monitoring as well. If controls don't prevent bad transactions, then they're all just "expensive post mortems."

[Jeff Marsilio @JeffMarsilio]

@newton_xyz As I posted separately, the second order effect is that it shames the not-so-good curators into following best practices. "Standards set in public get met in public."

[Jeff Marsilio @JeffMarsilio]

In many cases vault risk controls exist they just can't be verified by third parties.

Moving them onchain has two advantages: (1) It makes them verifiable by LPs; and (2) It shames others into following best practices.

[Newton Labs @NewtonLabs]

$100,000,000,000+ now sits in onchain vaults.

~$9B of it is run by curators.

Amount protected by risk limits the curator physically cannot break: almost none.

This is the biggest unpriced risk in DeFi right now.

[Sean Li @seanli]

https://t.co/OjyWz8mtcw

[Newton Labs @NewtonLabs]

RedStone supplies the data, Credora judges the risk, and Newton makes it enforceable in the smart contract.

@JeffMarsilio (Head of Commercial, Newton) with @seanli (CEO @magic_labs) and @mkmassari (Head of Partnerships @redstone_defi)

Full episode 👇

[Newton Labs @NewtonLabs]

Capital won't move where rules don't hold.

Newton mainnet beta is live.

[Sean Li @seanli]

https://t.co/1NWsUnclb5