Mark Grace

vc stuff at @m13company

[Mark Grace @markwgrace]

@nickvanosdol jung hoo crew

[Mark Grace @markwgrace]

@nickvanosdol let’s go baby

[Mark Grace @markwgrace]

@JeffPassan @ByRobertMurray :(

[Mark Grace @markwgrace]

congrats @jasonkimvc on the launch!

go try @pigeon_trade as your new personal AI quant!!

[pigeon.trade @pigeon_trade]

Introducing pigeon beta.

The first wallet that can talk, code(?), research, and trade. Pigeon will be your Ai quant across stocks, crypto, perps, and prediction markets.

With pigeon you get a super-intelligent quant agent for trading, research, and coding.

You can use it in single player mode or in group chats to diligence stocks, coins, perps, people, and prediction markets.

Pigeon is the first agentic wallet with Ai coding, runtime, and web ide.

You can vibe code bots, apps, automations - on top of your favorite tools like Hyperliquid, Polymarket, Kalshi (soon™) etc or your favorite chains like Base, Arbitrum, Solana, Monad, or BNB.

Powered by powerful MPC wallet infra from our friends at Privy and cutting edge AI infra from OpenRouter.

Earn referral fees by sharing your ref code or adding pigeon to a group. Earn 20% of fees and give your friends 10% off their trading fees as cashback.

[Mark Grace @markwgrace]

@rithvikgabr1 @tryramp @niuralHQ 😎

[Latif Peracha @latifperacha]

Excited to share a slightly redacted version of our annual letter to LPs. We touch on the golden era across AI and crypto, how we think about the 2nd and 3rd derivatives of these technologies, and the endless parallels between sports and investing. There is so much movement across the asset class, including the slow disappearance of the letter system (seed, A, B, C). It is all either early stage or growth and it will take active management to generate returns given the level of competition across all of it. Thanks @morgan_blumberg + @markwgrace for being such great thought partners on it.

Ps. The last two installments both led to deals so look forward to hopefully keeping up the trend!

https://t.co/V6AlKjZFLM

[Mark Grace @markwgrace]

@rhobusiness 100k is cool and all but how about free monster truck rally tix

[Mark Grace @markwgrace]

@daylightenergy bullish

[Mark Grace @markwgrace]

have a read! https://t.co/SEF2v8cdMT

[Mark Grace @markwgrace]

gm - I wrote some thoughts about the state of crypto and what we're thinking about at @M13Company!

I talked about what's working (hint: the tech), what's not working (hint: branding) and where we go from here.

thank you @FortuneMagazine for covering me ⚡️

[Mark Grace @markwgrace]

Thank you @fintechfrank @TheBlockPods for hosting me and @latifperacha on the pod -- it's an honor!

It was a blast chatting about how we @M13Company approach investing in crypto and why still so few generalist firms spend time in the space 🤷‍♂️

Have a listen and let us know what you think ⚡️

[The Block Media @TheBlockPods]

The risks and rewards of launching tokens to bootstrap liquidity

Generalist VCs @markwgrace & @latifperacha from @M13Company join @fintechfrank on The Scoop to explore why launching tokens is still an effective way for early-stage crypto founders to bootstrap liquidity, provided it's done thoughtfully 🪄

OUTLINE
00:00 Introduction
01:17 Sponsor Shoutouts
03:40 M13 Investment Thesis
08:07 (Generalist) Crypto VCs
10:35 IPOs vs. ICOs
12:42 Conviction & Token Volatility
18:32 Taking Profit
22:30 CeFi/DeFi Opportunities
28:20 Regulatory Clarity & Innovation
31:17 Predictions & Closing Thoughts

[Mark Grace @markwgrace]

congrats @winnielaux !!!! excited to see @strobefund in action! LFG ⚡️⚡️⚡️

[winnie @winnielaux]

it’s not every day that you get to work with people you love and love what you do. I feel incredibly lucky to have the opportunity to do both with @strobefund.

we recently spun out of @blocktower and started strobe, a new early-stage venture fund focused on backing bold founders who are leveraging onchain primitives to create new markets and replatform industries.

i’m excited to be able to do this alongside my two amazing partners, @tklocanas and @spvenino33, whom i’ve had the privilege of investing with for the past three years. and we’re humbled to have the backing and trust of an amazing group of LPs. in addition to our core team, strobe is further amplified by our venture partner network, which includes amazing folks like @humancapitol, @proofofk, @kevinlichan, @neilhar, @skoff_dlt & others who extend our geographical reach, operational capabilities, and domain expertise.

together, we’ve partnered with some of the smartest founders in the space, and we’re just getting started !!

[Mark Grace @markwgrace]

@willreeves congrats will - wooo!!!

[Mark Grace @markwgrace]

@crabbylions they've got a job to do!

[Mark Grace @markwgrace]

always a good time on the @digitizedweekly pod! great hanging @amanda0x @winnielaux @reganbozman

[Digitized @digitizedweekly]

What happened at Token 2049 + Breakpoint?

@amanda0x, @winnielaux, @reganbozman + @markwgrace chat takeaways: Asia vs. the West, decentralized IP, L1/L2 landscape + more. Tune in 👇

Spotify: https://t.co/zv1TBtCisf
Apple: https://t.co/BZrXGI5Fva
YouTube: https://t.co/QTjbRqjV19

[Mark Grace @markwgrace]

@getcode I’d like to connect my X account so I can receive tips from people all over the world

CodeAccount:HanwZVspFf6KV8GqZ2Jnzn6LLUujyG967JRAYbC1UW8L:N2iqkdsYr42jd5ri5Eh8o:7YRjYJG8gMWLtsZ9WJerqrPd5Aa5KkZkLVewwkFwfucLa2TuwqTRjDLe682H6hcX6ZD2tNA4x3Y6bTd8D6YMatg

[Mark Grace @markwgrace]

@jasonkimvc incredible

[SF Giants on NBCS @NBCSGiants]

BLAKE SNELL NO-HITS THE REDS

[Mark Grace @markwgrace]

@nickvanosdol thank you for this important work. gerolsteiner and mineragua are as sigma tier as it gets. san pellegrino doesn't deserve to even be on this list.

[Mark Grace @markwgrace]

@winnielaux christmas came early this year