Michael Cieri

COO @Robotventures | advisor @PolygonVentures | ex @0xPolygon & @krakenfx |

[Michael Cieri @mdcieri37]

True pioneers in Solana DeFi

Congrats @0xPlish and team

3x the WORLD

[Hylo @hylo_so]

Hylo closed a $1M strategic funding round led by @SolanaVentures with participation from @colosseum.

This marks Solana Ventures' 2nd and Colosseum's 3rd investment in Hylo, reflecting their continued conviction in our vision to scale leverage and yield infrastructure on Solana.

[Robot Ventures @robotventures]

Supercharge your @NVIDIAAI Nemotron experience with Hermes Agent.

[Tarun Chitra @tarunchitra]

Consensus view after this year's hacks: DeFi needs junior capital to absorb losses

But nobody says how much (+ more importantly) where it is needed

Can today's lending protocols handle that?

🚨New paper: @Morpho and @Aave (surprisingly!) need more junior capital than optimal

[Michael Cieri @mdcieri37]

At @robotventures we back plenty of amazing projects, but rarely one this deeply integrated into my own day-to-day, investor hat aside.

Now ~2.5% of tokens globally, and enterprise just ups the ante.

Huge congrats to the kings @NousResearch

[Nous Research @NousResearch]

As reported in the @WSJ, we have raised a Series B to bring Hermes Agent to new frontiers (and, yes, build a mobile app)

Thank you to our investors including @nvidia @M12vc @SamsungNext @robotventures @usv @ycombinator @MenloVentures, among others

https://t.co/1BdQjJD90p

[Tarun Chitra @tarunchitra]

At this point, thanks to the large number of crypto-related inference providers on OpenRouter, I think that if you rank funds by "number of inference provider investments," @robotventures might be in the top 10

[which is pretty awesome]

[Michael Cieri @mdcieri37]

@chooserich @saylor you're the man.. but you 100% deserve this lol

[Michael Cieri @mdcieri37]

@KyleSamani Route through Superstate's USTB. Free mints/redemptions with your choice of stable or fiat on the way out

[Vladimir Novakovski @vnovakovski]

A key procedural vote on the CLARITY
Act fell short today but persistence of crypto builders in the USA hasn't.

We remain supportive of legislation that provides a real, rules-based framework
- one that lets the CFTC and SEC each do what they do best.

Even without CLARITY, both agencies have real tools to guide this industry, and they've already been busy putting them to use.

Grateful for the CFTC's engagement with us so far, and excited to keep working toward a license to offer Lighter in the USA!

[Michael Cieri @mdcieri37]

Elizabeth Warren sounds like a 12 year old girl that didn't get a seat at the cool kids table

[Hylo @hylo_so]

JUST RECEIVED VERY BULLISH NEWS

[Andy @andyyy]

Dan Held interview was one of the best I’ve done on personal investing this year.

[Anirudh Pai @ani_pai]

It's been hard to keep this secret, but we're stoked to share our investment into @psipbc alongside @Breakthrough.

Ultimately, you can't scale datacenters in space without new physics, and you don’t get new physics fast enough without AI doing it.

Almost everything we use in our technology today is built on age-old physics. In Feyerabend's Against Method, he argues that science doesn't evolve with playbooks and procedures, and that enforcing a concrete set of rules is how a field stops advancing. What follows is the march of nines — progress measured in decimals on outdated experiments because the default methods reward precision over risk-taking.

But AI breaks that paradigm. Models will propose real physics, verify it, and find the next breakthrough alongside researchers, and PSI is building this across every physics domain rather than betting on one.

Once we accelerate this, we should expect a Cambrian explosion of new physics like we saw in the golden age of the 1920s: Schrödinger's Equation (1926), Dirac's Equation (1927), and Hubble's Law (1929) just to name a few.

This will be a fun one to watch and, of course, it's a privilege to be backing @matthew_pines, @alexwg, and @klokus.

[Anirudh Pai @ani_pai]

While open weight models continue to commoditize each other, the harnesses are only compounding faster and faster.

Case in point: @NousResearch’s Hermes Agent is consuming ~2.3T tokens/day, up > 100% from last month alone.

[◎ Plish | Hylo @0xPlish]

we put out a product on monday

price rips 65% on wednesday

already highest open interest for HYPE on solana

solana:7ga6rtE9qSb3wdEiDCpTu2kHqoGVfT52jD8ign1rYTvx

[Tarun Chitra @tarunchitra]

Every successful marketplace has winners and losers

But some participants make it more of a dark forest than a chessboard

We find some direct evidence for this — and some simple math to make these marketplaces more robust to rogue inference providers! https://t.co/Phgr7ktYdv

[Tony Simons @tonysimons]

https://t.co/isdUS9uFcK

[◎ Plish | Hylo @0xPlish]

Hylo V2 upgrade was flawless today. Congrats to our team on the months of hard work since February.

- Hylo V2 enables xBTC which will launch in the coming days.
- eHYUSD greatly improves the user experience from sHYUSD.
- hyUSD can now infinitely scale with a USDC blowoff valve. The idle USDC will be put to work earning yield in another planned upgrade.

CHAIRMAN

[Michael Cieri @mdcieri37]

@0xmadisonn @robotventures @ani_pai 😉

[Robert Leshner @rleshner]

The SEC has been hard at work crafting an innovation exemption that will bring securities into the tokenization & DeFi era, without compromising the standards that make the USA the center of capital markets.

More innovation, done well, soon 👏

[Michael Cieri @mdcieri37]

@0xmadisonn @DrewVento now tell me I'm impressive @DrewVento