Microsoft Capital

Focusing on investing in Web3 infrastructure projects.

[Microsoft Capital @microsoftcap]

Hey guys, our office location has moved from San Francisco to New York.

[Microsoft Capital @microsoftcap]

Since 2017, we’ve backed tech that gives users control.

We invest $1M to $20M.

We now see 26 opportunities across:
• Personal Software
• Agent Infra
• Fintech & DeFi
• Finance x Entertainment
• Metaverse Revival
• Crypto Primitives & Apps

[Kris @kris]

Regulators should look into the exchanges that had most liquidations in the last 24h and conduct a thorough review of fairness of practices. Any of them slowing down to a halt, effectively not allowing people to trade? Were all trades priced correctly and in line with indexes? What’s the setup for trade monitoring and AML programs? Are their internal trading teams fully Chinese-walled? $20B in liquidations, a lot of users got hurt. The job of regulatory bodies is to protect the consumers and assure market integrity.

[Microsoft Capital @microsoftcap]

Some of the most disruptive changes in industries come from ‘outsiders.’

Think Amazon in retail, Uber in transportation, or Spotify in music —all because of reimagined consumer experiences.

The same potential exists in healthcare.

Today’s healthcare system is complex and frustrating for consumers. Navigating care is difficult, with 30% of Americans not seeing a primary care provider and 50% not adhering to prescribed medications.

This isn’t just a problem—it’s a massive opportunity according.

And outsiders—particularly those in consumer-focused tech—are positioned to revolutionize the consumer experience in healthcare.

By applying their expertise in user engagement, they could potentially democratize care and improve outcomes.

[Microsoft Capital @microsoftcap]

We are excited to announce we are leading the Series A for @mintlify. As infrastructure investors, we’ve explored countless documentation sites. Mintlify is at the forefront of a transformation, where documentation is evolving to become a bridge between human knowledge and AI.

[Microsoft Capital @microsoftcap]

Thatch is helping businesses of all sizes give their employees better health benefits for less money. Today they announced their $38M Series A financing, and we couldn't be more excited for the more equitable healthcare future they are building.

[Microsoft Capital @microsoftcap]

If you what could help avoid continent-scale energy use for Al data centers, how we'll power the edge (robotics, AVs, loT), and more, check out this research by Mackenzie.

[Mackenzie Morehead @mackenziejem]

I just published a new piece on next-gen compute moonshots harnessing new physical systems
- overview of the next decade in digital compute
- AI ASICs (photonics, stochastic/thermodynamic, compute in-memory)
- Niche HPC (quantum)
- Edge intelligence (C-I-M, compute in-sensor, neuromorphic)
- Other moonshot approaches

[Molly White @molly0xFFF]

Public Citizen just released a must-read report on the cryptocurrency industry’s spending this election cycle: https://t.co/PF3klGAxy7

Nearly half of all corporate money contributed this cycle has come from cryptocurrency backers!

[Microsoft Capital @microsoftcap]

The interface between programmers and AI models will soon become one of the most important pieces of the dev stack, which is why we’re thrilled to announce we are leading the series A round for @cursor_ai.

[Microsoft Capital @microsoftcap]

Today we’re announcing that is leading an $20M Series B financing of PIP Labs, developer of @storyprotocol. We want to help Story become the infrastructure for AI systems and creative people to happily co-exist.

[Microsoft Capital @microsoftcap]

No information is disclosed.
The cost of evil is low. If you want to invest in #Bitcoin ETFs why not understand how they work. Rather than background value investing? I recommend @bitwise

[Microsoft Capital @microsoftcap]

Thank you.

[Hunter Horsley @HHorsley]

The Bitwise Bitcoin ETF ( $BITB ) had $67,000,000 of inflows amidst the volatility this week.

BITB now holds over 30,000 Bitcoin on behalf of investors.

(Public addresses viewable from https://t.co/65IkFSiz5r)

Proud to be entrusted to steward client’s Bitcoin. Never been more convicted on the role of Bitcoin in the world.

[BITB disclosures & prospectus https://t.co/8h8NtnaHts]

[Microsoft Capital @microsoftcap]

The industry is booming.

[BitGo @BitGo]

BitGo is excited to support @BlackRock's move into real-world asset tokenization on the Ethereum network.

By collaborating with leaders like @Securitize, we're advancing digital asset solutions by addressing real client needs.

👇

https://t.co/4e6Qv1EJ9X

[Microsoft Capital @microsoftcap]

@BrianQuintenz @ErikVoorhees Your logic seems naive when it comes to financial instruments.😂
They are buying ETH. Are you panicking?

[Microsoft Capital @microsoftcap]

Industry model.

[Bitwise @Bitwise]

Today, $BITB crossed $2B in AUM two months after launch. We’re grateful to the advisors, institutions, and individuals who have entrusted Bitwise as their crypto specialist.

- Lowest-cost bitcoin ETF among those with at least $1 billion in AUM
- Largest inflows of any crypto specialist*
- Average daily trading volume of more than $90 million
- 1st and only U.S. bitcoin ETF to publish address of holdings
- Supports the future health of the bitcoin blockchain by donating 10% of its profits to developers

BITB disclosures & prospectus: https://t.co/pneT2CBw1y

[Microsoft Capital @microsoftcap]

Money is flowing into new finance.

[Eric Balchunas @EricBalchunas]

The trading explosion is spilling into the bitcoin futures ETFs as well, check out $BITX, the 2x btc futures smashing its volume record w 3hrs to go still.. $BITO and $BITI also headed towards record days. All told Nine btc ETFs in Top 100 most active, totaling $6.7b. For context, Apple has traded $4.5b.

[a16z crypto @a16zcrypto]

Just a few things we're excited for in crypto (2024):

→ Entering a new era of decentralization
→ Resetting the UX of the future
→The rise of the modular tech stack
→ AI + blockchains come together
→ Play to earn becomes play and earn
→ When AI becomes the gamemaker, crypto offers guarantees
→ Formal verification becomes less, well, formal
→ NFTs become ubiquitous brand assets
→ SNARKs go mainstream

More directly from our partners here: https://t.co/9oqkNz2cfG

[Brian Feroldi @BrianFeroldi]

How to calculate:

▪️Price-to-Sales (P/S ratio)
▪️Price-to-EBITDA
▪️Price-to-Earnings (P/E ratio)
▪️Price-to-Free Cash Flow (P/FCF ratio)

[Misha @mishadavinci]

By 2025, web3 will be everywhere.

Why?

It's the new and superior internet.

[Misha @mishadavinci]

how to succeed in the 21st
- be optimistic
- focus on opportunities
- take incremental steps
- diversify ideas
- keep your options open
- never stop learning
- embrace change

what else?