Samir Singh

Making Home Ownership More Accessible as COO and Chief Product Officer @vestaequityvpm. Attorney (NB: not your attorney), Founder, Multifamily Owner/Operator.

[Samir Singh @samirsingh]

“This is the actual work behind tokenized private credit. Credit selection, data verification, settlement, monitoring and secondary liquidity have to fit together. The token is only useful if the structure underneath is clear.”

Yes! With legal entitlements embedded throughout.

[Yaroslav Writtle @yaroslavwr_]

https://t.co/h7YIEhn1dY

[Samir Singh @samirsingh]

@NYcryptolawyer @JacobRobinsonJD @LawofCodeFM Could not agree more re @LawofCodeFM . The recent episodes on Perps and rule making at the SEC were SO good!! Always waiting for the next pod to drop. Congrats @JacobRobinsonJD and thank you for all you do for the space!

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Samir Singh @samirsingh]

Another tokenization banger from @lex_node with a good implementation-based security token ontology.

[_gabrielShapir0 @lex_node]

https://t.co/mATaf8dzLL

[Samir Singh @samirsingh]

This is an incredibly lucid explanation of fractional reserve vs reserve banking activities and risk and wonderful example of how market participants can engage with legislators to improve both understanding and regulation of markets. Highly recommend.

[Mike Belshe @mikebelshe]

https://t.co/shV4MHKcDK

[Samir Singh @samirsingh]

🚀

[Erik Voorhees @ErikVoorhees]

3 million registered users achieved this morning in the sunny lagoon of https://t.co/MtRCdjvV1s 🌅

• 3 million who wanted a ChatGPT that didn't spy on them

• 3 million who wished to avoid the intellectual degradation of paternalistic censorship

• 3 million sovereigns avoiding a future of serfdom

We don't store or log your prompts.

We don't package your personal life to be sold to advertisers.

We don't train on your conversations or share them with any criminal or government (redundant?) who asks for them.

• Text, image, video
• 230+ models
• Web, app, and API

Unrestricted intelligence for today's sovereign individual, whether human or agentic.

Try for free at https://t.co/MtRCdjvV1s

[a16z crypto @a16zcrypto]

https://t.co/5HWCyID7R0

[Samir Singh @samirsingh]

Awesome read if you’re interested in blockchain payment rails.

[Gap | Suby @gaspardlezin]

https://t.co/lQ5qpm405B

[Samir Singh @samirsingh]

@awrigh01 Enjoyed this.

How do you know this statement is true?

“They are the first systems we have ever built that can read a paragraph of statutory text, an evolving fact pattern, and a precedent, and produce a structured output that is good enough most of the time to act on.”

[Samir Singh @samirsingh]

💪🏽

[Anthony Moro @anthonymoro111]

Hate the picture but love the article. Thanks to @CoinDesk and @sndr_krisztian for covering the launch of @NUVAFinance. Combining world-class financial assets from @Figure and others with the Web3 community building capabilities of @animocabrands Brands is a total game changer.

I had the incredible opportunity to help grow the ADR business into a $1 trillion asset class at @BNYglobal. This moment in Web3 feels very similar to those early days.

[Samir Singh @samirsingh]

Great illustration of an alternative economic model for accessing AI compute, enabled by blockchain and digital assets.

[Erik Voorhees @ErikVoorhees]

DIEM & VVV tokenomics...

• 1 DIEM = $1/day of daily renewing AI compute credits, spendable on any model from Qwen to Opus 4.7 to Grok to Nano Banana via Venice (app or api)

• As demand for AI compute rises, DIEM is bid up. Supply is very constrained (see DIEM price chart below since inception last fall).

How does this relate to VVV?

• VVV has the exclusive right to "print" DIEM, which locks the VVV until DIEM is paid back (and thus burned).

• Every VVV holder basically has a growing pile of instant cash/liquidity, because at any time they can lock some or all of their stash and get DIEM to sell on the market.

• Thus as AI compute demand rises, DIEM price rises, and temptation to lock up VVV and mint DIEM grows.

• Fundamental to DIEM's design, is the "mint curve." This defines an exponential curve specifying the rate at which VVV can be locked to mint 1 DIEM.

• The higher the DIEM supply goes, the further up this curve we go, meaning exponentially more VVV must be locked for a marginal increase in DIEM.

• This keeps Venice's liability constrained (remember each DIEM is a liability to Venice, which must provide $1/day of compute)

• And this also means an increasing amount of VVV is taken out of supply and locked up until some day in the future if DIEM is paid back.

In the image below, price of DIEM has risen gradually along demand for AI compute at Venice, and the tan portion of the VVV bars shows the locked supply, rising from ~5m in Nov to ~9m today.

For that VVV supply to ever unlock, DIEM must be bought back and burned... but doing so raises DIEM price and thus tempts more VVV back into locked position.

Equilibrium is hereby established and both VVV and DIEM price should ultimately correlate a) to demand for AI compute generally and b) to quality of Venice's AI compute offering specifically.

[jack @jack]

https://t.co/jgZkBvYOPt

[Samir Singh @samirsingh]

Couldn't agree more @singhabhinav. And it's not just orchestration infrastructure generally but infrastructure that specifically integrates traditional financial rails and blockchain rails. As large scale fintechs adopt this infrastructure stablecoin TVL will increase even more rapidly. The positive feedback loop then really kicks in. Exciting time to be building in the space.

[Samir Singh @samirsingh]

Wild indeed.

[Haseeb ＞|＜ @hosseeb]

This is wild. Google Research demonstrates a ~20x more efficient implementation of Shor's algorithm that could break ECDSA keys within minutes with ~500K physical qubits.

Google is now are more confident on a 2029 post-quantum transition. We are no longer looking at mid 2030s, we could have quantum computers of this scale by the end of the decade.

They believe this result is so severe that they are not publishing the actual circuits. They instead published a ZKP proving that they know of the quantum circuit with these properties. This is very atypical, showing Google thinks this is serious shit.

All blockchains need a transition plan ASAP. Post-quantum is no longer a drill.

[Rebecca Rettig @RebeccaRettig1]

Very apt discussion by the inimitable @DrNickA about the specific features that make a network an actual *blockchain* versus a permissioned database -- especially good read given the timeline rn ⬇️

[Nick @NickPlaysCrypto]

I have 56 $DIEM staked on @AskVenice

1 $DIEM staked gives you $1 worth of AI inference usage per day.

56x30=$1680 worth of AI inference per month.

I do not pay a cent. I can use claude opus 4.6 all day with this.

The underlying asset continues to go up. I invested under 10k

My openclaw agent automations all run off this.

[Samir Singh @samirsingh]

You say “markets are efficient” and miss that this is the point entirely. Figure is building markets and doing it with blockchain infrastructure to increase efficiency and decrease risk. To do that, you need a high quality starter asset (HELOC, check). Next you need compliant infrastructure (again, check, see Provenance blockchain and YLDS which is the *only* yield bearing stable registered with SEC); see also Figure Markets and DemoPrime ($340M in Solana TVL funding US mortgage lending from cold start ~120 days ago), see also OPEN (for Public Equities). FIGR is creating onchain markets. Does it have competition? Yes. But it isn’t HELOC originators. (Disclosure: I’m a founder building on Provenance).

[Samir Singh @samirsingh]

Good stack list. Wrappers are optional and hide risk (who administers the wrapper? What’s actually in it?) so direct tokenization removes the wrapper layer. I’d also add liquidity, leverage, and yield mechanisms that the tokenized “primitive” enables access to as part of the stack. Without that, why invest?

[Samir Singh @samirsingh]

Great explanation of vaults from @ZeusRWA. Multi-asset vaults are an important part of our vision at @vestaequityvpm.

[Zeus 🇬🇧 @ZeusRWA]

https://t.co/qwByke9vzD

[Samir Singh @samirsingh]

😂

[_gabrielShapir0 @lex_node]

someone close to me told me "Gabe, don't do it, you'll actually grind hard and try to build something. A real founder just spins a narrative, creates a token, dumps it to oblivion, and retires to the Maldives. You're a smart guy. But you're just not that scammy."

That stuck with me. For a decade.

He was right. I am poor.