Blockchain Capital @bcap
Partners to crypto builders since 2013 blockchaincapital.com Global Joined February 2015-
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Now available at @NYSE: Proof of Human for trusted financial transactions
Called it...
On the one hand, this is amazing. On the other, history suggests that meme-driven revenue tends not to be durable long term. Ethereum went through this, and so did Solana. The test for Robinhood Chain is whether it can turn this burst of speculative activity into something that
Welcome to the World One residency!
Welcoming @MattHoerl & @anshchopra_ as they start the World One residency today! Recommend following them as they will be building in public around proof of human! Thank you to the many people who applied so far! We have 3 remaining spots, can find more info here:
One of my bull cases for AI is that it will make uniquely human interactions 100X more valuable. - Ithaca acquiring Bumble - Longtime Endeavor/WME talent agency leader Ari Emanuel going "all in on live" with his new company, MARI - Rise of experiential retail The list goes on...
Today we announced an agreement to acquire Bumble. Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances. Bumble stood out. As intelligence becomes more abundant, we believe connecting with the
Congratulations to @trmlabs on the launch of Ardence! Proud to support a team building modern, AI-powered tools supporting private and public investigators.
Introducing ✨Ardence✨, TRM's AI investigation platform for all-source intelligence. Follow connections across sources, keep the source trail, and put investigator judgment at the center of the work. Learn more 👉 trmlink.info/4B0NENP
Boundless' late-night home base for founders is coming to SF! October 20th, from 8pm to 2am, during the Open Source AI Week. 📌 luma.com/boundlessflows…
Flow State Lounge is coming to SF 🌉 A late-night coworking base for founders + technical teams during Open-source AI Week Tues, Oct 20 · 8pm–2am · House of AI luma.com/boundlessflows…
Thank you for coming to Flow State in NYC. See you in SF during Tech Week!
Lawyer-and-investor perspective coming to @coinalts!
🎤 Thrilled to announce Joshua Rivera, Operating Partner & General Counsel at @bcap, as a @coinalts 2026 speaker! Joshua brings a rare lawyer-and-investor, founder-first perspective. Oct. 14 | 📍 Hyatt Regency SF 🔗 coinalts.xyz #CoinAlts2026 #BCAP #VC #CryptoLaw
Anchorage Digital is expanding its global footprint. USD accounts, available to eligible institutional clients through Anchorage Digital Bank N.A., are now also available through Anchorage Digital Singapore. It’s time to upgrade how you bank. We bring USD accounts, digital asset custody, global SWIFT wires, and 24/7 settlement onto a single platform. More ⬇️ okt.to/Sl4mOW Open an account: okt.to/Vvcr4K
Thank you to Brian Farber @CahillNXT for hosting us at Confluence 2026. @h_joshua_rivera discussed digital asset investing, where venture capital is headed, and how AI is reshaping the landscape, alongside @aaronqfu, @dbarabander, @LindsayxLin, and @ChristianL_opez
yes - the onchain gravity well is absorbing all assets x.com/jonah_b/status…
The Fastest Growing Market in Tech isn't AI x.com/i/article/2105…
One argument for these expert data markets being somewhat durable is that there’s a lot of really niche knowledge in the world. There are so many professions and specialties, like certain areas of medicine, where much of what you learn on the job is not yet written down. As a result, there may be a last-mile problem. Maybe we get the models 90% of the way there for some proffessions, but the last 10% is as hard as the first 90%. Then the same may be true for the next 1%, and the 0.1% after that. There will always be surface area the model hasn’t touched. So, in the limit, yes, the waterline on these models could be better than humans, but this regime where there is still useful data on the margins may persist. FWIW, I’m not taking a side yet on the durability of these markets. I’m more just thinking out loud. What do others think?
One question I have about the RL space: how durable are businesses built around expert-generated training data? There’s a strange dynamic here. If you recruit experts to train a model in a niche legal domain and the RL works, you may eventually no longer need those experts. In
Part of why crypto gaming hasn't taken off yet is the difficulty of developing great games, meaning you really needed to win the hearts of great game developers. Now that AI lets smaller teams build increasingly ambitious games at lower cost, it feels like a great time to build at that intersection. People are quick to write off entire categories in bear markets, but stronger property rights are a natural fit for games
It’s no secret that AI is getting really good at hacking, and financial infrastructure is the obvious target. Why? Because the purpose of most hacks is ultimately to steal money. So why not cut to the chase? One of the most obvious attack surfaces is agentic commerce. It’s still incredibly new, and unlike traditional software, AI is non-deterministic and vulnerable to things like prompt injection, hallucinations, etc. There’s a huge opportunity to build the security layer around it. Importantly, solving the security problem is probably a gating condition for agentic commerce adoption. People are not going to hand agents meaningful financial authority if hacks are happening everywhere. In that sense, the companies solving security are also expanding their own TAM by making the market itself viable. There’s plenty of historical precedent. Every major financial innovation, from credit cards to online banking, created new security risks and, in turn, new security companies and infrastructure to address them. And who better to take on this problem than the leaders in blockchain security? Crypto has been one of the most adversarial financial environments in the world, where the code you’re securing is often literally open source to attackers and successful exploits can directly unlock money. Awesome to see the leading crypto security team, @blockaid_, thinking about this problem. This will be an exciting one to follow.
1/ As consumer agents start to take off with Muse, Instinct, and others to come We wanted to build a tool that would help researchers understand what’s actually happening under the hood We were especially motivated by reports of Instinct losing users’ money Here’s a demo of
if anyone has experience “working full time” with any training data collection platform for RL (eg. Mercor, Handshake, AfterQuery), would love to chat with you!
Just read this piece from my alma mater about a post-training startup that a lot of students have been working for to make side money. I found it interesting. In some sense there's a dystopian element to it: students training their replacements. There's also an eerie similarity
introducing Sup[p]er Intelligence a private dinner series for founders (seed to series D) and senior execs shaping the future of AI first one is in NYC next week. table for 12 & 3 spots remaining. dm for an invite!
Great write-up on why and how the winning payment rails of the future may be determined by adoption in the densest and most global trading regions "The core insight here is that payment rails spread from counterparty to counterparty, and so I’d expect them to spread faster through industries and businesses with many trading relationships across different markets"
Why might the Pearl River Delta become an important node for stablecoin adoption? @yuan_han_li’s premise is that, like other network-effect businesses, payment rails spread through their users, so he expects them “to spread faster through industries and businesses with many trading relationships across different markets.” He goes on to explain why the Pearl River Delta, in particular, is an interesting geo to watch.
Delphi Digital @Delphi_Digital
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Deni_verguson🔰🔰... @DENI_VERGUSON
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Treanor Devlin Brown ... @TDBLaw
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wCVT88💎 @wwCelestial8V8
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Pantera Capital @PanteraCapital
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22.3M Followers 1K Following Sign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg
lucasvo ꩜ @lucasvo
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