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12 weeks, 5 teams, Demo Day complete Wintermute Construct's first cohort just presented what they've built From 300+ applications, these teams were chosen for their ambition and conviction Watch their pitches: 00:13: RPS AI: Onchain asset management and liquidity engine for Solana 04:03: Caliber Money: Non-custodial neobrokerage unifying crypto...

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Wintermute

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38,184 次观看 • 10 个月前 •via X (Twitter)

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My conversation with Rob Hadick ＞|＜. As General Partner at Dragonfly, Rob has one of the clearest views on how blockchain is evolving from speculative crypto into the actual infrastructure of global capital markets. In this episode we dig into why finance, payments, asset issuance, and markets are the only parts of crypto that are truly scaling and how the industry is quietly becoming TradFi’s onchain upgrade. We spend a lot of time mapping traditional capital markets primitives directly onto blockchain rails and examining where value is actually going to accrue as tokenization, stablecoins, and onchain trading mature. At the center of the conversation is the belief that blockchain is no longer building a parallel financial system it is becoming the settlement, issuance, and trading layer for the existing one, while crypto itself settles into a more mature “capital markets +” phase focused on real assets, institutional flows, and sustainable business models. We discuss: - The current state of crypto as capital markets infrastructure and the decline of pure speculative narratives - Why finance, payments, and tokenization are winning while most other crypto applications struggle - The architectural parallel between traditional capital markets and on-chain systems - Tokenized assets = Securities - Stablecoins = Cash / settlement - DEXs & on-chain venues = Exchanges - Prediction markets = Information markets - Why institutions are moving on-chain and what they actually want (control, privacy, segregated markets) - Token vs equity: where value accrues in a non-Clarity Act world - The mass extinction event in crypto VC and why Dragonfly is doubling down on financial infrastructure - Stablecoins, RWAs, and the real path to “tokenization of everything” - Prediction markets (and why Polymarket matters) as the next interface layer - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of Crypto as Capital Markets 2:00 – Why Speculative Narratives Are Fading 7:00 – Finance, Payments & Tokenization as the Only Scaling Verticals 12:00 – Institutional Adoption & What Wall Street Actually Wants 18:00 – Token vs Equity Value Accrual 25:00 – Blockchain as the New Settlement & Issuance Layer 35:00 – Prediction Markets, Information & the Next Interface 45:00 – Crypto VC Consolidation & Dragonfly’s Thesis 55:00 – Real-World Assets, Stablecoins & On-Chain Markets 1:05:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

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45,906 次观看 • 24 天前

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DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion

MR SHIFT 🦁

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Crypto has been walled off from the real economy for years. That's changing. Eddy Lazzarin ☀️ joins Sonal Chokshi and Robert Hackett to break down why crypto is entering a completely different phase, and what gets built once the rules finally catch up to the technology. 00:00 Intro 01:25 What it means to be a GP 02:00 Consensus vs. non-consensus bets 04:27 Network tokens and the CLARITY Act 09:35 Revenue, value capture, and network-token business models 21:18 Stablecoins as crypto’s first killer app 28:52 Engineer-philosopher mindset 39:04 Intellectual influences 52:40 Eddy’s path to crypto 01:03:15 The exuberant adoption phase of AI 01:14:38 Being "pro–AI psychosis"

a16z crypto

52,107 次观看 • 3 个月前

“It’s not sufficient to bring the asset on-chain. You must transform it into a form that the on-chain investor is happy to embrace.” As Richard G Brown explains, there is already a large and growing pool of capital on-chain, held in stablecoins, crypto treasuries, and by investors who have made money in crypto. This capital runs into the hundreds of billions globally, and it’s increasingly looking for real yield and institutional-grade assets. These allocators don’t want to move back into the old world of legacy custodians or traditional settlement processes. Their liquidity needs, access requirements, investment sizes, and jurisdictions differ from traditional buyers - and they expect assets to meet them where they already are: on-chain. That’s why the challenge isn’t simply tokenising an asset. It’s reshaping it so on-chain investors can use it, trade it, and exit it in ways consistent with their market structure. A powerful insight from Richard Gendal Brown’s conversation with Future of Finance (FOF), and a clear signal of where institutional digital assets are heading. Watch the full podcast here: Want to learn more about what R3 is bringing to Solana? Catch Richard on stage at SolanaConf Breakpoint, 11-13 December.
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“It’s not sufficient to bring the asset on-chain. You must transform it into a form that the on-chain investor is happy to embrace.” As Richard G Brown explains, there is already a large and growing pool of capital on-chain, held in stablecoins, crypto treasuries, and by investors who have made money in crypto. This capital runs into the hundreds of billions globally, and it’s increasingly looking for real yield and institutional-grade assets. These allocators don’t want to move back into the old world of legacy custodians or traditional settlement processes. Their liquidity needs, access requirements, investment sizes, and jurisdictions differ from traditional buyers - and they expect assets to meet them where they already are: on-chain. That’s why the challenge isn’t simply tokenising an asset. It’s reshaping it so on-chain investors can use it, trade it, and exit it in ways consistent with their market structure. A powerful insight from Richard Gendal Brown’s conversation with Future of Finance (FOF), and a clear signal of where institutional digital assets are heading. Watch the full podcast here: Want to learn more about what R3 is bringing to Solana? Catch Richard on stage at SolanaConf Breakpoint, 11-13 December.

R3

21,554 次观看 • 9 个月前

The real power of tokenization isn't just the asset itself. But also what people build on top of it. 🔧 In our latest Apyx Alpha, xStocks Global Head Val joins us to discuss why tokenized assets like $STRCx could become the foundation for an entirely new generation of financial products. From tokenized equities and digital credit to onchain yield strategies, vaults, and portfolio management, we explore what becomes possible when traditional assets become programmable. Timestamps: • 02:04 Why tokenization failed the first time • 05:50 RWAs as programmable financial Lego pieces • 06:19 How protocols can build yield engines using STRCx • 08:00 Why liquidity, not tokenization, is the real unlock • 10:43 New products emerging from tokenized assets • 11:12 Why yield is becoming the dominant RWA use case • 13:01 The rise of a global market for yield • 17:09 The future of onchain portfolio managers • 19:23 Tokenized ETFs vs building funds directly onchain • 20:17 Why crypto can innovate faster than TradFi If $STRC is digital credit, $STRCx may be what makes digital credit composable. Watch the full episode. 👇
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The real power of tokenization isn't just the asset itself. But also what people build on top of it. 🔧 In our latest Apyx Alpha, xStocks Global Head Val joins us to discuss why tokenized assets like $STRCx could become the foundation for an entirely new generation of financial products. From tokenized equities and digital credit to onchain yield strategies, vaults, and portfolio management, we explore what becomes possible when traditional assets become programmable. Timestamps: • 02:04 Why tokenization failed the first time • 05:50 RWAs as programmable financial Lego pieces • 06:19 How protocols can build yield engines using STRCx • 08:00 Why liquidity, not tokenization, is the real unlock • 10:43 New products emerging from tokenized assets • 11:12 Why yield is becoming the dominant RWA use case • 13:01 The rise of a global market for yield • 17:09 The future of onchain portfolio managers • 19:23 Tokenized ETFs vs building funds directly onchain • 20:17 Why crypto can innovate faster than TradFi If $STRC is digital credit, $STRCx may be what makes digital credit composable. Watch the full episode. 👇

Apyx

12,270 次观看 • 3 个月前

Today, we're excited to announce Tally's Series A funding of $8 million to scale the software layer for onchain organizations and help protocol tokens accrue value. What began as a DAO governance tool has evolved into the most widely adopted software stack for onchain organizations. Tally powers infrastructure for leading organizations across Ethereum and Solana — including Arbitrum, Uniswap DAO, ZKsync, Wormhole, , Obol, and many more. With over 1 million active users and $1 billion moved using our tools, winning teams use Tally to support every phase of their onchain journey: • Launch: distribute tokens and onboard users • Operate: manage treasuries and govern protocols • Grow: accrue value and create token utility Tally launched in 2020. We are grateful to have built through the ups and downs of the last 5 years, and we haven't been on this journey alone. We want to thank our users, partners, and investors including: AppWorks, 1kx, , , Placeholder, BitGo, Lemniscap, Castle Island Ventures, and Bloccelerate VC. Tally is building the future of software onchain. To learn more about how we can help your organization, please reach out. We would love to chat.
0:44

Today, we're excited to announce Tally's Series A funding of $8 million to scale the software layer for onchain organizations and help protocol tokens accrue value. What began as a DAO governance tool has evolved into the most widely adopted software stack for onchain organizations. Tally powers infrastructure for leading organizations across Ethereum and Solana — including Arbitrum, Uniswap DAO, ZKsync, Wormhole, , Obol, and many more. With over 1 million active users and $1 billion moved using our tools, winning teams use Tally to support every phase of their onchain journey: • Launch: distribute tokens and onboard users • Operate: manage treasuries and govern protocols • Grow: accrue value and create token utility Tally launched in 2020. We are grateful to have built through the ups and downs of the last 5 years, and we haven't been on this journey alone. We want to thank our users, partners, and investors including: AppWorks, 1kx, , , Placeholder, BitGo, Lemniscap, Castle Island Ventures, and Bloccelerate VC. Tally is building the future of software onchain. To learn more about how we can help your organization, please reach out. We would love to chat.

Dennison

90,960 次观看 • 1 年前

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency
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In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency

Y Combinator

107,800 次观看 • 5 个月前

Real-time world models represent a fundamental shift in AI. reactor is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders Alberto and Bryce Schmidtchen joined us last week on The Investment Memo, hosted by Partners Bucky Moore and Amber Yang, to talk about the era of world models. The conversation centered around the infrastructure Reactor is building, why real-time models are the edge right now, and current use cases for the product. Alberto and Bryce agreed that world models are shaping the way simulations are created, and that developers need a streamlined platform that can support their ideas. We believe Reactor is positioned to be at the frontier of research into real-time generative models. We look forward to seeing how these models apply across industries. Chapters 00:00 Introduction & Overview of Reactor 01:08 Meet the Hosts & Founders 02:18 The Origin Story: From 3D Assets to World Models 05:07 Real-Time Video Applications Across Industries 06:55 The Open Source World Model Explosion 07:23 Why Infrastructure Is the Opportunity 08:42 Parallels to Past Technology Waves 09:51 Bridging the Research-to-Production Gap 13:13 What Developers Are Building with World Models 16:41 Lessons from Luma AI 18:23 What Apple Vision Pro Taught Bryce About Real-Time Systems 20:48 Company Values & Team Culture 22:40 Series A: What the Capital Unlocks 24:13 Reactor's Five-Year Vision 26:09 Closing Remarks
26:35

Real-time world models represent a fundamental shift in AI. reactor is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders Alberto and Bryce Schmidtchen joined us last week on The Investment Memo, hosted by Partners Bucky Moore and Amber Yang, to talk about the era of world models. The conversation centered around the infrastructure Reactor is building, why real-time models are the edge right now, and current use cases for the product. Alberto and Bryce agreed that world models are shaping the way simulations are created, and that developers need a streamlined platform that can support their ideas. We believe Reactor is positioned to be at the frontier of research into real-time generative models. We look forward to seeing how these models apply across industries. Chapters 00:00 Introduction & Overview of Reactor 01:08 Meet the Hosts & Founders 02:18 The Origin Story: From 3D Assets to World Models 05:07 Real-Time Video Applications Across Industries 06:55 The Open Source World Model Explosion 07:23 Why Infrastructure Is the Opportunity 08:42 Parallels to Past Technology Waves 09:51 Bridging the Research-to-Production Gap 13:13 What Developers Are Building with World Models 16:41 Lessons from Luma AI 18:23 What Apple Vision Pro Taught Bryce About Real-Time Systems 20:48 Company Values & Team Culture 22:40 Series A: What the Capital Unlocks 24:13 Reactor's Five-Year Vision 26:09 Closing Remarks

Lightspeed

144,942 次观看 • 2 个月前

Crypto wallets are no longer just wallets. They’re the front door to a decentralized internet. In this episode, Phantom CEO Brandon Millman joins a16z crypto Investment Partner Jay Drain and host Robert Hackett to unpack how crypto wallets are evolving into full-blown consumer finance platforms — and why they may be the most credible candidates to become the internet’s next super apps. We explore Phantom’s journey from a Solana-first wallet to a multi-chain platform, why wallets are uniquely positioned to win trust around money, and how features like onchain trading, perps, social feeds, prediction markets, and payments are reshaping what people expect from a consumer finance app. The conversation also dives into: - Why starting with finance may be a better path to a super app than starting with social - How Phantom thinks about UX, trust, and security in crypto - The rise of perpetual futures (perps) and prediction markets - What the FTX collapse meant for Solana — and the counterintuitive silver lining - Whether AI agents could one day replace apps and browsers If you’re curious about where crypto, fintech, and consumer apps are headed next — and why wallets may become the most important interface on the internet — this episode is for you. with Brandon Millman jay Robert Hackett
1:22

Crypto wallets are no longer just wallets. They’re the front door to a decentralized internet. In this episode, Phantom CEO Brandon Millman joins a16z crypto Investment Partner Jay Drain and host Robert Hackett to unpack how crypto wallets are evolving into full-blown consumer finance platforms — and why they may be the most credible candidates to become the internet’s next super apps. We explore Phantom’s journey from a Solana-first wallet to a multi-chain platform, why wallets are uniquely positioned to win trust around money, and how features like onchain trading, perps, social feeds, prediction markets, and payments are reshaping what people expect from a consumer finance app. The conversation also dives into: - Why starting with finance may be a better path to a super app than starting with social - How Phantom thinks about UX, trust, and security in crypto - The rise of perpetual futures (perps) and prediction markets - What the FTX collapse meant for Solana — and the counterintuitive silver lining - Whether AI agents could one day replace apps and browsers If you’re curious about where crypto, fintech, and consumer apps are headed next — and why wallets may become the most important interface on the internet — this episode is for you. with Brandon Millman jay Robert Hackett

a16z crypto

44,872 次观看 • 8 个月前

Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports P and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana 👇 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket — what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket — it sits on top 17:05 - How it works mechanically 18:43 - Making YC history — the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami
28:50

Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports P and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana 👇 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket — what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket — it sits on top 17:05 - How it works mechanically 18:43 - Making YC history — the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami

MCG

32,573 次观看 • 4 个月前

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future
42:02

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future

Raoul Pal

154,282 次观看 • 1 年前

🌋 Breaking: The WEF is now projecting $867 trillion in global assets will move onchain. The WEF is talking about 867 trillion dollars worth of assets that are expected to be tokenized over time. That number touches everything. Real estate, stocks, bonds, commodities, payments, trade…..the entire financial system. The pieces being put in place: • Chainlink released a major breakdown on the shift to an onchain economy, along with integrations across SWIFT, DTCC, Mastercard, Euroclear and more • The IMF published a full framework for stablecoins and digital money • Over 20 countries signed a joint agreement on property transparency • European banks are preparing for tokenized deposits and crypto services • The UK passed a law formally recognizing digital assets as personal property • Hedera continues rolling out real-world integrations, government pilots and enterprise tooling • Archax executed the first onchain ETF trade on Hedera • XRP ETF inflows growing • Australia’s AP+ and central bank pilots are testing digital money on Hedera mainnet • And across the board, networks and platforms like XRP, HBAR, LINK and QNT are being used as actual infrastructure, not speculation A few years ago, any one of these headlines would have carried the entire crypto space for months. Now it’s happening every single day. We are part of the less the 1% that realizes the entire world is shifting to onchain rails.
21:53

🌋 Breaking: The WEF is now projecting $867 trillion in global assets will move onchain. The WEF is talking about 867 trillion dollars worth of assets that are expected to be tokenized over time. That number touches everything. Real estate, stocks, bonds, commodities, payments, trade…..the entire financial system. The pieces being put in place: • Chainlink released a major breakdown on the shift to an onchain economy, along with integrations across SWIFT, DTCC, Mastercard, Euroclear and more • The IMF published a full framework for stablecoins and digital money • Over 20 countries signed a joint agreement on property transparency • European banks are preparing for tokenized deposits and crypto services • The UK passed a law formally recognizing digital assets as personal property • Hedera continues rolling out real-world integrations, government pilots and enterprise tooling • Archax executed the first onchain ETF trade on Hedera • XRP ETF inflows growing • Australia’s AP+ and central bank pilots are testing digital money on Hedera mainnet • And across the board, networks and platforms like XRP, HBAR, LINK and QNT are being used as actual infrastructure, not speculation A few years ago, any one of these headlines would have carried the entire crypto space for months. Now it’s happening every single day. We are part of the less the 1% that realizes the entire world is shifting to onchain rails.

King Solomon (Ryan Solomon)

21,620 次观看 • 9 个月前