ryan 🌊

Today I’m excited to share that Surf has raised $15M to build the AI platform for crypto research and trading — led by @PanteraCapital with participation from @cbventures and @DCGco. Surf comes from a very simple idea: AI that actually helps you research, trade, and invest - starting with crypto.

3 coolest apps my friends vibe coded with @SurfAI actually you might have no idea why Surf even mattered until the end 👀 Surf 2.0 is coming. Very soon.

send me a pic if you see @SurfAI at GTC

@HappySean2845 @0xEvieYang @zk_bella @kevinlilili98 @DaiZeshi @0xfishylosopher ?

@0xEvieYang @zk_bella @kevinlilili98 @DaiZeshi @0xfishylosopher 黄毛CEO还是太显眼了😂

JE Labs在英伟达大会期间co-host的private event，圆满收官！开心能与新老朋友们相聚。 感谢大家能来，也感谢最夯的团队——Surf AI、Pantera一起筹备！@zk_bella @kevinlilili98 @DaiZeshi @0xfishylosopher 2026, catching waves, riding high🏄

thank you @Axel_bitblaze69 for the inspiration x.com/Axel_bitblaze6…

Last weekend, Surf hosted a #GTC side event in Palo Alto with @PanteraCapital and @JELabs2024. The room was filled with energy. Top-tier VCs, founders building the next wave, and some of the sharpest builders all in one room. And this is just the beginning! Big things are on the way. 🌊🌊🌊

very excited for tommorow.

research with @SurfAI

soon

@drewcoffman @PaulCaf @a16zcrypto congrats

i'm joining @a16zcrypto to shape their social strategy. crypto is the most interesting technology being built today, but most of the world still just doesn't get it. telling that story well requires long-term thinking from long-term believers, and a16z is the place to do it. couldn't be more ready for this one.

launching surf 2.0 next week! our team has being grinding so hard for last couple months to deliver the next generation product.

vibed a monitor that scores 12 protocols on whether their price has diverged from fundamentals (rev, TVL, fees) to flag under/overvalued tokens uses onchain data, AI sentiment analysis + more. built w/ Surf API + Claude Code

@ryanli が 今話題のステーブルコインを焦点に当て、JPYCに特化したカスタムダッシュボードをSurfAPI を使い作成。 @SurfAI の可能性は無限大。

what next level pain looks like

sometimes 81 year olds have insightful perspectives on AI Larry Ellison recently said something that resonated with me "training AI models on public data is the largest, fastest-growing business in history, but AI models reasoning on private data will be an even larger and more valuable business" i see this as recognition that frontier models are becoming increasingly commoditized because most are training on the same public datasets when you take that a level deeper, you realize what it really means is that the differentiation isn't in the base model anymore, but rather the orchestration, the domain-specific data, and specialization although crypto data is mostly public, gathering and making sense of it isn't as simple in other industries. it requires custom tools and context to make sense of what's real and what's noise yes, most AI can summarize a white paper or tell you what BTC is, but it can't pull onchain data, cross-reference wallet activity with social sentiment, and make sense of what all that actually means for you when using a non-specialized AI it will likely default to search to answer your question, meaning it might present you a malicious site since they don't have a dedicated database to tracking legit, credible crypto sites Ellison's thesis supports what we've been building toward: the edge will be in proprietary reasoning infrastructure and specialized data, not just more powerful base models that's exactly what we're bringing to crypto

another mental model is while tinkers love configuring and hosting local agents like claude code or openclaw, the mass will need a product that just works. this happened countless times in the past. you can host your blog server or use twitter. history repeats

a rare longer form brain dump about a shift that's happening in AI and how it informs how we're building Surf many AI companies are making a massive bet right now: whether to build for agents or humans the agent-first crowd is building for automation, launching skills and APIs that are composable but require configuration and a baseline level of technical understanding that many users still lack. the human-first crowd faces the opposite problem. they're creating interfaces that are easy to use but still can't autonomously execute the more complex tasks many users want done one frontier lab that's struck this balance well so far is Anthropic. by bringing technical, agent-first products like Claude Code to market alongside no-code, human-facing products like Cowork, they've shown that building for one user group doesn't mean neglecting the other another company that's taken a contrarian approach is Perplexity. while most AI companies have been racing to build better models, Perplexity has focused on what you build around them. their recent launch of Computer demonstrates that the most powerful part of an agentic system is often the orchestration, the data, and for human-facing products, how well you hide the complexity from the user this is something Surf has been doing since v1.0. under the hood we run multiple specialized agents, each using different models for the tasks they're best at. one model is better suited for interpreting onchain activity across wallets, while another is better at synthesizing narrative from social and market data. that's why we don't use a single model for all our agents crypto is one of the areas where orchestration matters most. operating in this industry requires access to real-time onchain data, specialized tooling, and domain-specific context that general purpose AI doesn't have with Surf 2.0, a non-technical analyst will be able to build custom dashboards without writing a line of code, while behind that interface the same data, APIs, and tools are completely accessible to agents running autonomous workflows. by designing Surf this way, we're replacing the need for multiple data sources and manual reasoning across technical analysis, social sentiment, onchain data, and project fundamentals for humans and agents alike my bet is that the companies doing the hard work of specializing for both user groups in industries where general purpose AI falls short will be the winners. that's what we're building for crypto

10pm saturday night & i'm up still coding worth it because took some time to hike with the surf bay crew today

Crypto intelligence is more relevant when it includes mindshare shifts, breaking news, & prediction markets in one view. Everything you need to know about a project is visible on our updated Cryptopedia. Check it with Universal Search. Here's MegaEth asksurf.ai/hub/project/me…