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investing @MechanismCap excited to be on the VC team alongside leading investors in the space

@JacklouisP exquisite

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇

@bipashasen31 Congrats Bipasha!

It feels nice to share something you've put so much work into.

@zardotapp @business @tmnsky @sebscholl inevitable

Bloomberg @business Exclusive: Andreessen Horowitz Backs Startup Exploring Stablecoins in Pakistan bloomberg.com/news/articles/…

@zardotapp @a16zcrypto @dragonfly_xyz @vaneck_us @cbventures congratulations!

ZAR has raised $12.9 million to bring ROCK. SOLID. DOLLARS. to the Global South 💵🌍 Led by @a16zcrypto, with @dragonfly_xyz, @vaneck_us, @cbVentures, and Endeavor Catalyst. 🧵👇

The SWAP distribution is now complete. The SWAP CA is: 0x03832767BDf9A8EF007449942125Ad605aCfADb8 Liquidity will be added first on HyperSwap, on the HyperEVM in 30 minutes from now at 8:30 p.m. UTC. Then, the token will be launched and linked on HyperCore.

@HyperSwapX gib

20th of October

@rongplace You should share your telegram username in you bio!

If I don’t reply fast enough I’m at war with my Telegram so please bump your message, 1400 soldiers fighting in my DMs..

@rongplace completely unrelated but love your new profile pic!

A great piece of research from our friends at Delphi

@murat_ontop incredibly good quote

Tomorrow, it will become clear what the one walk is.

@PlasmaFDN wen Netflix series @rongplace

Stablecoins are global money.

@PlasmaFDN absolute chads

@rongplace The greatest of them all

this is a great post

@OvidiuPublius @Keisan_Crypto gud analysis

1/n Trade idea/valuation attempt for $AVNT, utilizing some concepts borrowed from @Keisan_Crypto in his HYPE analyses. tl;dr current: Price $0.44 re-rate: Price range: $0.92 – $1.15 bull: Price range: $1.72 – $2.06 super bull: Price range: $3.44 – $4.02

@rongplace @usmannk @PlasmaFDN same

@usmannk @PlasmaFDN feeling incredibly safe now

Personal announcement: I’m joining @PlasmaFDN as Head of Protocol Security. Stablecoins are the future of money. Anyone with an internet connection can use them. If stablecoins are going to form the foundation of a thriving economy, we have a lot of work to do to make sure people can use them safely and securely. Crypto has often felt like the wild west. That energy helped early builders. But now we are at the stage where eyes are on us to do things right. Security must be prioritized more than ever to bring billions of people and trillions of dollars onchain. I view security as a layered puzzle across people, infrastructure, and process. Each level is critical to reliable operations. In crypto, mistakes are measured directly in dollars and often come from customer funds. That makes security incidents existential. Traditional banking faces similar risks, but centralization and permissioned environments make clawbacks possible. In an open, permissionless financial system we don’t have that privilege. I am joining Plasma to help ensure these transparent, efficient payment rails are secure and can scale safely to bring the world onchain. Trillions.

The total market cap of private robotics companies (~$70-$100B) is not much larger than the market cap of Pokemon cards ($20-50B) You cannot be allocated enough to robotics sector growth

global innovation cycles proved that every few decades you have the opportunity to invest in a new 0->1 industry. In 2010s it was crypto, now it's embodied AI / robotics the asymmetry of investing in humanoids makes me feel like crypto did when I first joined the industry and @Apptronik is the most interesting deal I've ever worked on

@murat_ontop king Murat

I'm excited to share that I’ve joined Plasma as Head of Product, to make stablecoins everyday money with simplicity, safety, and access in mind. My journey in crypto began in 2017 at RBC, where I prototyped a centralized exchange while spending weekends at early ETH hackathons. I later joined Coinbase to work on the first version of Coinbase Wallet. Since then, wallets and key management have evolved dramatically with passkeys replacing seed phrases, smart accounts enabling gasless actions, and the introduction of human-readable confirmations. Now it is finally possible to build consumer-grade global apps on open rails. Growing up in Turkey, I saw how inflation and lira volatility shaped lives. Families and businesses turned to stablecoins for stability. The lesson was clear: permissionless rails alone are not enough. Distribution, product, and trust matter most. As co-founder and CTO of BiLira, issuer of TRYB, I saw how digital dollars helped people protect savings, cut remittance costs, and pay suppliers with less friction. Emerging markets benefit first and most from stablecoins. At Plasma, our mission is to put stablecoins into the hands of billions who are excluded from core financial services. We are building the payment rails that will underpin the new global financial system. The opportunity is massive. The need is urgent. And the time is now. Trillions.