3P

OK, CTO?

The Ethereum Security QF round is almost over. Less than 2 days left to discover and support the teams working behind the scenes to make Ethereum safer for everyone. 👇 qf.giveth.io/qf/ethereum-se…

Buy Bitcoin. Buy Ethereum.

.@hackerhouses is running it back ahead of Breakpoint 2026 in London. This November, builders takeover the capital for 12 days. 🇬🇧

60+ tokenized stocks & ETFs are now LIVE on PancakeSwap via @xStocksFi on @BNBCHAIN 🥞 Trade real-world assets onchain through PancakeSwap X. ✅ 24/5 markets ✅ Gasless ✅ Best-execution routing ✅ MEV-protected Welcome to the onchain era of finance.

One wallet, all access.

🫶

We launched USVC yesterday and it was one of the most fun days of my career Thousands of people ended up subscribing for literally tens of millions of dollars While most of the reception was positive, there was some interrogation on a few important topics: 1 - The USVC fee structure 2 - The Investment Strategy 3 - Support for International Investors Let's talk about them The USVC Fee Structure If you have followed me for any amount of time, you'll know this is a personal topic for me. I've frequently complained about fees in financial services. From VC funds to wealth advisors, I've taken no prisoners in calling these out. The last venture capital fund I ran was the only VC fund I know of that raised more than 50M and didn't charge a penny of management fees. So how much does USVC actually charge and why it is so much? USVC costs 2.5% all-in to investors today There are some misconceptions based on reading our prospectus, including: - A 3% sales load Platforms that offer USVC could charge this if they wanted, but we don't. If you buy on USVC.com as everyone yesterday did, you pay no sales load. - Underlying fund fees Early investments from USVC have been in funds that have their own fees, and these fees are paid by USVC. However, these management fees are already included in the net expense ratio of 2.5%. In time, I'm planning to move a meaningful chunk of the portfolio to be direct investments in startups on the cap table which will have 0 underlying fees or carry. The 2.5% fee is inclusive of everything, including our management fee. - The advertised 3.61% today Right now, even though you pay 2.5%, it costs us 3.61% to service this product. There are two big reasons for this - the underlying fund fees (which we're working to improve with direct investments) and the fact that operationally running these types of funds is very expensive. We've decided to absorb the fees excess of 2.5% for at least the first year. During the time, we're going to make more efficient investments and wait for economies of scale to kick in on operational costs. Now... you may ask: isn't 2.5% still very expensive? The answer is... it depends. Top venture capital firms charge that just on their management fees, and force you to pay that for 10 years. And then they charge 20% of profits on top of that! We charge no carry on our direct investments at all, which makes this 2.5% fee attractive for the asset class. It's ironic to call this a cash grab when we are subsidizing this product out of our pocket to keep the fees in line I encourage everyone to go read the full disclosures and prospectus at usvc.com. Stay tuned for Part 2 later today on Investment Strategy

huh? that slowed for a long while, then it jumped yesterday?

Truth, love, and beauty are all pursued for their own sake, even if they make us worse off.

here's what the current @incubator cohort is cooking: @solomon_labs is helping stablecoin issuers route yield better @fractalsfi is helping depin networks scale by financing their power users (aka deployers) @CoralOS_ai lets you run multiple agents & models in a single workspace @SpoutFi provides 0% loans paid for by systematically mispriced options @TradeNeutral lets internet capital access the best hedge fund strategies thoroughly enjoyed meeting these founders. cliched to say but legit learnt something from each one. thanks for the invite @EmonMotamedi 🙌 incredibly bullish solana founders

This week on Enterprise Onchain 👇 → Hong Kong issues first stablecoin licenses to HSBC & Standard Chartered → Deutsche Börse Group puts $200M behind Kraken → Ondo Finance files with SEC to put equities on Ethereum → Six Swiss banks sandbox a digital franc on Ethereum → Invesco takes strategic stake in Superstate's $82.5M Series B Read here 👇 enterpriseonchain.substack.com/p/licensed-fil…

Hi! Getting a lot of questions on Pro plan rate limits, so I wanted to clarify a few things: - Your Pro $100 plan includes at least 10x Plus usage, till May 31 with the 2X usage boost. - Your Pro $200 plan includes at least 20x Plus usage, till May 31 with the 2X usage boost. This is also the SAME usage this plan had since the 2x promo in February; we previously didn't document this explicitly. Now to address the confusion. Our pricing page says "5x or 20x usage", and many of you very understandably took it to mean "10x and 40x" given then 2X usage boost. That's our fault. We mixed up two things in a confusing way on that page - (1) sharing that the Pro $100 launched with a 2x boost, making it 10x Plus till May 31 and (2) sharing that Pro $200 retained its 2x boost and sharing for the first time that this equates to 20x Plus. We're going to update our pricing pages to make this clearer. Sorry it wasn't as clear as it should have in the first place.🫥

Having a boss is crazy because it's like an agent for doing your job.

this one is special: we've been v deep in crypto x ai for the last 1.5 years and last 6 months we've been heads down building our dream idea: generative financial instruments 2 weeks ago, @adityashetts (lead of superteam) asked me: 'what's the best agentic engineering tool for solana' and tbh, there wasn't a single tool - there were lot of clis, mcps, and skills so we built this with a core idea: enabling anyone to ship v0 from idea to build to shipping - all using ai and yes, we've put our curation and taste to make it a really special builder experience the idea gen is just too awesome (it'll ask you hardest questions as a founder) (bet, you won't find a more comprehensive builder stack in crypto) huge s/o to the team (especially @0xsrinivasa) for building this end-to-end in 2 weeks and that too, along with the product we've been building for last 6 months it's all upto the community now🙏

Today we're launching nodefoundation.com/cryptopunks, a single page that brings the full story together. Whether you've held a Punk since 2017 or you're encountering the work for the first time, everything you need is in one place.

Our existing $200 Pro tier still remains our highest usage option. And as a thank you to our existing Pro users on the $200 tier, we’re extending our 2x Codex usage promo (until May 31st) and we’ve reset your Codex rate limits (yes, again).

Three million people are now using Codex weekly - up from two million a little under a month ago. Incredible to see the growth. Thank you to all of you and to the ecosystem we’re part of. To celebrate, we’re resetting rate limits so you can keep building, and we’ll reset them every additional 1M users until we reach 10M, so we can keep celebrating along the way. Enjoy and thank you!

Quiet quarter.

On whether AI helps attackers or defenders more