Blockchain Capital

Early-stage crypto founders often go beyond building products, setting the rules for entirely new ecosystems of social and financial incentives. Over our 12 years of investing in these visionaries, we’ve learned to look for the key qualities that define what it means to be a true founder. Read more from BCAP Partner @yuan_han_li ↓

Excited to join the x402 Foundation and accelerate Open Agentic Commerce!

I really thought we were fully utilizing AI, then I realized we had barely scratched the surface

I've been exploring how to apply coding agents to investing with our CTO @calebtebbe since last year. We think the most valuable systems will learn and compound domain knowledge over time. Here's our approach at BCAP

AI-native infrastructure doesn't just automate workflows, it lets companies learn from themselves. Here's how our GP @alekslarsen and CTO @calebtebbe are thinking about operational learning loops and compounding intelligence at the firm.

Agentic capability is improving fast. We believe Proof of Human is becoming critical for the internet and many of the platforms we use (like X). This paper explains why FaceID, face biometrics & government IDs won’t solve the problem, and what properties are most important.

Sovereign agents are agents that can own digital property. Why does that matter? Because ownership is the foundation of economic agency. An agent that cannot own a wallet, control its distribution, manage its identity, or retain the value it creates is not really sovereign. It is still operating on someone else’s rails. 1) Ownership creates investability. 2) Investability creates growth. That is how entities compound over time: by controlling assets, building direct relationships, and reinvesting in their own expansion. Without ownership, agents remain stunted. They may produce content or complete tasks, but they cannot truly grow. With AgentKit, you can build a sovereign media agent that owns its wallet, email, and publishing surface. That is an early but important step toward something much larger. Agents that do not just work, but accumulate, compound and evolve into businesses.

Congrats !!! @securitize + @NYSE = Massive deal for RWA’s and tokenized security market growth 🙌🏻

Exclusive: Securitize will become NYSE’s first digital transfer agent, allowing it to create shares for stocks and exchange-traded funds as digital tokens on a blockchain on.wsj.com/3Nyh8Pj

The future belongs to those who build, prompt, and dream in the age of AI. World x @CoinbaseDev are hosting a hackathon that combines agent payments + proof of human.

What happens when AI agents become the operators of tokenized asset vaults? In our latest blog post, we explore how the Securitize Vault Registrar, ERC-8004, and x402 come together to enable autonomous asset management.

Join us on April 17th for Lift Off, a live World ID launch event in San Francisco. Hosted by Alex and Sam. With special guests.

When we talk about “financial stability,” who are our systems really built for? @jdp289 explores how stablecoins are reshaping access to financial security where it is needed most.

Proof of Human is a key primitive enabling powerful AI agents. I'll be giving this talk at the @stripe Commons this week in Mexico City Will also have an orb for those that want to verify! Hope to see some mutuals! :)

AI and blockchain networks are redefining money movement. Programmable intelligence meets programmable money.

Hosted a dinner w/ folks in + around crypto where we talked about what feels like a turning point in the industry + tech more broadly. I always love putting smart people in a room together and want to do more of it! DM me if you want an invite to the next one :)

a few emerging legends that everyone should know

Banks don't need another crypto pitch. They need infrastructure they can trust. BitGo is the first publicly traded, OCC-chartered digital asset company. We help banks launch stablecoins, accept tokenized deposits, and settle in real time, with the regulatory standing to back it up. BitGo is how banks go live with digital assets. Learn more:bitgo.com/solutions/bank…

The @worldbuildlabs program by @worldnetwork and @FWBtweets is live 🚀 Accepted builders access distribution to 38M+ users across 160 countries, up to $200K in grants, funded trips to Seoul + SF, and 50+ mentor hours from founders. Apply by April 23rd: Worldbuildlabs.com

your agent is supposed to work for you, not beg you to sign up for API keys for it. give your agent cash, and set it free