CK

@ThinkingUSD @limitedgrouphq

What's the best way to offramp stables right now?

@DeanEigenmann @Rashan in

me and @Rashan were thinking about doing a book club around finance books, thinks World for Sale, Barbarians at the Gate & Den of Thieves would anyone be interested in this?

@martinmartinmro @OpenAI Miso been a game changer for my travel. Hard to imagine booking travel without it now!

Frontier models like @OpenAI publicly avoided booking travel for a reason. I founded miso.com - $2,000,000+ booked. 200+ founders, athletes, and creators. 1 thread in iMessage. All in beta. Here’s what’s different: • We actually know you, from avoiding flights at 8 AM to finding Starlink flights, down to what breed your service dog is. We weigh out the options between points and cash, making sure every loyalty, credit, and reward is working for you. • 24/7 support. No random fees, no charges for changes. We're the first to integrate legacy infrastructure with LLMs to deliver concierge-grade service at scale. Modify, rebook, or cancel at any time. • We literally give you back money for hotels, referrals, and every milestone you hit. Search is the wrong abstraction. We built a tool to just do it for you. We're now opening it up to the public. join.miso.com

Mainnet is coming soon! We’re opening 100 spots in the telegram before the release reply and retweet if you want in 👀

@based16z CAC about to go through the roof for all these platforms

@pappageorge @dvasishtha Have done a fair amount in EM thus far and will continue to increase that activity. Happy to chat

@dvasishtha I'd talk to @ChristianKaz_

Who are the best fund of funds or institutions investing in EMs?

Introducing Onchain Group (OG). After leaving Coinbase, I spent time reflecting on what was actually worth working on. My background was as a venture investor — pattern matching, working with founders, and figuring out what’s coming next. What I realized, though, was that the most energizing part wasn’t investing. It was working with teams to define strategy and bring the right transaction into existence, like architecting the Coinbase <> Morpho deal — a new kind of onchain alliance that combined product, capital, and distribution to create an entirely new category and market. It made me wonder: was this a one-off, or the start of something new? Having been in crypto for nearly a decade, this is the most dynamic the space has felt. Onchain products are becoming real businesses, tokens are becoming real assets, and regulatory clarity is opening up an entirely new design space — introducing a new class of capital structuring opportunities. Over the past year, working closely with founders, it became clear that this wasn’t a one-off, but the first of many. The opportunity design space is just beginning — from tokens turning on fees, to restructurings, to equity-like conversions, to acquisitions and distribution partnerships involving tokens. Teams are realizing that getting this right is no longer optional. As onchain products mature into real businesses, taking ambitious steps toward the right capital structure becomes a requirement — and the market is beginning to reward those who do it well. In our conversations with builders, investors, and stakeholders over the past year, it became clear that nobody was exploring this area the right way — with an early-stage mindset, cryptonative intuition, and institutional rigor all at once. So we started Onchain Group. OG exists to define and execute the transactions that create new markets and shape this new system. If crypto is the software upgrade to finance, then capital structure needs to evolve alongside it — requiring ambitious strategy and creative execution.

@UnderSecE Best ways to get compute businesses involved? Working with several international but US aligned companies trying to do this in different countries (ie Argentina, etc)

This is what allied Al sovereignty at scale looks like. A U.S. company, a trusted Korean partner, 250 megawatts of sovereign compute—owned by the nation that needs it, built on the alliance that makes it possible. The countries that will define the future of AI governance are the ones building the infrastructure now. America's job is to make sure our allies are building it with us. The AI Export Program is on a roll. 🇺🇸 🇰🇷

With the way things are going, the new bicoastal status symbol will be: SF <> MIA and not LA <> NYC.

@masonnystrom @yellowcard_app @limitedgrouphq

The top high growth, private stablecoin companies today (based on my subjective input, no specific order, no tokens, payments/stables as primary rev driver) - ARQ/DolarApp - Redot Pay - Felix Pago - Rain - Reap - Nomad - M0 - Agora - Coinflow - Mesh - MoonPay - OpenFX Who am I missing?

@artemis got to throw @limitedgrouphq in here.

The Neobanking Market Map

@0xSisyphus x.com/i/status/20191…

Due to the rate of change, a lot of AI companies will probably end up looking like crypto projects: not existing in a few years, but making early investors and employees wealthy along the way The only good way to participate is seeding and selling on big fundraises

(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. brandonkumar.substack.com/p/the-machiner…

All these AI Lab fundraises are quite reminiscent to the L1 / L2 era fundraising from crypto. Wouldn't be surprised if some of these Labs follow same path as the crypto foundations did and become silent hedge funds, but potentially better given better data and modeling.

@gmoneyNFT TINA

End of the day, there’s only one way out. It doesn’t matter who the chairman is.

In 2025, we clocked over a billion transactions.. That’s millions of Indians trusting us with something deeply personal to them, their finance, their trust and their hope.. The first 5 was the foundation.. the real impact will start now.. @misbahspeaks @JarAppHQ

@nic_detommaso Got to add @thirdprimevc in here

Finding funds that 𝑡𝑟𝑢𝑙𝑦 invest in pre-seed is hard. Here's a list of some I know do A LOT of pre-seed (add to comments): Hustle Fund Everywhere Ventures Pear VC Antler Wonder Ventures Forum Ventures Precursor Ventures Wischoff Ventures Nido Ventures Plug and Play Tech Center Gaingels Amplify LA Dorm Room Fund MBA Ventures Unshackled Ventures Torch Capital Rally Cap Cortado Ventures LvlUp Ventures Ganas Ventures Symphonic Capital Alpaca VC Deciens Capital Afore Capital The Council GoAhead Ventures Barrel Ventures Enzo Ventures Redbud VC Next Wave NYC f7 Ventures Recall Capital Launch Factory Kiplin Capital Better Tomorrow Ventures Incisive Ventures Boost VC Outlander VC XRC Ventures Basis Set BoxGroup What are others?

@moonsandhues 🔥