Neil

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Neil

Neil

@neilhar

co-founder & GP @mf__xyz || former @aptos, grandmaster ER @usbgf

New York, NY Katılım Eylül 2013
695 Takip Edilen37.2K Takipçiler
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Neil
Neil@neilhar·
I’m back and excited to share Maximum Frequency Ventures inaugural $50m fund with the world. MFV was built as an evolution to venture capital in crypto. CT is quick to dunk on VCs, often rightfully so, but venture capital remains still one of the strongest forces for good in this industry. @moshaikh @alextang @jerome_ and I built MFV as a vehicle designed to support founders to build generational companies while we remain in the trenches with them. Supporting builders was the best part of working at Aptos - seeing hungry founders grind and win. We cultivated 200+ projects with a collective $150m raised across them. Those experiences taught us what great founders need and where VC often falls short. That realization led us here. We’re a VC that spends more time building than investing. Rolling up our sleeves is the foundation for this venture. Our team came together naturally as we saw ~90% of the collective business outcomes at Aptos. From the biggest partnerships to ecosystem-defining deals, we’ve lived the highs and lows of scaling in real time and we’ll bring that same experience to every company we invest in. The timing couldn’t be better. The next wave of crypto demands builders who can execute with precision, resilience, and speed. We’re ready to match that energy. It’s time for VCs to build. MFV will be in the trenches. See you there.
FORTUNE@FortuneMagazine

.@moshaikh, the cofounder of the well-known blockchain development company Aptos Labs, announced that he and three former colleagues had raised $50 million for a new venture fund, Maximum Frequency Ventures, focused on crypto companies. trib.al/HiY37jg

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Mo Shaikh
Mo Shaikh@Moshaikh·
We were in over 15 cities in Q1…here’s what’s broken: The Non-Deployers vs. the Squirrley Operators Over the last few months, our MFV team sat down with sharp founders building in the Bay Area, NYC, Tokyo, Hong Kong, and Beijing - - plus some of the best venture funds in deep tech. The same refrain from most LPs and big funds: “We’re just not deploying right now.” Choppy markets. SaaS is getting eaten alive by agents. Hardware confusion. Endless physical AI hype cycles. On paper, it makes sense. In reality? It’s not caution. It’s a lack of conviction in what will actually move the needle next: AI-native infrastructure that agents and physical systems can rely on. It’s also strange to watch pundits and macro theologians opine loudly but rarely put capital behind their takes. We just met with a large fund of funds. Most of their managers are in pure observation mode - - rearticulating consensus rather than backing operators who ship. Meanwhile, the clearest signals come from builders in the trenches. No luxury of waiting. They’re solving real deployment problems today: settlement latency, compute tokenization, and getting physical systems to work in the wild. That’s been the MFV signal. So we’ve kept deploying - - across AI infra, agent economies, and physical systems. Boston to Beijing, and we’re only three months in. Here’s what the data actually shows right now (PitchBook + Crunchbase Q1 2026 signals): 1. Global dry powder remains at record levels. 2. Yet AI (infra, agents, physical/robotics) took over half of VC dollars in 2025 and continues accelerating. 3. Big funds (> $500M) are writing oversized checks into exactly these categories. 4. Everyone else? Mostly on the sidelines. The split is brutal: conviction in AI execution versus hesitation everywhere else. Founders - if your investor conversations feel like sophisticated information extraction with zero follow-through, you’re not imagining it. At MFV, we bet on Squirrley operators: nimble, high-conviction teams who treat tokenized compute and agent settlement like payroll software - - practical, repeatable, slightly eccentric in the best way. We’re always up for comparing notes. AI and agentic builders shipping infra, physical systems, or real agent economies right now - - what’s the #1 deployment or capital friction your VCs are missing? DM me. Let’s talk.
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Peter / 1k(x)
Peter / 1k(x)@pet3rpan_·
The investor dinner and the start of something great. 1kx @HeyChristopher @Explorerdfa @karimhelpme 1Confirmation @YekiM_o a16z @Jay_Drainjr Archetype @DannySursock Bitkraft @CegaPereira Blockchain Capital @_Kinjalbshah CMT Digital @OliverJaros_ Compound VC @0xsmac Crucible Capital @Melt_Dem Cyber Fund @Lomashuk Dragonfly Capital @TomhSchmidt Electric Capital @MariaShen Fraction @Tkhoury Frictionless @SolanaLegend @LoganJastremski Hashed @Baekkyoumkim Haun Ventures @Brxckinridge Lightshift @SimaoCCruz Maximum Frequency @Neilhar Multicoin Capital @SpencerApplebau @ShayonSengupta North Island Ventures @GregMRosenthal ParaFi Capital @Anjan_Vinod Portal Ventures @EvanbFish Polychain @codeisnotlaw Reverie @Lsukernik Strobe Ventures @WinnieLaux Yzi Labs @0xRickyW
Peter / 1k(x) tweet media
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Neil
Neil@neilhar·
100% - bots and trading APIs aren’t new but the point is the shift in who can deploy them, how fast and how cheaply. historically, automated volume mostly came from funds, MMs + HFTs. Now a much broader set of users can spin up lightweight agents around a new market almost instantly.
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James Ross
James Ross@jamesrosst·
@neilhar I’m with you but how is this different from any exchange in the last 7 years with an api? 80-90% of onchain and CEX volume has always been automated systems
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Neil
Neil@neilhar·
Thinking about the growth of prediction markets some more and how they grew so quickly as a new product category and I've landed on: agent bootstrapping It has never been easier to spin up an agent (i.e. arbitrage bot) so there were thousands of non technical traders that created simple bots to trade and generate returns on PMs Agent bootstrapping made way for a new product category faster than we've seen in the past. I sense this will be a winning strategy for a few well equipped teams in the next few years
Neil@neilhar

Ahead of my panel at @blockworksDAS today on prediction markets, I thought I'd share my current views: Despite small pockets of froth, prediction markets are one of the most interesting businesses in crypto right now – they sit at the intersection of speculation, media, market structure and real-world risk transfer. My view is simple: prediction markets are not simple gambling products nor are they stripped-down options. They are a new way to price uncertainty around discrete events. That matters because a lot of important risk in markets is event-driven and traditional portfolios usually hedge those risks through imperfect proxies. Prediction markets will let you hedge almost any event: - elections - policy decisions - government shutdowns - regulatory approvals - weather events This is a cleaner instrument than most people in those industries begin to understand. Where I think people get ahead of themselves is that the narrative and valuations (especially of the top two PMs) have moved faster than the market structure. The category is legit, but the infrastructure is still early. A lot of investors are underwriting the space like it is already a mature institutional market. I do not think that is right. Some additional thoughts... - Politics was the wedge that brought prediction markets into the mainstream, but the broader demand surface is much bigger than elections and sports. The interesting institutional use cases are weather, catastrophe risk, policy outcomes, tax changes, approvals, and other exposures that do not map cleanly onto the existing product suite. - Defensibility of PMs will come from liquidity, trusted resolution, distribution, regulatory positioning, and products that fit real institutional workflows. If users do not trust how markets resolve, or institutions cannot execute size cleanly, the category stays shallow. - Recurring markets matter more than one-off viral contracts. One-off events create attention. Recurring markets create habit, repeated liquidity, and actual market structure. Overall, my take is that prediction markets are showing pockets of froth but overall the category is still early. They are one of the clearest examples of crypto enabling a genuinely new market structure.

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Seraphim
Seraphim@MacroMate8·
no one is expecting perps on solana to take off but it’s the only eco apart from hype that can pull it off top teams on solana are ex citadel, jump, jane st etc and are killing it on spot execution for sol, eth, btc on solana perps are next
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Neil
Neil@neilhar·
I am always grateful for friends hosting conference side events. But please do not have an hour long panel session in the middle of a crowded and loud bar panelists, attendees and organizers all seem to be distracted and unhappy with the panel all at the same time
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Seraphim
Seraphim@MacroMate8·
big personal news: first off, Ethereum is dead second, i am now Special Situations at @SolanaFndn. my mandate is mega deals that will drive max value why solana? > the most engaged userbase in crypto with the highest take rate per volume (more than hype coinbase binance) > foundation is very lean and full of killers > other chains dont need me. ethereum is fucked (stuck in communism) and hype’s perp game is mature. solana is perfect for me to have fun and get shit done what will i do at solana: > bring 10B TVL to solana i’ve brokered 1-2B before and wanna up my game. if you are a large TVL provider, we have super scalable fixed yield products at 7-8% in a tradfi setup dm me > help grow RWA perps on solana hype done a great job with oil, gold, nasdaq perps and we will take it further if you are a serious crypto/tradfi market maker in rwa, we have the distribution and open to deals dm me what motivates me personally: first off, I am doing this for glory. I want to come in and be instrumental in growing trading activity and onchain tvl. second, I want to be relevant again. I miss pissing people off while being unavoidable. its fun thirdly, learn how to acquire trading distribution. almost no one in crypto knows how to do but thats where billion usd opportunities lie and they belong on solana.
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Neil
Neil@neilhar·
@Bfaviero x.com/alextang/statu…
A.T@alextang

I am confused by two things: - why did people ever think the deal went through and is finalized (spoke with Meta employees who were certain it was a done deal) - why did the founders go back to China lol (unless it was to try and salvage the situation) When the MoC announced their investigation on Manus back in January, it should've been a clear sign that this deal was not going to happen. The Chinese government does an amazing job at retrospective investigations and penalties were bound to be heavy. Knowing how to navigate Beijing and the hidden rules of doing business will become increasingly important for future Chinese founders with global aspirations. It's important to not take ill-informed advice from non-Chinese stakeholders, despite the temptation.

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Yano 🟪
Yano 🟪@JasonYanowitz·
2018 vs 2026 Dream bigger
Yano 🟪 tweet mediaYano 🟪 tweet media
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Neil
Neil@neilhar·
Great listen on Adam Neumann - imo a polarizing person for the wrong reasons As a founder, surrounding yourself with the right people is the most important decision you can make. If you bring the wrong people in around you and listen to them, things often won't end well
Tetragrammaton@tetranow

Adam Neumann sits down with Rick Rubin to discuss community, beliefs, failure, and the idea that everything can still go right after his time at WeWork: 0:00 Adam Neumann 7:16 Early Failures, Community, and the Search for Purpose 14:58 GreenDesk, Traction, and the First Signs of Success 18:16 Kibbutz Roots and the Idea of Belonging 24:22 Rebekah, Spiritual Awakening, and Kabbalah 32:06 The Power of Pause and Inner Work 38:03 Building the Vision for WeWork 44:13 Faith, Surrender, and Defining Belief 48:49 Launching WeWork and Early Constraints 55:39 Scaling Fast and What Drove Growth 59:46 SoftBank, Masa, and Hypergrowth 1:07:30 Scaling Pressure and Expanding the Vision 1:15:53 Looking Back on Investors and Decisions 1:23:32 The $20 Billion Deal That Didn’t Happen 1:27:38 The Moment Everything Changed 1:36:30 Leadership, Identity, and Letting Go 1:51:53 Stepping Down and Losing Control 2:02:00 The Fallout and Public Unraveling 2:11:57 Litigation and Total Powerlessness 2:18:30 Reflection, Meditation, and Rebuilding 2:26:33 The Seed of Flow 2:36:00 Designing a New Kind of Living 2:48:21 What If It All Goes Right 2:48:58 Flow and What Comes Next

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chainyoda
chainyoda@chainyoda·
The only 3 things that matter in the post AGI economy are agents, robots and shitposting
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Seraphim
Seraphim@MacroMate8·
after a long break, i am finally ready to go back to work. joining a project and will announce shortly im about to become unavoidable so get used to it
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Neil
Neil@neilhar·
Ahead of my panel at @blockworksDAS today on prediction markets, I thought I'd share my current views: Despite small pockets of froth, prediction markets are one of the most interesting businesses in crypto right now – they sit at the intersection of speculation, media, market structure and real-world risk transfer. My view is simple: prediction markets are not simple gambling products nor are they stripped-down options. They are a new way to price uncertainty around discrete events. That matters because a lot of important risk in markets is event-driven and traditional portfolios usually hedge those risks through imperfect proxies. Prediction markets will let you hedge almost any event: - elections - policy decisions - government shutdowns - regulatory approvals - weather events This is a cleaner instrument than most people in those industries begin to understand. Where I think people get ahead of themselves is that the narrative and valuations (especially of the top two PMs) have moved faster than the market structure. The category is legit, but the infrastructure is still early. A lot of investors are underwriting the space like it is already a mature institutional market. I do not think that is right. Some additional thoughts... - Politics was the wedge that brought prediction markets into the mainstream, but the broader demand surface is much bigger than elections and sports. The interesting institutional use cases are weather, catastrophe risk, policy outcomes, tax changes, approvals, and other exposures that do not map cleanly onto the existing product suite. - Defensibility of PMs will come from liquidity, trusted resolution, distribution, regulatory positioning, and products that fit real institutional workflows. If users do not trust how markets resolve, or institutions cannot execute size cleanly, the category stays shallow. - Recurring markets matter more than one-off viral contracts. One-off events create attention. Recurring markets create habit, repeated liquidity, and actual market structure. Overall, my take is that prediction markets are showing pockets of froth but overall the category is still early. They are one of the clearest examples of crypto enabling a genuinely new market structure.
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Carlos Domingo
Carlos Domingo@carlosdomingo·
We have just announced a major partnership with @NYSE to support the development of tokenized securities markets, with Securitize named as the first digital transfer agent eligible to mint blockchain-native securities for corporate or ETF issuers on the upcoming NYSE-affiliated tokenized securities platform (the Digital Trading Platform). But there is more to it 👇
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Ryan Y Yi
Ryan Y Yi@YI_LON·
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.
Onchain Group@onchaingroup_

x.com/i/article/2035…

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Neil
Neil@neilhar·
It's pretty obvious in hindsight that the established sports betting complex wouldn't go down without a fight Klashi and Polymarket feel toppy near term at $20bn but prediction markets as a category (infra, tooling, localized platforms, etc) have a lot more room to grow
The Wall Street Journal@WSJ

Exclusive: A pair of senators are introducing a law that would prohibit CFTC-regulated entities like Kalshi and Polymarket from listing contracts related to sporting events on.wsj.com/4brWUzV

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Neil
Neil@neilhar·
@crypto_condom @SpaceX the dilution from all the subsequent rounds + mergers would've crushed your returns
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Neil
Neil@neilhar·
Nowruz pirouz!
Neil tweet media
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Keşfet

@moonshiesty @HeyChristopher @Explorerdfa @karimhelpme @YekiM_o @Jay_Drainjr @DannySursock @CegaPereira