Neoclassic Capital

Our co-founder @MikeBucella will be speaking next week at DAS NY on prediction markets with @j0hnwang (@Kalshi), Asaf Meir (@Solidus_Labs) , and @Kunallegendd (@Blockworks). Discussion will center around how the markets are developing as tools for price discovery, information aggregation, and capital formation. Still early, but the pace of development and institutional interest is picking up.

AI × crypto becomes clearer when separating the infrastructure and application layers. On infra side, blockchain and crypto could serve as a trust and verification layer for AI, including data provenance. On app side, they fit naturally for agent-to-agent payments and AI-driven execution (e.g., trading), with crypto as the payment rail. Today, much of AI × crypto still feels more narrative-first than problem-first. But as the AI economy grows, the role of blockchain and crypto may become increasingly logical. If that happens, as @ilblackdragon recently mentioned: “AI on the front end. Blockchain on the back end.”

Good piece from @TheBlockCo on the ICE–OKX deal and what it may signal about TradFi and crypto convergence. Thanks for the quote @Yogita_Khatri5

Recently, our Managing Partner Steve @xxstevelee shared his view at Innovate Denver by @TheTieIO on the unique dynamics of the crypto investing market, which challenge VC investors to understand not only private VC markets but also token public markets.

‘Excited’ to be in Denver next week. Given current sentiment, I expect far fewer people at the conference, especially during this builder-focused week. This time, my intention is to reconcile what I see and hear directly from builders with headline and price sentiment, and to find those still pushing their passions in a challenging moment.

Do Venture-Backed Tokens Create Uninvestable Post-Launch Dynamics? This panel breaks down whether venture-backed tokens can support healthy public markets, or if unlocks and emissions create structural headwinds. Join: @DinghanL (@JSquare_co), Moderator @jeremyNLH (No Limit Holdings) @xxstevelee (@NeoclassicCap) @ahnchrisj (@HaunVentures) Colin Jones (@OuterlandsCap) 🎟️: innovate.thetie.io

Steve @xxstevelee, our Managing Partner, will be speaking at Innovate Denver powered by @TheTieIO during ETH Denver next week.

RT @xxstevelee: Hiring at our portco, led by @paradigm, working to tokenize real-world assets into the base layer of the next economy Look…

Our co-founder, Michael Bucella (@MikeBucella), will be speaking at CfC St. Moritz on “Bitcoin’s Strategic Moment: A Global Asset in a Shifting Geopolitical Order” alongside: • Fred Thiel (@fgthiel), Chairman & CEO of @MARA • Muneeb Ali (@muneeb), Founder of @Stacks • Bilal Bin Saqib (@Bilalbinsaqib), Minister for Crypto for @Pakistan & Chairman of PVARA

Our co-founder, @MikeBucella, will join leadership from @Securitize, @avax, @CopperHQ, and @sygnumofficial at CfC St. Moritz next week to discuss institutional lending, tokenized assets, and the evolution of capital markets.

We led the seed round of Nad.fun @naddotfun, a platform in the @monad ecosystem that brings together token creation, trading, and social engagement, with a focus on community led discovery and leveraged price prediction markets.

As part of Neoclassic Gives — the charitable and philanthropic arm of Neoclassic Capital — our team spent the day partnering with @CleanMiamiBeach to clean Flagler Monument Island. Together we collected nearly 150 lbs of trash from this small island. The day was a reminder that meaningful impact often starts with simple action. A quote from Clean Miami Beach's site captures the spirit perfectly: "A small change can make a big difference. You are the only one who can make our world a better place to inhabit. So don’t be afraid to take a stand." — Ankita Singhal We’re proud to support organizations making a tangible impact in our community — and grateful for everyone who joined us.

We are closing applications this week. Please share with any college students who might be a good fit. Even though we are only a two year old firm, this mentorship idea was something @MikeBucella and I talked about from day one. The mentorship I received at GS had a much bigger impact on my career and even my personal life than any technical skill, and I genuinely wish I had something like this when I was in college.

The Cantor team brought together an exceptional group for their Crypto & AI/Energy Infrastructure Conference in Miami last month. Special shout out to @Brandonlutnick and Rob Harrington for pulling in an impressive list of thoughtful leaders across both sectors. Had a fun conversation with @EricTrump, @ashergenoot and Mike Ho of American Bitcoin Corp $ABTC on the present and future state of compute in the US and its impact on Bitcoin mining and AI infrastructure. Full recording: x.com/i/broadcasts/1…

Our Co-Founder and Managing Partner, @MikeBucella, joined @ClearStreet's Disruptive Technology Conference in Palm Beach last month to discuss the rapidly evolving landscape of Digital Asset Treasuries and crypto public markets. The conversation covered how corporate-level digital asset strategies are reshaping market structure, capital formation, and institutional participation. Full panel replay here: youtube.com/watch?v=iroHQs…

Minor glitch then a nice recovery... The story of Bitcoin and my WiFi during this interview. Thanks @CNBC @PowerLunch for having me back on. And great to have you back in the mix @KellyCNBC ! cnbc.com/video/2025/12/…

Neoclassic Gives is a platform @xxstevelee and I sought to integrate into our organization at its inception, and we are incredibly proud to launch our Mentorship Program for 2026. This is a program that is near and dear to me, as I vividly recall the difficulties sourcing professional mentorship as a young man and student without any connections to the "white collar" world. A few strangers, who are now family, responded to cold calls (actual calls) and extended an olive branch during the depths of the Global Financial Crisis in 2008, leading to a job at Goldman Sachs in August of 2008 and setting my career in finance in motion. I'll never forget those few who took a chance on me, and I look forward to being able to pay it forward in our efforts with @Neoclassic Gives Mentorship Program. Please repost, comment and extend the reach, so we can get this as far and wide as possible. Thank you.

Our Managing Partner and co-founder, @MikeBucella , was invited onto @CNBC 's Power Lunch yesterday to discuss Bitcoin, stablecoins and recent market gyrations with @KellyCNBC and @SullyCNBC See the full interview here. cnbc.com/video/2025/12/…

We' are excited to back @naddotfun, the launchpad enabling fast, fair, and community-driven token launches on the @monad ecosystem

And you thought the $COIN acquisition was the biggest ".fun" news of the day... Proud to back what could be the largest launch in the Monad ecosystem — @naddotfun The team saw massive traction during testnet and is ready to go live on day 1 of the Monad mainnet. A wave of core degen + trading communities have already migrated to Monad, and Nad.fun is quickly becoming the dominant application for the incoming era of @monad...