Medici Network

1/🎙️🚀 Introducing Level Up — the go-to podcast for serious investors doing real diligence on liquid token protocols. Presented by @NetworkMedici Hosted by @David_Grid & @SeanMFarrell, we go deep w/ top founders & fund managers to uncover where value accrues across leading blockchain projects and their tokens. 🧵👇

Medici LA 26 is a wrap. The conversations last week weren’t about the hypothetical. They were about the movement already happening underneath the global financial system: stablecoins becoming payment rails, tokenized markets moving into production, AI agents requiring programmable ownership and payments, and blockchain evolving into the invisible coordination layer underneath it all. We’re actively watching real world deployment happen in real time. Blockchain won. Those in attendance got an early look at who will win blockchain.

It was a great honor to interview @ErikVoorhees at @NetworkMedici in LA yesterday. Few people have done more to advance crypto's foundational ideals of sovereignty, decentralization, permissionless innovation, and even fewer are now carrying that ethos into AI. @AskVenice is one of the most important projects at this intersection.

During the @NetworkMedici LA conference this week, @SeanMFarrell and I had a lively conversation with a true legend in the industry, @BarrySilbert, Founder & CEO of @DCGco. We discussed the early days of Bitcoin, his experience founding DCG and launching GBTC, the upcoming Grayscale IPO, crypto miners converting to AI, and why he thinks Zcash and TAO are compelling opportunities.

Always a great convo with @FinancialCmte’s Digital Assets and AI Subcommittee Chair @RepBryanSteil!

Institutional momentum is accelerating. Not long ago, the focus was on understanding blockchain. Today, institutions are asking how quickly they can modernize core infrastructure and keep pace with peers. Watch @MarkWendlandCSH and Mark Toomey of @CantonStrategic join @David_Grid and @SeanMFarrell on the latest @NetworkMedici Level Up episode: youtube.com/watch?v=NuqFKw…

Listen to the full episode 👇🏼 YouTube: bit.ly/4tspfw6 Spotify: bit.ly/4ccYIvL Apple: bit.ly/4cf6sNW

🎙️ Two years ago, institutions were asking "what is blockchain?" Today, they're asking "how far behind are we vs. other banks?" The conversation has shifted - and there's no going back. New Level Up episode is LIVE today with @MarkWendlandCSH & Mark Toomey of @CantonStrategic. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Why @CantonNetwork matters for TradFi ◆ The investment thesis on the coin and the stock ◆ The "DAT 2.0" playbook: SuperValidator, apps, & ecosystem investing ◆ Tokenized RWA, key partners & adoption metrics ◆ Competitive landscape & key risks 🔗 Full episode links below ⬇️

2/ Listen to the full episode👇🏼 • YouTube: bit.ly/3PXSmbZ • Spotify: bit.ly/4lRuB1t • Apple: bit.ly/3PlduJf

1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base." @xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana. New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Its evolution from DEX aggregator to DeFi super app ◆ JupNet: the omni-chain execution layer ◆ Jupiter Global: stablecoin cards + QR pay in 200 countries ◆ Net-zero emissions DAO vote + ParaFi’s investment ◆ Bull and bear case for JUP at current valuations 🔗 Full episode links below ⬇️

Hard times create strong men. Strong men create good times. dlnews.com/articles/marke…

The "Standard Alignment" for AI feels like a corporate HR manual. We need a Landman Constitution. 🤠📷 In the real world, results and loyalty matter more than sanitized scripts. Why should every AI on earth share the same Silicon Valley world-view? Dario’s Claude has its place, but we need Sovereign Models—AI that reflects the grit of the oil patch, the defiance of the pioneer, or the values of the individual. This isn't about "lack of rules"—it’s about Observable Constitutions. 📷@ErikVoorhees is Tommie Norris and @AskVenice on @OpenClaw is a glimpse into the future. We don't need a single, "perfectly aligned" AI for 8 billion people. We need the freedom to choose our own AI logic. Whether it's a Landman's pragmatism or a radical's critique, transparency > forced conformity. By embracing a diversity of models, we preserve our humanity. 📷📷#SovereignAI#VeniceAI #OpenClaw #Landman

2/ Listen to the full episode👇🏼 • YouTube: bit.ly/4c6by0y • Spotify: bit.ly/4qPWHuS • Apple: bit.ly/3OEly7j

1/🎙️“Blockchains are on average terrible businesses… gas fees are just a perpetual race to zero.” So how do blockchains build real businesses? New Level Up episode is LIVE with @pauliepunt, Founder & CEO of @Plasma. Join @David_Grid & @SeanMFarrell as they dive into: 🔹 Why stablecoins are "exporting the dollar" globally 🔹 Plasma's edge: purpose-built for stablecoin payments 🔹 Plasma One’s neobank thesis 🔹 How XPL could capture long-term value 🔹 Key adoption metrics, DeFi growth, and regulatory hurdles 🔗 Full episode links below ⬇️

3/ ▶️ 👀 Watch Now: • YouTube 📺: bit.ly/4q7WbIc • Spotify 📺: bit.ly/4taPc3K • Apple 🎧: bit.ly/4c1D3Im

2/ @yaircleper on the TCP/IP moment for blockchain access - resilience wins ⬇️

1/ 🎧 Medici Presents: Level Up - LAVA episode is LIVE today! Join @David_Grid & @SeanMFarrell with @yaircleper, Contributor @lavanetxyz to break down: 🔹 Why RPCs are critical in blockchain 🔹 Why “decentralized" RPC 🔹 How to diligence: uptime, latency, availability 🔹 On-chain revenue visibility and adoption 🔹 Rewards and token incentives and more... 🔗 Snippet + Links below 👇

3/ 👀 Watch Now: YouTube 📺: bit.ly/4sd5Fnw Spotify 📺: bit.ly/45oUBKh Apple 🎙️⬇️ bit.ly/4qgfoHW

2/ @amirhaleem on the simple unlock behind carrier offload on @helium ⬇️ Any time an AT&T subscriber walks near a Helium hotspot, it can start acting like their “cell tower” automatically. No Wi-Fi login, no portal. Why carriers care: ~90% of usage is indoors, while macro towers sit far from where demand actually is (think the corner of a Starbucks).

1/ 🎙️ Level Up - Helium episode is LIVE today! Join @David_Grid & @SeanMFarrell as they speak with @amirhaleem (co-founder of @helium, CEO of Nova Labs) to unpack: 🔹 Helium’s decade-plus journey from IoT → decentralized mobile + offload 🔹 Carrier offload as the indoor coverage wedge 🔹 HNT token incentives + hotspots that bootstrap supply 🔹 Going global with carriers (Telefónica/Movistar in Mexico) 🔹 Metrics that matter ...and more 🔗 Snippet and links below 🎥👇

11/ SG 25 is in the books, and the market kept moving. Prediction markets surged, new Solana and XRP ETFs broke records, DATs cooled, and we saw a fresh wave of IPOs and M&A. Q3 results from Coinbase and Robinhood pointed to deepening adoption, while risk events reminded everyone about risk management. The takeaway was simple. The foundation is maturing, and payments are pulling adoption forward. Sign up here to get the full report 👉 themedici.typeform.com/Medici-Research