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Ethereum blockspace needs forward markets. ETHGas builds the infrastructure.
Learn more about the @etherfi_VC thesis below
ether.fi Ventures@etherfi_VC
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312 posts
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@PromitInfStones
Business Development at InfStones
Katılım Temmuz 2023
151 Takip Edilen13 Takipçiler
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We're committing $3 billion in $ETH to @ETHGasOfficial to build a forward market for Ethereum blockspace.
Validators need predictable revenue. Institutions need execution certainty. EtherFi is committed to making this possible on Ethereum.
Learn more about the partnership below ↓
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ETHCC was amazing! 🔥
Great energy, meaningful conversations, and a strong signal that the ecosystem keeps pushing forward. From connecting with builders to diving into real-world use cases, it’s clear innovation isn’t slowing down.
At InfStones, we were proud to be part of it—engaging with partners, supporting infrastructure needs, and continuing to power the next wave of on-chain growth.
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a few things makes you more optimistic than listening to @drakefjustin talk about ethereum.
@blockspaceforum was one of the best events i attended in the last few years.
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We’ve been busy behind the scenes 👀
📚 A fresh lineup of industry insights and product deep dives just dropped — designed to keep our community ahead of the curve and give new readers a clear view into what we’re building and where the ecosystem is headed.
Whether you're here for trends, tech, or takeaways, there’s something worth your click.
Explore the latest 👇
infstones.com/blog/all/page/1
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Update time:
I’m joining @3miLabs as the Head of Growth!
3MI Labs is a leading research group that partners with teams working on the frontiers of cryptography and distributed systems.
With deep expertise across post-quantum, privacy, ZK/MPC/FHE, consensus, and algorithms, I’m excited to be joining this team of world-class computer scientists with a track record of delivering tangible real world results.
My focus will be connecting teams with research questions across these topics (+more) with our team of experts.
After nearly two years at @alignedlayer I’m happy to be transitioning to this new role within the @ergodicgroup. I owe a huge thanks to @fede_intern and @rj_aligned for the opportunity to work on Aligned and to learn so much about Ethereum and ZK.
I’m also really glad I’ll still get to work with my brilliant colleagues in some capacity (3MI is currently co-designing a new zkVM with Aligned 👀)
I’m hitting the ground running and looking forward to catching up with old friends (and meeting new ones!) next week at EthCC. If you or someone you know has any cryptography research problems keeping you up at night I would love to talk :-)
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wanted to share our first public demo of @alignedlayer wallet as a service.
our engineering team has been doing an incredible job. really proud of how fast we’re building this.
this is a key product for us. it’s how we help partners like @sovraio onboard millions of users in a seamless and secure way.
still work to do, but we’re on the right path. here’s the demo:
1. sign in with google
2. create a wallet with touch id passkey saved to icloud
3. send usdt on chain signed with your fingerprint
4. open on a new device
5. send another tx immediately
how we’re building it:
- 2 of 2 multisig where user passkey and server co sign every transaction
- erc 4337 account abstraction
- auth via google + webauthn passkeys.
- passkeys sync across devices via icloud keychain or google password manager
- server guardian recovery with timelock + mfa
still under development:
censorship resistance allowing users to retrieve their encrypted server key independently using their device key + mfa so no one can block access to their wallet
we will be sharing more demos in the future and a full blog post explaining the architecture and design decisions.
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Well said Ivan.
I don’t really tweet, but I wanted to set the record straight.
I started Dragonfly originally as a fund of funds, and through that practice I met a lot of really talented VCs. And through all of that, Haseeb was absolutely the brightest star, so I invited Haseeb to join me to co-found our VC practice. Through the years, we had to write the playbook for being the first global pure play crypto VC, through 3 or 4 ups and downs of the bear and bull markets.
It's been a very rewarding journey, along the way we've dealt with a lot of craziness and drama.
I’ve been a VC for a long time. And Haseeb has built one of the best partnerships that I've experienced in my 30 years as a VC. In our partnership, I focus on the CeFi and global exchange business, @tomhschmidt is one of the best DeFi and consumer investors in his generation, @HadickM has been one of the most active and influential stablecoin and fintech investors in our industry, and obviously Haseeb is our leader and the head of the band.
It's been an extremely rewarding journey to co-found our VC practice with Haseeb, and I look forward to the many years to come.
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Nails it here (~21m in) on how price latency & frequency make composability + looping possible in RWAfi.
Epicenter Podcast@epicenterbtc
New Episode: Bringing All Your Assets to Crypto? @chriseyin, CEO of Plume Network, joins @seb3point0 to argue that the first wave of RWAs failed because it tried to bring blockchain to TradFi instead of bringing the real world to crypto. He discusses how @plumenetwork is building an L1 specifically for RWA composability, turning illiquid assets into yield-bearing DeFi. Finally, they tackle how to build a global market that maintains "ball control" for crypto natives as the institutions arrive. Topics 00:00 The RWA Buzzword 05:15 From VC to Founder 10:30 Why Most RWAs are Worse On-Chain 16:00 Stablecoin as the North Star 24:45 Why Build a Custom L1? 33:20 Tokenizing Brazilian Credit & Oil 42:15 The "Serial Ape" vs. The Institutional Era 51:40 Why TradFi Assets Aren't Loopable. 58:30 Preserving Crypto Principles in a Regulated World Episode Links👇
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As long as @EthereumDenver host a conference, I’ll be there.
It’s my favorite conf of the year.
It’s not the biggest, it’s the highest signal.
The programming is always top notch, I actually see all my old crypto friends, I learn by watching the talks.
It’s not trying to be a Token, or a Breakpoint, or a Consensus. It’s an ETHDenver.
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Today we are incredibly excited to announce our oversubscribed $650mm fourth fund. It has been almost four years since @hosseeb and I initially started the discussions about me joining the @dragonfly_xyz partnership with him, Bo and @tomhschmidt yet it feels like different lifetimes altogether. In that period of time, we've had the complete deflation of the risk asset bubble that topped in 2021 and the blow ups of companies and protocols like Terra Luna, Genesis, and FTX. We've seen Solana at both $8 and $290. Larry Fink has become one of the industry's most prominent spokespersons. And the governments of many of the world's super powers have started to embrace the benefits of BTC, blockchains, stablecoins, tokenization and prediction markets.
Much has been written about the death of venture capital, or even more specifically, the death of crypto linked VC. As many would tell the story, VC is either extractive and short term oriented or it's long term oriented but unable to return capital to investors. That token designs are so broken that private equity is the only way to make realistically attractive returns. Platforms will eat the rest of the market except for small, niche asset managers with extremely narrow views of the world. And while there are truths embedded in all these points, there are also counterfactuals.
We feel strongly that our success over that time, and since inception, is due to the fact that we approach every day from first principles. What actually works in our space? Finance, payments, asset issuance, and markets. What is the appropriate instrument for investment? It depends and there is no one size fits all solution. How should we approach geographic focus? This is borderless, global technology that isn't defined to a single country or region. Are blockchain communities winner take all? Of course not, there are too many use cases that can be served by a variety of technologies. Day in and day out, we challenge our priors and each other to ensure we are not driven by the market, but that we are focused on what we expect to be true on the horizon.
Ultimately, we have the easy job as capital allocators who exist primarily to partner with the best founders building in this arena (and i'm lucky to call many of them friends). But at a time when both our space and many of our competitors are going through existential crisis', we wake up lucky to know that we've built a team and partnership that can handle any and all market cycles and form factors - and is ready for the next phase of financial evolution.
More below from @leomschwartz
fortune.com/2026/02/17/dra…
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We just closed Dragonfly Fund IV at $650M.
It's a big milestone, and yet, it’s a weird time to celebrate. Spirits are low, fear is extreme, and the gloom of a bear market has set in.
But here's the thing: we raised almost every single Dragonfly fund into bear markets.
Fund I we raised through the 2018 ICO winter, when almost nobody believed in this space anymore. Fund III we raised right before Luna collapsed. Those were brutal times to deploy capital. But they turned out to be our best vintages.
Last week I caught a lot of heat for arguing that non-financial crypto has failed. I meant that. But the flip side of that argument is: financial crypto is exploding. Stablecoins are eating the world. DeFi has grown so big it's rivaling CeFi. Financial institutions around the world are racing to build out their crypto strategies. And prediction markets are becoming the most trusted source of truth on the internet.
Fund IV is our biggest bet yet that the crypto revolution is still early in its exponential. If you look at our recent bets—Polymarket, Ethena, Rain, Mesh—the growth speaks for itself. Agentic payments, on-chain privacy, the tokenization of everything—crypto's surface area is about to explode, and we want to be backing the founders at the center of it.
We've always believed that the most important work gets done when the noise dies down. We believe moment is now. In fact, we’re putting money on it.
If you're building what comes next, @ us.
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Catch our team this week at #ETHDenver, February 16–20, 2026, for the world’s largest Web3 innovation festival 🚀
Let us know if you’ll be there—we’d love to connect, meet in person, and celebrate another great year at the event together.
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LayerZero went from “meh” to “wait, what?” in like 48 hours.
Great playbook for marketers ↓
- Dropped “Zero” during a fear tape
- Bad market = less noise, more attention for anything new
- CT is busy with FUD
- Creators still need something to post
- Zero fits as the new “big infra” story
- This feels like a perfect timing bomb that needs no ads
- A-la something good in the ocean of bad news
- So CT spread it
My take: @LayerZero_Core gave the market a new story right when it needed one.
DOLAK1NG@DOLAK1NG
LayerZero connected 165+ chains for three years. The infrastructure that made omnichain DeFi possible. Then they announced Zero. A Layer 1 built to handle no blockchain can 2 million TPS per zone. $0.000001 per transaction. Unlimited blockspace. Targeting the infrastructure that moves $2.5 quadrillion in securities annually. Ride with me 🧵👇 Every blockchain forces every node to replicate work. Ethereum: 20–30 TPS. Solana: 3,000+ TPS. Same constraint. Zero eliminates it. Heterogeneous architecture. Different nodes do different jobs. Block Producers execute and generate ZK proofs. Block Validators verify in milliseconds on consumer hardware. Jolt zkVM proves RISC-V at 1.61 GHz per cell. 4 GHz roadmap by 2027. Scalable across GPU farms. 100x faster than existing zkVMs. Verification becomes milliseconds on cheap hardware. Zero functions like a multi-core world computer. Zones run parallel. Single protocol governs. Three zones. → Zone 1: EVM-compatible. Solidity contracts work. → Zone 2: Privacy payments. Institutional settlement rails. → Zone 3: Trading. What Citadel evaluates. What ICE explores. All zones interoperate. Connects to 165+ external blockchains. 100,000x faster than Ethereum. 500x faster than Solana. Cathie Wood: "A completely different league." The token mechanics. $ZRO is the native token. Governs Zero. Governs interoperability across all 165+ blockchains LayerZero connects. Citadel bought $ZRO. ARK bought $ZRO and equity. Tether invested in LayerZero Labs. Here's what matters: 58% of $ZRO supply is still internally allocated. Team. Investors. Strategic partners. Circulating float is small. Scheduled unlock: February 20, 2026. 25.71 million ZRO. ~6.36% of circulating supply. The January unlock was absorbed without price collapse. If demand holds, February's unlock gets absorbed. If it doesn't, price compresses. Watch that date. The question. Every chain picked a side. Ethereum: decentralization. Solana: speed. Avalanche: subnets. Zero: heterogeneous infrastructure. Different validators, different jobs. ZK proofs eliminate redundancy. Horizontal scaling without compromise. If 2M TPS is real, if fees are near-zero, if privacy works, then Zero doesn't compete with any blockchains. it's basically the best out there DTCC's systems are outdated. ICE knows 24/7 markets are coming. Citadel knows post-trade is inefficient. They're exploring Zero because waiting means watching capital migrate elsewhere. Watch. Feb 20: 25.71M unlock. Absorbed = conviction. Dump = compression. Fall 2026: Mainnet. 1M+ TPS sustained = credible. Delay = broken. DTCC/ICE: Concrete deployments. Pilot or tokenized security = adoption. Institutional flow: Citadel in. ARK in. Tether in. Fidelity/BlackRock next? Can blockchain replace infrastructure moving trillions daily? LayerZero says yes. Citadel, DTCC, ICE, ARK, Tether are betting with them. Fall 2026. We find out.
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Prediction Finance uses prediction market positions as DeFi collateral. It’s a big idea that so far hasn’t taken off. I’ll be on the Trading Summit stage in Denver to explain why & lay out some oracle solutions we’re developing.
ETHDenver 🏔🦬🦄@EthereumDenver
🎤 We’re excited to welcome @meredithpitkoff, Founder & CEO of @storkoracle, as a speaker at ETHDenver 2026. Meredith leads the leading low-latency oracle powering decentralized perpetuals markets. In New BUIDL City, leaders like Meredith help show there’s somETHing for everyone to build and explore.
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