Min Teo

Crypto privacy might become one of the BIGGEST trades of this cycle. Institutions want to move trillions onchain. They literally can't do it on fully transparent blockchains. Imagine your bank's entire balance sheet visible to the whole world. Not happening. That's why privacy infrastructure like ZK tech, Aztec, and Zcash are suddenly catching fire again. FT @_MinTeo @BitcoinJesusETH Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:17 – Min Teo’s Crypto Journey 05:36 – Why Ethereal VC Is Winning 10:00 – Top Crypto Sectors for 2026 11:44 – Privacy: Crypto’s Next Big Trend? 15:28 – Sponsor: Cape 16:13 – Sponsor: Nexo 16:51 – Aztec & Private Blockchains 19:15 – Where Privacy Value Accrues 22:30 – Why Institutions Need Privacy 25:00 – AI Agents & Crypto Payments 28:50 – Cross-Chain Investing Explained 30:43 – Sponsor: Pharos 31:26 – Regulation & Crypto Adoption 35:40 – How Top VCs Pick Winners 37:43 – Final Thoughts & Outro

Programmable intelligence needs programmable institutions. @sreeramkannan on the AI x crypto intersection: "AI is just programmable intelligence. If you have programmable intelligence, you can't work with soft, squishy, legal, slow regulated institutions." "We believe that this intersection — that programmable intelligence needs programmable institutions, smart contracts, and the ability to engage in contracts, own property — all of these things are really powerful."

April was an important stress test for how we think about security in DeFi. We believe DeFi’s application layer has matured faster than its control plane, and share our perspectives and recommendations on the topic here: etherealvc.substack.com/p/defi-doesnt-…

We're happy to present our 2026 outlook. This year is already taking shape, and the opportunity space for founders is even wider than anticipated. If you're building in any of these areas, we would love to talk to you. etherealvc.substack.com/p/the-opportun…

@ConejoCapital @bees_neeth @Obstropolos @etherealvc Thank you Bunny. You’ve been a real one!

i’ve had the luck to work with @_MinTeo, @bees_neeth, & @Obstropolos at @etherealvc through several years & ventures many of the world’s most sharp crypto VCs are quite secretive & have quietly driven the industry forward glad they are getting the visibility they deserve!

@sabraham @etherealvc The pleasure has been ours Sunil!

@_MinTeo and the rest of the @etherealvc are awesome. Great to see them getting the coverage and recognition they deserve

Building @etherealvc with this dream team (@ethereumJoseph @sean_sacha @bees_neeth @obstropolos @christian_stlou @GNSPS) and our community of exceptional founders has been the biggest privilege of my life. We're doubling down on crypto and the evolution of money and value onto blockchains, during the most exciting transition of the internet. h/t to @jeffjohnroberts for the feature and happy star wars day!

@ekang426 the best! Happy birthday Erica!

Looking back on how I have lived the year on my birthday, I can confidently say I had a productive and blissful year. I raised one baby and gave birth to another, while shipping two conferences and countless events, and moved countries. We are still building a solid foundation for a happy and stable family, and the upcoming year should be challenging but so exciting. I am so grateful for receiving so much love from my family, more than I could ever wish for. One year older, I wish to become wiser, smarter, more loving, more generous. Special thanks to @ilblackdragon for making my birthday so sweet, being the sweetest husband and papa🫶🏻

@guywuolletjr @tryPortola is cooking

who are the strongest folks in crypto lending against receivables onchain or building with tokenized receivables?

Trendsetters $CHIP

We are excited to announce we are joining the Nvidia Inception Program! As we scale our compute and security capabilities in orbit, the #NVIDIAInception program will help to accelerate development of our infrastructure. Ad astra! 🚀

After eight years of building @AztecNetwork, the network is about to go live at Alpha. My co-founders @zac_aztec and @arnaudschenk are moving to @aztecFND to steward the protocol, while I am returning to my roots: building privacy products people actually use.

@0xdanzu @Polymarket @BrahmaFi Congrats Ale! well deserved

Brahma has been acquired by @Polymarket. We started @BrahmaFi in late 2021 with a simple bet: crypto infrastructure was too complex for the people who stood to benefit from it most. Over four years we built vaults, smart accounts, automated execution, and a full payment settlement stack connecting crypto to credit cards. All trying to close the gap between what DeFi could do and what users could actually use. It wasn't always smooth, but we shipped through every cycle and came out the other side with something we're proud of. It started with a late night ping from @allquantor: "get on the phone, Shayne wants to talk to you guys." One call turned into many. Polymarket is scaling fast and building products that need the exact kind of infrastructure thinking we'd spent four years developing at Brahma. That overlap was obvious from day one. Prediction markets are the clearest example of a crypto-native product going mainstream, and the ambition is to take that much further. New market categories, new product surfaces, mainstream audiences. That's exactly the kind of problem my co-founders @kakujain, @BapireddyK and I want to focus on next. Our product and engineering team is joining to help make it happen. To everyone who built with us, used what we made, or backed us when it was just an idea - thank you. We're here to build. fortune.com/2026/03/18/exc…

Utexo has raised $7.5M from @tether, @BigBrainVC, and @PortalVentures to bring USDT natively on Bitcoin. After more than a decade, USDT is finally coming home.

@different_mj Congrats guys! 🔥

There has never been a better time to be sincere, interesting, and interested so I’m looking for more of our tribe. Please reach out to talk about anything. dba.xyz/dbafundii/

We are pleased to announce our $62M DBA Fund II. DBA started as the Bear Market Homework Club. A small and local effort to find our place amongst the sincere, interesting, and interested. These are our people. We are lucky to call them partners, LPs, founders and friends. Thank you to all of them.

@jaosef 👏🏻👏🏻👏🏻

Hi I’m Joe and this is my 2,910th day working in crypto and on Aztec.

@KyleSamani @multicoin Congrats on an epic run Kyle, you’ve set the standard and excited for your next one

0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said, I am excited to take some time off and explore new areas of technology. After nearly a decade in crypto, I’m more confident than ever that crypto is going to fundamentally rewire the circuitry of finance. I believe the Clarity Act will unlock a tidal wave of new entrants and spur adoption unlike anything we’ve seen. I remain bullish on crypto, specifically Solana, and intend to continue making personal investments in the space and supporting Multicoin portfolio companies. Moreover, I will continue to serve on the board of @zama, and I will continue in my role as Chairman at Forward Industries (@FWDind). More on Forward in next tweet. It goes without saying that I also remain bullish on Multicoin. My partners @tushar_jain, Brian Smith, @johnrobertreed, @mattshap1, @xethalis, @SpencerApplebau, and @shayonsengupta are some of the best investors and operators in the world. I am excited for them to continue to drive the crypto ecosystem and Multicoin forward for many years to come. To all of our portfolio founders, LPs, and industry partners—thank you for the opportunity to work with you. For reference, here is the letter we shared with LPs today drive.google.com/file/d/1bsoabi…