anay

@lay2000lbs @Flynnjamm @coopwrenn 👀👀👀

Something very special built on this principal launching tomorrow. Follow @Flynnjamm & @coopwrenn

Hosted a dinner w/ folks in + around crypto where we talked about what feels like a turning point in the industry + tech more broadly. I always love putting smart people in a room together and want to do more of it! DM me if you want an invite to the next one :)

@yangyou @paradigm you’re amazing yang! excited to see what’s next

this week was my last at @paradigm. i feel eternally grateful for this chapter, and all the founders & teams i've gotten to work with. 4 years ago i wouldn't have thought there'd be a place for me at an investment firm, but that fuzzy path became the most rewarding. a few moments that have altered my human algorithm for years to come:

@ekang426 @ilblackdragon where did you go??

yesterday I got a full Korean hair and skin spa treatment in SF as a surprise gift from my other half @ilblackdragon and I am reborn💕 the left is right after the treatment, the right is this morning - no filters or edits and bare face. Hair feels amazing, the skin is breathing and moisturized! I cannot wait to go back to Seoul in a month - glow up coming up during @buidl_conf 👸🏻

Will there be a section 230 for AI companies?

@HadickM @hosseeb @dragonfly_xyz @tomhschmidt congrats!

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…

“bro I spent all weekend in Claude Code it’s incredible” “oh nice, what did you build?” “dude my setup is crazy. i’ve got all the vercel skills, plus custom hooks for every project” “sick, what are you building?” “my setup is so optimized, i’m using like 5 instances at once”

@johnpalmer congrats!

Very happy to announce that PartyDAO is joining Stripe. Building products with this team has been the experience of a lifetime. Thank you to everyone who has supported us along the way. Excited for what's next!

@avizurlo saving this

Turned my notes on robot foundation models into a public tracker. It covers the evolution from LLM planners to VLAs to VAMs. I hope it helps build an intuition of research trends and developments. Note, it's not an exhaustive review (yet). Please share any feedback or suggestions!

Impressive work. Bitwise doesn't want to offload risk management to a third party curator so they do it themselves Large asset managers stepping in as vault curators will be a big trend over the next year as FIs look to come onchain This is great for Morpho's distribution. Curators act as a free BD & sales arm

@citrea_xyz congrats!

1/8 Today, Citrea Mainnet Goes Live 🍊🍋 We are officially live with the first Bitcoin application layer that enables institutions and individuals to lend, trade, and settle directly on the Bitcoin Network. Start your journey with Citrea Dashboard: app.citrea.xyz 🧵

@avizurlo really great breakdown!

@dcbuilder i've heard really good things about humanscale chairs as well

@anay_sim Get a physiotherapist too, life-changing for me. Also looking to buy a Herman Miller Aeron C chair next week.

Also hitting that point where I need to start using a monitor to save myself from tech neck

@tylerinternet bless up

@anay_sim bestbuy literally doing a flash sale today bestbuy.com/site/best-buy-…

@tylerinternet i know it's sooo bad. i've just never gotten used to one 🙈

@anay_sim omg anay get a monitor

If a tweet has more bookmarks than likes it’s alpha

@camiinthisthang A mentor once told me "to take things personally is the ultimate sign of selfishness because you think everything is about you." That's stuck.

the biggest grown up lesson I’ve had is how shortsighted taking ‘business’ things personal is. Ie an employee quitting, becoming a keyboard warrior for a company & making enemies in the process, etc. Life is incredibly long and all the savviest people I know understand this and can’t be bothered to take business decisions personally because they understand this is not the end all be all

@benroy hell yeah

I want to write a top 10 memoir of all time… that’s where 100% of my energy is going these days I want to say something eternal about the human condition Life is very short, so might as well shoot for the tippity top of the mountain & let the chips fall where they fall

Who you choose to watch movies with is very important imo. Do yourself a favor and go watch Sentimental Value with your sibling(s) 🤍