Archetype

Archetype SBC Happy Hour luma.com/7mmxj42t

Join us for drinks and a bite to eat at this year's SBC in Palo Alto! RSVP in the comment below

Dmitry Berenzon says why RWAs need a two-category framework instead of one: "Two different types of RWAs. Financial assets have one property profile, private credit, debt, equities, funds all behave similarly." "Physical assets have a different property profile, commodities, real estate, collectibles, GPUs. Different nuances for issuers and holders. Different impact on how the asset behaves." "A tokenized Pokemon card is an RWA. Most coverage stops at financial assets, the broader framing matters."

🟥 Archetype's @dberenzon is live on The Rollup talking stablecoins, tokenization, and RWAs

Gutenberg built the mechanized printing press to make books cheaper, but set in motion the toppling of a long trail of dominoes, breaking the Church's monopoly on truth and dissolving the feudal order. Tim Berners-Lee at CERN built the internet to speed up scientific communication, and consequently put a printing press, a broadcast tower, and a global marketplace into every person’s pocket. Artificial intelligence does more than make computation cheaper or faster. It makes intelligence itself abundant and interoperable, but left in the wrong hands it becomes one more faculty that institutions can meter, log, and switch off at will. That is the moment we find ourselves in, and it is why Archetype is investing in Venice. In 2008 the financial system showed its hand. The banks that were too big to fail failed. Governments printed money to rescue them, but along the way, people lost their homes and savings in the wreckage. Most broadly, people lost faith in the institutions that had spent over a century trying to gain their trust. Out of this void came Bitcoin, carrying with it much more than a new technology: trustless, permissionless, censorship-resistant, privacy assumed rather than asked for, verification standing in for trust, the individual holding the keys. Bitcoin let us own our money, and encryption let us own our speech. This was a new philosophy for the technological age. However, as models proliferate across tools and facets of life, we still do not own our thoughts. A ChatGPT query. A conversation with a frontier model. Your business plans, your half-baked ideas, your political questions, your medical concerns. These all sit on a third party’s server, logged and retrievable at the point of a terms of service or snap of a government order. This might sound like science fiction, but it’s already become reality. Earlier this year, the US government gave Anthropic 90 minutes to shut down access to Fable 5. Just like that, millions of users lost access to frontier intelligence because a government decided they shouldn't think certain thoughts. James Dale Davidson and Lord William Rees-Mogg saw the shape of this in their 1997 book The Sovereign Individual. In the book, they describe the state as a farmer keeping its cows in a field to be milked, and predicted that the cows would, before long, grow wings. And though the cows may have wings, the farmer will try to clip them before they learn to fly. We have seen this pattern unfold before. IBM owned computing until the PC unbundled it. Microsoft owned the desktop until the web routed around it. AT&T and Verizon owned the line until smartphones, open protocols, and eSIMs made the line irrelevant. Each time the shape has held: control concentrates, access distributes, and the individual ends up with more power than before. Venice is private, permissionless AI, built such that the user is in control of both their data and their access. Erik Voorhees, Venice’s Co-founder, puts the premise plainly: machine intelligence is too powerful and important to be monopolized by any company, organization, or government. Venice’s privacy is structural. Your prompts, responses, images, and uploads are encrypted in your own browser and never stored on Venice’s servers. Requests travel through an encrypted proxy to a distributed network of GPU enclaves where any single provider sees a user’s conversations as independent blind requests for compute and nothing more, sharing neither history nor identity. Access is built the same way. Venice runs the leading open-source models, DeepSeek, Llama, Qwen, and their successors, such that no single lab controls what is available or what the user is able to ask. The output intelligence stays reachable because nothing in the architecture is positioned to take them away. With this investment, Archetype is backing the cypherpunk premise that built Bitcoin: privacy by default, and access that asks no one's permission. @ErikVoorhees, @jesseproudman, @JonShapeShift, and the entire @AskVenice team have taken the principled stand that privacy isn't a feature, it's the foundation. Not just for security, but for self-sovereignty and censorship-resistant access to intelligence, something no gatekeeper can switch off at will. We're honored to stand beside them in pursuit of this mission. The cows have wings. The work now is to ensure that they fly before the farmer reaches the fence.

1/ RWAs are the logical conclusion of stablecoins. I've written a new piece that: - Proposes a taxonomy for the different types of RWAs - Discusses the adoption sequence of RWAs - Outlines the issues that are preventing the continued adoption of RWAs 👇 archetype.fund/media/rwas-the…

Very excited for @archetypevc to double down on Fomo!

We have raised a $75M Series B from @IndexVentures and @usv, with continued support from @benchmark!

Are peptides more chaotic than creatine? Are Emily and Tori KOLs? @emilylai and @Bonecondor discuss $400 towel skirts, retatrutide, jestermaxxing, Milady lore, and more On the newest episode of Chaotic Good 👺

Liftoff velocity. Turnkey is quietly powering the shift to stablecoins.

I still don't know how the alignment chart works and at this point I'm too scared to ask @Bonecondor and @emilylai clear it up for all of us Chaotic Good ep3 drops next week 👺

While talking about how agent identity creates demand for privacy and verifiability at the Privacy AI Forum hosted by @monad and @archetypevc we cracked 1 million total requests.

Season 1 on Remix is LIVE with $30,000 in prizes! 1. Earn sweepstakes tickets by playing games 2. Pick which sweepstakes you want to enter 3. Get a little lucky We're giving away cash, PS5's, iPhones, and more over the next 6 weeks. A loot box is already waiting for you, open the app!

AI agents can now start real businesses. @Meow lets your AI agent form a company, get an EIN, open a bank account, issue cards, and move money in a single prompt. Works with Claude, Cursor, ChatGPT, Gemini, and more. The first end-to-end company builder for agents.

Heading to @ethconf in NYC? ​Join us in learning more about what's at the frontier of privacy AI with thought leaders and leading companies. Co-hosted by @archetypevc and Monad Foundation. Sign up 👇 luma.com/28k7z005

Gold is live on Tenbin

The days of crossing your fingers and praying whenever you make crosschain txns or on/off-ramp are behind us And companies like Decent are the reason why We’ve supported Decent from their earliest days and couldn’t be happier to see them joining forces with MoonPay!

The age of one-time token due diligence is over. A given "token" can easily involve 300+ changing contracts. We've built a balance sheet graph for every token, so you can see all protocol/token dependencies and then model economic and operational risks.

Introducing Pond Markets. Back startup with stablecoins for equity. Startups share upside with backers through: - Revenue sharing - Future acquisitions You are not just using AI. You now own it. Explore the first round of a $9.5k revenue startup👇:

stablecoins, agents, institutional adoption are core to crypto's current and upcoming era. Proud to partner with Bryce, Jack and the Turnkey team in delivering the infra necessary for the future