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ArkStream Capital
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ArkStream Capital
@ark_stream
A crypto-native fund accelerating zero-to-one growth for Web3 unicorns.
global Katılım Nisan 2018
148 Takip Edilen20.8K Takipçiler
ArkStream Capital retweetledi
【招人帖】
ArkStream 正在搭建一个新的 Systematic Strategy Desk。
由顶级量化Tower Research的Strategy Head 亲自带从 0 到 1 搭建策略体系的机会，拥有独立资金池与分成。
我们寻找具备以下背景的量化研究员：
- CTA / 系统化交易
- 自营交易 desk
- Multi-strategy fund research
- crypto/商品 / 期货系统盘
工作经验1-3年最佳，亚洲时区。
欢迎自荐或推荐。
推荐成功入职送 Mac Mini，型号任选!
Ye Su@allen_su1024
中文
ArkStream Capital retweetledi
Meet BIOS, an AI Scientist built to orchestrate complex biomedical research.
• Global SOTA on Data Analysis Benchmarks: BixBench 48.78% open-answer, 55.12% multiple-choice + refusal, 64.39% multiple-choice (no refusal) - outperforming systems like Edison Scientific and Kepler.
• Human-in-the-Loop or Autonomous Mode: Intermediate checkpoints let researchers guide investigations mid-flight as insights emerge. No more waiting hours for batch runs + reruns to get results. Or, run in fully autonomous mode for extended investigations.
• Persistent World State: Rather than losing context as conversations grow, world state ensures investigations build on insights within each research cycle and across sessions.
• Subagent Swarm: BIOS orchestrates subagents specializing in research functions (Literature Review, Data Analysis, Novelty Detection) and, soon, research domains (microbiology, longevity, genomics).
BIOS is available now in Beta with free + paid tiers, exclusive launch pricing and, for limited time, free full access to academic users with a .edu email address.
Pro, Researcher and Lab subscription tiers offer discounted packages on monthly credits. Our usage-based pricing is competitive and in some cases significantly cheaper than leading scientific agents.
Try BIOS and read our paper in the links below ↓
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Big thanks to @coinexcom for the awesome 8th anniversary gift! Eight beautifully made medals, each marking a chapter of CoinEx’s journey.
Backed by @ViaBTC , CoinEx has been rock-solid through all kinds of market ups and downs, and we've seen that consistency firsthand.
Really appreciate the thought. Happy 8th anniversary. Let's keep moving forward together！
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Big fan of what @ravedao is building.
From a 200-person afterparty in 2023 to 3,000-attendee events today, they’re proving that culture is one of the strongest on-ramps into crypto.
RaveDAO@RaveDAO
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ArkStream Capital retweetledi
Introducing Space and Time v2: the data blockchain securing onchain finance.
With the latest mainnet upgrade, institutions can now use SXT to secure offchain financial datasets and power more sophisticated asset tokenization onchain.
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ArkStream Capital retweetledi
Probably the most stacked panel at 2049. Period
IoTeX@iotex_io
the convergence of RWAs & AI is opening a trillion-dollar frontier. leading investors from @6thManVentures, @lattice_fund, @ark_stream, & @SummerEverest share with @Cointelegraph where capital is flowing and why this is the next breakout market. only at r3al world AI summit at @token2049 singapore. featuring @CarlKVogel @MikeZajko @ChungTheOga @BudaNftOfficial RSVP: luma.com/r3al-world-ai-…
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ArkStream Capital retweetledi
Excited to meet old friends and share insights at the panel!
Cointelegraph Accelerator@CointelegraphAc
🤝 In partnership with @PeanutTrade & @NewTribeCap ⚡️COINTELEGRAPH PRESENTS: VC<>STARTUP CONNECT – SEOUL EDITION This Thursday during Korea Blockchain Week, we gather founders and investors shaping the future of Web3 across Asia and beyond 🇰🇷 🚀 Apply to pitch: airtable.com/appuKB3LxXxBH6… 🎟 Register: lu.ma/mz0y9xug Meet the Speakers: 👩💼 Opening Remarks: Anna Shakola – Head of BD, @CointelegraphAc @ana_peanut_trade – Anastasiia Lorenzen, Peanut Trade 📊 The Future of Institutional Investments 👨💼 Moderator: Nenter Chow – Global CEO, BitMart @50Nent @charlesmyim – Founding Partner, cMy Ventures @kaiaakylelee – Head of Corp Dev, Kaia Labs @ana_peanut_trade – Anastasiia Lorenzen, Peanut Trade 🛠️ The Next Layer: Evolving Web3 Infra 👩💼 Moderator: Anna Shakola – @CointelegraphAc @francescoswiss – ConsenSys @sharoninmind – Mind Network @xinza – CEO, Ethsign @SK_nodeops – Co-founder & CEO, NodeOps 🎤 Pitch Contest Judges 👨💼 Moderator: @maxcryptonsis – Cointelegraph Accelerator @JSquare_co – Dinghan Luo @dr3sbx – Frederico Kessler, Funfair @Saadalkhayyat_9 – Sigma Capital @tamacls – CLS @HD_hibiki – KuCoin @reason8eth – Unicorn Factory Ventures @filipsrdoc – Fillip Srdoc, Aptos Foundation 💸 Web3 Investment Landscape 👩💼 Moderator: @julietsu – NewTribe Capital @realianxu – Foresight Ventures @abrahamgomez – The Private Office @ChungTheOga – Arkstream Capital 📍 Sept 25 | Seoul
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Proud to back Bitlight in bringing production-grade RGB-Lightning integrations to Bitcoin, building the rails for Bitcoin-native stablecoins and advancing sovereign, low-fee settlement.
Make Bitcoin smart.
Bitlight Labs⚡️@BitlightLabs
We’ve closed a $9.6M Pre‑A round led by @ambergroup_io and @FundamentalLabs to ship production‑grade RGB-Lightning integrations for Bitcoin‑native stablecoin rails. Together, let’s advance Bitcoin, the Lightning Network, and RGB toward sovereign, low‑fee settlement for wallets and merchants. Make Bitcoin smart.
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ArkStream Capital retweetledi
Announcing our $6.9m raise - anchored by @CryptoHayes @MaelstromFund
To speed up science using AI and crypto.
Science is slow because researchers are siloed with little incentive to collaborate.
Bio changes that.
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ArkStream Capital retweetledi
Stablecoin game = 3 pillars:
Scale. Stability. Utility.
USDE just crossed $14B → 3rd largest after USDT & USDC.
Peg holding strong via Ethena’s delta-hedge model, but still needs to prove resilience in black-swan moments.
Utility? Still mostly crypto-native — trading, DeFi, arb. Needs to bridge into payments, remittances, CEX rails.
Now Binance comes(250M users).
Not just distribution — but USDe plugged directly into the core engine, especially non-crypto native users:
• Futures margin collateral on the largest derivatives venue
• Spot trading pairs with the deepest liquidity books
• Integrated into Binance Earn, where billions sit idle waiting for yield
That’s another growth curve on top of $14B.
Different ballgame.
G | Ethena@gdog97_
Binance has historically pursued a strategy of providing in-house product solutions, and very rarely open their platform to external teams without rigorous examination and a demonstration of very clear product market fit. Both their investment into Ethena and now integrations of USDe into the Binance platform required many months of detailed diligence. I've personally learned a lot from them this past year and am convinced that you can only build a lasting business at the scale they have by always doing right by your users and never letting that standard drop. That is the only way to earn the trust of >250m users. The holy grail of dollar asset distribution has always been embedded within centralized exchanges alongside their user bases. And as of today USDe will now be integrated fully across the entire product suite of the largest exchange in the world. We couldn't be more excited to be expanding our relationship with Binance to offer their users a unique product across their entire platform including: i) USDe futures margin collateral across the entire derivatives platform ii) USDe spot trading pairs iii) Direct integration into the Binance Earn program With more coming in the next few weeks. Binance currently holds over ~$130b of assets and ~$40b of stablecoins, and we expect USDe to grow into one of the largest on their platform. USDe penetration for USD assets on other CEXs sits at roughly ~12% which would correspond to >$4.0b of USDe on Binance. Only the beginning for Ethena and Binance.
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ArkStream Capital retweetledi
Mark it: September 9th. $ART arrives
$ART is the utility token powering the first RWAfi protocol transforming iconic art and investment-grade assets into RWAs with full DeFi utility
Join us in bringing a $10T market to DeFi
Distribution, utility, and airdrop details below ⬇️
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ArkStream Capital retweetledi
Congrats to Stablecoin on the new $530M PIPE raise. From our talks w/ StablecoinX, this isn’t just another DAT — it’s an outstanding coin + equity fusion vehicle:
- MASSIVE $895M size, even bigger than any Solana DATs now
- Unlike many OTC altcoin DATs (e.g. $ALT5), this raise goes straight into market buybacks of $ENA.
- Backed by an elite leadership team including @HadickM @KyleSamani @nic_carter etc
More to come.
Ethena@ethena
StablecoinX Inc. @stablecoin_x has announced an additional $530 million capital raise as part of its $ENA accumulation strategy. To date, StablecoinX has raised a total of approximately $895M in PIPE financing, which is expected to result in a vehicle with over 3 billion ENA tokens on its balance sheet at closing. This enhanced scale enables greater access to additional institutional channels, broader investor and third-party coverage, and the capacity to hire top tier leadership. As with the initial PIPE raise, the cash raised via the PIPE will be used by StablecoinX to acquire tokens from a subsidiary of the Ethena Foundation. The Ethena Foundation subsidiary will initiate an approximately $310 million buyback program over the next 6-8 weeks via third party market makers, reinforcing the alignment between the Foundation and StablecoinX shareholders. The expected deployment rate of purchases is outlined in the section below this tweet, and is incremental to the buyback program from the initial PIPE financing transaction which has now been completed. At current prices, the planned buyback program of this second PIPE transaction combined with the liquid ENA contributed to the PIPE by third party investors represents roughly 13% of circulating supply. This is in addition to the initial PIPE financing which resulted in the acquisition of approximately 7.3% of circulating token supply over the last 6 weeks. Importantly, as with the initial PIPE raise, the Ethena Foundation has the right to veto any sales of $ENA by StableCoinX at its sole discretion. Once again, to the extent StablecoinX subsequently raises capital with the intent of purchasing additional locked ENA from the Ethena Foundation or its affiliates, cash proceeds from those token sales are planned to be used to purchase spot $ENA. StablecoinX's treasury strategy is a deliberate, multi‑year capital allocation strategy that will enables StablecoinX to capture the enormous value of the secular surge in demand for digital dollars while compounding ENA per share to the benefit of shareholders.
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Conclusion
From ArkStream’s perspective, Ethena is not merely a stablecoin protocol, but the connecting layer between crypto-native yield and traditional capital markets. When products establish the right “base rate,” and capital structures provide an “institutional gate” toward U.S. equities, ENA’s value capture gains cross-cycle extensibility. Our decision to increase investment at this moment supports Ethena’s decisive step from PMF to CMF.
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ArkStream’s Investment Logic
Ethena’s investment logic is clear across time horizons:
- Short-term (tactical): USDe continues to be the largest yield-bearing liquidity pool in DeFi, with scale and ecosystem reinforcing each other.
- Medium-term (structural): SPAC → PIPE → De-SPAC builds a regulated bridge between ENA and U.S. institutional capital, with accompanying StablecoinX and DAT frameworks providing institutionalized demand.
- Long-term (paradigm): As fee-switch value return and DAT reserves establish a “dual flywheel” of endogenous buying + external allocation, ENA is poised to evolve into a “quasi-gold reserve” asset for stablecoin governance, achieving a positive cycle between protocol cash flow and capital markets.
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We are pleased to announce that ArkStream Capital has made an additional investment of USD 10 million in @ethena in August 2025, building on our initial USD 5 million investment in December 2024 as part of our long-term strategy. This increased commitment reflects our strong recognition of Ethena’s structured breakthroughs across both product development and capital markets.
What drives our conviction is not only the explosive growth in metrics, but also Ethena’s institutional innovation in capital markets.
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