Framework Ventures retweetledi
USDAI was highlighted in the @SkyEcosystem Q1 Insights Call by @RuneKek and @pythianism.
Proud to be part of @obexincubator's $1bn Cohort 1.
Appreciate the continued support from Sky and @hiFramework.
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Framework Ventures
2.5K posts
Framework Ventures
@hiFramework
A thesis-driven venture firm that builds alongside our founders. Tweets are not investment advice or recommendations. GPs: @pythianism & @im_manderson
San Francisco Katılım Temmuz 2018
707 Takip Edilen263.2K Takipçiler
Framework Ventures retweetledi
Under Sky’s year-end projection of $20.6B in USDS supply, the protocol’s balance sheet would scale meaningfully even under conservative NIM assumptions.
Applying a lower-end 0.8% NIM across the total asset base would translate to an annualized NII run rate of approximately $165M, while Sky’s current 1.3% NIM would imply a run rate of roughly $268M
Sky Ecosystem Insights@SkyEcoInsights
Q1 2026 results exceeded SFF's projections across every key metric. SFF's full-year 2026 forecast remains unchanged: • USDS supply $20.6B • Gross Protocol Revenue $611.5M (+81% YoY) • Protocol Profits $157.8M (+198% YoY) Watch the full Q1 Insights Call below ↓
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Framework Ventures retweetledi
Q1 2026 Quarterly Insights Call.
@RuneKek and @pythianism sit down to discuss Q1 results, take questions from community and institutional participants, and unveil the Sky Protocol Financial Dashboard.
Watch the full call here ↓
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Framework Ventures retweetledi
Sky Frontier Foundation has published its inaugural Quarterly Insights Call.
@RuneKek, Co-Founder of Sky Protocol and Director of Sky Frontier Foundation, alongside @pythianism, Co-Founder of @hiframework, discuss Q1 2026 results, answer questions from community and institutional participants, plus introduce the new Sky Protocol Financial Dashboard.
Watch the full call here ↓
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Framework Ventures retweetledi
Framework Ventures retweetledi
Part of preparing Sky for the next step is proper investor communications
Please join us for the first quarterly insights call this Wednesday
Sky Ecosystem Insights@SkyEcoInsights
Sky Frontier Foundation will publish its inaugural Quarterly Insights Call on May 13th. The call will walk through Sky Ecosystem's Q1 2026 Report in full. Speakers: ☑️ @RuneKek: Co-Founder of @SkyEcosystem and Director of SFF ☑️ @pythianism: Co-Founder, Framework Ventures This is part of Sky Ecosystem's commitment to institutional-grade financial transparency and reporting standards. Save the date.
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Framework Ventures retweetledi
USDS supply reached $11.70B in Q1 2026, up 67.9% YoY.
sUSDS ended the quarter at $6.49B, the largest yield-generating stablecoin by supply.
Q1 was the most active quarter in protocol history for capital deployment and product expansion.
Full breakdown below ↓
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Framework Ventures retweetledi
New episode of Oneshot out now!
@im_manderson & @pythianism discuss:
- AI CapEx melt-up
- Bitcoin’s recovery
- The LLM Horse Race
- And more!
Timestamps
00:00 Introduction
02:33 AI CapEx Melt-Up
13:30 CLARITY Act Compromise
23:53 Bitcoin’s Quiet Recovery
28:44 Bitmine & Tom Lee
33:22 The LLM Horse Race
38:38 New Funds Announced
50:09 The AI Tooling Filter
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Framework Ventures retweetledi
Framework Ventures retweetledi
Sky Ecosystem Q1 2026 Report | Strongest. Quarter. On Record.
Key Highlights:
→ Gross Protocol Revenue: $123.79M (+28.9% YoY, +56.8% QoQ), highest in protocol history
→ Protocol Surplus: $46.04M vs a $13.51M net loss in Q1 2025
→ Protocol Collateral: $13.03B (+49.1% YoY)
→ USDS Supply: $11.70B (+67.9% YoY)
→ sUSDS: $6.49B (+71.7% QoQ), largest yield-generating stablecoin by supply
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Framework Ventures retweetledi
Sky seems largely unfazed despite the recent DeFi chaos.
USDS supply back above $8 billion, total @SkyEcosystem stablecoin supply at $12.4 billion and basically up only since launching in Sep 2024.
Still one of the most underdiscussed growth stories in DeFi.
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Framework Ventures retweetledi
Framework Ventures retweetledi
Today in @Bloomberg:
Framework partner @rajivpoc discusses Hyperliquid's push into prediction markets
Link in comments👇👇
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Framework Ventures retweetledi
Quantum FUD dragged Bitcoin down, but as the market digests the fear, could credible progress on quantum resistance flip it from a headwind to tailwind?
"Quantum and the potential for any sort of improvement or direction on solving it is like a bullish catalyst that could come out of nowhere." - @im_manderson
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Framework Ventures retweetledi
The next stage of @USDai_Official is more execution:
See what we've done in the last 6 months, and where we're going in the next 24 months, and how the most important commodity of the AI sector (GPUs) is turning into a new asset class 👉
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Framework Ventures retweetledi
@USDai_Official Read the full vision here:
usdai.notion.site/The-Interest-R…
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Framework Ventures retweetledi
DeFi and AI infrastructure are converging on Base.
@USDai_Official is rewiring the system on how GPUs are financed today through CALIBER protocol.
Every trillion dollar market has had access to liquid credit except for AI. By bringing financing onchain, USDai enables AI financing to scale at the speed it was meant to.
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Framework Ventures retweetledi
AI is becoming the largest capital-intensive industry.
$CHIP makes AI infrastructure programmable through markets for compute, GPU financing, debt and yield.
As the platform powering the programmable economy, Arbitrum gives it the liquidity, low costs and distribution to grow.
USD.AI@USDai_Official
$CHIP is now live. Intelligence. Progress. Abundance. Financed with $CHIP.
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