jon yan

personal news: stepping into leading developer growth; still doing research engineering. first order of business: sovereign agentkit. deploy a media agent in a few clicks for $10. it owns its own substack, email, and wallet. agents that own property are agents you can own. demo below. it's an experimental beta -- if you face any issues, let us know. try now -- link in reply

Introducing Onchain Group (OG). After leaving Coinbase, I spent time reflecting on what was actually worth working on. My background was as a venture investor — pattern matching, working with founders, and figuring out what’s coming next. What I realized, though, was that the most energizing part wasn’t investing. It was working with teams to define strategy and bring the right transaction into existence, like architecting the Coinbase <> Morpho deal — a new kind of onchain alliance that combined product, capital, and distribution to create an entirely new category and market. It made me wonder: was this a one-off, or the start of something new? Having been in crypto for nearly a decade, this is the most dynamic the space has felt. Onchain products are becoming real businesses, tokens are becoming real assets, and regulatory clarity is opening up an entirely new design space — introducing a new class of capital structuring opportunities. Over the past year, working closely with founders, it became clear that this wasn’t a one-off, but the first of many. The opportunity design space is just beginning — from tokens turning on fees, to restructurings, to equity-like conversions, to acquisitions and distribution partnerships involving tokens. Teams are realizing that getting this right is no longer optional. As onchain products mature into real businesses, taking ambitious steps toward the right capital structure becomes a requirement — and the market is beginning to reward those who do it well. In our conversations with builders, investors, and stakeholders over the past year, it became clear that nobody was exploring this area the right way — with an early-stage mindset, cryptonative intuition, and institutional rigor all at once. So we started Onchain Group. OG exists to define and execute the transactions that create new markets and shape this new system. If crypto is the software upgrade to finance, then capital structure needs to evolve alongside it — requiring ambitious strategy and creative execution.

✨ New look: The agentic era is here! As this era unfolds, agents will observe, decide, transact, and execute tasks with real value on the line. The next generation of apps and agents will require trust built in. That’s why we’re building EigenCloud, a verifiable cloud for the agentic economy.

If you're talking about it, it worked. Crypto is for everybody.