Alexander Lin

i'm actively deploying significant amounts of capital into the esoteric corners of finance and markets if you're building in consensus verticals like yield products or prediction markets or "xyz but with stablecoins" with only marginal improvements, im out

men in 2026: “my glp1 stack helped me rediscover the basics of being a man. link in bio”

@serpinxbt @ethos_network what about the people who fudded projects that went to zero? (me)

introducing: who shilled this shit? a visual wall of shame showing who wrote positively/promoted a project that rugged w links to all of the tweets for you to go see sorted by highest @ethos_network score first ofc! vibe coded, u can visit at 127.0.0.1:8039

@zqinfo1 @SynchronicityHQ

most speculative markets are built so the average participant does not have the edge. in equities it’s speed and infrastructure, in crypto it’s information asymmetry, in sports betting it’s the house. most users are liquidity that the better positioned players extract from. it’s all the same patterns edge is always a step above the avg user traditional trading is pretty much broken for normal people, we need something new

@futurenomics lol is this a copy paste from a midwestern tik tok influencer’s beli “want to try” list?

-Le Bernardin -Theodora -Four horsemen -4 Charles -Four Twenty Five -Atomix -Per Se

Where to host a dinner in NYC: 
- Cote - Funny Bar - Ketchy Shuby - Sake No Hana - Keens Steakhouse - Somewhere Nowhere - Soho Grand (Club Room)

@55bags @xeriscoin my tweet wasn’t about performance

fork eth? why dont we just fork btc or LTC while we're at it.... At some point crypto is gonna realize its time for a chain that performs and doesn't ask for trade ins in return. The good news is this someone finally built it, the one that solves the trilemma; @xeriscoin

wdyt? @VitalikButerin

let’s fork eth only path forward dm me if you’re building this

they can’t even get their main product right this direction is desperation

deploy your strategies and trading logic directly on exchange, in real-time and privately makes the latency race a thing of the past and introduces a new era of trading this is @SynchronicityHQ

The best builders are rich on paper, and stuck in reality @techdollarhq is about to change that.

@therollupco @pharos_network

Seraphim says tokenized chinese ipos could be the biggest unlock in crypto: “if you’re an american, you can’t get hold of these chinese ipos… it’s very hard." “all it takes is a team to bring it on chain and anyone in the world can buy it.”

@iwillpat Congrats g

If you haven't noticed, I haven't posted as much for the last 18 months. Apart from getting married, having a kid, and launching a new fund, the main reason is being less bullish on many tokens overall. To be clear, there are still plenty of reasons to be bullish and great teams to invest in, but I'm finally jotting down my grievances with this space.

@0xsmac @SizeChad 😈😈😈🧃🧃🧃🙈🙈🙈

Sry can’t make it tn I’ll be at the looksmaxxing party

@SizeChad @0xsmac um

@0xsmac Mamdani actually isn’t so bad

@LoganJastremski @carlhua the reforge ai operating system that @carlhua and I built internally

@linfluence @carlhua What’s Ava?

reforge q1 2026 overview >5,054 companies/projects across private markets (fintech, ai, robotics, frontier tech) sourced through Ava >3,051 proceeded to deeper diligence and Ava's research stack produced an in-depth memo >202 teams received an email or DM from us; that's a 6% conversion from the prior diligence phase >20 of those were discussed at two or more ICs >2 investments made tldr: Top of funnel is healthy by quantity - more teams than ever building but quality is just not there; there's a lot of noise accompanying very little signal. Makes sense given the vibe coding craze and software commoditizing. So just because we decided not to participate in superfluous twitter discourse around fundraising in crypto or have our name put on a spreadsheet does not mean we are not extremely active. To us, the investable subset of opportunities is just extremely small. note 1: This does not include our inbound stats; that said, we execute a outbound-heavy strategy note 2: 3,051 -> 202 includes filtering out projects that may be too out-of-scope for us (robotics, frontier tech, etc.) but if there are signals that indicate a co could be generational, we'll still include in our pipeline reminder: Reforge is not just a "crypto vc". We are a venture capital and technology firm investing across the financial system value chain with a very broad mandate Some insights: Consensus is rising around core primitives but very few teams are actually solving the hard problems. the most crowded sectors are what you'd imagine and we’ve found difficult to build conviction in their long term sustainability: - x402/agentic payments/agent commerce rails - prediction markets: terminals, aggregators, wrappers - stablecoins/payments/neobanks - ai trading agents/execution wrappers Where we felt differentiation specifically in finance/crypto: - market-structure, risk-transfer, liquidity, and margin primitives - credit, settlement, and post-trade infrastructure - software-native markets with novel agent-workflow infrastructure (no wrappers!) With Ava, we have more data than ever on early-stage private markets across multiple sectors, predominately ai and finance. If you have any questions or are curious to learn more about what we’re seeing, just let us know

@HadickM @mdudas yep - im only picking holes on the positioning, nothing else. love the product and team

And that is actually what’s happening - it was bad language meant to be controversial (they succeeded in that, clearly). But product is great and team ships. Clearly they don’t actually believe tokens don’t have a place, because they wouldn’t keep shipping crypto specific product. But they are also right that most tokens, as they have been designed today, have not made sense. The future is different and that’s what they are building for.

The Artemis team has been ahead of the curve understanding that crypto’s natural evolution will bring money (stablecoins), tokenized assets (securities and non securities), and tokens altogether into a single ecosystem. They started by building the best stablecoin data business in the space and now love to see this move into supporting equities, as well. All while rebuilding their infrastructure to be AI native. Keep crushing @jonbma, @anthonyyim and team

@mdudas @HadickM that said, trust jon and anthony have their reasons and are a great team i ultimately wouldn't bet against

@mdudas @HadickM should've been more of a "we did this really well for tokens and now we'll do it really well for other asset classes starting with equities" a horizontally integrated analytics stack etc etc