Lino Velev

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Lino Velev

Lino Velev

@lvelev

Ecosystem architect ⚙️ | Web3, AI & GTM | Built $250M fund plan @Arbitrum | Mentor 200+ founders | Obsessed with good governance & high-leverage tech

London, England Katılım Mayıs 2009
1.7K Takip Edilen1.7K Takipçiler
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Lino Velev
Lino Velev@lvelev·
The Arbitrum Growth Circle is live and we’re looking for industry people to participate. Working in fintech or financial services and interested to develop your onchain stack, please reach out. If you’re a Web3 business at any stage looking to GTM with fintechs, do the same!
farstardao@farstardao

August was busy for @farstardao ! We kicked off the month launching the first-ever @arbitrum Growth Circles with some great teams 👇

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Lino Velev
Lino Velev@lvelev·
@lyuben wait didn’t that get blocked on some governance level and now they’re trying to push it again?
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Devansh Mehta
Devansh Mehta@devanshmehta·
honestly great to see what a longstanding partner UNICEF has been for blockchain this call for applications gives $100k to solutions - improving transparency & accountability of public goods funding - new financing models for digital public goods deadline is march 10th
UNICEF Innovation@UNICEFinnovate

📣 Calling all startups in emerging markets with ready-to-deploy blockchain-based solutions for social good. Apply for mentorship and equity-free funding up to US$100,000 in ETH, BTC or USDC from the UNICEF Venture Fund. Deadline: 10 March 2026. For info on requirements, eligibility criteria and how to apply ➡️ unicef.link/blockchain-call

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PaperImperium
PaperImperium@ImperiumPaper·
Today is my first day as Economics Lead at MegaETH. @megaeth’s approach to its onchain economy is a good match for my own, and I’ll be focused on helping MegaETH grow a thriving onchain economy that solves real problems for real people, companies, and organizations.
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Devansh Mehta
Devansh Mehta@devanshmehta·
@ImperiumPaper @megaeth amazing news! so glad you ar going to be the one piloting the new incentive structure for blockchains where higher TVL = greater revenue, compared to peers where usage = revenue its also funny you were critical about megaeth & are now leading that part x.com/ImperiumPaper/…
PaperImperium@ImperiumPaper

This just seems like a poorly organized plan by an otherwise thoughtful team. 1) Why would you use USDtb to back it, which is strictly worse than just holding BUIDL (what backs USDtb)? And it’s not as if BUIDL is a great yield. If you’re going to forgo yield, at least get that Blackrock-adjacent claim of using BUIDL. I hope they at least don’t get charged some kind of fee from Ethena - Ethena should be paying MegaEth. 2) Why does this exist? For the user, not for the issuer. Why do I, as a user, want to hold USDM vs USDC/T? ⬆️ This is, by the way, a question I don’t think most stablecoin issuers seriously ask themselves. You need to be solving a problem for users. I actually believe most chains should explore issuing their own “local currency”. But this just seems doomed for the typical throw-incentives-at-it-then-everyone-uses-USDC/T-anyways lifecycle. Blast of all chains probably had the most effective approach to this. They just force converted all your DAI, USDC, and USDT to USDB upon using the bridge. Huge head start and avoided fragmenting liquidity further. The thing about stablecoins is you really have to be obsessed with it over breakfast, lunch, and dinner. You can’t be a tourist. I think it’s going to be tough to simultaneously launch a successful chain and market a stablecoin that seems like its sole purpose is to send the interest to the chain in lieu of sequencer fees. MegaEth team needs to fully explain why I, as a user, want to use a brand new stablecoin that doesn’t even pay me anything vs USDT or other alternatives.

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A.J. Warner
A.J. Warner@ajwarner90·
Nice work @nashpointfi. Been following along closely for almost a year now. The progress has been incredible
Nashpoint@nashpointfi

Nashpoint has integrated WisdomTree Connect from @WisdomTreeFunds on @Arbitrum. WTGXX and CRDYX can now be incorporated alongside RWAs from Centrifuge and DigiFT inside a single programmable vault architecture. One vault. Multiple institutional RWA issuers. Unified liquidity + rebalancing logic. This is what RWA orchestration looks like.

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Lino Velev
Lino Velev@lvelev·
@yungdoteth @0xsmac @Y0K0S0N I mean they're sorta on equal footing now. My mom in her 60s who adopted email 3 y ago and still can't figure out CC. On her own just produced a pitch deck with AI to secure an innovation grant on mixing some compounds in asphalt to improve public roads 🤯
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smac
smac@0xsmac·
there is some irony to coastal elites freaking out about AI job displacement now that it’s seemingly at their doorstep hollowing out middle america labor was ok because of ~efficiency gains~ but now that white collar jobs are at risk it’s time to scream FIRE! and pull the alarm
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Vladimir
Vladimir@vlelyavin·
@Polymarket bro the fact that there's a liquid prediction market on whether the US government will blacklist an AI company for refusing mass surveillance is the most cyberpunk thing that actually happened today
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Rutger Bregman
Rutger Bregman@rcbregman·
This is a huge opportunity for Europe. Welcome Anthropic with open arms. Roll out the red carpet. Visa for all employees. Europe already controls the AI hardware bottleneck through ASML. Add the world's leading AI safety lab and you have the foundations of an AI superpower.
Polymarket@Polymarket

BREAKING: Anthropic CEO formally refuses to comply with the Department of War's demands. 44% chance they're banned from the supply chain. poly.market/6kkVEei

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jack
jack@jack·
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack
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OFFSTAGE
OFFSTAGE@offstage_x·
A full circle moment: @StaniKulechov’s dad saved up for 6 months to buy him a computer. He would have had to handle tons of paperwork, visit banks IRL during weekdays, and wait hours or even days in processing funds. Now he just uses @aave.
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Castle Labs 🏰
Castle Labs 🏰@castle_labs·
2 months ago, we shipped our end-of-year report with @OAK_Res and @hazeflow_xyz Packed with the key takeaways from 2025 and actionable insights for 2026. Join us Thursday, 26 February at 3 pm UTC for a fast look at how the year has begun, and where it’s headed next.
Castle Labs 🏰 tweet media
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Lino Velev
Lino Velev@lvelev·
@DeVladinci often you ask something, they generate a “look good” response that avoids deeper analysis and research. You push, they do the work and then keep it in the context window well. Like lazy initiation. Maybe your prompts are not that challenging. …Or you found a very eager one :)
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Vlad
Vlad@DeVladinci·
@lvelev I don’t know. Interesting, never seen to be lazy. Mine should be lazy and frustrated, then i will have full work experience :)
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Vlad
Vlad@DeVladinci·
LLMs aren’t lazy. That’s the problem. Being lazy is not a bad trait to have, especially in software development. You start extracting things to save yourself time. LLMs don’t, they need to be told to.
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Lino Velev
Lino Velev@lvelev·
@ry_paddy Web3 has been very good in pushing the boundaries model wise, but the capital there is too little and mostly very high risk/sophistication/return and instant liquidity oriented. Most of the long term oriented one in sovereign wealth or the occasional billionaire.
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Lino Velev
Lino Velev@lvelev·
I’m a huge fan of what you’re saying especially on the axis of blended capital — where you use the “quasi public” part not to make the capital cheaper, or even more risk tolerant, but a lot more patient.
Patrick Ryan@ry_paddy

There is a huge challenge (and opportunity) in new financing models for companies operating at the intersection of bits and atoms. This is the new frontier, and - I suspect - is where the next trillion dollar businesses are most likely to be built. You cannot finance all these physical assets, inventory, manufacturing capacity, infrastructure, etc. purely with equity. Traditional debt is not yet comfortable with the risks - these companies are too nascent. I suspect the winning VCs in this space will learn to think like infrastructure investors (or hire for that skillset). The best will be thinking about capital structures beyond equity at the point of investment - writing an equity cheque but also helping design the full stack of capital the company will need, including warehouse facilities, equipment financing, and offtake-backed debt. This is a very different skill set from traditional venture. Instead of "we can help you hire a VP of Sales," it's "we can help you structure a $200M debt facility against your contracted revenue." Government and quasi-government capital as a catalyst for robotics, new models in life sciences, etc. will also be very important. This is exactly what has allowed China to take the lead in robotics. The state has been willing to think very long term and absorb massive up-front losses, act as a first customer, etc. We can and should learn from them.

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Lino Velev
Lino Velev@lvelev·
openai.com/index/introduc… @OpenAI just dropped EVMbench. TL;DR - Codex 5.3 hits 72.2% score, compared to 31.9% on 5. - On both Detect and Detect and Patch modes it's far from human security experts working on smart contract. - Full papers linked inside.
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ventsi
ventsi@ventsy·
Needed to find a meeting time with someone in GMT+2 today. Every timezone overlap site is drowning in ads. So I asked Codex to build one and deploy it to GitHub Pages.
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