Nikhil Srinivasan

Excited to share Infinite (@infinitedotdev) a stablecoin payments processor I’m building with @rajlad_

If you’re interested in using us to move money faster, globally, shoot us a dm and we’ll get you set up. To learn more:

Rate of learning is probably single biggest predictor for success.

@tkkong same

this is where I do my 1:1s btw

Coming soon (feat. @nvs)

@tomosman @brian_armstrong 🎯 @infinite

@brian_armstrong Until they can open a bank account + have a crypto wallet.

Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.

@SimkinStepan 🎯

Cypherpunk blog posts can only get you so far. Instead you can build something customers want and help them move off traditional banking to stablecoin rails. Our mission is to get to end to end stablecoin settlement across all businesses using Altitude because this is how pure velocity and efficiency of money movement is reached. But we have a lot more work to do before we get there. The reality is that most businesses today do require to settle via traditional rails for at least some of their payment volume and we are giving them that option, while they are holding 100% of their balance in stablecoins on the platform. A stablecoin account that connects you to local and onchain rails is how you bridge the gap and fulfill the mission. If you can’t see why this is the way to go, feel free to DM.

The end state is end-to-end stablecoin settlement. The current state is the world still runs on bank rails. To bring customers into the future, you have to meet them where they are today. So we built SWIFT transfers directly from a stablecoin balance.

@philjacobson 🎯💯

Stableminded, a financial podcast covering founders on the frontier. Long form, founder-focused. All about modern money. New episode drops next week. Ep. 45 - @cnaut, CTO at @raincards Ep. 46 - @louisamira, building @atxp_ai Ep. 47 - @nvs. CEO at @infinite Presented by @altitude Hosted by @dr3wrogers EP: 0045-47 SF, USA

Focus is golden

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

Two ideas from this excellent episode that really resonated: 1. Look far outside of your immediate context for ideas. Banks the in DRC, Kaspi in Kazakhstan, M-Pesa predating most mobile payments, etc. are instances of forks in product evolution because of environmental differences. Different contexts mean different constraints, which generate different ideas. 2. The dollar is an instrument of hard power, and we don't emphasize this enough. Trade is largely denominated in dollars. Several emerging markets primarily use the dollar officially or unofficially. Financial services are a key part of a robust national security strategy, and dollarization (via financial services, stablecoins, and more) needs to continue to be a part of American grand strategy.

@dmitry140 🎯

no company founded >2026 will organically grow to >10k employees

@darian314 @Google @d0nharrison @sundarpichai @porat_ruth congrats @darian314!

None of this would have been possible without @Google. A heartfelt thank you to @d0nharrison, @sundarpichai, @porat_ruth and the entire Google and Alphabet team for believing in us, giving us the support to build this firm in our own vision, and for their continued partnership as we write the next chapter. Grateful doesn't begin to cover it. 🙏

We're thrilled to announce @GradientVC's Fund 5: $220M, oversubscribed, and fully independent. As @agarfinks wrote in @FortuneMagazine's Term Sheet this morning — we founded Gradient when nobody took AI seriously. Turns out that was the point. 📰 fortune.com/2026/03/17/goo…

Working on something ambitious is like climbing a mountain that’s covered in fog. You can't see a clear path to the top. You have to take a few steps into the unknown to be able to see the next few steps in front of you. Inevitably, sometimes you’ll end up a local maximum and have to backtrack. That’s fine, just keep moving.

𝗪𝗲'𝗿𝗲 𝘁𝗵𝗿𝗶𝗹𝗹𝗲𝗱 𝘁𝗼 𝘄𝗲𝗹𝗰𝗼𝗺𝗲 𝗘𝘃𝗲𝗿𝗲𝘁𝘁 𝗛𝘂 𝗮𝘀 𝗙𝗼𝘂𝗻𝗱𝗶𝗻𝗴 𝗠𝗲𝗺𝗯𝗲𝗿 𝗼𝗳 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝘁𝗮𝗳𝗳 𝗮𝘁 𝗜𝗻𝗳𝗶𝗻𝗶𝘁𝗲

Gradually, then suddenly

There is no substitute for the person who Knows What To Do.

if the labs are selling metered intelligence, the biggest businesses will target mkts w the most unmet intelligence demand accordingly, consumer is likely a relatively small segment. consumers want tictoc and instagram - theyre not seeking intelligence during their free time

"Go all the way until it hurts. If you're doing something and it's easy, it's not valuable." - @travisk "If anyone says a strategic thing was easy, I'm like, 'You messed up. You could have gone way further. More competitive advantage. More differentiation. Get it together.'"

@travisk 🐐

Atoms. atoms.co/vision