potter.sign 🍊🧡

Excited to have led @donutai’s pre-seed. A bit about what excited us about Donut: The world of crypto has become incredibly complex. There are simply more chains, DEXs, money markets, yield opportunities, degen farms, and pump-of-the-week memecoins than any user can keep up with, no matter how sophisticated. At the same time, the world of unstructured data synthesization and resultant action formulation is dramatically advancing. Agentic platforms like OpenAI and ManusAI have proven that extreme levels of user augmentation and even replacement through agents is possible. Donut is the answer to the convergence of these two themes, leveraging the day to day exponential advancement in agent capabilities to simplify and enrich the end crypto user’s experience. @Chrizhuu and team are world-class founders that deeply care about understanding crypto users. We’re excited to support them as they reimagine what the future of on-chain interactions looks like.

We’re excited to announce that we raised a pre-seed round of $7M, led by Hongshan (formerly Sequoia CN), BITKRAFT, and HackVC, with participation from top ecosystem angels. Meet Donut, the world's first Agentic Crypto Browser on @solana. Read more in the thread🍩🧵👇 (1/7)

Glad to announce we just raised $7M to build the first agentic crypto browser: Donut 🍩 Led by Hongshan (fka Sequoia Capital CN), @BITKRAFTVC, and @hack_vc — with support from MCPi, @Sky9Capital, @makersfundvc, Orthogonal @altosvc, @VesselVC, @SonicSVM & more. Donut is the next-gen agentic front-end to own crypto order flow. Everything, everywhere, all at once. Joined by some of the best AI researchers in the world (CMU, NYU), the vision is to transform the front-end of the internet with the best in-domain model and a swarm of browsing agents. Join us to rebuild the front-end of the internet. 📷 donutbrowser.ai 📷

创新就是排列组合和反复尝试2 “Launchpad+Tokentable” ---捕获CryptoVC范式转移的机会 @tokentable 是 @sign 做的一个产品，简单来说就是把币权结构上链，方便透明，监管的链上金融基础设施。 这个事，想做，做过的人很多，但真的做好的不多，其中有产品的问题，商业模式的问题，也有timing的原因。 1、ICO时期：ICO浪潮中代币分配会在白皮书约定，但当时无链上基础设施支撑，全凭项目方自觉。可谓“项目也许有心，但技术无力” 2、混沌期（2020～2023）：智能合约技术逐渐成熟，但由于监管等原因，很多项目方回到了传统融资模式，特别是大公链，前期确实需要大融资，再加上CEX的逐渐强势，代币分配往往在TGE前才能确定。当时想做链上OTC交易的也不少，但总的来说，产品不够成熟，而且商业模式上，由于发币时是非标的，要谈下OTC的案例，上链的节点一般是靠早期投资人saft做背书的类rwa。很难形成规模效应，需要项目方产品成熟+BD成熟。另外，一些头部CEX也会起到监管作用，但仍然用中心化的EXCEL方式呈现。 这个阶段可谓“项目无心，产品无力”。 3、新迷茫时代+Meme（2024-至今）​​：Tokentable出现，产品成熟（支持多链部署、无代码操作等），同时BD端也谈下了starknet、Kaito等很多大客户。但项目端仍然分散，最好的方式就是和标准化Launchpad合作，在pumpfun之前没有一个有统治力的链上launchpad，但pumpfun的机制只适合发meme。同时，cryptoVC+CEX格局僵化，行业进入迷茫期。 破局关键： 1、ai时代带来的投资范式转移---重塑ICO荣光： 1）超级个体创业门槛和成本降低，无需巨额融资。但传统退出和大的CEX依旧高门槛。该阶段的价值捕获存在真空期。 2）美国传统VC已经纷纷在二级化。 CryptoVC做更早期的二级化也必然是趋势，也就需要好项目有更早变成可流通状态的模式。 2、新Launchpad带来的项目集中度提高： 聚焦ai agent的@virtuals_io Gensis Launchpad（已经和TokenTable合作x.com/tokentable/sta…），以及 @believeapp 等新ICM概念的Launchpad出现。让非更多ai时代的创业者有机会从一开始就资本化，上链要乘早。 这是加密世界重返ICO黄金时代的窗口，而此次，“产品成熟+人心所向+Timing合适。 Launchpad集中捕获ai时代的新资产发行， Tokentable确保代币诞生之时就透明、规范，方便链上监管和进一步的金融操作。 两者的结合，让如何捕获CryptoVC范式转移的机会变得有迹可循。 建议各类专注新资产的Launchpad都尽早和Tokentable合作，共襄盛举。

@ethsign 👏

We're proud to choose $USD1 as $SIGN's base pair. Faster settlement, deeper liquidity, and supporting the next generation of stablecoins. $SIGN <> $USD1 is now the largest $USD1 pair in the market.

They are truely the best 🧡 iykyk ☺️🍊🤞🏽

I love Chinese wifeys 😐

Agent launches for Genesis were streamlined with @tokentable, from automated vesting to refund logic. Proud to build with infrastructure that delivers.

Did you notice @tokentable on @virtuals_io genesis launch? You can now use TokenTable smart contract to create presets for your agent tokens.

@ClaireMa12 @tokentable @virtuals_io 前方记者来报

✊🏽✌🏽🧡

Old pic. I was honored to meet His and Her Majesty of Bhutan in 2023. There were fairy tales of them in China. It was a pleasure to introduce @ethsign, a @YZiLabs portfolio company, to His Majesty. Adoption!🙏

Finally, a shout out to the OrangeDynasty. Your organic creativity has trended on X and set a new bar for Web3 culture. The journey is only beginning, and we at Hack VC are honored to keep building alongside you.

🧡✌🏽🥰

web3 did 🚫 @sign did ✅ mama’s done enough with her hands. this machine’s taking over from here.

regular crypto events ~97% nerds NFT events ~ 80% dudes @sign events ~50% bros with good vibe

@realyanxin 古有Tiger Global 今有Sign Global

Met with H.E. Abu Bakarr Karim. Last year, we built the first blockchain-based e-visa system for Sierra Leone. This year we’re trying to do more. The picture for a full-stack, blockchain-based infrastructure is becoming clearer.

🇮🇳🇧🇹🇧🇧🇲🇪🇸🇱🇰🇬🇹🇭🇵🇰🇦🇪🇺🇸 —————————————— Sign