Hack VC

1/ Today, Superstate is launching FundOS: the operating system for the next generation of funds. The infrastructure that powers our own funds is now available to asset managers to bring private funds, mutual funds, and ETFs onchain. superstate.com/newsroom/fundo…

The Gates are Open to All 🌊 Following an oversubscribed Genesis Round, the Pharos Stake before the Stake Public Round is now LIVE! Starting now, the entire global community can access institutional-grade RealFi yields and secure your stake in the Pharos ecosystem 🔹 Yield: 16% APY (Limited time) 🔹 Access: ALL users 🔹 Window: Now - April 19, 23:59 UTC 🔹 Reward: 16% APY + Airdrop eligibility

We believe the winners of the next decade will control the trust chokepoints. We’re excited to support Nava as they build the foundational infrastructure for a verifiably honest, agentic economy. Let’s go! Learn more: navalabs.ai

This is somewhat of a homecoming for us. Nava’s CEO @vyas_krishnan was the first employee at EigenLayer (another early bet of ours). Alongside @zkBri and CMU’s Ding Zhao, they are applying years of experience in machine accountability and blockchain to the frontier of AI safety.

We’re thrilled to announce our investment in @navaai. As AI scales, our thesis is that value is migrating from pure compute to trust and verification. 🧵

Hard to find us? Debuting the world premiere of the Hack VC Founders Hotline Need funding? Better call Hack Results guaranteed in <1 week (we have 9 figs+ to deploy, pls help us spend it)

y̷our ▓░▒ lapto̴p is ░▓▒░ smarter than you think. it ▒░▓ migh̸t even ░▒▓░▒ be intelligent. @DistributedMarz @solidityslayer @flashbots @hack_vc @theconvent

In 1995, people "invested in the internet." Today, no one does. It is simply the inherent plumbing of nearly every successful business on the planet. We are at the same fulcrum with blockchain. The tech behind crypto is evolving into the fundamental infra layer for global finserv. Here's the latest from @peterhansVC 💡blog.hack.vc/cycle-tested-v…

Pharos has become the most important blockchain project in Asia at this point, incredible what they’re doing to bring tradfi and enterprises on chain.

Thrilled to announce the $44M Series A to scale the onchain economy ⚓ Backed by Sumitomo Corporation's CVC arm, @snzholding, @chainlink, @FlowTraders, and some of the undisclosed giants in global finance 🏛️ Pharos is building the financial-grade infrastructure to bridge TradFi and DeFi at a global scale 🌐

A follow-on to my last thread, while Mythos trains Mythos2 (which is undoubtedly in development): If the valley of labor death is real, the next question is not whether it’s fair. It’s how to survive it, adapt through it, and be positioned for what comes after. -- At the highest level, the shift is simple: in a world where labor gets commoditized, you want to be on the ownership side of the equation. Own equity. Own assets. Own distribution. Own trusted relationships. Own systems that scale. Selling hours gets structurally weaker from here. -- As a person, the play is not “learn more skills.” It’s: adopt frontier models early, build sharper judgment, go deeper on trust, and move your life toward ownership rather than wage exposure. Skills automate. Taste, judgment, and trusted allocation last longer. -- That also means accumulating hard assets while the world still thinks mostly in salary terms. Equity. Real estate. BTC. Productive assets. If the valley gets ugly, asset prices may wobble with demand destruction. But on the other side, AI-driven productivity could re-rate scarce assets violently. -- Psychology matters more than most people think. Even people who are “winning” this transition may feel disoriented by it. If your sense of meaning is tied entirely to economic productivity, the next few years could feel destabilizing. Better to answer that question early than under pressure. -- As an investor, the stack comes in layers. First: the displacement infrastructure. Compute, energy, agents, security, AI-native tooling. Every company that cuts headcount will need software, models, and systems to replace what those people used to do. I think markets are pricing this fairly. Bearish people calling it a bubble -- Then comes the transition layer. Identity. Benefits. Retraining. Mental health. New coordination systems. If labor-based distribution starts to break, societies will need new rails for who gets supported, who gets verified, and how people stay economically legible. -- Then the post-valley layer: robotics, crypto rails, abundance-era businesses built around trust, status, experience, and human connection. AI drives the displacement. Crypto may help build the coordination layer for what comes after. Many people are talking about how both are part of the same story, but my thing for a long time is that the foundation of crypto (untrusted networks, game theory, heterogenous hardware, unknown counterparties, digital scarcity) is what matters more than tokens and memecoins -- Operationally, this is also why firms should be using AI themselves. If your team can evaluate more deals, diligence faster, and stay lean while preserving human judgment where it matters, you get stronger exactly when the environment gets harder. The firms that adapt operationally will see more of the future sooner. We do this... ... aggressively. And we are very good -- This transition may be brutal for labor sellers and extraordinary for capital allocators who understand the arc. The hard part is staying psychologically grounded while deploying into chaos. Direction matters more than timing. That has always been true in venture. It may be even more true now.

Br⬛️⬛️klyn this Thursday: Local AI meetup + dinner. Bring a demo, bring an idea, or just bring yourself! Register here --> luma.com/50ig8i6g

Billions of dollars in crypto are permanently locked. No recovery. No inheritance. Today we’re launching Ante Vaults, a self-custody vault with time-based social recovery, simple enough to manage from your phone. Now live on Ethereum + Base, no wallet required. 🧵

Introducing D0. The first High-stake Proactive Agent for Financial Markets. It monitors markets 24/7, identifies opportunities, manages risk, and executes trades, while you sleep. Built by Donut Labs. Backed by AI experts, financial institutions and top-tier funds. 🧵👇

Jensen Huang said decentralized AI training works. We published the paper 9 months ago. arxiv.org/abs/2506.21263 107B parameters. 357x communication efficiency. Standard internet. Here's the full technical breakdown.

Great to see our partner @0xRodney take the stage at @HKVCPEA! He discussed the evolution of stablecoins and why the payments landscape in Asia remains one of the most compelling categories in the market right now. 📈

One of the most important new trends in crypto this cycle, that most people have missed, is that it is finally ready for enterprise adoption. And past that is government adoption, which is even bigger.