Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile
Lucas | tmr Ventures

@0xlucas1024

Founder & GP @tmrventures | prev. TradFi @StateStreet @MerrillLynch | NFT Bag holder | NFA

ID: 1622983029839781888

calendar_today07-02-2023 15:38:16

78 Tweet

416 Followers

734 Following

Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile Photo

Proud to be a seed investor in Inco and excited to see their strong progress. Privacy will be a fundamental requirement for institutional adoption of crypto, and technologies like FHE — driven by teams such as Inco ☁️ and Fair Math — are paving the way.

Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile Photo

Had a really insightful chat with Infini cofounder Christine (郡主Christine) — a few quick takeaways: 1. Stablecoin adoption is still in its early innings, both on the retail and business side. 2. The market is highly fragmented — which creates room for new players, but also

Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile Photo

So China’s top internet players — JD.com and Ant Group — are lobbying the central bank to launch yuan-based stablecoins. A few quick thoughts: 1. It feels pretty reactive. Chinese media’s been flooded with US stablecoin developments, tokenized stocks/treasuries,

Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile Photo

I was recently at an AI-focused event with 100+ professionals, where we discussed future trends like multimodal models, embodied AI, vertical-specialized agents, and edge AI. Surprisingly, no one brought up decentralized AI or blockchain. Yet two major pain points came up

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ETH remains undervalued, as the market hasn’t fully priced in the fact that institutional adoption—across stablecoins, RWAs, and more—will ultimately anchor on Ethereum ecosystem due to its decentralization, programmability, and resilience.

Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile Photo

Got pitched by a few different parties on Canton Network over the past few months, so I decided to take a closer look. It’s an interoperable, privacy-first “network of networks” built for institutional finance — already powering tokenized assets, stablecoins, and on-chain

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Anyone still following the Cosmos ecosystem and $ATOM? Just took a quick look - sitting at a ~$2.1B FDV. What could actually revitalize the ecosystem from here? #Cosmos #ATOM #Interchain

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“The blockchain will be secured by an independent and diverse validator set, with a roadmap toward permissionless validators.”

Lucas | tmr Ventures (@0xlucas1024) 's Twitter Profile Photo

Great chatting with Nawaz Ahmed 🌐 for this piece. I’ve known him for years and always appreciate his sharp perspective. We dug into the real-world adoption thesis, which is core to tmr Ventures’ approach. Grateful to work with people like him to push the narrative forward.