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.

The hard road isn’t meant for everyone—it’s a path reserved for those who dare and endure.

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

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,

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

Fractional CryptoPunk ETF - think about it

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.

It’s inevitable - happy 4k! #Ethereum

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

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

Native issuance of equities on a public blockchain, without a wrapper. I assume the wallets need to be KYCed?

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

Get on the waitlist if you haven’t done so!

GM Singapore!

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.

Look at the spike - what do they know? #Polymarket