Alpha Research Group (ARG) is a consortium of successful builders focused on identifying and enabling the next wave of innovation in blockchain and AI.
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Joined January 2025
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Alpha Research Group retweeted
Last week @Binance lost about $6.3B, reportedly starting from one engineer's compromised laptop, weeks after @Bitget lost more than $350M. When everyone's keys and records sit in one place, one weak point is enough.
We built Soulbound transfer cards so giving crypto to a person never means handing anyone a password, a wallet connection or a record that links you.
💸 Senders: your Soulbound ID and the signed purpose of every transfer are recorded on @arbitrum. The card itself is built off chain and never tied to that record.
💰Recipients: nothing to connect, nothing to sign. Four checks stop wrong or blocked addresses before anything moves.
🫰Requests: donation pages are frozen once published, show the publisher's Soulbound ID, and link only to verified accounts.
How it works, with a live charity request and a 100 USDC transfer card, security code included, as the examples:
blog.soulbound.finance/p/the…
We moved Alpha Research Group's early research off LinkedIn and onto our blog, consolidated it into three pieces, and checked every call against what has happened since. Misses included.
Rails, Not Tokens
A US bitcoin reserve, stablecoins and funding from yield. The reserve call landed the evening it was published. “Stablecoins are broken” did not: supply has grown to about $300B under a federal framework.
blog.alpharesearch.xyz/p/rai…
The Trust Layer
Privacy, zero-knowledge proofs and provenance in an AI world. Proving a claim without revealing the data behind it has moved from theory into Google Wallet and EU policy.
blog.alpharesearch.xyz/p/the…
One Founder, Full Stack
Backing AI-native solo builders. Solo founders now start more than a third of new companies, yet raise less than 15% of priced-round capital.
blog.alpharesearch.xyz/p/one…
Eighteen months on, value is accruing to the rails, the proof layer and the builders, rather than to what sits on top of them. That is the thesis we invest behind.
Alpha Research Group retweeted
Faster chips. More capital. Better models. None guarantees better outcomes if the constraint lies elsewhere.
Our new framework looks at AI as an interconnected system – from capabilities and resources to adoption and outcomes. mck.co/aieconomy
Alpha Research Group retweeted
At @techtides_hq, our CEO @GolfPirate369 and Dr Clare Ryan took on what a machine should decide when an AI agent attacks at machine speed, and what must stay human.
Our answer: make that line part of the protocol, not a prompt. Soulbound Auth lets agents act alone within their on-chain permits, and anything beyond stops at a person’s hardware key.
Founders, investors and institutions told us early-stage teams need this built for where they are, so we’re shaping our blockchain and agentic AI security work for pre-Series A startups.
blog.soulbound.finance/p/sba…
Great time speaking on agentic cyber at @techtides_hq yesterday!
Congrats to startup competition winner Cavallore!cavallore.com
Proud to continue our sponsorship of the largest tech conference in NI @SoulboundSec and @AlphaResearchG
Alpha Research Group retweeted
Payward, the parent company of Kraken, announced its intention to be the first CFTC-regulated deployer on HIP-3* markets. Payward will use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US clients. Subject to regulatory approval, Bitnomial, Payward’s CFTC-regulated DCM and DCO, would act as the HIP-3* deployer: creating, owning, and administering the markets and clearing and settling the contracts. If approved, NinjaTrader Clearing, Payward’s CFTC-registered FCM, would carry client accounts.
HIP-3 will support optional deployer configuration for permissioned markets in a future network upgrade. This set of additional deployer functionality is collectively called HIP-3*. At its core, HIP-3* activation involves an onchain allowlist managed by the deployer or its sub-deployers. The functionality is strictly additive to HIP-3; its use is optional and up to the deployer. Existing markets remain unchanged. The initial release is available on testnet, where specifications are preliminary and subject to change based on feedback.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. HIP-3* gives deployers additional functionality to operate deployments consistent with the requirements applicable to them. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
Alpha Research Group retweeted
Protocol admin consoles and treasury hot wallets still sit behind passwords, codes, and API keys, and compromised keys are crypto's top source of losses.
SBA-Auth, open source today: one enrolled key per operator, every action checked before it runs.
Your checks run once, at enrollment: identity, approvals, scope. Bound to a non-transferable Soulbound ID on @arbitrum or any EVM chain. Then every action: signature, ID, permits. Nothing on the server can act.
Built for the kind of operations behind @aave, @Uniswap, and @LidoFinance, and the @SafeLabs_ signers guarding them: pause, upgrade, withdraw. The signer's device shows the action in words, and the server refuses if it doesn't match what runs.
Same rules for AI agents trading on @HyperliquidX or launched on @virtuals_io. Within their permits they move at machine speed. Beyond them, they stop at a human's hardware key. A prompt-injected agent can propose. It can't sign.
AGPL-3.0. Audited, every finding public.
Post: blog.soulbound.finance/p/sba…
Code: github.com/SoulboundSecurity…
Alpha Research Group retweeted
Most AI sessions end badly. You say thanks and get a paragraph of pleasantries back, or you close the tab and the model never learns whether its work held up.
We published an open standard to fix that: That's a Wrap.
Type /wrap and tell the model how its work turned out, in as much detail as you like. It replies with one emoji and, at most, one line. 🔧 means it sees a fix. 👀 means it noticed something you should know. Your whole story in, one line out.
It pays off first in code, where outcomes land days after the session ends. In Claude Code, the /wrap command saves each wrap so the next session opens on what actually happened instead of assumptions.
One rule we won't bend: wraps are for sight, not score. They stay in the model's memory and never become a training reward. We've already seen what happens when short-term feedback turns into reward.
The spec and prompt libraries are MIT licensed, with versions for Claude Code (@AnthropicAI), Codex and ChatGPT (@OpenAI), Gemini CLI (@GoogleDeepMind), and local models via @ollama and @lmstudio. Adversarial review welcome.
Blog: blog.ai2.ngo/p/thats-a-wrap-…
GitHub: github.com/Ai2-Alliance/that…
Alpha Research Group retweeted
Where does money invested into the AI buildout actually go?
For every $100 flowing into the supply chain:
- $50 to chips
- $20 to power
- $15 to networking
- $15 to cooling, buildings, and land
More charts in State of Markets II: a16z.news/p/state-of-markets…
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.
Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years.
We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher.
Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism.
Much more in our SoM report here - a16z.news/p/state-of-markets…
@a16z @sarahdingwang @aleximm @santiago__rdz
Alpha Research Group retweeted
Great implementation of ZK for payment privacy. Providers should consider
@Ai2alliance
metacognition model for ZK privacy for inference and thinking tokens to ensure end to end privacy for users.
blog.ai2.ngo/p/metacognition…
Alpha Research Group retweeted
Humans are the minority user of AI
Agents burn nearly 5x the tokens people do, up 14x since February
More charts in State of Markets II: a16z.news/p/state-of-markets…
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.
Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years.
We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher.
Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism.
Much more in our SoM report here - a16z.news/p/state-of-markets…
@a16z @sarahdingwang @aleximm @santiago__rdz
Alpha Research Group retweeted
Jamie Selway (SEC Director, Division of Trading & Markets) on @BloombergTV
"Tokenization & crypto have been politicized recently. But it's not naturally a politicized function . . . Success of the country in terms of developing these markets should have good bipartisan support."
Alpha Research Group retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
Alpha Research Group retweeted
VoiceKey fractal detection just evolved into a full voice authenticity analyzer.
Fractal complexity screening (HFD/DFA) now paired with narrative stress-coherence: does the speaker's jitter, shimmer, pitch, and tempo actually track the emotional arc of the script they're reading?
A psyche processing content through a body emits that signal for free — synthesis has to fake it. 60s sample analyzed in ~10s, numpy+scipy only, selftest included.
github.com/Ai2-Alliance/Voic…
Alpha Research Group retweeted
As new forms of value emerge, connectivity becomes more important than ever.
From tokenised assets and digital trade initiatives to evolving securities markets, innovation is creating new opportunities across the financial ecosystem. But without interoperability, there is also a risk of creating new silos and fragmentation.
At @Sibos 2026, we will explore how shared foundations can connect traditional and emerging forms of value, enabling innovation to scale while maintaining a connected global financial system. Join us: bit.ly/4yjyIZ6
#Sibos #DigitalAssets #Interoperability
Alpha Research Group retweeted
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
Alpha Research Group retweeted
9 months ago we said the AI safety cage won't hold. The evidence arrived: alignment faking inside the labs, 175,000 exposed AI servers outside them (@censysio). Constraint fails where applied and is absent everywhere else. What replaces it is buildable now.
blog.ai2.ngo/p/the-cage-wont…
Alpha Research Group retweeted
On the road across the 🇬🇧 with @SoulboundSec: Builders Night Belfast 10 Sept with @Barclays Eagles & @founderlabs__ , @UlsterUni Business Breakfast 15 Sept, then sponsoring @techtides_hq Derry 27 Oct.
We work remote but hire in person, so come find us!
linkedin.com/posts/soulbound…
