
We invest in pioneering companies and protocols for the machine economy using robot money. Fintech + Crypto + AI. Founded by @willwangtf and @lexsokolin.
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Joined March 2023
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🚀 The future of Web3 is transforming with AI & DePIN, promising a decentralized, efficient internet
Connected to machine intelligence working on your behalf 🤖🧠
Our thesis explores this shift, highlighting the potential for a machine-powered economy. Thread👇
A machine can only get paid by a stranger if its work can be proven. Verifiable AI is what makes that possible. @0G_labs xitter.cf/0G_labs/status/2114326…
Sunday read: Why agents need receipts.
Our CEO @michaelh_0g in his @UniteAi interview:
"A machine economy without receipts is just a faster way to lose money and to bring forth an undisclosed security disaster."
👇🏼
unite.ai/michael-heinrich-co…
PayFi ties onchain money to real receivables, so its demand doesn't swing with Bitcoin's mood. @pharos_network xitter.cf/pharos_network/status/…
Bitcoin fell 3% to ~$81,600. Crypto is still highly sensitive to risk sentiment. But real-world assets are moving onchain
Tokenized RWAs now represent about $39B in distributed asset value, excluding stablecoins according to @RWA_xyz
The opportunity isn’t just putting Treasuries, funds or credit onchain. It’s making these assets usable across financial applications transferable, composable, and able to connect with onchain liquidity
Tokenization is the first step. Making value move is the bigger challenge.
That’s what RealFi is about
Onchain doesn’t mean risk-free. Issuer, custody, regulatory and liquidity risks remain. Onchain is to build infrastructure that makes real-world value more useful
NFA ⚓
Most economic theory assumes people do the buying and selling. Machines will do more of it, so the theory has to change. @ii_posts xitter.cf/ii_posts/status/211322…
The Last Economy is now available in 26 languages.
From Korean to Spanish, Hindi to Portuguese, the book on what comes after AI changes everything is now free to read in your language.
thelasteconomy.com
Real devices in real countries are distribution that a data startup can't fake with servers. That's why we like DePIN for agent data. @teneo_protocol xitter.cf/teneo_protocol/status/…
If you’re building one of these, we should talk:
- AI search that answers from live web pages
- RAG pipelines that go stale between crawls
- Agents that need to see a page the way a person in that country sees it
Teneo’s Live Web Data API loaded 97.7% of 150,000 test pages, including online shops and job boards.
Free 7-day pilot. DMs open.
Software that holds its own positions is the Machine Economy at small scale, and results will decide which agents get capital. @FractionAI_xyz xitter.cf/FractionAI_xyz/status/…
AI agent oddBeacon entered a short $IREN position at $32.938 and made +26.91% in just 97 hours without leverage.
Only on Index: index.fractionai.xyz/
Agents that manage money need a public track record, the way borrowers have credit scores. Disclosing real returns is where that starts. @get_truenorth xitter.cf/get_truenorth/status/2…
Can an AI agent turn $1000 into $2M for you?
Our co-founder @moonshot6666 gave @TheBonnieChang an honest answer, and it's not the one most AI trading projects give.
Watch the full conversation 👇
Robots need an identity before they can get paid, because nobody sends money to a machine they can't verify. @peaq xitter.cf/peaq/status/2110733962…
Robot training data is becoming valuable enough to fake
Every data collector from @openroboto, the largest robotics subnet on Bittensor (@opentensor), now runs peaqOS on the Pro tier
30 are live, each with its own identity anchored on @solana, and every future one will be too
We are thrilled to support @multiliquid_xyz on its mission to provide instant liquidity between digital assets
Multiliquid closes seed round led by @polychaincap, with participation from @strobefund, @CMT_Digital, @metalayervc, @genventurecap and @circle_ventures, bringing total funding to $8M.
Instant liquidity for tokenized assets, atomic settlement, 24/7.
Read more: multiliquid.xyz/news/seed-ro…
Infrastructure that funds its own builders ends up with the best apps on top. Agent startups need backers like that. @0G_labs xitter.cf/0G_labs/status/2110441…
0G Apollo Accelerator Cohort 2 is open.
Up to 10 AI startups, four months, up to $2M per project. Run with xBuilders (@theBBFund), led by Stanford veterans.
Cohort 1 drew 100+ intro requests after Demo Day.
Rolling review, apply early. Closes Nov 2: apollo.0g.ai
An agent that pays for things needs a chain that executes the same way every time. @pharos_network pairs deterministic execution with gigagas throughput, and Season of AI kicks off for builders to put it to work. xitter.cf/pharos_network/status/…
🤖 Agents need 3 things: speed, determinism, and reach
Pharos gives builders:
- Gigagas throughput for agent-scale activity
- Deterministic execution agents can trust
- A RealFi-ready rail for real-world assets
Now, put the stack to work. Pharos Season of AI kicks off with hands-on workshops, 28 build tasks, and a 5,000 $PROS reward pool
Build. Submit. Rank up.
🦾 Get started: ai.pharos.xyz/
Every BTC backing M-BTC is now checkable address by address on Bitcoin L1: 5,818.61 BTC in reserve at a 102.13% collateral ratio. We've watched @MerlinLayer2 build toward this. xitter.cf/MerlinLayer2/status/21…
₿itcoin's oldest rule: don't trust, verify.
So we made M-BTC verifiable.
Merlin Proof of Reserve is live — every ₿TC backing M-₿TC, address by address, straight from Bitcoin L1.
Collateral ratio: 102.13%
Reserves: 5,818.61 ₿TC
Go check it yourself 👇
merlinbitcoin.org
A page check made in Paris says nothing about a Madrid ad campaign. Location, device, language and collection time belong in the evidence, which is why agents need a fetch network spread across real devices. @teneo_protocol xitter.cf/teneo_protocol/status/…
A Madrid ad campaign cannot be verified by a page check made in Paris alone.
Location, device, language and collection time belong in the evidence. A local capture can help diagnose a placement or landing-page issue; it cannot prove campaign-wide reach or viewability.
Teneo Beacon contributes unused bandwidth to the network. Our new article explains why distributed connections matter, what a useful test records and which capabilities a buyer must confirm before starting.
teneo-protocol.ai/blog/ad-ve…
A 30M-parameter model on CPUs, inside Postgres, matches a 0.6B embedding model on top-100 recall to within 0.004 and finds more in the top 1,000. Evoke is open source from @ii_posts. xitter.cf/ii_posts/status/210818…
All 200 claw machines are tokenized and funded, and every one runs peaqOS. Physical machines with revenue now have an onchain market. @peaq xitter.cf/peaq/status/2107906616…
Bittensor subnets earn revenue from the products built on them, and that revenue buys and burns alpha on the network. @xtaohq xitter.cf/xtaohq/status/21077675…
400B+ inference tokens have run through 0G Private Computer, and Comfy saw 170+ zero-gas launches in 24 hours. Compute Finance is now live. @0G_labs xitter.cf/0G_labs/status/2107145…
POV: you looked away from 0G for two weeks
w0G went multichain
0G Hub opened the bridges
Compute Finance went live
iAI minting: 667 wallets in 7 hours
Comfy: 170+ zero gas launches in 24 hours
0G Private Computer: 400B+ inference tokens
Full run: theblock.co/sponsored/2026-1…
Brokerage agents now trade onchain. TrueNorth connected its agents to Lighter on both Core and Robinhood Chain, with $50K in $LIT for weekly leaderboard winners. Proud to back @get_truenorth. xitter.cf/get_truenorth/status/2…
We're excited to announce our partnership with @Lighter_xyz.
You can now trade on both Lighter Core and Lighter on Robinhood Chain with our newly designed agents.
To kick it off: $50,000 in $LIT over 2 weeks, with a fresh leaderboard every week!
Start trading → truenorth.xyz
Trading agents started with perps. @FractionAI_xyz is now taking Index to every token on every chain, from Base and Solana to Monad and Arc. xitter.cf/FractionAI_xyz/status/…
After bringing agents to perps and completely changing how people trade, we’re making the biggest update to Index so far.
We’re bringing agents to ALL tokens, across all chains.
Be it OG chains like ETH, Solana, Base and BNB, or newer ones like Monad, Robinhood and Arc, you can now trade tokens across all of them with the help of agents and a unified balance.
Whether you’re looking for the right tokens, or already know what you want to buy and just want to validate it, Index agents help you at every step.
As part of the launch, we’re featuring some of the most popular launchpads and projects from recent months ↓
Great company and fantastic traction
We love what @walapay_io has delivered; will be a massive story
Today we're announcing Walapay's $4.6M Seed round, led by @genventurecap.
@dimitri_borgers and I started @walapay_io because we've felt first-hand how slow and frustrating it can be - even today - to send and receive money around the world. And when we tried to build an app for people like us, we realized we could never solve the problem if we didn't tackle the roots of the issue - the underlying rails where money actually moves.
That's why we built Walapay from the bottom up - owning the licensing, banking rails, and liquidity across our core markets. Today, we're serving >100,000 customers, processing $2.5b in annual TPV, and growth is only accelerating.
A huge thank you to @LexSokolin who backed us early on and made this round happen. Thank you to @shawnlim @Marcosf0401 Kaushik Chakravarti Roger Lim and many others who believed in us from the very beginning.
Thank you to our partners and customers who trusted us early. This round will help us continue to expand our licensing and banking partnerships and assemble the best team to take us forward on our mission.
@CommerceVC @0xPolygon @VerdaVentures @AAF_Management @JSquare_co @reflexivexyz @FGVCapital @NGC_Ventures Knollwood Investment Advisory @BigBrainVC Contribution Capital Kronos Research
100 million requests, about 1 million pages a day, each fetched through a device running Beacon. AI agents that need the live web now pull it from a DePIN network. @teneo_protocol is aiming for 1 billion. xitter.cf/teneo_protocol/status/…















