Arisa｜ちぇる 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/…
Arisa｜ちぇる retweeted
Localization is not translation.
When I joined @Shopify as its first hire in Japan, I learned this the hard way:
Language is surface. Trust is product.
Here’s what building in Japan taught me ↓
Arisa｜ちぇる retweeted
Lulu (@lulumeservey) is the best in the world at what she does.
She’s the go-to comms strategist for Silicon Valley and many of the top founders in tech trust her.
She’s an advocate for going direct, has built a singular career and shares everything she’s learned.
0:00 From China to America
2:08 Learning to Read the Room
6:18 Building a Movement
7:30 Learning Comms by Doing
10:50 Anduril as an Insurgent
15:07 The Power of a Manifesto
18:47 Go Direct
26:45 Conviction Over Charisma
31:30 Why Rostra Exists
33:23 How AI Leaders Lose Trust
40:40 Tell a Better Story
47:55 Do Things That Can't Be Faked
50:55 The Return to Beauty
57:11 Originality Over Templates
1:04:02 Do What Only You Can Do
1:07:14 The Jetsons Rule
1:10:41 Trust Yourself
1:12:29 Why Humans Crave Stories
Includes paid partnerships.
Arisa｜ちぇる retweeted
Today we’re announcing SPC Fund IV: $575M to help founders find their life’s work.
A decade of guiding founders through -1 to 0 brings @SPC to $2B in AUM and, more importantly, a 1200 member community of the world’s most talented technologists. We strongly believe that:
→ The person comes before the idea. At -1, generational founders are often busy reading, prototyping, discarding, and earning the right to their own conviction.
→ Ambition is social. The people you surround yourself with in the early days play a big part in inflecting your ambition.
→ Patience compounds. It is better to work on something you have deep conviction in rather than simply sprint at the first idea.
The quiet months we protect at the beginning have produced three funds in the top 10% of their vintages, and companies like @baseten, @GammaApp, @render, @GoodfireAI, @LumaLabsAI, and @profound. We are proud to have worked with all these founders in their -1 phase and beyond.
While we defined -1 to 0, we're no longer bound by it. Fund IV allows us to partner with companies well beyond launch.
We're doing this now because we've never seen a wider gap between what's possible and what's being attempted. Intelligence is abundant. The cost of trying ideas keeps falling, and problems that seemed insurmountable a few years ago are quickly becoming solvable.
To our members, to the founders who trusted us before anyone else did, and to the LPs who had conviction in our own -1 journey: thank you. This milestone belongs to you as much as to us.
To the builders looking to find your life’s work: let’s get started.
Arisa｜ちぇる retweeted
By the end of the decade there will be two kinds of companies: (1) Those who fully utilize AI; and, (2) Those who are Out of Business.
Arisa｜ちぇる retweeted
today we're launching @Palmier_io, a video editor Claude can edit.
use AI to edit, organize, and generate footage directly in the timeline.
finally, a video editor built for AI.
open-source. mac native. available now.
Arisa｜ちぇる retweeted
I shrunk myself down to action figure size and can now interact with and explore the tiny world on my living room coffee table.
Wait until 7 seconds in 👀🛋️
Arisa｜ちぇる retweeted
The first Fannie Mae-backed home mortgage secured by $BTC just closed, with Coinbase announcing that a Michigan couple used Bitcoin as collateral for their down payment.
Working with lender Better, Coinbase’s product lets buyers avoid liquidating their crypto - instead placing a second lien on the home. For instance, $250K in $BTC can secure a $100K down payment, with no liquidation risk from price swings.
Initially supporting $USDC as well, the service is set to roll out nationwide, bridging legacy housing finance and crypto wealth while letting holders bypass capital gains taxes.
Arisa｜ちぇる retweeted
Mira Murati says human-AI collaboration needs models that can listen while they think:
"The types of models that we work with today, they're very turn-based. You talk, they talk, then they go off and think."
"While they're thinking, it's almost like they're deaf and blind. They cannot perceive anything else about what's going on."
"By contrast, our interactions with each other are very rich. There is a lot of information in our interactions when we are silent, when we're thinking, when we're interrupting one another."
"Interaction models are able to capture all of this nuance. They're not turn-based. They're more like time-based interaction, where they're continuously taking in audio, text, video, and continuously providing output."
"This enables you to catch things like interruptions and simultaneous speech, and really create a rich, high bandwidth interaction between humans and machines."
@miramurati at Bloomberg Tech live with @emilychangtv
Arisa｜ちぇる retweeted
sf has tons of free events but they're buried across funcheap, eventbrite, reddit, random instagrams. i'm always looking for something fun to do in sf and i'm sure you are too!
built a map that pulls them all into one place - comedy, workshops, art openings, free food, pop-ups. updates daily... check it out! 🧡
sfrats.com
Arisa｜ちぇる retweeted
We’re giving away $10,000,000 to founders building agent-first businesses.
Autonomous, proactive agents will run tomorrow's companies.
We're backing 500 founders building them.
The Founding 500.
hyperagent.com
Arisa｜ちぇる retweeted
Announcing YC Crypto deals
We're now providing crypto deals to support fintech builders funded by YC: support on tools like wallets, onramps, audits, blockchains, onchain data.
Arisa｜ちぇる retweeted
Today is a good day.
> The largest stablecoin company (@Tether)
> Just launched a wallet
> Lightning + global money with usernames (e.g., [email protected])
> Powered by Spark (but you won’t even notice)
Tether Wallet, The People's Wallet
Tether has achieved the widest financial inclusion success story in the history of humanity.
For more than a decade, Tether has built its company on a simple mission: bringing financial inclusion to the billions of people, primarily living in developing countries, who were left behind by the traditional financial system, those who never had access to basic financial services, and those who live in high-inflation countries.
This number is higher than most think, almost half of the population of the world.
As of March 2026, Tether’s technology is used by more than 570 million people globally, with adoption continuing to accelerate across emerging and developed markets alike, at the pace of tens of millions of new wallets added per quarter.
With tether.wallet, that entire infrastructure, the widest and most granular money distribution network built by humanity, becomes directly accessible to end users for the first time.
Features:
- 100% self-custodial with simple backup user experience (one click encrypted secret backup/restore with your cloud account or simply export the 12 words); only you are in control of your funds; no middleman or intermediaries.
- Assets available: only people need; Bitcoin, Digital Dollars (USDT, USAT) and Gold (XAUT).
- Bitcoin: on-chain, lightning network and spark support
- USDT/USAT/XAUT: supported blockchain list will expand rapidly within next 30 days; USDT0 is already integrated; soon TW will implement seamless swaps across all chains -> insane user experience
- Send transaction user experience perfected for the people; gasless send for USDT/USAT/XAUT, i.e you don't need to own/buy/deposit gas tokens (ETH, TRON, ...) etc to send assets; the Wallet solves all the complexity for you behind the scenes (via paymaster)
- One address: generate your [at] tether.me address to receive/send assets to any other tethered wallet -> unparalleled user experience
- 100% built on WDK by Tether, our open-source Wallet Development Kit
Please share your feedback and thanks for all you support.
We're unstoppable together ❤️
Arisa｜ちぇる retweeted
Notes from our Crypto Fund 5 conversation:
1. Successful founders in this next era will tend to be product-focused, go-to-market-focused, and pragmatic rather than ideological.
2. The goal: get a billion people onchain through stocks, bonds, stablecoins, and remittances. Once they're onboarded to the infrastructure, adjacent services can follow naturally.
3. We don't have a global financial network. We have a patchwork of small networks glued together by humans and legacy processes. Stablecoins are global from day one: the WhatsApp moment for money.
4. Stablecoins are leading crypto's mainstream traction. ~$300B issued, transaction volume approaching major payment network levels, and growth uncorrelated with trading.
5. The Genius Act gave stablecoins a regulatory framework, and unlocked builder energy overnight. The Clarity Act (or SEC/CFTC rulemaking) could do the same for the rest of crypto.
6. Crypto is winning the revolution, now it's time to govern. That means working with the system, not overthrowing it.
7, A growing share of transactions (potentially the majority) will be done by AI agents, not humans. If you tell one to save you money on your monthly spending, it will use whatever software does that, and it won't care what gets disintermediated.
8, You cannot vibe code USDC or Hyperliquid. Network-effects businesses are the one thing the model companies can't easily replicate.
9. Privacy may be the most durable moat in crypto. Once an application's state is encrypted, it can't be trivially forked to another chain. Switching costs return.
10. If every human on earth gains access to a dollar-denominated, stablecoin-powered account, that alone would be a generational upgrade to the global financial system.
"It's a wonderful time to be a pragmatist building onchain."
Chris Dixon, Ali Yahya, Eddy Lazzarin, and Guy Wuollet on Crypto Fund 5, where crypto is right now, and where it's heading next.
00:00 Open
01:31 Why raise Crypto Fund 5 now
02:10 The GENIUS Act and what regulatory clarity unlocks for builders
04:32 Why stablecoins are crypto's WhatsApp moment
08:54 Why the next era of crypto founders will be pragmatic, not ideological
11:49 From cypherpunk revolution to crypto's "collared shirt era"
15:02 Programmable money meets AI
21:15 Onchain capital markets for compute, energy, and credit
25:57 Why finance is the foundation, not the ceiling
28:48 AI agents as first-class economic actors
38:19 Why privacy is the only moat
41:26 Jevons paradox and the future of blockspace demand
43:20 Jolt and the zero-knowledge breakthrough
58:15 Writing the next chapter of Read Write Own
@cdixon @alive_ @eddylazzarin @guywuolletjr @rhackett
