General Partner at Reciprocal Ventures (@Recvcx) | Opinions are my own; not investment advice
Manhattan, NY
Joined January 2013
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- Following2.4K
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Craig Burel retweeted
We have a @YouTube channel now and the first video is really a simple example of what is Antseed. go and subscribe.
Antseed’s renewed YouTube channel is live 🎥
@geniusyinka will be sharing AI tutorials, model and provider comparisons, local AI experiments, product demos and builds you can follow along with.
Watch the intro and subscribe below 👇
Craig Burel retweeted
Wow @Collector_Crypt has now flipped @HyperliquidX in 24 hours revenue. This was not on my cards ngl. And this is before some of the other catalysts in Q4.
Send it
Craig Burel retweeted
Introducing routers on Antseed 🐜
Choose a router once, and let it pick the model and seller for every request.
We're launching with Sage from @levantolabs which shows how much those choices matter: matching the top router's accuracy at a third of the cost on industry-leading leaderboards.
Sage is just the beginning.
Build your own router for the hundreds of people using Antseed every day, with 700+ AI models to choose from. Bring your own approach to model selection, set your price, and earn every time someone uses it.
Been wondering how to use Decision Models in your agent harness?
Introducing Sage Router, in early access on @AntSeed:
- 39% cheaper than Opus at the same accuracy,
- and 31% more efficient than JevRouter
- On OpenRouter's leaderboard (GPQA Diamond), it matches the top router's accuracy at a third of the cost. Benchmarks👇
Now live on the Antseed Network.
Craig Burel retweeted
Kyle is building something really dope for Solana and I think it's brave & admirable that he's putting himself out there with a new startup. He also built it himself with little professional eng background.
Most "made" investors wouldn't do this as the fear of failure and resulting reputational damage would hold them back.
Inspiring to see him in the arena.
Kyle Samani is building a new startup on Solana after concluding that his biggest contribution to the ecosystem will now come from operating a company rather than investing in one
“I'm building a new startup on Solana. I can't talk about it too much”
“I feel fortunate I was there early Solana and not just Solana Core, but all the important ecosystem teams around Solana. Jito and Kamino and MarginFi”
“That job is done as a venture capitalist. These guys needed to get off the ground. They needed money. They needed support. They needed strategic help”
“As a VC, I'm no longer substantially moving the needle on making Solana become the global permissionless financial layer to power global finance”
“I think I can actually do that in an operating role now much more than I can as a VC. So that's my new startup”
w/ @KyleSamani
Craig Burel retweeted
As the market wakes up to solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp and @Collector_Crypt being one of the most undervalued businesses in crypto, would like to resurface this factsheet of reasons why I'm bullish.
Also recommend reading the @lesabrefomo piece (xitter.cf/lesabrefomo/status/211…) to understand how the business works: while gacha generates relatively low margins, it does so at an incredibly high scale given the turnover over a single card.
Some facts I love about $CARDS:
1) They’ve made >$1b in cumulative revenue with $0 in marketing spend.
2) They hit an ATH in revenue Q3, withstanding Robinhood Chain, a major return in meme activity, and the most competitive onchain ecosystem in months.
3) 30% of the reported FDV is just foundation tokens, which have no plans to ever be released. The true circulating market cap is ~$115M at 0.25c price.
4) Collector Crypt started publicly reporting tokenomics last month (collectorcrypt.com/tokenomic…).
5) Preseed investors (VCs) are fully vested, seed investors (TCG whales that are active users) just began unlocking.
6) Collector Crypt is essentially the “Hyperliquid of collectibles” with multiple large frontends plugging into their marketplace and gacha for TCG inventory.
7) Ripmart, a live pack ripping app, is expected to release soon. It will go head to head with Whatnot (raised at $20b in Aug 2026).
Craig Burel retweeted
Kamino is doubling down on the U.S. 🇺🇸
We're excited to announce two new senior leadership hires, bringing deep expertise in private markets and AI as we expand our U.S. institutional presence and establish our NYC headquarters.
businesswire.com/news/home/2…
Craig Burel retweeted
Gacha is more profitable per wallet than perps, memecoins, or spot trading.
Why? Because the economics behind a gacha machine incentivize more turnover per dollar:
1. A user deposits $100 and buys a pack. The platform takes its fee on that $100.
2. A real card is revealed. The platform offers to buy it back instantly for about $90 in cash.
3. The user takes the $90 and buys another pack 10 seconds later. The platform takes its fee again on that $90.
4. Repeat until the money is gone.
A $100 deposit ends up generating $1,000 in pack sales.
Great breakdown by @lesabrefomo highly recommend reading to better understand @Collector_Crypt’s business model.
Craig Burel retweeted
🐜
Introducing Antseed Gateway Console.
Give your agents, apps, and team access to 700+ AI models at lower prices, with built-in privacy.
Choose models, manage access, set budgets, and track usage from one console.
Set up your AI gateway → antseed.com/docs/quickstart/
Craig Burel retweeted
I’ll be on the Money20/20 stage in Las Vegas next week with Stuti Pandey from @PanteraCapital.
📍 October 20th, 4:40 PM @ The Intersection Stage
We’re talking about two things getting cheap at the same time: cognition, thanks to AI, and settling money, thanks to stablecoins.
When both get close to free, where does the value in payments end up?
Stuti’s view is that it moves away from the rails and toward regulated trust, data, and distribution.
I’ll bring the view from inside @CoinflowLabs, a company running this in production right now.
A merchant accepts payment via card, Venmo, ACH, PIX, you name it. Under the hood, we settle in #stablecoins.
The merchant never sees it. Neither does their customer. Both get the outcome they desire faster and more securely than ever.
Let’s keep the conversation going after. If you’ll be at #Money2020USA, DM me, and we can find time.
Craig Burel retweeted
Collector Crypt entered the exclusive club of just 5 projects in crypto generating more than $1M USD in daily revenue.
Tether val: 500B
Hype val: 84B
Circle val: 22B
Pump val: 5.5B
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp val: 0.5B
The level of undervaluation here is getting kinda ridiculous at this point.
In the #5 spot in 24h net revenue behind behemoths: @tether @circle @Pumpfun @HyperliquidX
Goal is #3 by EOY/27Q1, let's see
Craig Burel retweeted
6 months ago, @AntSeed was just an idea between me and @kotevcode.
Today: 4,000 active users.
When I say "we're just getting started," I mean it literally.
Craig Burel retweeted
Today we are launching the Antseed API gateway.
If you’re running multiple agents or sharing AI access with a team, you can now give each one its own API key and spending limit through a gateway you control.
Send the guide below to set yours up.
Craig Burel retweeted
AI is helping people build things that once needed a whole team
We want more people to have access to those capabilities, with control over which models and providers they use
@AmosMeiri shares the vision behind Antseed 🐜
