Founder & General Partner at Sats Ventures Views are my own. Not investment advice. Nothing posted constitutes an offer or solicitation.
NYC/Jakarta
Joined April 2019
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a demo for private, digital cash on @spark
i modified our blinded statechain to use spark leaves as the backing asset
this enables users to exchange spark leaves without the operators, or external observers, learning about the transfer
I’m not sure what the general temperature is on @Starknet’s decision to potentially transition from an L2 to an L1 is, but I think it is a positive.
It’s tough to say that we need another L1 per se, because I don’t think we do. However, quantum resistance is a hot narrative, and an L1 should command a greater valuation longterm compared to an L2.
Don’t know how this will affect the ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766 token longterm, but it should be better than what it is now.
Tons of discussion around @prlnet labs entity having raised an unconfirmed round from VCs, and how that breaks the purity of the pearl-2:native “AI Bitcoin” narrative.
From my point of view, I don’t care much about the purity aspect. I’m looking at the potential VCs involved in the unconfirmed raise. If confirmed, Ribbit Capital and Lightspeed being involved is a big deal. I think people forgot that Ribbit Capital was very early to Bitcoin itself.
Although, the labs entity may have raised, the network itself is still early and sits in the middle of an important overarching AI/inference narrative. It’s still a strong player and early-ish innings.
Kevin Williams retweeted
Agents paying for their own stuff is going mainstream and we get a front row seat 😌
welcome to the club @Mastercard
AI agents can find what they need. Now they can pay for it, too.
Today at @Cloudflare Connect, Mastercard showed how Agent Pay for Machines lets an AI agent find and pay for digital services on behalf of a business, while sticking to the budget and rules that business sets.
Following pilots with @Cloudflare, @Ant_Intl , @BVNKFinance, @AIsaOneHQ, @coinbase, @base and @hypepartners, we're opening Agent Pay for Machines Early Access.
Now we want developers to put it to the test. 👇
Pretty cool to see @Mastercard pilot agentic payments with @AIsaOneHQ!
AI agents can find what they need. Now they can pay for it, too.
Today at @Cloudflare Connect, Mastercard showed how Agent Pay for Machines lets an AI agent find and pay for digital services on behalf of a business, while sticking to the budget and rules that business sets.
Following pilots with @Cloudflare, @Ant_Intl , @BVNKFinance, @AIsaOneHQ, @coinbase, @base and @hypepartners, we're opening Agent Pay for Machines Early Access.
Now we want developers to put it to the test. 👇
Congratulations to @gmgnjordan and the @AIsaOneHQ team!
Tether Invests in AIsa to Expand Its Push into AI-Powered Payments and Programmable Money
Learn more: tether.io/news/tether-invest…
Big step for @BimaBTC launching their collar loan markets.
Bitcoin capital markets @ArkLabsHQ.
600 years ago, a handful of contracts let money move across Europe without moving coin. Modern financial institutions grew around them.
Today, Bitcoin moves anywhere, at will, but the contracts that put it to work have not caught up. Outside the largest venues, most income, protection and financing products are still built one provider at a time, in fragmented silos and bilateral deals.
Kevin Williams retweeted
Meet our speakers: Marco Argentieri!
@tierotiero is CEO of Ark Labs, the team behind Arkade.
At the Stablecoin Summit, Marco will talk about the technological aspects of stablecoins on Bitcoin.
Join the event: luma.com/qlt7isbb
It’s great to see @ZestProtocol keep growing!
If you’re in Singapore for @token2049, catch @michaelborglin’s pitch!
Tomorrow, our CEO @michaelborglin takes the @token2049 NEXUS stage.
Oct 7, 5 PM SGT. One of 10 finalists.
The question he's bringing: why does Bitcoin credit still require giving up your Bitcoin?
I’m not sure who’s approving these extensions, but this is not right.
Additional provisions need to be added to token warrants that protect and compensate investors in some way if this happens.
As a founder, I believe you have to ask yourself a simple question: What does it actually mean to have exhausted every option?
at one point in tread’s life, we were down to 1 month of runway. i remember staring for hours at the company bank account on my couch
not once did i think about quitting, i sat there trying to figure out how to get out of the hole and keep going
there may be a day to call it quits, but the founder’s ability to grind everyday makes it a no brainer to keep going
long term success comes from backing the right people, as a user or investor. choose wisely
Here are some theses I’m thinking through:
1. Onchain options: In addition to majors like BTC, ETH, SOL, HYPE and others, I believe the next catalyst will be tokenized stocks. Keeping an eye on ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be to potentially win this, and if a deployer comes onto Hyperliquid.
2. On-chain tokenized stock lending: For as long as anyone can remember, securities-backed lines of credit (SBLOCs) have had high minimums and been difficult for retail to access. Keeping an eye on ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 and ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 to potentially win this.