@Lemniscap

Lemniscap is an investment firm specialising in investments in emerging cryptoassets and blockchain startups.

lemniscap.com
Joined February 2018
  • Tweets2.1K
  • Following120
  • Followers14.5K
162Media
Decentralized AI (dAI) will work best if customers never have to deal with the network underneath. Our latest report asks whether open coordination can turn fragmented compute into a reliable AI service. It examines where open supply fits; how routing and verification can hide supplier complexity; where blockchains can help; and why the real test is economic: repeat paid demand, competitive all-in costs, and profitable independent suppliers after incentives fade. Learn more in the latest report by @blockhiro 👇
blockhiro
@blockhiroSep 3

Decentralized AI should be invisible

Article · @blockhiro
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LN Markets
@LNMarketsSep 24
BitMEX stopped trading yesterday. They invented the contract. We keep it on Bitcoin. BTCUSD inverse perp on LN Markets: up to 100x, margin and P&L in sats, isolated or cross. Deposit over Lightning and be in a position in under a minute ⚡️
Feature comparison. Left column: BitMEX, until 23 September 2026. Right column: LN Markets. Flagship contract: XBTUSD inverse perpetual / BTCUSD inverse perpetual, 1 contract = 1 USD, margin and P&L in sats. Max leverage: 100x / 100x. Margin modes: isolated and cross / isolated and cross. Funding: every 8 hours / every 8 hours at 00:00, 08:00 and 16:00 UTC, aggregated from Binance, Bybit and OKX, passed through 1:1. Order types: market, limit, stop loss, take profit, trailing stop / same. Deposits and withdrawals: on-chain BTC, confirmations required / Lightning in seconds, plus on-chain BTC and Liquid. API: REST and websocket / REST v3 and websocket streams, API keys with scoped permissions. Test environment: Testnet / Signet, same app, same API, test coins. Trading fee: taker 0.075% with maker rebate / 0.10% per trade, down to 0.06% on volume, one rate both sides, no rebate to chase.

ALT Feature comparison. Left column: BitMEX, until 23 September 2026. Right column: LN Markets. Flagship contract: XBTUSD inverse perpetual / BTCUSD inverse perpetual, 1 contract = 1 USD, margin and P&L in sats. Max leverage: 100x / 100x. Margin modes: isolated and cross / isolated and cross. Funding: every 8 hours / every 8 hours at 00:00, 08:00 and 16:00 UTC, aggregated from Binance, Bybit and OKX, passed through 1:1. Order types: market, limit, stop loss, take profit, trailing stop / same. Deposits and withdrawals: on-chain BTC, confirmations required / Lightning in seconds, plus on-chain BTC and Liquid. API: REST and websocket / REST v3 and websocket streams, API keys with scoped permissions. Test environment: Testnet / Signet, same app, same API, test coins. Trading fee: taker 0.075% with maker rebate / 0.10% per trade, down to 0.06% on volume, one rate both sides, no rebate to chase.

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Hypernova: When funded trading stops asking for trust

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The agentic control plane is emerging as core infrastructure for AI commerce, managing discovery, authorization, and payments across the agent economy. Open standards including x402, MPP, AP2, UCP, and ACP are shaping how agents transact, while long-term value is likely to accrue to platforms that bundle trust, policy, MoR services, and settlement into the default workflow for autonomous spend. Learn more in the latest report by @blockhiro 👇
blockhiro
@blockhiroApr 30

The agentic control plane: Who controls discovery, authorization, and payment in the agent economy

Article · @blockhiro
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Introducing: Ledgerless The future of payments starts here.
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Griša
@grisacerneApr 11
Business as usual for us @Lemniscap, dms are open
Tom Dunleavy
@dunleavy89Apr 10
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
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Pod Network
@poddotnetworkApr 2
Markets have been rigged. Until today. Join the waitlist to trade on the first fair markets. Be early: pod.pro/x
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Pod Network: An infrastructure layer for fair, high-performance global markets

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Pod Network: An infrastructure layer for fair, high-performance global markets

Onchain derivatives are becoming core market infrastructure, but consensus-based chains still impose latency, ordering bottlenecks, and MEV. Pod tackles this with a consensus-less streaming L1,...

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Today we're sitting down with @senpi_ai for a real-time product demo. Want to see AI agents trade autonomously via @HyperliquidX? Open to everyone. Don't miss it. 📅 Wednesday, March 25 🕑 2:00 – 3:00 PM GMT+1 🔗 luma.com/bsoiehtc

Tribe Session: Senpi Live Demo · Zoom · Luma

📅 Senpi Live Demo – Agenda 👋 Welcome & Introductions Host intro + Tribe housekeeping Quick intro from Senpi 2. 🤖 What is Senpi? Overview of Senpi as the…

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Lorenzo
@lorenz0_xyzMar 24
Tomorrow we'll be sitting down with the team behind @senpi_ai for a live interview and product demo. They're building AI agents that trade autonomously onchain via @HyperliquidX, and they'll show us how it works in real time. Everyone is invited! 🗓️ Wednesday, March 25 2:00 PM - 3:00 PM GMT+1 👉 luma.com/bsoiehtc See you there! 🙌

Tribe Session: Senpi Live Demo · Zoom · Luma

📅 Senpi Live Demo – Agenda 👋 Welcome & Introductions Host intro + Tribe housekeeping Quick intro from Senpi 2. 🤖 What is Senpi? Overview of Senpi as the…

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Join us for a live session with @senpi_ai 🤖 We’ll cover how AI agents run trading strategies fully onchain with a real-time demo Register here 👇 luma.com/bsoiehtc

Tribe Session: Senpi Live Demo · Zoom · Luma

📅 Senpi Live Demo – Agenda 👋 Welcome & Introductions Host intro + Tribe housekeeping Quick intro from Senpi 2. 🤖 What is Senpi? Overview of Senpi as the…

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Communalizing Hyperliquid

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Lorenzo
@lorenz0_xyz24 Oct 2025
Received multiple reports that someone is impersonating me on Telegram. Please be careful if you receive random DMs. Feel free to reach out here if you’re unsure.
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Migrating your data shouldn't be hard. With Irys, it's simple.
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DeFi's next milestone: What it'll take for agentic finance to work

Article · @Lemniscap
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DeFi's next milestone: What it'll take for agentic finance to work

DeFi's rapid growth has introduced complexity. To address this, "agentic finance" has emerged, utilizing AI agents that act as "copilots" or "autopilots." Copilots navigate users through onchain...

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