Co-Founder @NorthIslandVC

New York, NY
Joined September 2015
Proud to announce that Mural has raised $28M in total funding, including a $15M Series A led by @Tether_to, with participation from @NorthIslandVC and our existing investors. Fortune has the exclusive (link below). 🧵
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I like this @AntSeed token growth chart.
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Replying to @BlockworksAdv
Venice daily token demand is now >500b and annual revenue is now >$150m
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Variational is now the largest on-chain venue by volume for RWA derivatives (perps and swaps). We're just getting started.
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Blockchains and AI are enabling more of the world to get priced and hedged in markets. Prediction markets sit at the center of this trend, and while sports betting has been the story, we believe the next wave of growth will come from institutions, AI agents, and non-sports markets. @FurnaceInfra is building critical infrastructure for this next wave. Pumped to lead their seed round.
Earlier this year, after almost five years as a quant trader at Old Mission, I left to start @FurnaceInfra. Today, we’re coming out of stealth. We’ve raised $3.5M led by @NorthIslandVC, with @vaneck_us, @recvcx, @hi_Reverie, and a great group of angels also participating. Prediction markets are growing quickly, but the infrastructure underneath them needs to catch up. The same economic exposure can trade across multiple venues without a common way to identify and represent it across financial systems. That’s what we’re building at @FurnaceInfra: persistent identities for prediction-market exposures and a consistent reference layer across venues, while preserving the differences in rules, terms, and settlement that matter. Really excited to be building this with my identical twin @AndrewSiff_ and longtime friend @RizkGabriel. Grateful to everyone who has helped us get here. If you’re trading prediction markets, building around them, or thinking about how they fit into financial infrastructure, I’d love to chat. furnaceinfra.com/
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The AI exchange is live. Trade the takeoff: mnx.fi
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A group of dispirite upstarts with no pedigree built the world's most popular open source agent harness, and they're now enabling some of the world's biggest companies to own their own intelligence. Nous is a legendary company story in the making. Congrats @dillonrolnick @karan4d @Teknium @theemozilla on the $90M Series B!
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As AI centralizes power, the demand for self-sovereign alternatives will soar - that's why NIV backed @NousResearch , @AskVenice , and now @AntSeed . Big congrats to @AmosMeiri on the launch.
What BitTorrent did for files, we want to do for AI inference. Antseed lets anyone buy and sell access to AI models, on their own terms. The Antseed Foundation has raised $2.4M in a token round led by Spark Capital to help make that happen.
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Always stick to what makes you weird, odd, strange, different. That’s your source of power.
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HyperLink is a prime broker built on Hyperliquid, focused on speed, privacy, and cost. Two months ago, it had routed $180M in total volume. Last month alone, it routed $254M HyperLink is quickly becoming one of the fastest growing startups in Alliance.
Hyperliquid built the exchange. HyperLink is building the broker. We raised $2.5M from @Alliance @NorthIslandVC @hi_Reverie @Node_Cap @breed_vc @smartestmoney Lowest fees. Private flow. Best execution. Last month: $254M routed, 0.1% of Hyperliquid volume. Next: 10% of HL.
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NousCon 2026 October 30th, NYC luma.com/y0y9ngkm
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Just use Hermes Agent and control your own stack & inference. Really easy to do all the sysadmin stuff using LLMs. It also has support for iMessage, Whatsapp, Telegram, etc. A tech company managing your agent for free means you're not ultimately in control. So when it's monetization time and you don't monetize, they will have to get their inference costs under control, and that means agents get nerfed and all the intelligence and customization you've invested into it will have to get rebuilt somewhere else.
Instinct switched their models out from under me and now it’s completely fucking up basic things it did right last week and making my life way harder. it also distinctly does not sound like a claude model anymore
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the last genny play in defi i can confirm i will not be selling any of my $var points it'll be volatile and likely go up to $2 to $3b and down to $1b again, but @variational_io is sincere innovation and real revenue that you are looking at the next $5b+ protocol in the making
Swaps offer better liquidity and flatter, more predictable funding rates than perps. Perps have only one remaining edge: trading hours. As our TradFi partners (and finance broadly) move towards 24/7 trading, swaps will trade around the clock. Swaps > perps.
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Hermes Agent is open for business. Nous Portal now lets you invite colleagues to a Hermes Business account: your team gets agents across channels while sharing one central balance with per-member caps and shared skills that compound into proprietary IP. Hermes Enterprise brings the same capabilities to on-prem or the cloud of your choice: a complete, self-improving, sovereign AI stack already trusted by some of the world's largest companies. Contact us to join them. portal.nousresearch.com/busi…
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Nous has some of the best damn visuals and brand wizards in the game. Absolutely perfect fit for where we're going with Omarchy!
Hermes now has first-class support in Omarchy, @DHH’s Arch-based agentic Linux distribution. Install the desktop app from the AI menu, or make Hermes your default terminal agent. Your Omarchy theme sets the colors in the desktop app, the TUI and the CLI. omarchy.org
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For the first time, the majority of Variational's 24h trading volume is in traditional markets. Crypto perps will always be an important part of our business, but our focus remains being the go-to venue for trading TradFi markets onchain.
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Welcome back to the Variational biweekly update! PRODUCT ➡️ The most recent mainnet release was v0.32.2. ➡️ Launched swaps. METRICS ➡️ Total Volume Traded: $318.68B ➡️ Current Dual-Sided OI: $1.67B ➡️ TVL (Excludes OLP Hedging Accounts): $208.36M ➡️ Total Markets Currently Listed: 551 ➡️ Total Rewards Claimed: $8,094,935 ➡️ Total Losses Refunded (Sunset): $4,559,196 ➡️ Total Referral Rewards Claimed: $3,535,739 ➡️ 2w Spreads Paid (Gross Revenue): $5,080,820 ➡️ 2w Net Revenue: $2,278,641 ➡️ 2w Rewards: ($247,501) ➡️ Referral Rewards: ($247,501) ➡️ 2w Net Profit: $2,031,140 ➡️ Protocol Treasury: $1,016,164 ➡️ OLP PnL: $1,014,976 ➡️ Lifetime OLP PnL: $18,433,850 ➡️ Current Protocol Treasury Holdings: 7,361,084 USDC We appreciate your continued trust and support!
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