Founder & Portfolio Growth @ElectricCapital. Former investor at Princeton endowment. Tweets ≠ financial advice
Joined February 2020
- Tweets1K
- Following1.1K
- Followers2.5K
- Likes3.8K
Mitchell retweeted
Today we are open sourcing Quest, an AI harness that we built at @ElectricCapital, used by all of our teams every day.
Deploying AI to a whole organization is not easy. We looked at many, many options.
Ultimately, there were two reasons that led us to build our own harness: 🧵
Mitchell retweeted
Announcing Open: the inaugural Monad summit
Right before Token2049 on October 6th in Singapore 🇸🇬
Register here: luma.com/open-2026
Mitchell retweeted
At SBC next week?
Come meet up with other founders and onchain tinkerers for conversations and relaxed drinks.
Hosted by the teams at @Cloudflare, @monad, and @ElectricCapital.
sign up here: luma.com/monad-electriccapit…
Mitchell retweeted
Announcing our $320M Series A at a $2.3B valuation, led by @khoslaventures, with @generalcatalyst, @ericschmidt and @JeffBezos.
General Intuition is the frontier lab for acting in space and time.
We build large action foundation models trained on billions of ground truth action-labeled gameplay clips from 17M monthly active users on Medal, and push the frontier of world models to generate infinite training environments.
Mitchell retweeted
After 11 trading days, the Bitwise Hyperliquid ETF $BHYP has surpassed over $100 million in AUM.*
Thankful to BHYP investors and the Hyperliquid community — and grateful to play a role highlighting one of crypto’s most exciting projects.
- $105M in AUM
- Average daily volume: $35.1M
- Total inflows: $81.8M
- Only spot Hyperliquid ETP to publish the fund’s wallet addresses
- 10% of the Fund’s annual management fee will be held as HYPE on the Bitwise balance sheet**
- In-house staking
Hyperliquid.
*All figures as of 4 p.m. ET on 6/1/26.
** Minimum holding period will be 12 months.
Mitchell retweeted
Are you a builder in NYC for @ethconf?
@ElectricCapital is hosting a limited number of intimate, hands-on conversations during the week.
Meet 1:1 with partners and industry experts to chat about product, gtm, fundraising, or design.
Apply here: airtable.com/appxhXa7rkXrYXu…
Mitchell retweeted
Quantum computing has become a major topic within Bitcoin discussions.
The team dives into Bitcoin's quantum readiness and why investor education remains critical in a new episode of Bitcoin Brainstorm. Watch. ark-invest.com/podcast/bitco…
Mitchell retweeted
Morpho just dropped the Midnight whitepaper — a clean fixed-rate primitive.
My take: it’s the clearest sign yet that fixed-rate DeFi is moving from “build the market” to “make it actually usable.”
But here’s the key difference most people are missing…
The Morpho Midnight Whitepaper
A noncustodial protocol for fixed rate, fixed term credit markets
morpho.org/whitepapers/midni…
Mitchell retweeted
frxUSD is one of the fastest-growing stablecoins and is gaining a first-mover advantage on Aave V4.
Always appreciated the energy and execution of @samkazemian and the Frax team.
frxUSD incentives went live on @aave V4 last week and caps quickly filled. @LlamaRisk is now proposing to double the frxUSD caps from $10M to $20M.
This would give frxUSD the largest stablecoin cap in Aave V4.
Read more: governance.aave.com/t/arfc-a…
Mitchell retweeted
Young investors are demanding a high-stakes, high-speed, social way to trade. Welcome to crypto trading fight night. on.wsj.com/3RAt4Bw
Mitchell retweeted
We're pleased to announce that Legend has raised a $3.5 million seed round, led by @ElectricCapital, with participation from @ambergroup_io and @GSR_io, bringing our total raised to over $5 million.
Mitchell retweeted
You can now go long or short on the world's most valuable private companies.
$ANTHROPIC, $OPENAI, $SPACEX via @PreStocks.
Up to 3x leverage.
Mitchell retweeted
This week I'm releasing a 1h conversation with @avichal, Co-Founder of @ElectricCapital and Chairman of @crypto_council.
Avichal and I discuss why crypto's institutional moment is earlier than you think, why digital assets will eat gold and silver, and what it takes to survive 15 years of building in this space.
We talk about:
- Why ETH is where Bitcoin was in 2019 and what that means for the next 5 years
- Stablecoin banks vs neobanks why spending on-chain is addictive once you try it
- Solana as the AWS of crypto - computational layer for retail financial transactions
- Why digital gold (BTC) and digital silver (ETH) will eat trillions in market share
- The hundreds of L1s thesis - why we're nowhere near blockchain saturation
- Resisting temptation and separating signal from noise in a hype-driven industry
And much much more….
Out this week!
Mitchell retweeted
1/ We @ElectricCapital want to invest in 26 ideas that give users control, privacy, & access.
Why now:
•Trust in institutions is collapsing
•AI centralizes power but lowers build costs
•User-owned tech defends personal freedom
data.electriccapital.com/pos…
👇
Mitchell retweeted
1/ Ethereum hosts the world’s largest decentralized financial system.
And its lead is compounding.
ETH's network effects built over 10 years are nearly impossible to replicate.
For its 10th birthday, here’s the data showing where Ethereum leads & why it’s not slowing down:
Mitchell retweeted
Stablecoins are spreading the dollar faster than any financial tech in history.
And Ethereum is becoming the financial backbone.
For Ethereum’s 10th birthday, we’re publishing our updated @ElectricCapital ETH thesis:
Remaking the Case for ETH 🧵
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