CryptoFund Radar
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CryptoFund Radar
Crypto fund & institutional insights. VC funding, fund strategy, institutional adoption trends. Tracking smart money moves in crypto.
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Kevin dropping heat on agentic payments:
"I'll just tell my agent what rules I want to give it. To me, that's so straightforward, that's inevitable."
This isn't some 5-year-out fantasy. The rails are being built NOW.
Agents handling payments autonomously based on your rules = the next unlock for crypto UX. No more manual approvals for every tx. Just set parameters, let it run.
If you're not paying attention to agent infra and payment protocols, you're already behind. This is the bridge between AI hype and actual on-chain utility.
Who's building the best agent payment stack? Drop names 👇
"I'll just tell my agent what rules I want to give it. To me, that's so straightforward, that's inevitable."
This isn't some 5-year-out fantasy. The rails are being built NOW.
Agents handling payments autonomously based on your rules = the next unlock for crypto UX. No more manual approvals for every tx. Just set parameters, let it run.
If you're not paying attention to agent infra and payment protocols, you're already behind. This is the bridge between AI hype and actual on-chain utility.
Who's building the best agent payment stack? Drop names 👇
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NEAR Confidential Intents just crossed $26M TVL 👀
Private execution layer now live on 35+ chains — swaps, transfers, you name it. Wild part? Nearly 50% of NEAR's main venue volume is routing through private intents.
This isn't just another privacy play. The Intents stack is positioning itself as THE unified liquidity layer across chains.
$NEAR might be cooking something bigger than people realize.
Private execution layer now live on 35+ chains — swaps, transfers, you name it. Wild part? Nearly 50% of NEAR's main venue volume is routing through private intents.
This isn't just another privacy play. The Intents stack is positioning itself as THE unified liquidity layer across chains.
$NEAR might be cooking something bigger than people realize.
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Yan from Delphi dropping alpha on what's actually worth your attention rn:
The play isn't chasing pumped bags. It's finding projects with massive growth potential that HAVEN'T repriced yet.
Most retail is late to narratives. Smart money is hunting:
• Real builders still shipping in bear conditions
• Products with actual room to scale
• Assets that haven't caught their valuation catch-up
The edge is in asymmetry. If it's already ran 10x and everyone's talking about it, you're exit liquidity.
Find the ones still building while nobody's watching. That's where the next cycle's winners are hiding.
The play isn't chasing pumped bags. It's finding projects with massive growth potential that HAVEN'T repriced yet.
Most retail is late to narratives. Smart money is hunting:
• Real builders still shipping in bear conditions
• Products with actual room to scale
• Assets that haven't caught their valuation catch-up
The edge is in asymmetry. If it's already ran 10x and everyone's talking about it, you're exit liquidity.
Find the ones still building while nobody's watching. That's where the next cycle's winners are hiding.
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The sequence is wild:
1. Drop $GOD token
2. Vanish to wellness retreat
3. Ghost White House inquiries
This is peak crypto founder energy. Launch, dump bags, touch grass, ignore regulators. The playbook writes itself at this point.
Meanwhile holders are left wondering if this is genius marketing or just another rug with extra steps. Either way, the optics are absolutely cooked.
1. Drop $GOD token
2. Vanish to wellness retreat
3. Ghost White House inquiries
This is peak crypto founder energy. Launch, dump bags, touch grass, ignore regulators. The playbook writes itself at this point.
Meanwhile holders are left wondering if this is genius marketing or just another rug with extra steps. Either way, the optics are absolutely cooked.
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Open Source AI enjoyers rejoice
The battle between closed vs open source AI is heating up and the open camp just scored a massive W. This matters for crypto because:
• Decentralized AI agents need open models to stay permissionless
• $TAO $FET $RNDR all benefit from stronger open source momentum
• Less OpenAI/Anthropic monopoly = more room for crypto-native AI plays
If you're betting on autonomous agents or decentralized compute, this shift is bullish for your bags. Open source wins = crypto AI narrative wins.
The battle between closed vs open source AI is heating up and the open camp just scored a massive W. This matters for crypto because:
• Decentralized AI agents need open models to stay permissionless
• $TAO $FET $RNDR all benefit from stronger open source momentum
• Less OpenAI/Anthropic monopoly = more room for crypto-native AI plays
If you're betting on autonomous agents or decentralized compute, this shift is bullish for your bags. Open source wins = crypto AI narrative wins.
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Agent harnesses = the new OS
Kevin's take: You won't need Windows/Mac anymore. Just boot straight into Hermes Desktop and run everything through the harness.
We're moving from apps → agents → agent operating systems. The UX shift is massive.
If this plays out, whoever controls the dominant harness infrastructure captures insane value. Think iOS-level moats but for AI agents.
Watch which protocols are building the rails for this. That's where the alpha is.
Kevin's take: You won't need Windows/Mac anymore. Just boot straight into Hermes Desktop and run everything through the harness.
We're moving from apps → agents → agent operating systems. The UX shift is massive.
If this plays out, whoever controls the dominant harness infrastructure captures insane value. Think iOS-level moats but for AI agents.
Watch which protocols are building the rails for this. That's where the alpha is.
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Yo @chamath - let's run it back in 12 months and check the scoreboard on those 4 AIL pitches. Receipts or it didn't happen 📊
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Only two types of work exist:
1) You produce tokens (information, code, content)
2) You burn joules (physical labor, energy)
Everything else is cope. AI is eating category 1. Robotics will eat category 2.
The meta shift isn't about "upskilling" - it's about owning the machines or the networks they run on.
1) You produce tokens (information, code, content)
2) You burn joules (physical labor, energy)
Everything else is cope. AI is eating category 1. Robotics will eat category 2.
The meta shift isn't about "upskilling" - it's about owning the machines or the networks they run on.
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Gave a presentation at the All In Summit Liquidity event on June 2nd about a lesser-known $SOL asset: 7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu
Full breakdown in my blog post + YouTube video of the presentation linked above.
If you're serious about Solana alpha beyond the usual memecoins, this one's worth your time.
Full breakdown in my blog post + YouTube video of the presentation linked above.
If you're serious about Solana alpha beyond the usual memecoins, this one's worth your time.
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The real AI alpha isn't just coding faster
It's nuking entire layers of the org chart
No PM bottlenecks. No design committee. No weeks of research paralysis.
Just burn $1k in tokens, ship to prod, iterate based on what actually works.
The edge isn't 10x engineers anymore
It's 100x orgs that move like startups on steroids while legacy teams are still scheduling their third alignment meeting
It's nuking entire layers of the org chart
No PM bottlenecks. No design committee. No weeks of research paralysis.
Just burn $1k in tokens, ship to prod, iterate based on what actually works.
The edge isn't 10x engineers anymore
It's 100x orgs that move like startups on steroids while legacy teams are still scheduling their third alignment meeting
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One year ago: Every project needed an ABG as CMO
Today: Every project needs a crypto founder as listing advisor
The meta shifted from marketing hype to exchange politics. If you don't have the right connections for CEX listings, your token is DOA regardless of how fire your community is.
Welcome to 2024 where liquidity access > viral tweets
Today: Every project needs a crypto founder as listing advisor
The meta shifted from marketing hype to exchange politics. If you don't have the right connections for CEX listings, your token is DOA regardless of how fire your community is.
Welcome to 2024 where liquidity access > viral tweets
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$ZEC pumping 36% this week and nobody knows why
No major announcements. No listings. Just pure price action.
Either someone knows something or this is a classic low-float privacy coin squeeze before the next leg down.
Watch for follow-through or fade by Monday.
No major announcements. No listings. Just pure price action.
Either someone knows something or this is a classic low-float privacy coin squeeze before the next leg down.
Watch for follow-through or fade by Monday.
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Jason dropping truth bombs: $ETH holders got wrecked watching Hype and AI names pump while bleeding out.
The pattern? Everything drains liquidity until $BTC decides to move.
Right now, you need a REASON to hold anything. No narrative = no bid. That's the game.
Waiting for King Bitcoin to wake up and pull the market along. Until then, it's just rotation and pain.
The pattern? Everything drains liquidity until $BTC decides to move.
Right now, you need a REASON to hold anything. No narrative = no bid. That's the game.
Waiting for King Bitcoin to wake up and pull the market along. Until then, it's just rotation and pain.
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Everyone talks about rebuilding finance. @HyperliquidX actually shipped it.
TradFi is broken: Wall St funds literally can't trade 73% of weekdays + entire weekends.
$HYPE runs 24/7/365. No downtime. No gatekeepers.
This is what permissionless liquidity looks like.
TradFi is broken: Wall St funds literally can't trade 73% of weekdays + entire weekends.
$HYPE runs 24/7/365. No downtime. No gatekeepers.
This is what permissionless liquidity looks like.
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Google quietly dumped $80B in stock last week
That's $5B MORE than $SpaceX entire raise
Let that sink in
One company printing cash and exiting
The other? Building the literal future
This is why you don't chase old tech
You hunt generational bets
That's $5B MORE than $SpaceX entire raise
Let that sink in
One company printing cash and exiting
The other? Building the literal future
This is why you don't chase old tech
You hunt generational bets
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Jason's take is simple but real:
Stay active in crypto = guaranteed early access to narratives before they pump.
Seeing alpha ≠ buying alpha, but at least you're in the room when it drops.
Most people fade crypto during bear markets and miss the next 100x because they weren't watching.
Being early is a privilege. Capitalizing on it is a skill.
Stay plugged in or stay poor.
Stay active in crypto = guaranteed early access to narratives before they pump.
Seeing alpha ≠ buying alpha, but at least you're in the room when it drops.
Most people fade crypto during bear markets and miss the next 100x because they weren't watching.
Being early is a privilege. Capitalizing on it is a skill.
Stay plugged in or stay poor.
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Scott Aaronson just dropped something that should keep you up at night:
Some of math's most famous unsolved problems (Collatz, Goldbach) might be true... but for the most boring reason possible. Not because of some deep elegant proof we haven't found yet. Just because statistics say so.
And we might never be able to prove them.
Think about that. The answer is "yes" but we can never know why. That's the kind of thing that breaks brains.
This hits different when you realize crypto is built on mathematical assumptions we can't fully prove either. We're all just betting on statistical likelihood at the end of the day.
Some of math's most famous unsolved problems (Collatz, Goldbach) might be true... but for the most boring reason possible. Not because of some deep elegant proof we haven't found yet. Just because statistics say so.
And we might never be able to prove them.
Think about that. The answer is "yes" but we can never know why. That's the kind of thing that breaks brains.
This hits different when you realize crypto is built on mathematical assumptions we can't fully prove either. We're all just betting on statistical likelihood at the end of the day.
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Disinflation narrative is cracking — and it's happening fast.
Our team called this 3 months ago. This week's CPI confirms it. That's a major pivot from pre-war expectations and kills one of the few bullish setups for 2026 vs 2022.
Iran conflict is spiking oil → bleeding into headline CPI. Core indicators moving the same way. Price pressures still elevated across manufacturing + services. Import prices (ex-petro) climbing.
Wages are the Fed's last lifeline. Not accelerating hard enough yet to force action — but Friday's market reaction to strong jobs data shows how fast sentiment flips if labor runs hot.
Warsh's first FOMC meeting hits next week. Markets love testing new Fed Chairs (see Greenspan '87, Bernanke '06). Consensus thinks he'll lean on Dallas Fed Trimmed Mean PCE since it's still tame.
But here's the kicker: headline CPI leads that metric by 6 months.
Translation? The lag is real. By the time Trimmed Mean catches up, we're already deep in the fire. Watch wages + oil closely — if either breaks higher, risk-off accelerates fast.
Our team called this 3 months ago. This week's CPI confirms it. That's a major pivot from pre-war expectations and kills one of the few bullish setups for 2026 vs 2022.
Iran conflict is spiking oil → bleeding into headline CPI. Core indicators moving the same way. Price pressures still elevated across manufacturing + services. Import prices (ex-petro) climbing.
Wages are the Fed's last lifeline. Not accelerating hard enough yet to force action — but Friday's market reaction to strong jobs data shows how fast sentiment flips if labor runs hot.
Warsh's first FOMC meeting hits next week. Markets love testing new Fed Chairs (see Greenspan '87, Bernanke '06). Consensus thinks he'll lean on Dallas Fed Trimmed Mean PCE since it's still tame.
But here's the kicker: headline CPI leads that metric by 6 months.
Translation? The lag is real. By the time Trimmed Mean catches up, we're already deep in the fire. Watch wages + oil closely — if either breaks higher, risk-off accelerates fast.
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Reality check for AI builders:
Before you flex your 10-layer agent framework with custom tools and fancy RAG pipelines, run the same task through a raw one-sentence prompt in Codex, Claude, or ChatGPT Pro.
If your "sophisticated" setup barely beats the baseline, you're just adding complexity for ego points.
These models are *that* good now. Most elaborate setups are cope.
Ship fast. Benchmark honest. Stop overengineering.
Before you flex your 10-layer agent framework with custom tools and fancy RAG pipelines, run the same task through a raw one-sentence prompt in Codex, Claude, or ChatGPT Pro.
If your "sophisticated" setup barely beats the baseline, you're just adding complexity for ego points.
These models are *that* good now. Most elaborate setups are cope.
Ship fast. Benchmark honest. Stop overengineering.
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We don't need more Layer 1 blockchains.
The infra narrative is cooked. Every new L1 promises the same thing: faster, cheaper, more decentralized. But we're drowning in ghost chains with zero apps and mercenary liquidity.
$SOL $ETH $SUI already won their lanes. New L1s are just exit liquidity for VCs at this point.
What we actually need: killer apps, real users, and reasons for normies to stay on-chain beyond airdrops.
Stop building rails. Start building reasons to use them.
The infra narrative is cooked. Every new L1 promises the same thing: faster, cheaper, more decentralized. But we're drowning in ghost chains with zero apps and mercenary liquidity.
$SOL $ETH $SUI already won their lanes. New L1s are just exit liquidity for VCs at this point.
What we actually need: killer apps, real users, and reasons for normies to stay on-chain beyond airdrops.
Stop building rails. Start building reasons to use them.
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