DAYS Singapore is a wrap! This week, 350+ decision-makers joined us at Raffles Hotel to talk digital asset yield, from private capital allocators and crypto-native funds to financial institutions. The second edition of DAYS delivered exactly what we set out to build. Real conversations between people who came prepared to do business. → 40% allocators, 40% funds and asset managers, 20% service providers → 8 private, invite-only roundtables led by our partners Zama, Grayscale, Bitwise and Apyx attended by 73 allocators → 70 speakers across 13 panels and 5 keynotes A special thank you to @zama for co-hosting this edition with us, to our lead partners @Grayscale and @Bitwise, and to all other partners who made it possible, including @SkyEcosystem, @CurveFinance, @FireblocksHQ, @AccountableData, @apyx_fi, @Lombard_Finance, @GetEstating, @herd_eco, @OpenEden_X, @Meria_Finance, @P2Pvalidator, @velia_net, @CherryServers, The Vault and @MelbicomGlobal. Thank you also to our Hyperliquid track partners: @coinroutes, @blockaid_, @doublezero, @Outcomexyz, @HyperionDeFi, @hyperlink_xyz, @ValantisLabs, @silhouette_ex, @tradeparagon, @ensembleio and @TradeFills. And to every allocator, asset manager and trader who asked the hard questions and stayed for the closing drinks: thank you. Next up: DAYS Miami, 3 May 2027. Same curation, every seat allocated by type. Partner enquiries for Miami are now open ↓ daysevent.com/miami-2027/par…

Who’s taking the risk, and is the yield worth it? Looking forward to digging into onchain credit with this group tomorrow at DAYS in Singapore. Should be a great conversation. If you’re around, come join us!

Atum is live. This is the first day of a new era. Welcome to @atumhq! → atum.xyz/

NEW: @pudgypenguins ANNOUNCES THAT $PENGU IS NOW LIVE AND TRADABLE ON @RobinhoodApp CHAIN

In episode 63 of Scenius Studio I sit down with Greg Girasole (@GG_Motus), CFA, Co-Founder and Managing Partner of Motus Capital Management. Greg and team have built one of the top performing token-native hedge funds in the industry. With multiple years of outperformance over all benchmarks (including BTC), the team has demonstrated an ability to repeatedly generate alpha and manage crypto’s notorious volatility. When allocators are looking elsewhere for returns crypto hedge funds shine bright. In this episode we discuss: ➔ History of Motus and the firm’s crypto roots dating back to their time at Citi Bank ➔ Why anyone should invest in a long biased crypto hedge fund instead of just buying a BTC ETF ➔ The benefits of being a fundamental investor with an active presence on-chain ➔ The @HyperliquidX thesis and the upside that the market still hasn’t fully processed ➔ Why Motus has remained disciplined with its investable universe (i.e. tokens) rather than fanning out into other frontier tech/equities ➔ Lighter and Robinhood as Hyperliquid competitors ➔ What’s investable at the intersection of AI and crypto ➔ The broader macro picture and how it influences Motus’ portfolio positioning ➔ Greg’s spicy takes 🌶 Hope you enjoy this episode of Scenius Studio. Links to listen in comments👇

Money 1.0 is dead. Money 2.0 is not enough. Money 3.0 is coming. Most people won't see the change until it's already happened. But those of us who have been paying attention will. Here's the evolution (a thread):

Here's our new staking UI for $QUID I love the animations the team added, around the coin and the yield coming in real-time We built it in the same form factor as our swap widget to keep consistent across the Squid product stack. If you are a Squid user, you should feel at home

In episode 62 of Scenius Studio I sit down with @lalleclausen, Co-Founder and Managing Partner of @1kxnetwork. With Lasse at the helm and roots dating back to 2018, 1kx has become one of the industry’s most reputable venture firms with a deep-research, thesis driven investment approach. The team recently released the second iteration of their Cost of Trust thesis which frames where they believe the largest crypto outcomes will come from over the next few cycles. Lasse is a true professional with a firm grip on the evolving crypto venture dynamics. In this episode we discuss: ➔ Lasse’s background and the decision to launch 1kx ➔ Lessons learned in the 8 years since running the firm ➔ Evolving venture dynamics and the new founder archetype in crypto ➔ The Cost of Trust Thesis 2.0 ➔ What categories enable a 0-1 change and have rent-seeking intermediaries that are ripe for disruption and large outcomes ➔ Attributes that 1kx looks for in the founders they back ➔ Lasse’s spiciest takes 🌶 Hope you enjoy this episode of Scenius Studio. Links to listen below👇 Spotify: open.spotify.com/episode/3ed… Apple: podcasts.apple.com/us/podcas…

A great project doing the hard things well.

Solid conversation as usual !

Crypto VC mandate creep: a field guide. Many crypto VCs are eager to broaden their mandates to other frontier technologies. More investable opportunities, seemingly more exciting, better from a reputation standpoint, etc. The challenge: many of these managers have 0 edge outside of crypto.

In episode 60 of Scenius Studio I sit down with Ben Forman, Founder and Managing Partner of @paraficapital, a $2bn+ AUM crypto dedicated institutional investment firm, pursuing a range of strategies. Since founding the firm in 2018, Ben has repeatedly found creative means of launching strategies and delivering returns for his LP base. Ben’s ability to sniff out opportunities at the edges of liquid and private markets separates ParaFi from the fly by night crypto firm. In this episode we discuss: ➔ Takeaways from @Blockworks DAS conference ➔ Why crypto twitter sentiment is down when the industry’s fundamentals have never been better ➔ How Ben thinks about the investable universe for ParaFi’s fundamental hedge fund ➔ The dynamic around DATs and the influence on the underlying token ➔ How “crypto” does an early-stage company need to be for ParaFi to consider investing ➔ Why Ben is doubling down on crypto while many other crypto VCs are drifting their mandates into other technologies and categories ➔ Investing in protocols and businesses downstream of stablecoins and tokenization ➔ What the Founder of @Polymarket said that gave Ben/ParaFi the conviction to invest in the seed round ➔ The investable opportunities emerging around prediction markets ➔ How ParaFi is embedding AI into its operations and work streams ➔ Ben’s spiciest takes 🌶 Hope you enjoy this episode of Scenius Studio. Links to listen below👇 Spotify: open.spotify.com/episode/13k… Apple: podcasts.apple.com/us/podcas…

Boom. Scenius Studio is back and better than ever. And with that, we're returning to our bread and butter. The Use-Case mini-series, where we explored practical blockchain applications (@openfx_ , @USDai_Official , @grass to name a few), shined a light on real businesses leveraging blockchain technology to drive tangible consumer or enterprise value. We learned a lot from these founders and received positive feedback from our network. After much consideration and discussion with our audience, however, we’ve decided to get back to what Scenius Studio fans really want: insights into how the top investors are positioning themselves and adapting to this rapidly evolving and dynamic asset class. So let’s get back to it. In this episode, we dig into the crypto market neutral space with one of the largest and most sophisticated players out there. Vadim Khramov @vadimthedream0, the Founder, CEO, and CIO of @EdgeVentureCap, has built a behemoth by understanding DeFi and risk management better than most. His firm operates a range of on-chain strategies while offering investors various crypto-denominated share classes. No one understands the investment challenges and opportunities in DeFi better than Vadim. In this episode we discuss: ➔ Vadim’s macro background which drove him to DeFi ➔ Edge Capital’s various strategies ➔ Trends in the crypto market neutral space (compressed yields, low retail participation, etc) ➔ Vaults: what are they and where is the opportunity ➔ Launching crypto-denominated share-classes ➔ Capacity concerns around certain strategies and how Edge manages them ➔ Fundamentals in crypto and expectations across different regimes ➔ Vadim’s spiciest takes 🌶 Hope you enjoy this episode of Scenius Studio. Links to listen below👇 Spotify: open.spotify.com/episode/3Ax… Apple: podcasts.apple.com/us/podcas…

A lot of ink has been spilled on the idea that crypto, as we know it, is over. This industry-wide malaise largely stems from crypto Twitter apathy. The active OGs are reticent about institutional adoption interfering with crypto’s cypherpunk roots and the CT algo amplifies those that are most active on the platform (i.e. opinionated wishy-washy traders). The latter cohort are currently negative on the industry, largely because money has been made elsewhere over the last 3–6 months. It’s become cool (i.e. a status symbol) to scoff at crypto and instead signal broader knowledge, investment access, and performance in other arenas (AI, gold/silver, robotics, private equity, etc.).

introducing alien. verifying humanity in the age of ai. mainnet alpha is live at alien[dot]org

Insanely legendary 🐧

A new, faster internet is here. DoubleZero’s high-performance global network is now live on mainnet-beta powered by 2Z. Welcome to the world of high-performance networking.