investing @finalitycap writing 321converge.substack.com/
Joined August 2011
- Tweets 3,419
- Following 1,579
- Followers 984
- Likes 5,766
103 Photos and videos
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11 Aug 2025
Be ready to see a cambrian explosion of verticalized apps on web3 rails 🏗️
Asia birthed giant super apps like WeChat and Grab, but the next wave of winners will initially wedge into niches 🎯 and scale vertically through DeFi 💰 verifiable data 📊. Let me explain why 🧵
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Jun 4
Tokens are stock options for users, as @adam_winnick likes to frame it
The CLARITY Act lays the regulatory framework for startups to use tokens as a GTM tool against incumbents who move too slowly to adapt and are constrained by cap tables too rigid to retrofit
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nick tang retweeted
May 31
@0xtangelo breaks down the takeaways on tokenized markets at @NetworkMedici - today: traditional financial institutions are trying to meet the needs of on-chain capital that has experienced tremendous growth. Soon we expect off-chain capital to migrate on-chain as the benefits of tokenization attract more unique investment strategies.
May 29
At our last conference, @0xtangelo, Principal at Finality, led discussions on tokenized markets at Medici. Here are a few of his reflections and takeaways. Chatham House Rules apply.
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May 28
this is cool stuff by @tensormesh
Right now every new AI question forces it to reread your whole conversation, all your docs, and every instruction from scratch
TensorMesh fixes that by saving everything once, then intelligently storing it in different spots inside the computer (e.g. ultra-fast memory on GPUs, intermediate memory on CPU DRAM/RAM, and long-term memory on regular SSD/hard drives)
Huge efficiency & cost savings
Everyone in the stack benefits:
- CPUs like $AMD and $ARM get more useful
- DRAM makers like $MU see bigger demand
- GPUs like $NVDA become way more efficient
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May 28
we were spot on last year when we talked about how critical AI context/memory would be for saving costs and improving efficiency
x.com/FinalityCap/status/193…
18 Jun 2025
At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history
This is huge for UX costs 🧵👇
Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas:
x.com/binji_x/status/1929147…
x.com/nikunj/status/19275128…
x.com/ashleymayer/status/192…
x.com/levie/status/192852464…
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May 28
Who wins the authorization layer?
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nick tang retweeted
May 21
I appreciate the interest in--but not the hyperbole about--the contemplated innovation exemption for the onchain trading of tokenized NMS stock. Keep in mind: I've always expected that it'd be limited in scope & would facilitate trading only of digital representations of the same underlying equity security that an investor could purchase in the secondary market today, not synthetics.
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nick tang retweeted
May 15
As the producers of Medici LA 26, we want to thank the incredible founders, operators, policymakers, and institutions that helped make our event a great success.
@Moelis @adam_winnick @KamalMokeddem @David_Grid @RepBryanSteil @EleanorTerrett @CryptoAmerica_ @bobbinth @0xMiden @Charlie_Pyle @hourglasshq @KYDLabs @keoneHD @monad @AndrewBenson @HillMarkets @kirillzzy @alienorg @EulerLagrange @OpacityLabs @sreeramkannan @eigencloud
May 15
Medici LA 26 is a wrap.
The conversations last week weren’t about the hypothetical. They were about the movement already happening underneath the global financial system: stablecoins becoming payment rails, tokenized markets moving into production, AI agents requiring programmable ownership and payments, and blockchain evolving into the invisible coordination layer underneath it all.
We’re actively watching real world deployment happen in real time.
Blockchain won. Those in attendance got an early look at who will win blockchain.
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Apr 22
this is @interaction meets @yutori_ai
X has the best information on the internet and the worst incentives & culture.
meet noscroll — the AI that doomscrolls it for you and texts you just the things that matter.
no feed. no brainrot. no ragebait. just signal.
try it for free → noscroll.com 🙅🏼‍♂️
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nick tang retweeted
Apr 16
American dynamism is back 🦅 and blockchain has an answer 📡
@HYFIXAI is building the first US semiconductor chips that are purpose-built for drones. The chips offer more precise positioning than standalone GNSS/GPS and circumvents jamming or spoofing, thanks to @GEODNET
We’re proud to back founder @mikeahorton alongside our friend @jefffluhr at @craft_ventures who led the round and met HYFIX at our conference @NetworkMedici
As leaders in bridging blockchain to web2, we see this as a great case study on how blockchain can empower critical industries beyond just finance đź§
Apr 15
Proud of this one.
We just raised $15M to build American-made chips for drones and robotics.
For too long, the systems powering critical infrastructure have depended on fragile, foreign supply chains. We're rebuilding that foundation here in the U.S.
A lot more to come!
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Apr 15
everyone in AI is investing in LLM wrappers
everyone in crypto is investing in bank wrappers
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nick tang retweeted
Apr 1
AI can now replicate humans online with perfect fidelity. Agents are transacting, speaking, and acting autonomously. Without proof-of-humanity, we no longer know who or what to trust.
We co-led @alienorg's seed with @Initialized to fix this. 🧵
Apr 1
We raised $7.1M at Alien led by Initialized and Finality to give unique identities to humans and AI agents
The world is going wild and the trust online is breaking as we see it due to the rate of AI acceleration and the society’s inability to keep up
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Apr 7
rise has risen
Apr 7
We did it fellas!!!
RISE is now using more gas than Ethereum and all L2s combined
All from one app, @risextrade.
Yes, on mainnet. And no, we’re not spamming transactions for engagement. This is what fully onchain orderbooks demand
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nick tang retweeted
Mar 27
An explosion of AI-generated code and a web increasingly run by agents are creating massive problems for provenance attribution
@makechainnet is GitHub, but rebuilt from the ground up for the agentic web to offer better incentive alignment for every human and agent builder
We're excited to drop our SPECIFICATION.md for Makechain: a protocol for making things.
We have a ton to share over the next few weeks: demos, apps, agents, onramps, and so much more built on top of this new network!
@makechainnet
github.com/officialunofficia…
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Mar 4
Not a lucky accident. It’s a tale as old of time
Distribution > product
Apple iPhones lead the global smartphone market
Google already pays billions to be the default search on iPhones
Now Gemini will soon power Siri
And now devs are building local AI clusters on Mac minis
Apple’s moat has always been the same - building the best consumer tech hardware closest to the user
This might be the funniest chart in tech right now.
Apple's capex strategy has to be the luckiest accident in history:
Amazon, Microsoft, Meta, Google, are in a spending arms race plowing over $100B PER QUARTER into data centers - While Apple spending is down 19%
Meanwhile:
- Mac Minis sold out bc everyone's buying them to run OpenClaw
- Mac Studios have a 6-week backlog
- Someone ran Qwen 3.5 on an iPhone yesterday
- The M5 Max just shipped with 128GB of unified memory and runs Llama 70B from anywhere
The company spending the least on AI infrastructure accidentally became the AI infrastructure
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nick tang retweeted
Feb 25
Referrers are a network of people that Nitro trusts.
Their referrals carry significant weight in the selection process.
See the full list here: nitroacc.xyz/referrers
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Feb 25
The market is lumping @Figure in with the broader crypto market, but $FIGR $FGRD is uncorrelated to crypto's prices - it's just a great case study on how blockchain can help disrupt a legacy industry
While also providing wide exposure across macro tailwinds, crypto, AI, and RWAs đźŹ
It's down 60% from its ATH in Jan-26
Meanwhile BTC & ETH were down ~34% & ~46%, respectively. Coinbase was down ~40%
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Feb 25
4/ Remember, we're in a declining rate environment
As rate cuts come, HELOC demand will increase as it becomes cheaper for homeowners to borrow
ALT https://www.americanbanker.com/news/banks-are-losing-share-in-rapidly-growing-heloc-market
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Feb 25
5/ Q4 2025 earnings hit this afternoon. Could be a wake up call for the market…
investors.figure.com/events/…
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