🧵 Insights into the Asia robotics space A thread🧵

Our newest thesis on Asia robotics.

We use ‘crypto’ to name three distinct things. This thread clarifies them and explores what’s next.

🧵 A Tale of Three Cryptos: Fixing the Semantics to See the Opportunity A thread 🧵

Cool superpower AI spending agent built by @Vishwa_xyz , one team that keeps shipping. Vishwa’s agents are integrated with Kite passport giving it payments rails, identity, and guardrails through smart contract programmability. Bitcoin miners who borrow stablecoin and then need to spend those stablecoins for upfront mining equipment and electricity bills can do this automatically with Vishwa’s agents powered by Kite. Check out the cool demo below.

Excited to share that we have joined the @Circle Alliance Program, a global community of teams focused on bringing the world on-chain, powered by USDC!

Generativemasks An NFT collection that changes every time you refresh the page Each mask carries its own personality, combining multiple geometric patterns & shapes to form generative identities A creation by @takawo 👇

New article on Decentralized Knowledge Layers. If you are at Science of Blockchain #SBC25 #SBC2025 feel free to reach out.

This will be one of the top AI agents products in the market and soon opensource and powered by DePIN network @TaskNetDev

RT @Vishwa_xyz: The digital and agent economy is here. We’re building the rails it runs on. During SBC in Berkeley, take an afternoon brea…

Yield Without Tears: Unlocking Self-Custodied Yield on #BTC A thread 🧵

New article on Turing Complete BTC Infrastructure

We’re excited to support @get_optimum as an early investor in their Seed Round. They're solving one of the most overlooked yet critical problems in blockchain infra: P2P node communication—using a novel network coding algorithm to boost performance. 👇

Beyond Web3: Decentralizing Digital and Physical Marketplaces WebProof and zkTLS are unlocking trustless trade beyond crypto — enabling decentralized marketplaces for digital services, fiat ramps, and eventually physical goods. A thread 🧵

We've been in talks with @offchain, the people behind @arbitrum and one of the most cracked teams in the crypto space, on how to solve for encryption in Ethereum. Today we are thrilled to announce an investment by and partnership with Tandem by @offchain to bring FHE to everyone, everywhere. FHE was once considered complex and slow, but recent advancements like faster schemes, GPU optimizations, and ultra fast decryption networks are making FHE a reality today. Why @fhenix and @offchain? The @offchain team has shown time and time again they have the deep knowledge needed to advance Ethereum and cryptography, coupled with the ability to ship. @EdFelten, @hkalodner, and @sgoldfed designed the interactive fraud proofs for optimistic rollups that are currently scaling Ethereum and literally wrote the book on blockchain engineering. Victor Shoup is a cryptography legend who co-designed the first FHE library (HElib) amongst his many other accomplishments (look up NTL library). Both @offchain and @fhenix are now focused on: 1. Conducting R&D to make FHE–cryptography's holy grail–both ubiquitous and accessible. 2. Bringing FHE-based confidentiality to Arbitrum, Ethereum and beyond… Together with @offchain we’re pioneering a future where anyone can quickly and easily tap into the power of FHE from anywhere, at a time when the need for onchain confidentiality is greater than ever. A confidential future for Ethereum is now closer than ever before. FHEels good man…

We are hiring a motivated investment analyst for a remote position. careers.pangacapital.com/com…

Culture starts in basements.