Joined June 2022
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26 Nov 2025
We are launching the $75M DWF Labs DeFi Fund, focused on perp DEXs, money markets, and yield protocols across @ethereum, @BNBCHAIN, @solana, and @base. Capital liquidity ecosystem support for teams ready to scale.
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.@DWFVentures compares Hermes vs. Claude Code vs. Codex CLI vs. OpenClaw in 8 dimensions: The pattern is consistent across models. Most agents excel at depth, polishing, or ecosystem integration. Hermes trades some of that simplicity for something different - persistent memory. The tradeoff: more setup and architecture. The payoff: an agent that compounds. Read more below 👇
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Tokenized gold, stocks, private credit: which asset class crosses $15B onchain first?
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Tokenization solved issuance, but composability is what's still missing. @falconfinance with the numbers that show the gap 👇
Tokenized RWAs are a $380B market where 92% cannot move. @RWA_xyz splits it in two: $31.17B distributed and transferable by investors, $349.33B represented, recordkeeping entries that never leave the issuer's system. Of the part that moves, about $1B works as lending collateral on Morpho and Aave Horizon. Three cents on the dollar. Perps don't have this problem. $75B traded in one week of May, and Hyperliquid RWA open interest just printed a $3B all-time high. Either tokenized assets learn to work as collateral, or perps keep taking the order flow.
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Market makers, listings, CeDeFi, and his personal playbook. Check out @ag_dwf's interview on @TheSujalShow with @SujalJethwani👇
🎙️ The Sujal Show Ep. 14: @ag_dwf – The Man Behind 1,000 Crypto Deals Just Told Us Everything @DWFLabs founder Andrei Grachev reveals what retail never sees, token listing secrets, his $1,000 crypto playbook, how market makers really make money, and his personal holdings. We Discussed on @TheSujalShow:👇 - Why he sold most of his mined ETH at $5 - Why retail is the product, not the player - What DWF is quietly building - Where to put $1,000 today (his exact playbook) - Privacy coins like $ZEC: sustainable or hype? - 3 crypto categories that die in 5 years - Why 1B cap coins won’t 10x - Why CeDeFi (centralized DeFi) is the next big narrative - The coin loan model nobody explains clearly - How exchanges & market makers decide your opening price - Why most "smart money" wallets on Hyperliquid are only showing half the picture - How to spot fake volume on any exchange - Why AI trading agents are "not good” - 3 altcoins he'd put his own money - His BTC price prediction for this cycle Timestamps: 00:00 Intro 01:26 How Andrei got inside crypto's inner circle 03:47 Is crypto really the most manipulated market? 06:43 What market makers actually do 11:12 How market makers make (and lose) money 12:50 The smart money playbook nobody talks about 16:14 His exact $1,000 crypto strategy today 17:54 The FBI fake token sting explained 19:03 Market making vs. market manipulation 21:00 How to spot a fake pump in real time 24:25 What happens before your coin hits the exchange 29:23 The truth about stop loss hunting 35:05 Where DWF is quietly moving money right now 39:04 The $25M Trump token deal & Justin Sun drama 40:11 Rapid fire He mined ETH at $5. Bootstrapped DWF Labs. Now he’s telling you how the game really works. Watch now 👇
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Risk management is about already having asked and addressed important questions - not just reacting.
“What if” is the most important brainstorming question for risk management strategies nowadays
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Hermes' self-improvement stack runs across four integrated layers: procedural, episodic, declarative, and maintenance. The result is that the more the agent interacts with a specific environment, the more precise its outputs become. OpenClaw's ClawHub offers similar concepts through community plugins, but everything is manually written and maintained. Hermes runs the loop automatically. More from @DWFVentures in the article below 👇
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You wake up and it's 2021. What's the first position you'd take?
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Seamless liquidity movements, RWA exposure, and transferability are the key aspects behind the future of tokenized gold. @ag_dwf shares with @Cointelegraph and @rkbaggs 👇
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The Bitcoin market structure in 2026 is different. Institutional adoption is compressing volatility, and non-Bitcoin assets are increasingly getting priced on their own merits. More in @DecryptMedia👇
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The hidden cost of stateless AI agents is that users are the memory layer. Every time a session ends, the reasoning disappears and institutional knowledge doesn't get a chance to accumulate. Hermes is built around memory and knowledge. Its skills system creates a self-reinforcing loop: Trigger → Execution → Capture → Retrieval → Refinement → repeat Skills compose hierarchically, and a single improvement to a foundational skill has a compounding effect through the knowledge layer. @DWFVentures investigates in their latest article👇
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The stablecoin story in 2026 is a distribution story. @falconfinance's recap on the last 2 weeks👇
2 stablecoins launched in the last 2 weeks. Both point back to the same infrastructure layer: @stripe’s Bridge. That’s the real story in stablecoins right now: distribution, and who owns the rails underneath it. The last 30 days: • @MoneyGram launched MGUSD for cross-border payments across its 60M customer network. The goal is to make MGUSD part of MoneyGram’s global payment infrastructure, starting with treasury, settlement and currency trading. • @deel launched stablecoin wallet functionality for global contractors across 150 countries, giving workers a way to hold and use dollar balances globally. • @Visa is testing private stablecoin settlement with Brale’s SBC on Canton Network, built for institutional flows that need programmability and compliance without exposing transaction data. • UK lawmakers pushed the Bank of England to rethink proposed stablecoin holding caps, warning they could choke the sterling stablecoin market before it starts. Total stablecoin supply sits around $316 billion, still dominated by USDT and USDC, but the real fight is no longer just supply, it's distribution. Brands bring the users. Infrastructure owns the rails: issuance, custody, wallets, settlement, compliance and liquidity.
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What's the one data point or headline that stuck with you this week?
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A current gap in the AI agent market is memory. Most assistants today don't have a way to compound what they've learned. Every interaction is a fresh start, regardless of how many hours a user has spent with them. Hermes Agent, released by Nous Research in February 2026, is built around the opposite principle: an agent that gets more capable over time. It is already ranked #1 on OpenRouter, with 40 built-in tools and support for 20 LLM providers. @DWFVentures investigates the architecture and what it means for the agent landscape 👇
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The opportunities are clearest when the market is hardest to enter. @ag_dwf on what's actually driving activity in crypto right now 👇
The only 2 things are working in the crypto space: 1. tradefi listings 2. market activations 3. prediction markets Both drive volumes, engage traders and create opportunities Despite the best deals are always done when "blood is on the streets", it is hard, people don't join
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Most AI agents have a major design flaw. Missing memory. Every session starts from 0. They don’t learn. They don’t improve. @NousResearch built Hermes with memory in mind. It self-improves the more you use it. Compounding its capabilities. It’s now the most-used agent by token volume. 2.2x that of OpenClaw. The latest piece by @DWFVentures explains why Hermes has pulled ahead, how its memory architecture works, and how it stacks up against alternatives. If you're building within crypto x AI, @DWFVentures is looking for projects to support → dwf-labs.com/ventures
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What's an X thread that shaped how you think about markets?
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Composability is the next step.
Replying to @falconfinance
Falcon is mentioned in BitMart's State of RWA report (May 2026):
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The market has been through tough times before. @ag_dwf on the learning curves that follow👇
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The growth of AI equities is pulling onchain demand with it.
Tokenized stocks are quietly hitting new highs while AI stocks are ripping. • $1.68B distributed value, up 39% over 30d • Monthly transfer volume: $3.63B, up 36% • Holders: 292.6K, up 31% • Biggest platform gainer: Ondo, up 57% As AI equities hit escape velocity, it's also creating demand for 24/7, onchain access to those equities. Stocks are becoming onchain-native.
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