We're thrilled to welcome @arjundundoo to FirstMark as our newest Investor focused on the consumer tech landscape! Prior to joining us, Arjun was at Bird (NYSE: BRDS), where he helped lead M&A and capital markets. FirstMark has a long history in consumer (Pinterest, Airbnb, DraftKings, Ro, Function Health, Discord, etc.), so we couldn't be more excited to have Arjun joining the team, as we double down on backing and supporting the next generation of iconic consumer businesses. Please join us in giving him a warm welcome 🚀

Yesterday, 150 AI CEOs gathered in NYC for AI✦NY — an off-the-record summit focused on the most critical challenges defining this moment in AI. We heard from @akofoid (Databricks), @c_valenzuelab (Runway), @kareemamin (Clay), @AmandaKahlow (1mind), Rob Chisholm (Qatalyst) Kunal Madhok (Wells Fargo), Amin Venjara (ADP), and Tom Haslam (KPMG). Co-hosted by @amishjani (FirstMark), and @NeerajVC (Battery), with moderators @abimbhet, @billbinch, @BrandonGleklen, and Scott Goering. Special thanks to @FifthThird @golub @KPMG @CooleyLLP @googlecloud, and @qatalystgroup!

The biggest winner of the neobank takeover is @raincards. From $100 in processed volume in April 2023 to $300,000,000 in April 2026. One of the biggest & underrated growth stories in crypto.

a dayy in the life: episode 9 ft. @cnaut from @raincards we made it rain (payy cards) in the rain office. full episode coming soon™

Speaking at FirstMark's Guilds Summit on June 16 in NYC: Cofounder & CEO, Datadag CEO, Tubi Chief People Officer, Airbnb CFO, Legora Chief Data & AI Officer, Snowflake Head of People, Clay CFO, Shopify Chief Product Officer, Okta Head of Americas, Enterprise, Anthropic Cofounder & CTO, Braze VP Sales, Vercel CMO, Bilt Rewards CFO, Ramp COO, Harvey CFO, Circle CRO, Synthesia Cofounder & CPO, Wealthsimple CFO, Runway Chief People Officer, Headway Cofounder & CTO, Factory Head of Product, Glean CRO, Brex CFO, Mercury Chief People Officer, HungryRoot VP, Global People & Places, Airwallex more to be announced!

Public blockchains are great for auditability but different use cases need different levels of confidentiality. Now Rain customers have a choice. Today we're announcing our integration with @payy_link bringing configurable on-chain privacy to Rain's stablecoin card programs. Payy Network uses ZK cryptography to keep transaction details private by default, with selective disclosure for compliance and transaction monitoring. @sidgandhi_xyz @calummoore and the @payy_link team were early Rain customers and proved out the tech and demand themselves. Now we're making it available to everyone else.

Build on Payy Network with @privy → Embedded wallets out of the box → Auth, sign, and send stablecoins natively → EVM-compatible, minimal config Private transactions chain meets 🤝 seamless onboarding.

Last year we proved onchain privacy can work for 80K KYC’d users with the Payy Visa Card. Now for the first time we’re bringing that capability to EVERY Rain card program. That’s millions of cards and billions of dollars in real world stablecoin spending. Incredible push by both teams on this and we couldn’t be more excited.

Love seeing these two awesome @FirstMark co’s come together t bring the promise of stablecoins to the institutional use cases that make up the meat of the market. Just the beginning cc: @sidgandhi_xyz @calummoore @rooqster @cnaut

Our founder @sidgandhi_xyz sits down with @adamn to talk about why we chose @FirstMarkCap as our investor.

Congratulations to @vercel @ClickHouseDB and @WeAreLegora for making the ET30 — a list of the most promising private companies in enterprise technology, from @Wing_VC and @EricNewcomer 👏

I chose @FirstMarkCap to lead our recent round because they have the confidence and conviction to back and grow generational startups across every vertical. Every company using ACH and SWIFT today, will be defaulting to stablecoins in a few years. But what blockchain will they use? They will choose one that is built from the ground up for safety, security and privacy. These principles have motivated me across my career starting with my time at Apple. Now we’ve instilled this philosophy into Payy’s products and technology. Some of the largest stablecoin infra providers are partnering with us to finally enable default confidential payments on EVM — never before achieved. I’m incredibly excited for this next chapter of Payy supported by @FirstMarkCap, @robotventures, @dba_xyz and all our other investors.

FirstMark backed Shopify before anyone bought anything online. Discord before anyone gamed with strangers. Airbnb before anyone turned their home into a hotel. Now they're betting privacy onchain is next. We raised $6M led by @FirstMarkCap to make private transactions the default. Joined by @dba_xyz & @robotventures. Investors who understand that privacy isn’t a feature, it's the foundation.

Payy is built on Ethereum. @payy_link is a privacy-first stablecoin chain designed so your transactions aren’t exposed to the world. It brings programmable payments to Ethereum, without sacrificing privacy by default.