investments @DCGco | we like to be early | views are my own | τ

Joined December 2021
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Anna Bertha retweeted
We’re hiring world-class backend and AI engineers in the Bay Area. If you want to build serious AI systems with real users, deep infra problems, and a fast-moving team, come talk to us. Also: we’re offering an extremely high referral award for exceptional candidates. DM me.
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If you read one thing today, make it this. P.S. We are looking to chat with founders building in the Zcash ecosystem. Reach out!
With many crypto fans souring on bitcoin, some are getting behind Zcash, a privacy token that lets users shield transaction details and remain anonymous on.wsj.com/435cPir
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Anna Bertha retweeted
May 6
Good Afternoon, Miami 🌴 Did you catch @anna_brth on stage @consensus2026 moderating the “Doubling Down on DePIN” panel? Great conversation about the future of decentralized compute with @cbetass @Austin_Federa & @mikeahorton
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Anna Bertha retweeted
May 5
hi - we have been somewhat quiet but we are building in this space at @adjacent___ and are looking to chat with traders/investors/any one that has an interesting index idea! DMs are (very) open
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Anna Bertha retweeted
Yield.xyz AgentKit and @privy_io are integrating to bring guard-railed yield agents to DeFi. AI agents that discover, evaluate, and execute yield strategies, with policy-enforced guardrails at the infrastructure level. A new execution layer for onchain capital where agents act and humans approve 🧵
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Anna Bertha retweeted
Truly amazing how far the crypto industry has come since the first DCG Summit in 2015. My favorite stat: 2015 crypto market cap: $7,000,000,000 2026 crypto market cap: $2,600,000,000,000 Who do you recognize in the 2015 pic below?
Apr 23
Our ninth DCG Summit is a wrap, the largest to date. Three days in Spain with 250 of the greatest founders and leaders from across 5 continents, building the future of digital assets. The strength of our community is unbeatable.
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our portco @manifoldlabs is working on the biggest unlock in the space: private, verifiable, globally distributed compute at scale. PS we're all-in on the privacy × ai intersection at @DCGco and looking to deploy more. get in touch if u r building in this space!
We needed to run trusted workloads on untrusted host machines. So over a year ago, we started building the Targon Virtual Machine to enable Confidential TEEs in production. Today we're sharing our white paper written alongside @intel: Decentralized Compute on Untrusted Hardware Using Intel® TDX and Encrypted CVMs
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Anna Bertha retweeted
Mar 23
We replaced your analyst. Now we’re coming for the rest of your team. Introducing Surf Studio. Build custom dashboards, portfolio trackers, and crypto apps with just a prompt. No engineers. No designers. No analysts. Describe what you need. Surf builds it.
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Anna Bertha retweeted
Anything API is live on Product Hunt! 🔥🚀 Most websites don't have public APIs. Anything API fills that gap. Describe the browser work you need. Our agent builds it, deploys it, and hands you a callable endpoint that you or Claude can invoke from everywhere. Any website. We deliver the API. producthunt.com/products/not…
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Anna Bertha retweeted
a rare longer form brain dump about a shift that's happening in AI and how it informs how we're building Surf many AI companies are making a massive bet right now: whether to build for agents or humans the agent-first crowd is building for automation, launching skills and APIs that are composable but require configuration and a baseline level of technical understanding that many users still lack. the human-first crowd faces the opposite problem. they're creating interfaces that are easy to use but still can't autonomously execute the more complex tasks many users want done one frontier lab that's struck this balance well so far is Anthropic. by bringing technical, agent-first products like Claude Code to market alongside no-code, human-facing products like Cowork, they've shown that building for one user group doesn't mean neglecting the other another company that's taken a contrarian approach is Perplexity. while most AI companies have been racing to build better models, Perplexity has focused on what you build around them. their recent launch of Computer demonstrates that the most powerful part of an agentic system is often the orchestration, the data, and for human-facing products, how well you hide the complexity from the user this is something Surf has been doing since v1.0. under the hood we run multiple specialized agents, each using different models for the tasks they're best at. one model is better suited for interpreting onchain activity across wallets, while another is better at synthesizing narrative from social and market data. that's why we don't use a single model for all our agents crypto is one of the areas where orchestration matters most. operating in this industry requires access to real-time onchain data, specialized tooling, and domain-specific context that general purpose AI doesn't have with Surf 2.0, a non-technical analyst will be able to build custom dashboards without writing a line of code, while behind that interface the same data, APIs, and tools are completely accessible to agents running autonomous workflows. by designing Surf this way, we're replacing the need for multiple data sources and manual reasoning across technical analysis, social sentiment, onchain data, and project fundamentals for humans and agents alike my bet is that the companies doing the hard work of specializing for both user groups in industries where general purpose AI falls short will be the winners. that's what we're building for crypto
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One-time opportunity to work with the absolute best (not exaggerating)
Market weakness breeds opportunity. We are looking for talent to help us maximize it. DM if you are interested in talking about investing alongside us at @DCGco. linkedin.com/jobs/view/43692…
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Anna Bertha retweeted
World Foundation Models (WFM) are the future of Physical AI, and we believe this future should be open-sourced. We are partnering with @Valeo_Group to build one of the largest open-source, multi-camera WFMs — redefining how Physical AI interacts with the real world.
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Anna Bertha retweeted
Jan 22
Paving the way in 2026 🙌 Congratulations to @BitGo on their IPO and @NYSE debut as $BTGO. A DCG portfolio company and leader in crypto custody, BitGo plays a foundational role in the infrastructure and services that power our industry.
Jan 22
One small step for BitGo. One giant leap for digital assets.
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Anna Bertha retweeted
10 Dec 2025
OpenMind won 3rd Place in the Foundation Models and Robot Brains prize track! Hosted in Silicon Valley by @nebiusai and accelerated by @nvidia, the Robotics & Physical AI Awards & Summit presented the top global innovators in the space. We're excited to push this rapidly growing industry forward.
10 Dec 2025
Replying to @nebiusai
Foundation Models and Runtime 1st @RLWRLD_ai 2nd Virgo 3rd @openmind_agi and General Robotics
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10 Dec 2025
It’s rare for a crypto product to gain real organic traction, but Surf has done exactly that — scaling past 300K users in only a few months. @ryanli and the team are some of the most product-obsessed and metrics-driven builders we’ve worked with, and their pace of execution is a big reason the platform is resonating so strongly. We believe that digital asset markets require specialised AI models built with domain context, not generic LLMs. The @DCGco fam is proud to support their journey as Surf becomes the trusted intelligence layer for the digital asset ecosystem. 🌊
10 Dec 2025
Surf has powered 1M research reports for 80,000 users as they trade generic LLMs for specialized AI they can trust. Today we’re excited to announce we’ve raised $15M to scale the first AI model built for crypto markets. (1/6)
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Anna Bertha retweeted
Doppler Finance has officially surpassed $100M in total value locked (TVL). As the leading XRPfi protocol on XRP Ledger, Doppler Finance is defining the XRPfi era. And we’re only getting started.
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Anna Bertha retweeted
FUN FACT: Today, Zcash is $274.
FUN FACT: 10 years ago today, Bitcoin was $283.
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21 Oct 2025
BIG week (loading) for limitless, @cjhtech & team are on fire!!
20 Oct 2025
We are excited to announce that we've closed a $10M Seed Round led by @1confirmation, along with @ColliderVC, @DCGco, @Node_Cap, @Arrington_Cap, @cbventures, @FPrimeCapital, @flyerone_vc, and @sidvpfund. Limitless is the largest prediction market on Base, and the easiest way to trade your favorite assets. Time to bring prediction markets to every trader, everywhere.
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Anna Bertha retweeted
9 Oct 2025
Introducing Yuma Asset Management. We’re unlocking access to decentralized AI through Bittensor subnet tokens. Backed by a $10 million anchor investment from DCG, Yuma Asset Management bridges investors to a new asset class. Learn more: yumaai.com/updates/yuma-asse…
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Anna Bertha retweeted
7 Oct 2025
Introducing Paris - world's first decentralized trained open-weight diffusion model. We named it Paris after the city that has always been a refuge for those creating without permission. Paris is open for research and commercial use.
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