Decasonic is the venture and digital assets fund building blockchain, Web3, AI and metaverse innovation.
Joined April 2018
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Apr 21
Save the Date: Web3 Investor Day 2026
This year’s theme, Investing in Adoption, marks a pivotal moment for Web3.
As the ecosystem evolves, attention is shifting toward real-world use cases, proven traction, and long-term, sustainable growth.
Join Decasonic, alongside co-presenters New Form (@newformcapital), VanEck (@vaneck_us ), and Bridge Alt (@bridgealts), and hear from industry leaders defining what meaningful adoption looks like in practice.
Secure your spot ➡️ web3id26.eventbrite.com
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Jun 10
Great conversations at The Capital Table yesterday in NYC, co-hosted by Decasonic and @TeknosValuation .
Founders, investors, and operators came together to discuss where AI, crypto, and emerging technologies are converging, and how the next generation of transformative companies will be built at these intersections.
Thanks to everyone who joined and contributed to the discussion.
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Decasonic retweeted
Jun 10
Day 2 at ETHConf NYC:
The crypto conversation feels a lot less speculative and much more adoption-driven.
AI agents as interfaces, stablecoin payments, tokenization, market structure, and on-chain finance kept coming up.
Best founders are focused on usage, not narratives.
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Jun 10
ChatGPT’s growth from 400M to 900M weekly active users in 12 months and Anthropic’s $30B revenue run rate signal a structural shift in AI markets.
The debate is no longer model quality alone. The winners are building distribution at unprecedented scale across both consumers and enterprises.
As AI labs become platform companies with public-utility reach, the opportunity for startups moves higher up the stack. The defining question for founders is no longer “Can AI do this?” but “Why should this exist outside the foundation model?”
The next generation of venture outcomes will be created by companies that own proprietary workflows, unique data advantages, and system-of-record positions, not by thin layers on top of increasingly capable models.
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Jun 9
In last week's X Spaces conversation with @sahin_neura of @Neura_Web3_AI, we explore why empathy, context, and human-centered design are critical to the future of AI.
🎧 Listen to the full recording to learn how emotional intelligence can shape more effective AI experiences.
x.com/i/spaces/1XGyggnqjnYxM…
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Decasonic retweeted
Jun 9
day 1 @ethconf takeaway:
everyone is building with ai now.
the interesting question is no longer “does ai matter for crypto?”
it’s what parts of crypto become more useful when the users are agents, the workflows are automated, and coordination happens at machine speed.
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Jun 3
🎙️X Spaces: Web3 x AI
🗓️Friday, 5th June
⏰9 AM PT | 12 PM ET
Moderator: @abdulalali
Co-Host: @sahin_neura of @Neura_Web3_AI
🔗 x.com/i/spaces/1XGyggnqjnYxM…
Mark your calendars and set a reminder – see you!
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Jun 2
Last year, Web3 Investor Day brought together more than 300 attendees, including 50 founders and 50 venture investors, for a day of meaningful conversations, new partnerships, and insights from some of the most active participants in the ecosystem.
This year, we're going bigger.
We're proud to welcome leading firms and organizations already joining us, including Kalshi, VanEck, New Form Capital, Bridge Alt, Prisma, Cboe, Alvarez & Marsal, CMT Digital, Amitis Capital, and more.
Whether you're allocating capital, building a company, or helping shape the future of digital assets, this is where the conversation happens.
📍 Willis Tower, Chicago
📅 July 23, 2026
Secure your spot ➡️ web3id26.eventbrite.com
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Jun 2
Heading to @ethconf NYC.
Ethereum continues to be a proving ground for the next generation of applications, digital ownership, on-chain coordination, and AI-native systems.
@justpat and @paulhsu will be there representing Decasonic and looking forward to meeting the founders and builders turning these ideas into products.
See you in NYC!
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Jun 2
80% of enterprise apps updated in Q1 2026 now embed an AI agent.
But only 31% of enterprises have one running in production.
The gap is not the model. It is governance, evaluation, and ownership.
The interesting market is no longer agent capability. It is the infrastructure that turns a working agent into a production deployment: evaluation, observability, identity, payment rails, and human-in-the-loop tooling. The MCP ecosystem now has 9,400 public servers. That is where category leaders are being built.
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get deep in what you invest in
if it’s bankruptcy claims, read the four inch book
if it’s pizza stores, buy the food
if it’s AI, build with the tech
@abdulalali @decasonic
Get on the plane!
I loved Dan's description of what makes a great analyst today relative to 20 years ago.
It reminded me of @citrini analyst #3, who flew to the Strait of Hormuz during the war.
Being physically present is still one of the most underrated advantages for generating alpha.
"The great analyst 20 years ago was someone who could build a model fast and crack a complicated restructuring.
When I was at Jefferies, Drexel Burnham went bankrupt with a four-inch disclosure statement that nobody could crack.
I spent a whole weekend studying it. That ended up being one of the best claims trades in the history of bankruptcies.
Today, I think it's a junior Gavin Baker. Somebody who understands a company or an industry and the nuances of a technology.
I had an analyst. Casey's General Stores was one of the best performing stocks. It looked like a tech stock.
It was because they weren't a convenience store chain. They were a pizza chain masquerading as convenience stores.
So I had an analyst who went to Texas and ate pizza. That kind of analyst today is what is different."
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“Generative AI is going to flood the internet with infinite content and destroy human creativity.” hot take - this is misguided. Instead, AI may become the largest expansion of human creativity yet.
"AI destroying creativity" is quickly becoming one of the dominant narratives in technology. The fear is understandable. If AI can generate endless articles, images, music, video, and synthetic media optimized for engagement and clicks, what happens to originality?
But history suggests that transformative tools rarely destroy creativity. They redefine the medium and expand what creativity can become.
When the camera was invented, many believed painting would become obsolete. If a machine could capture reality with greater precision, what was the role of the painter?
But photography did not kill painting. It liberated it. Artists moved beyond realism into impressionism, surrealism, abstraction, and other modern art. The camera changed the creative frontier. I love visiting Modern Art museums to see how painters started to see differently.
The same pattern repeated with film. Motion pictures did not kill theater. They created cinema, with its own language of editing, sound, cinematography, and emotional immersion. A favorite movie is the Sound of Music.
CGI did not destroy filmmaking. It unlocked worlds, characters, and experiences that were previously impossible to create. Star Wars for me was formative.
The synthesizer did not destroy music. Digital editing did not destroy photography. Streaming did not destroy storytelling. This list goes on and on...
Technology changes the format of creativity, but it does not eliminate the human desire to create. AI will likely follow the same pattern.
What AI commoditizes is execution, not creativity itself. The scarce variables remain taste, judgment, emotional intelligence, cultural intuition, and the ability to see what others do not yet see.
When everyone can generate content, the question shifts from “Can you create?” to “What do you have to say?”
That is why the next decade may not be defined by the death of creativity, but by the emergence of new creative formats: AI-native films, interactive storytelling, personalized entertainment, synthetic characters, generative games, and media categories we do not yet have language to describe. This is just the beginning.
Creativity is human. It is the act of translating insight, emotion, identity, and imagination into experiences that move other people. We are on the brink of a creative expansion...
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May 25
What happens when AI starts allocating capital across crypto markets in real time?
That shift could redefine the entire ecosystem.
Full discussion below 👇
x.com/i/spaces/1AJEmOgynZoJL…
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May 22
Listen to the full recording of our X Spaces conversation with @kevrchen 👇
x.com/i/spaces/1AJEmOgynZoJL
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outcomes matter most from agentic systems - the days of tokenmaxxing will shift to outcomemaxxing
long live outcome AI
May 21
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
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Decasonic retweeted
May 21
Robotics livestream is back featuring @amanda0x from @BitRobotNetwork, @abdulalali at @decasonic, @Neuron_World and @cybernetic_lab
Tomorrow (Friday) at 9 AM PST
Hot topics we'll cover:
Figure AI's 24/7 Robot livestream and rapid progress in humanoids
State of crypto x AI markets (is there hope coming back?)
And more....
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