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Use it all you can before consumers start getting nerfed
Jun 10
Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)
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Anthropic made the real cost of usage based pricing obvious, while OpenAI continues to keep it accessible
Infra costs probably stops this from becoming a race to the bottom, although model usage will continue to bifurcate between cheap and premium reasoning
Routing decisions probably starting to get more consequential here
Jun 11
Let the pricing wars begin
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Ev retweeted
Jun 10
There's never been a better time to build
If you're building in crypto, fintech, AI, robotics, or quantum, R[3]sidency × Construct is for you
Apply now ↓
Jun 10
Applications are open for R[3]sidency × Construct
A 12-week accelerator for founders building the machine economy: crypto, fintech, AI, robotics, and quantum
Backed by @fabric_vc and Wintermute
With @solana as ecosystem partner and continued support from @coinbase
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Ev retweeted
May 8
wintermute asia office if memecoins did not exist
May 8
This is not affiliated with Wintermute
We have offices in London, New York, and Singapore only
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We’re hiring a Summer 2026 intern at Wintermute Ventures!
Good fit for someone who is crypto native, curious about markets, and keen to understand how early stage crypto investments are made from the inside.
We’re especially interested in people already using AI seriously to research, write, analyse, or build.
Apply here: wintermute.com/company/oppor…
Wintermute Ventures is looking for a Summer 2026 intern!
If you’re crypto native, intellectually curious, and keen to turn market curiosity into investment judgment, we’d love to hear from you
Summer 2026 applications open now
→ Apply: wintermute.com/company/oppor…
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Ev retweeted
The next cycle is being built right now
We built a job board so you can find your next role across the Wintermute Ventures portfolio
Explore open roles across 100 companies at the frontier of DeFi, blockchain, infrastructure, and more
→→→ vc-jobs.wintermute.com/jobs
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Proud to be backing @BasedOneX.
The team combines speed, product instinct, and real user empathy.
Markets evolve. Teams that execute, listen, and adapt win. Excited to see them push this frontier.
@edison0xyz @Zlace0x @BasedPandaPo @starigade
Feb 23
We just raised US$11.5M to build the next generation of on chain finance.
Proud to announce our latest round as we scale Based, the crypto SuperApp to trade everything and spend everywhere.
Based brings perpetuals, prediction markets, spot trading, and real world spending into a single on chain first experience. All from one SuperApp.
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General sentiments hasn’t been the best but we remain optimistic and continue to invest.
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The best thing you can do for yourself this weekend is to fork out a couple bucks, subscribe to pro versions of AI tools and spend a few hours vibing around with them
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Six themes for 2026, one common thread: The stack is getting real.
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6 Nov 2025
We're excited to participate in @pave_bank's Series A
A licensed, full-reserve bank building programmable infrastructure for the on-chain era
Institutions can hold, transact, and program across fiat and digital assets in one platform
Congrats @sodhanani @simonvc
Why we invested 🧵
28 Oct 2025
Pave Bank is excited to announce our $39m USD fundraise, led by @accelindia with @tether @wmt_ventures @QuonaCapital @468Capital and others.
We're building the worlds best bank.
Licensed and regulated by the National Bank of Georgia (@NBGeorgia )
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Frothy market they say
21 Oct 2025
Of the 60 S&P 500 companies that have reported so far, nearly 85% have beaten estimates
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11 Oct 2025
Sorry to disappoint you, but Wintermute is perfectly fine, business as usual
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What a long way we’ve come
9 Jun 2025
The American values of economic liberty, private property rights, and innovation are in the DNA of the DeFi, or Decentralized Finance, movement.
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Very aligned on views here. Critical to identify target markets/users and be solving an actual problem.
If you're building a chain today, there are basically two paths to success:
1) Be 10x better than everyone else. Innovations of this scale are unlikely to come from tech at this point. Your best bet is targeting a specific vertical with product or GTM insights that only you have
2) Build a highly successful app, then platformize it into a chain later and attract other apps that benefit from colocation to you
None of them is easy, but 2) is arguably easier than 1) and in some ways strictly dominant. If you know how to build an excellent platform for XXX apps, you should probably use these insights to make that app yourself, then platformize later.
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