Today we're releasing Agora: the first ever pretraining stack that allows non-collocated consumer GPUs to be competitive with centralized clusters Agora is 15x faster than Megatron-LM in this setting and is only 1.5x less efficient in terms of tokens per unit compute than TorchTitan on H100s, despite running on devices that have no NVLink or InfiniBand support.

The interesting work in prediction markets isn't in the courts. It's at the protocol layer: who resolves, what counts as a source, how insider activity gets priced. You can win the gambling debate and still end up with great sportsbooks and mediocre oracles. bloomberg.com/news/newslette…

1/ @CoinbaseAM has selected Superstate FundOS to launch an onchain share class of the Coinbase Stablecoin Yield Fund (CUSHY) in Q2 2026. For the first time, FundOS is powering a third-party fund launch from inception. superstate.com/newsroom/coin…

In 2016, all US venture investment was about eighty billion dollars. In 2018, one hundred thirty billion. In 2022, two hundred forty billion. In 2026, one OpenAI round was one hundred twenty-two billion.

The wait is over Every bank and fintech in the country now has a regulatory path to issue stablecoins Institutional capital is about to move onchain in a big way, and I cannot think of a better positioned team than @dakota_xyz to capture it

If Back were Satoshi, that means he emailed himself, asked himself a question he already knew the answer to, and then "forgot" to read his own whitepaper promptly. Adam Back is to Satoshi as Tony Stark's armorer is to Iron Man. Critical to the story. Didn't build the suit...

You wouldn’t know we’re in a bear market walking into @blockworksDAS Institutions aren’t waiting for prices to recover, they’re building and allocating now As @JasonYanowitz said, crypto will win. Tomorrow I’ll be on stage with @robbieklages, @tarunchitra, and @samantha_bohbot talking about the infrastructure that will make that possible

Crypto M&A surged 7x in 2025 to $37B @Mastercard just acquired @BVNKFinance for $1.8B, the largest deal of 2026 and #2 all time behind @coinbase acquisition of @DeribitOfficial Two $1B exits in stablecoin orchestration in under two years (Bridge acquired by Stripe was the first) Keep an eye on @dakota_xyz, which is building in this area with a differentiated approach on both technology and licensure. Most teams only get one of those right. They’re nailing both Someone in this space will build a much larger outcome for investors. The category is still early. Good read from @bdanweiss at @FortuneMagazine: fortune.com/2026/03/17/maste…

1/3: Three things that are working in crypto - Cleaned stablecoin payment volume hit $1.8T in February, up 2.7x y/y. Source: @AlliumLabs / @Visa

Put your money where your model is. Pro tools for prediction market trading and execution built by the one and only @MovieTimeDev.

If you want a glimpse into the future, the only ways to make money with software will be transaction-based. Everything else gets bundled. Crypto & AI will own the flow of money: • Payments • Settlement • Liquidity • Risk transfer • Compute SaaS and subscriptions are just features and convenience.

Building onchain is finance's online moment Just like the internet rebuilt media, commerce, and communication on open protocols, blockchains are rebuilding money movement, settlement, and financial services. Today @dakota_xyz announced its evolution into a stablecoin infrastructure platform. For those of us who've been in crypto since the early days, this is what we've been waiting for: new financial plumbing. Cross-border payments still run on correspondent banking networks designed for the fax machine era. Settlement takes days. Money passes through eight or ten intermediaries on some corridors. Fees are opaque. It's a mess and traditional fintech just puts lipstick on the pig by wrapping better interfaces around the same broken architecture. Dakota is different. They've built programmable money movement on crypto rails with compliance tooling baked in. Businesses can embed stablecoin payments, treasury, and payouts into their products through APIs, but without becoming banks themselves. Settlement in seconds. 24/7 availability. Global from day one. We led their Series A because @ryanbozarth @GabeGSell understood something most founders miss: the bottleneck isn't stablecoins, it's the software and regulated infrastructure that makes them usable in production. Ryan scaled Coinbase Custody to over $100 billion in assets. He knows that moving real money requires custody, compliance, and operational rigor, not just blockchain rails. Dakota fits a pattern we keep betting on for onchain primitives to become essential financial plumbing for the real world: @FinanceTrace – Brazil cross boarder payments @SuperstateInc – RWA tokenized assets @lifiprotocol – cross-chain liquidity @veda_tech – DeFi yield infrastructure & more Digital value is moving onchain. It's spilling over into yield, trading and investment. Dakota is the settlement layer underneath.

.@jbrukh and @ErikVoorhees talk Tether’s USAT launch ⬇️

I believe the next phase of crypto investing will reward thoughtful company building and long-term strategic thinking. This transition sharpens @coinfund's focus entirely on venture investing, partnering with founders building generational crypto companies for the modern economy. Grateful to Seth and Chris for their contributions to CoinFund.