A few more Trump crypto projects then up only

We performed an initial close of $52M in December against a $100M target for Fund 1 at @HashgraphVC Personally I was sick of the generalized corporate BS sprinkled with hyper boring podcast formats l....everything felt the same and looked the same. Muted corporate websites, recycled thesis language, LP updates that read like a thesaurus. We tried to opt out of the costume party from day one. Run on cultural relevance and builder lifestyle, capital plus real tech integration and GTM partnerships through a strong and established enterprise adoption focused foundation.... We are a small team raising an additional $48m across a global mandate....FoFs, family offices, strategics, across the US, Europe, MENA and Asia. Hundreds of relationships, multiple time zones, every LP with its own mandate, check size and diligence culture, all while we deploy capital and try to build a brand in public. I always knew we had to capitalise and iterate with AI developments against our fundraising strategy whilst we deploy simultaneously. The new age of cap raising is just starting to take off as we firm up the process via trial and error and we have the following thought process. 1. LP intelligence and pattern matching. Every prospective LP gets mapped. Fund of funds mandates, prior commitments, sector tilts, geographic appetite, public statements, who they've backed and why. Claude runs the deep research and surfaces who fits this fund at this stage. Work is completed in 30 mins. 2. The trap everyone falls into is automation that looks automated. Our agents do the research layer. The LP's portfolio, their language, their actual positions. Then the message gets written by us, in our voice, with that depth behind it. The machine supplies recall. The human supplies conviction. 3. Raises are won in the follow up. Agents track every thread, flag who's gone quiet, remember what was promised, know which materials each LP has seen, and draft the next touch with full context loaded. 4. Before any LP call, we run the story against the room we're about to enter. Claude plays the skeptical US fund of funds, then the MENA family office, then the strategic, and attacks our deck the way they would. Weak points surface in private. Story crafting stops being a guessing game. 5. DDQ responses, track record formatting, diligence materials, all assembled and updated through agentic workflows plugged into our files. Claude Code and connectors mean the agents work with fund data instead of approximations. Diligence prep is now a standing capability. 6. Your deployment pace is your fundraising story. Every investment, every markup, every GTM partnership feeds the narrative for the next LP conversation. We keep both strategies in one persistent context, so the agents see the whole board and the story stays coherent across conversations. 7. Persistent project context means the system knows our fund, our thesis, our pipeline history and every prior interaction. The contrarian core of all this is that AI in fundraising is being sold backwards. The grifters treat it as outreach volume, blast more emails, book more calls. Nah.. It's depth. Knowing an LP better, following up tighter, telling a truer story, and freeing every human hour that closes capital. I think the funds that dominate will be culturally relevant and relatable.. with balance sheets and agent stacks. Small teams, convictions, hyper personal at global scale. $48M to go. Closing Fund I in 2026. Will keep you posted.

Willing to go out on a limb and say we have more or less bottomed. The fact that Bankless sold their eth could not be more of a bottom signal. Ironically I'm actually feeling a bit bulled up on eth now. Mega bags in ZEC. Plenty of unique VC opportunities abound. Higher imo

If your token is not built around SOV thesis and does not have buybacks, pivot to SOV and buybacks.

ZEC

I actually still own and will buy more $ZEC

Hyperliquid

Chilling in spot

Comfy in $PHAR

Zcash

something something turnstiles

The ZK cryptographic token ticker rhymes with bee dash

I think folks are slowly realizing that value accrues to the apps, not so much the base layer, unless it's a really good currency

Oddly, ZEC is a perfect hedge against BTC. Saylor may end up being a massive liability and send BTC to the dark ages for a couple of years. Bullish long term and hodling, as always. But very comfy in ZEC as well

Proud to be building part of the Movement ecosystem. Avant brings the same yield infrastructure trusted by institutional allocators to anyone with a phone. Movement will make that possible at scale.

Bitcoin

Ironically MOVE doing pretty well by comparison.

At the bottom of the ocean of my alarms live relics of a distant past