Cardano, you did it. Welcome home @OrionFund Next steps and updates to follow shortly. Time to execute.

DeFi yield stopped being a product problem a while ago. The hard part now is distribution. @veda_labs just made that obvious: the same vault stack powering Kraken DeFi Earn is now reachable by 2,000 teams on Privy through one API call. Stablecoins went from 20% to 70% of assets in Privy wallets in a year. Once balances sit there, embedded yield stops being optional. In our diligence process, we keep asking one thing: does this become infrastructure others build on, or stay a point solution? Veda is clearly the former, and it’s working. h/t @Zackabrams @TheBlockCo theblock.co/post/403277/veda…

Most coverage of Isabel Schnabel's Seoul speech is about the digital euro. That buries the bigger point. The ECB's real concern is simpler: virtually every stablecoin in circulation is dollar-denominated. So as money moves on-chain, it isn't moving toward something currency-neutral. It's moving toward the dollar, faster and with less friction than correspondent banking ever allowed. Tokenization gets pitched as a technical upgrade: faster settlement, 24/7 markets, lower costs. All true. But rails also quietly export whatever currency they're denominated in. Right now, that's the dollar, by a wide margin. It's why central banks are taking a stricter look. A sitting ECB board member is comparing stablecoins to money market funds, warning about runs and bank disintermediation. Stablecoins are infrastructure now. And infrastructure means geopolitics. For anyone building here, the takeaway isn't "pick a side in the euro debate." It's that the denomination of your rails is a strategic choice. The dollar's head start on-chain is real, and it compounds. Nice summary by @ezrareguerra @Cointelegraph 👇 coindesk.com/markets/2026/06…

Hello World. We are Cometa Labs, a venture studio building and backing crypto native products across AI, gaming, finance, and blockchain. In partnership with @OrionFund, we help builders turn ambitious ideas into real products. Excited to build in public.

We're live on our first Ecosystem Roundtable! Join the Space for the latest updates, ecosystem insights, and a future outlook on what's coming. x.com/i/spaces/1qKVmmwnLvVxB

The most transformative crypto use cases won't make headlines until they've already won. Everyone chases NFTs, memecoins, consumer apps. Meanwhile, the real shift is happening in the plumbing of global finance. @business reports that blockchain-based tokenization is now being used, every day, to process hundreds of billions of dollars of real repo transactions at big financial firms like @JPMorgan. Real collateral, real cash, real settlement, moving on-chain. The $13 trillion repo market isn't glamorous, but it's also not optional. It keeps the entire financial system liquid. At @DraperDragon, we've believed for years that the killer apps for Web3 wouldn't come from crypto-native culture. They'd come from solving problems finance has lived with for decades. Slow settlement, fragmented collateral, cross-border friction. The infrastructure was broken long before blockchain existed. Tokenization needs to be useful, not exciting. And repo is proving it can be both. The builders working on real-world asset infrastructure right now are doing some of the most important work in the space (it's why we backed teams like @opentrade_io and @centrifuge). Unglamorous to some, but that is exactly where the opportunity lies. Good read by @annairrera: bloomberg.com/news/newslette…

UTXO builders, this one's for you 👀 Cardano 🤝 Bitcoin Vegas Come hear @TimDraper speak live and connect with founders, investors, miners, and institutions building the future of UTXO infrastructure.

Join us today at 11AM EST for Demo Day of Batch 3 from @BTCFiNetwork. Meet the next wave of builders shaping the future of Bitcoin through DeFi, infrastructure, payments, and beyond. See you there. bitcoinfi.network/demoday

Today is Demo Day for BitcoinFi Accelerator. 7 teams in this cohort raised capital & brought their cap tables onchain, from day 1. Thanks to @BTCFiNetwork, @DraperVC, @TimDraper, @maxime_bucaille, @DraperDragon, @Andytang, @samizb , @thesis_co, @mhluongo @SupernormalFDN for bringing always more startups onchain with @fairmint. Good luck to everyone pitching today. globenewswire.com/news-relea…

Six weeks ago we kicked off the BitcoinFi Accelerator with an incredible group of founders. Today they take the stage. Demo day is live. Check out these founders who have been non-stop delivering! bitcoinfi.network/demoday Amazing program delivered by @DraperVC @thesis_co @DraperDragon @maxime_bucaille @BTC_Mick @BTCFiNetwork @SupernormalFDN

I can see all viewpoints on this, but speaking from personal experience attending the Cardano Summit in Berlin there is real value in these events and did help enable our initiatives within Orion. I met with Mastercard EU, Super Teams Berlin, and many other enterprises that wouldn’t have been in the same room otherwise. I also connected with other fundraising sources within the ecosystem and identified pain points where we could assist. Every ecosystem has its flagship, and the Cardano Summit is Cardano’s. Local communities/institutions in those regions need a moment to come together which brings visibility overall to the space.

Seeing so many posts about VCs not deploying.. @DraperDragon / @OrionFund are actively deploying and ready to meet with founders. If you’re building and looking to raise, reach out! Especially since the Orion Fund kickoff will happen this week during @ParisBlockWeek 😉