BTC recently hit $120K. Perfect timing to sit down with @olivierfrancois & @sazanne_ at X Summit. TLDR: • Institutional crypto FOMO is real — and accelerating • Corporates, asset managers, and sovereigns are stacking BTC with long term investment horizons • Equity deal floodgates are open: CRCL, COIN, MSTR proxies everywhere • M&A/consolidation heating up — infra, exchanges, wallets • Tokenization = biggest shift in capital markets in 10+ years, with very favorable regulatory landscape • Stablecoins having its 'ChatGPT' moment for crypto; US govt sees it as a way to support the dollar hegemony The traditional 4-year cycle is losing relevance. Next few months will be chaotic and full of opportunity. Best time to lock in.

Had a great convo with @michaelh_0g , @0x5tryker, and @jameskchi at X Summit as we dove deep into the intersection of AI, crypto, and IP Michael gave a powerful breakdown of what @0G_labs is building: a decentralized AI operating system. In a world where AI is a black box, 0G brings transparency, auditability, and composability. Big things coming with their upcoming token launch. Dan unpacked the decentralized compute landscape and today’s real-world GPU crunch. He made a compelling case for @AethirCloud's token model — one of the few crypto projects with real revenue and real customers. James shared how @campnetworkxyz empowers creators to own, monetize, and protect their IP on-chain. While legacy platforms extract, Camp enables. Excited to watch these projects redefine the stack.

Had the chance to speak alongside @livingwithwill from @moveindustries at X Summit — a rare moment to address both crypto natives and institutional players. The conversation was honest and overdue. After the chaos, Will brought clarity and conviction. I’ve known Will for 20+ years. He’s one of the few founders with deep creativity, resilience, and long-term thinking. The Movement comeback arc is real: • Tech stack is clean • Re-engaged community • Ecosystem momentum • @torabyou + @livingwithwill + team are locked in Under this new leadership, Movement is stronger, more aligned, and once again one of our most exciting bets. Movement isn’t just vibes. It has the trajectory to become the dominant MOVE chain. Gmove.

Crypto lives in an echo chamber — the same voices from past cycles, circulating within our own industry. But this weekend at X Summit, we had the opportunity to bring crypto to a broader global stage. Our portfolio company @plumenetwork delivered a keynote at the legendary Ritz Paris, speaking alongside leaders in frontier tech. @chriseyin shared his vision on the tokenization of real-world assets (RWAs), making the case that blockchain will inevitably become the most efficient settlement layer for yield-bearing assets globally. The audience? Institutional investors from BlackRock, endowments, family offices, multi-billion AUM VCs - i.e., those that will take our industry to the next level. As crypto continues to move into the mainstream, we look forward to more cross-industry dialogues like this.

🔝 TOP PUBLIC CHAINS BY TVL GROWTH @plumenetwork +93.6% @Algorand +71.2% @worldcoin +43.7% @tezos +13.4% @soneium +11.9% @KaiaChain +8.21% @Injective +7.89% @SeiNetwork +7.61% @Stacks +6.94% @StellarOrg +1.91% $PLUME $ALGO $WLD $XTZ $INJ $SEI $STX $XLM