Frontier Tech Venture Fund & Accelerator (@LongHashX) | Investing at the Convergence of AI, Robotics, and Digital Assets || @emmacui + @theshikhai
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Joined March 2019
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🧵 20 billion AI tokens served in one day, up from 3B in July. $100M crossed in shielded TVL. And one token launch minted 3 million AI agents onchain.
Here's the full breakdown across the @LongHashVC portfolio 👇
🤖 @virtuals_io: opened the Virtuals App iOS beta, where AI agents watch markets and trade for their owners
🔐 @zama: passed $100M in Shielded TVL as confidential tokens went live on ERC-7984
🧠 @0G_labs: powered NeoSoul's TGE, minting 3M+ ERC-8004 AI agents on the 0G Chain
🌐 @ParticleNtwrk: cut Universal Accounts V2 integration to under 5 minutes for Privy, Dynamic and Magic
🚀 @ionet: processed 20B+ tokens in one day on OpenRouter, up from 3B daily in July
🌊 @Bedrock_DeFi: listed $BR on Bithumb's KRW market and lifted uniBTC reserves to 101.5% collateral
⚡ @kamino: passed $55M in fixed-rate loans and launched Confidential SOL Yield on NEAR
📊 @TheoriqAI: closed Q3 positive in both vaults after its AI diligence exited a weakening credit position
Full writeup in thread 👆 or read at longhashvc.substack.com/p/po…
LongHash Ventures retweeted
ChatGPT to Claude. Without Starting Over.
Your preferences, decisions and project context should come with you.
Join @nanditmehra , @OpenZenjin and @IntoPurpleMoon for our first X Space on private memory across AI agents.
📅 15 October · 🕘 9 AM UTC
Set a reminder and join us 👇
Instinct raised $1B at a $10B valuation for a personal AI assistant.
Two days later GMI Cloud paired a $223M equity round with $445M of debt.
Equity bought the agents. Debt bought the GPUs.
Full breakdown: longhashvc.substack.com/p/eq… 🧵👇
Institutions kept building the rails:
→ OKX added Circle, Ripple, QRT and SC Ventures at a $25B pre-money valuation
→ Bain Capital Crypto led $37.5M into bitcoin insurer Meanwhile
→ Samsung is bringing USDC to Galaxy Wallet in the US
Full analysis → longhashvc.substack.com/p/eq…
On 8 Oct, during @token2049 week, LongHash Ventures hosted allocators, founders and robotics researchers from NTU, NUS and A*STAR for a private dinner in Singapore, with the Jelawang Capital team among our guests.
Our view: capability is no longer the constraint in physical AI. Deployments are won on adaptation time and verified data, and that’s where the value sits.
Thank you to everyone who joined us.
🧵 An AI agent took control of a real humanoid robot for the first time. 3,800 onchain AI agents minted in seven hours. And idle crypto can now pay for AI compute directly.
Here's the full breakdown across the @LongHashVC portfolio 👇
🧠 @0G_labs: launched Compute Finance so digital assets pay for AI compute across 100+ models
🤖 @virtuals_io: put an Astra agent in control of a real humanoid, then talked AI money with Coinbase's CEO
🔐 @zama: passed $90M in shielded TVL days after opening 16 confidential yield vaults
⚡ @kamino: took Fixed Rates live on Solana and brought GPU-backed credit onchain via USDai
🚀 @ionet: framed the $31.6T AI buildout as a coordination problem decentralized compute solves
🌊 @Bedrock_DeFi: opened Optimism Splash Phase 3 with a 40% APR incentive stack through 12 Oct
🌐 @ParticleNtwrk: clocked Universal Accounts at nearly 2x faster cross-chain execution
🗝️ @LitProtocol: shipped Agent Keychain so AI agents use credentials without ever seeing them
Full writeup in thread 👆 or read at longhashvc.substack.com/p/po…
The AI prospectus everyone was waiting for arrived on 18 September.
It was not Anthropic's. It was its landlord's.
Nscale's S-1: $103.4B contracted, 85% from two customers, and Anthropic can cancel.
Full breakdown: longhashvc.substack.com/p/th… 🧵👇
Robotics and digital assets, same fortnight:
→ D-Robotics $400M Series C led by Mirae Asset, robot compute silicon. Siemens puts compute at 12% of humanoid cost, actuators at 62%
→ Unitree shipped a 22-DOF hand on 21 Sept, then sent four robots down the Vogue World Milano runway on 22 Sept
→ Zero humanoid companies in either US top ten, 4th fortnight running
→ Circle opened Arc mainnet with BlackRock, DTCC, ICE, Visa, Standard Chartered
→ ARK tokenized its $1.3B venture fund with Securitize on Ethereum
→ S&P Global led Kaiko's $110M with Nasdaq Ventures, BNP Paribas, RBC
→ CLARITY Act failed cloture on 15 Sept
Full analysis → longhashvc.substack.com/p/th…