🧵 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 👇

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… 🧵👇

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 👇

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… 🧵👇

🧵 8 billion AI tokens ran through @ionet models in a single day. Kamino named a two-decade fintech veteran as CEO to enter the US market. And 16 confidential yield vaults went live for institutions. Here's the full breakdown across the @LongHashVC portfolio 👇

Anthropic showed its IPO prospectus to a hand-picked room of investors instead of publishing it. The day before, OpenAI ruled out going public in 2026 entirely. The public S-1 still does not exist. Full breakdown: longhashvc.substack.com/p/an… 🧵👇

🧵 Robinhood just switched on AI agent trading for 100% of eligible users — on our portfolio's rails. $50M hit Kamino vaults via Binance Wallet in under 24h. And confidential USDC went live on Ethereum. Here's the full breakdown across the @LongHashVC portfolio 👇

Anthropic has committed about $127B to compute: → ~$77B of contracted purchases from third parties → $50B of its own capital → Two of its largest relationships, no public price at all Full breakdown: longhashvc.substack.com/p/an… 🧵👇

🧵 A confidential-finance token just landed in front of 70 million Revolut users. Agent ownership opened up on Solana. And a confidential USDC vault cracked Morpho's top 10 on Ethereum. Here's the full breakdown across the @LongHashVC portfolio 👇

Unitree priced the first humanoid IPO at $9B on Aug 6, roughly 50% above where its books opened six days earlier. Trading starts this week. Meanwhile Anthropic's backers are briefing a $2 TRILLION October listing. The machine economy is getting priced in public. Full breakdown: longhashvc.substack.com/p/un… 🧵👇