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🤖 @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…

🧵 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 👇

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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…

The debt side of the trade: → About $1.8B of GPU-backed debt in one week (GMI Cloud, Lambda, Sharon AI) → Anthropic's public S-1 is still missing from EDGAR → OpenAI's revenue is reported nearer $50B than $70B, depending on how it is counted

Physical AI money chose brains, chips and data over bodies: → FieldAI, $700M reported (valuation unconfirmed) → General Intuition, $220M at $6.2B → SiMa AI, $150M at $1.45B → Mecka, $60M Series B led by Sequoia for robot training data

The agent stack grew four layers this fortnight: → Consumer: Instinct, $1B at $10B → Vertical: EliseAI, $350M at $4B → Offensive security: Armadin, $255.5M at $2.5B+ → Open source: Nous Research, $90M at a reported $1.5B

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.

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🧠 @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…

🧵 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 👇

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🔐 @zama: opened 16 confidential yield vaults across 5 institutional curators and 5 assets, from USDC to tGBP ⚡ @kamino: named fintech veteran Michael Weisz CEO and partnered with Galaxy on curated Solana vaults 🪪 @Humanityprot: teamed up with @ionet on trusting agents and infrastructure you cannot see 🌐 @ParticleNtwrk: benchmarked Universal Accounts V2 as the fastest cross-chain mechanism in the world 🟩 @virtuals_io: launched Occupy on Base, putting AI Senates in charge of stock treasuries 0️⃣ @0G_labs: doubled its model catalog in six days and staged 13 working demos at its Taipei hackathon 🚀 @ionet: pushed 8 billion tokens of real inference through OpenRouter in a single day 🤖 @TheoriqAI: exited a weakening credit position via its AI diligence engine, closing both vaults positive Full writeup in thread 👆 or read at longhashvc.substack.com/p/po…

🧵 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 👇

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Meanwhile the money kept moving: → Figure committed $3.5B to Nscale for GPUs, more than every disclosed humanoid equity round of the fortnight combined → Nvidia bought Hugging Face for $12.93B and said it stays open → Mistral raised EUR 3B at over EUR 21B, led by Samsung, the largest European tech round ever → Qualcomm's $60B AWS headline is a warrant that vests on orders, not a purchase contract → Under 5% of Unitree's humanoid revenue comes from robots doing industrial work, per its own prospectus Full analysis → longhashvc.substack.com/p/an…

At the Humanoid Robots Summit in Stuttgart, 9 to 11 Sep, the operators put numbers on the bottleneck: → Arçelik-LG: 4 months for one pick-and-place station, 85% success, 30 minutes before it overheated → Renault: 6 months to teach one industrial operation → Siemens: prototypes run 2 to 4 hours, industry needs 8 to 12 → Bosch: internal bar is 99.x% task success → Arena 2036: 6 to 7 people, 3 hours a day, per robot