
General Partner @ElectricCapital. Views my own. 🦇🔊
Joined March 2009
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I'm excited to share 26 ideas in user-owned tech!
We @ElectricCapital invest $1M to $20M in user-owned technology that gives people control, privacy, and access.
6 ideas to highlight:
In Finance as Entertainment...
- Spectator capital: Live stream audiences need ways to financially participate in outcomes.
What it could look like: A platform that lets audiences stake on live content. Participation makes watching more fun, but currently viewers are limited to tips and subscriptions. This platform lets reality TV audiences stake predictions on who gets eliminated, or lets audiences copytrade as a streamer shares their trading session.
- Opinion markets: Prediction market platforms need markets that resolve on collective belief, not just events.
What it could look like: A platform that generates market-ranked lists. Users stake positions on where they believe others will rank these items. This platform creates lists for the best pizza in NYC, the top wines under $20, the most influential movies of the last decade, or the best AI developer tools, all ranked by the market. Lists resolve weekly based on stake-weighted rankings.
- Drama launchpads: Individual storytellers need funding and distribution platforms now that they can produce dramas more cheaply than studios.
What it could look like: A UGC platform for short-form drama. Creators produce episodes with AI video tools: mafia boyfriend sagas, secret billionaire reveals, revenge thrillers. Fans unlock episodes with tokens and tip creators directly. Creators earn based on viewership. ReelShort generated $700M+ revenue in Q1’25 with low-budget, studio-made drama series. This platform combines YouTube UGC content with ReelShort’s video format.
In Fintech & Defi...
- Non-crypto correlated yield: Stablecoin holders need yield that does not drop when BTC price drops.
What it could look like: A platform that brings real-world infrastructure yields to stablecoin holders. Yield could come from data center project bonds, solar installations, and EV charging networks with predictable cash flows and no correlation to crypto.
- Globally accessible equities: Global investors need direct ownership of foreign opportunities with low friction and costs.
What it could look like: A financial product that replicates equity ownership with price exposure, no funding rate, and no expiration. A trader in the Philippines builds a US tech portfolio. A Canadian builds Korean semiconductor exposure.
- New forms of insurance: Businesses need fast, transparent coverage for operational risks that traditional insurance cannot provide.
What it could look like: A platform that uses prediction markets to create new insurance products. A hotel chain can buy hurricane protection for its Florida properties. A ski resort can hedge against a warm winter. Capital providers supply liquidity in exchange for uncorrelated yield.
Read all 26 ideas below.
1/ We @ElectricCapital want to invest in 26 ideas that give users control, privacy, & access.
Why now:
•Trust in institutions is collapsing
•AI centralizes power but lowers build costs
•User-owned tech defends personal freedom
data.electriccapital.com/pos…
👇
Maria 🐸 retweeted
Stocks. ETFs. Gold. All onchain. All on Monad.
Introducing the new Kuru.
Rebuilt from the ground up, with faster infrastructure, better execution, and a cleaner trading experience.
Maria 🐸 retweeted
Two months ago we pivoted our entire GTM strategy around becoming a creator company
Fintech companies pay 5/6 figs+ for anyone with a remotely relevant audience. We’ve done some creator deals ourselves which have been -ev on on all fronts (brand awareness, deposits, roas, etc)
I think there’s a much bigger opportunity in owning the distribution and building your own universe of personalities, media, and culture
Your ability to build an audience becomes a direct function of how well you understand your niche, how much people resonate with what you’re building, and your ability to tell stories
Far more meritocratic and interesting imo
Maria 🐸 retweeted
Introducing Borealis Fusion.
Our goal is the lowest-cost firm electricity from any source.
Our fuel is proton-boron-11 because it allows the simplest and cheapest plant.
Our architecture derives from the tandem mirror, adapted to the fuel.
borealisfusion.com/introduci…
Maria 🐸 retweeted
Release 0.3.0 tagged!
Major changes:
- A new native docs artifact (Quest docs) that protects information movement based on visibility
- Many new inference backends (@FireworksAI_HQ, @near_ai, @TrustedRouter)
- Multiple accounts per user for connected services.
- Haiku 5.5 and Argon 4 support for Vertex
- Sanitization framework for model-created files.
- New contributors! (Thank you @jperla and @altantutar)
- Bug fixes, see full changelog below
github.com/electric-capital/…
Maria 🐸 retweeted
We now have a dedicated page for @QuestHarness!
And new release tagged! This is the first release with external contributors. More inference backends. IMAP support. And a new agent-native document creation feature called Quest docs. 👇
Release 0.3.0 tagged!
Major changes:
- A new native docs artifact (Quest docs) that protects information movement based on visibility
- Many new inference backends (@FireworksAI_HQ, @near_ai, @TrustedRouter)
- Multiple accounts per user for connected services.
- Haiku 5.5 and Argon 4 support for Vertex
- Sanitization framework for model-created files.
- New contributors! (Thank you @jperla and @altantutar)
- Bug fixes, see full changelog below
github.com/electric-capital/…
Challenge Update: 30k --> 1M (@ 211k)
Had a rough time getting this portfolio above 200k. I tapped about 180k back in late June, but blew up in the memory meltdown all the way back down to 40k.
Climbed back up to about 180k since then to last week, then had a serious drawdown a few days ago down to 80k. now after the $STRK play we're back at 210k (closed $STRK perps for +106K, my biggest realized single position pnl on Legend yet)
In terms of difficulty, I think I'm about halfway there to get to 1M (30k --> 210k is a 7x, 210k --> 1M is just a 5x)
What I'm looking for next:
- For the next few months I'm going to particularly focus on "AI winners", in CRYPTO, not in tradfi itself. These are coins that have a great narrative in a post-AI future -- quantum resistant, private, AI focused chains, etc. IMO these have the best upside and show the most strength/volatility $STRK, $ZEC, $NEAR, etc come to mind
Some cool highlights:
- I've been doing this for 6months now have experienced 50-75%+ drawdowns twice now
- my copy traders on Legend over 40k+ overtime, mostly new users
One of my favorite parts about doing this challenge is the fact that people actually give me feedback and comment on my trading as I go through the process. It's very obvious to me now where my mistakes are in trading. And funny enough, people actually notice my mistakes too as they watch me trade. I do not think Id be where im at now if it was not on Legend tbh.
Maria 🐸 retweeted
Great talking to @IOV_OWL about my tv pilot THE MAX EXTRACTOR
0:01 - intro
1:14 - inspired by @TheoVon and @DannyMcBride_
2:20 - taking imperfect action
4:00 - watching the trailer
5:30 - the long process of making the pilot
10:55 - The lead Evan Williams and improv
12:50 - next steps
16:12 - crypto edutainment
20:22 - creating a bts documentary
24:45 - native crypto product placement
25:45 - the producer/actor @GreggMartin
28:11 - closing thoughts
Maria 🐸 retweeted
Finally, some honest financial advice.
Watch the official trailer for THE MAX EXTRACTOR qt below👇
Maria 🐸 retweeted
There have been a ton of shows that ridicule crypto culture or try to appropriate it without actually understanding it. This is the first one that's coming straight from the trenches. Written by the legendary @gabrielhaines. Honored to have contributed some funds to this and can't wait to stream it!
Go watch this new masterpiece by @gabrielhaines
very excited to watch @gabrielhaines’ TV show
let’s rally for him
Maria 🐸 retweeted
Metropolis project submissions are now live on the hackathon portal
Submissions end October 13th at 11.59 PM ET
$250,000 in prizes are on the line
hackathon.monad.xyz
hackathon.monad.xyz
Maria 🐸 retweeted
Quest now has local inference support with the 0.2.0 release we just tagged!
But don't take my word for it. Let this jazzy hype video do all the talking.
github.com/electric-capital/…






















