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Day 1 is always my favorite. A new backpack, new binders, and new pencils. Most importantly, a blank page to write a new story. Today is the first page of the DBA story.
Replying to @dba_xyz
We’re incredibly excited to get to work.
You can read about what we’re building in the announcement below.
-@different_mj & @jon_charb
dba.xyz/post/helloworld
Michael Jordan retweeted
Welcome to Backable, a global fundraising platform for frontier ideas built by MetaDAO, designed for the bold, the brave, and the radically different.
Build a business. Chase a dream. Be early to something big.
The only question that matters is “Are you Backable?”
For people who want to learn how the hyper object actually assembles itself:
theeggandtherock.com/p/the-b…
Where are interested interesting people doing interesting work ? @askalphaxiv always. @a1zhang RLM talk back in October and it was obvious he had more bangers in him. Highly recommend getting involved with AlphaXiv however possible. youtu.be/_TaIZLKhfLc?is=kA3q…
Also, thanks to the wonderful folks at @askalphaxiv, this blog is also up on alphaXiv as well :)
alphaxiv.org/abs/2607.langua…
We met @ivo_crnkovic in our Research Club. He was pushing the possible in infra and market structure under severe constraints. We knew we’d back him if he ever got a blank page. @pascaldottrade is that blank page. Proud to back him @yenwod_ and the excellent Pascal team.
We’re thrilled to announce our Series A with @usv bringing our total fundraising up to 15m. We hit it off with @fredwilson right away and we’re excited to benefit from his incredible experience.
Michael Jordan retweeted
Today we’re announcing @deltadotnetwork integration with @Google's AP2. Link in the comments below, but here's why we're excited:
AP2 creates a verifiable chain for user authorization, merchant commitment, and payment intent. But it has two significant shortcomings:
1) it does not verify that the agent’s action satisfies the substance of what the user authorized
2) it requires issuers and merchants to blindly trust the platform's attestation without having any way to verify the user's purchasing intent
AP2 with delta Mandate addresses both of these problems.
The user authorizes an intent mandate, the agent discovers a product, and the merchant only signs the checkout after delta has verified the proposed purchase against evidence from the actual product. This check sits outside the agent, so issuers and merchants do not need to blindly trust the platform.
This matters for liability. Issuer banks are not going to underwrite delegated purchases if they cannot independently verify that the agent stayed inside the user’s mandate. They need more than an audit trail showing what happened after the fact. They need a pre-release control that ties authorization, execution, and evidence together before money moves.
AP2 gives agentic commerce a much-needed authorization and transaction artifact chain. delta Mandate adds the enforcement + evidence layer required for issuers, merchants, and wallets to trust that chain at scale.
Ashton and Morgan are amazing and this will be a *formidable* new GP at a moment where new Series A funds are probably the biggest alpha in all of VC
Scoop: Ashton Kutcher exits from Sound Ventures to set up a new firm with Morgan Beller, former GP at venture firm NFX. wsj.com/pro/venture-capital/… via @WSJ
Great read on the intent mandate issue I've been writing about w/ hard Shopify data (28.8% of its purchases were wrong). Now tracking fintech delta. linkedin.com/pulse/we-gave-a…
Michael Jordan retweeted
NEW @gwartygwart show w/ @ivo_crnkovic: Next-Gen Prediction Markets
"We're allowing price discovery on things that don't have oracles because perps are going to win things with oracles."
Brought to you by @ellipsis_labs
Next Gen Prediction Markets w/ Ivo
Ivo joins the show to discuss Pascal, a new prediction market protocol.
Michael Jordan retweeted
when we asked around about big Fred, the answer was pretty unanimous: he's the goat
Pascal is a love letter to the craft of building a trading venue.
Better liquidity. Better Fees. Built for traders.
Congrats to @ivo_crnkovic and @yenwod_ for coming out of stealth.
Sign up for the private beta below.
Pascal is the obvious evolution of where markets go. We’ve seen it before.
First there’s a retail platform, traders break the edges.
Then, a team with deep trading experience and technical talent builds a platform they wanted to use but didn’t exist. A fundamental rebuild happens, the new-native version.
That’s Pascal. The team is cracked and the opportunity is massive. Get involved below.
Michael Jordan retweeted
Payy has crossed 80,000 KYC’d users and businesses.
Over 360K total wallet installs and $220M in estimated volume.
Each and every user and transaction protected with ZK privacy.
Michael Jordan retweeted
The DiLoCo team at Google DeepMind and Google Research is proud to release Decoupled DiLoCo, the next frontier for resilient AI pre-training.
Decoupled DiLoCo enables training with datacenters across the world, using heterogeneous hardware, and never halting the system despite hardware failures.
Michael Jordan retweeted
1/ I’ve spent most of the last few weeks since the Google, Caltech papers to think about tradable implications around quantum computing and crypto
specifically what happens to the market around q-day
Michael Jordan retweeted
Since 2025, if you bought every token sale on CoinList, Legion, MetaDAO, and BuidlPad, you would be down 46%.
Of the 41 token sales in this period, only 6 are above the initial sale price.
Perhaps most notable is that 4 out of these 6 launches were @MetaDAOProject launches: $OMFG, $AVICI, $UMBRA, $RNGR.
Things actually happening with agents today.
1. Agent-native finance isn't happening yet.
2. Messengers are massively underappreciated.
3. Memory and cron are the big limitations today
4. Cloudflare is a winner
5. OpenClaw tells a dif story than Openrouter
Data:
OpenClaw is more indicative of Token Consumption than OpenRouter. OpenAI and Anthropic dominate. Anyone with a subscription goes direct. Be careful what artifacts you use for inference.




























