Early-stage VC at the intersection of AI, Finance & Culture. Backing bold founders building the frontier. 📧 contact@leland.ventures
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Joined April 2021
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Leland Ventures retweeted
Our report "A Framework For Crypto Neobanks" is now live!
Stablecoin payment infrastructure is inevitable but the crypto companies built for it may not be.
The category has fragmented into five distinct models that each occupy a different layer of the stack. The survivors will either own infrastructure, own distribution, or specialize in markets traditional banks fail to serve.
Rain and RedotPay are early proof of both paths. Rain holds a Visa principal membership and sells issuance infrastructure to other crypto apps. RedotPay focuses on emerging markets where dollar access is the actual product.
Across 190+ tracked crypto card programs, Rain and RedotPay account for roughly 90% of observed onchain volume while everyone else is fighting over the remainder.
Then there's the settlement layer. Visa's stablecoin settlement pilot has hit a $7B annualized run rate across nine chains. Mastercard is moving in the same direction with expanded stablecoin settlement capabilities. The incumbents are extending downward into it before a parallel rail can form outside their networks.
The most likely path is not a clean victory for either side. Incumbents will adopt stablecoin rails. A select few crypto companies will still command the volume. The technology can win while most of the companies fall behind.
Leland Ventures retweeted
Monthly transfer volume in BRLA — a Brazilian real-backed stablecoin — has grown from near zero in early 2023 to roughly 400M/month by early 2026.
Integration with Brazil’s instant payments network PIX has helped drive adoption.
Leland Ventures retweeted
Physical work is a $25T economy trapped in closed systems.
We just secured $15M from strategic partners to unlock it.
Backed by high-conviction partners:
@CogitentV @Liquid_Capital_ @LelandVentures @CoveyNetwork @VenturesM77 and Block Maven LLC.
Autonomous robots will work like apps. Contracted. Verified. Paid. Welcome to Konnex.
Leland Ventures retweeted
🚨 It’s official.
We’ve raised $10M to build Polynado – the Bloomberg-level intelligence layer for onchain prediction markets.
We’re here to arm serious traders and funds, not tourists 👇
We’re backed by:
@LD_Capital
@LelandVentures
@CogitentV
@waterdripfund
@vesselvc
@adaverse_acc
Plus a roster of elite angels across crypto, quant trading, and prediction markets.
The sharpest money in the room is betting on where this space is going.
If you’re new:
Polynado = the intelligence stack for prediction markets, starting with Polymarket.
Think 🧠:
👉 Real-time odds
👉 On-chain flows
👉 AI agents
👉 And pro-grade tooling built for people who actually move size.
Prediction markets today are powerful but handicapped:
No “Bloomberg terminal” for on-chain markets.
Data scattered across UIs, explorers, bots, and spreadsheets.
Funds & pros duct-taping half-broken tools.
Alpha wasted on manual grind and slow info.
Polynado fixes this.
With Polynado, you get:
📊 Terminal-grade dashboard across Polymarket & other markets.
🤖 AI copilots that digest markets, news & onchain data and surface trades.
🧠 Custom agent strategies you can backtest, deploy, and monitor.
🔔 Smart alerts on volume, flow, and odds shifts before the crowd sees them.
One interface. No excuses.
What this $10M lets us do:
✅ Scale AI + data infra to institutional level.
✅Integrate more markets, chains and feeds faster.
✅Ship power-user features designed for serious traders & funds.
✅Open up a platform for third-party agents, models & tools on top of Polynado.
We’re not building a toy. We’re building rails.
On the token side, $POLY isn’t a decoration:
It will power:
✅Access to advanced features & higher limits
✅Discounts, boosts & priority for heavy users
✅Incentives for data providers, model builders & agent creators
SaaS + protocol usage is designed to flow value back into the ecosystem over time.
We’re hiring:
Senior full-stack & infra engineers
Quant / data engineers
Crypto-native growth & community
If you live and breathe markets, crypto & AI, send us a DM.
If you:
Trade Polymarket,
Run a fund,
Build agents,
Or want early access…
Reply “POLY” or drop a DM.
Prediction markets are waking up.
And we’re building the intelligence layer that sits on top of all of them 🌪️
Leland Ventures retweeted
Multi-task RL can be highly sample-efficient and when done right, it unlocks LLM-style transfer and fine-tuning.
We’re excited to introduce BRC, a simple recipe for multi-task RL that outperforms SOTA single-task agents while using less compute (!)
Leland Ventures retweeted
Regular reminder:
A key property of a blockchain is that even a 51% attack *cannot make an invalid block valid*. This means even 51% of validators colluding (or hit by a software bug) cannot steal your assets.
However, this property does not carry over if you start trusting your validator set to do other things, that the chain does not have control over - at that point, 51% of validators can collude and give a wrong answer, and you don't have any recourse.
Leland Ventures retweeted
We’re excited to share our 2025 State of Crypto report.
This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity.
Read the full report → a16zcrypto.com/posts/article…
Here are the biggest trends of 2025…
Leland Ventures retweeted
📢 $ZKP is coming to @KaitoAI Capital Launchpad.
And today, the Verifiable Reputation Score (VRS) is live on portal.zkpass.org, an open-source primitive that turns your online footprint into proof of credibility, powered by @zkPass.
Proof is becoming participation.
🧵
Leland Ventures retweeted
As AI moves from prototypes to production, inference efficiency becomes the ultimate driver of profitability.
Open benchmarks like InferenceMax provide a shared standard to measure performance, TCO, and ROI, validating NVIDIA’s full-stack approach of co-designed hardware and software for real-world impact.
📣 NVIDIA Blackwell sets the standard for AI inference on SemiAnalysis InferenceMAX.
Our most recent results on the independent benchmarks show NVIDIA’s Blackwell Platform leads AI factory ROI—— see how NVIDIA Blackwell GB200 NVL72 can yield $75 million in token revenue over three years for DeepSeek R1.
Learn more: nvda.ws/4h0ATt0
Leland Ventures retweeted
GOAT Community Weekly Recap | October 1 to October 7, 2025
All usernames mentioned below are from the GOAT Discord community unless noted.
Join the movement: discord.com/invite/goatrollu…
Community Snapshot
🔸 Total members: 38,017
Hot Conversations
🔸 Light discussions this week around $GOATED price, GOAT Network fundamentals, casual yapping, and ideas about which games could connect to the GOAT ecosystem.
UGC Highlights
🔸 It was a great week for community creators. Members shared thoughtful posts and daily reflections about GOAT.
Special mention to Pshyc_ @CryptPshyc, whose post stood out for its clarity and insight, a perfect example of quality community content.
🔗 x.com/cryptpshyc/status/1974…
🔸 Snowball @one_snowball shared a clear and well-structured analysis on the $GOATED price.
🔗 x.com/one_snowball/status/19…
🔸 Ohmann张奥曼 @btcohmann brought humor and a fun touch to the feed.
🔗 x.com/btcohmann/status/19751…
Content Star of the Week
🔸 @olamide_420 created 12 posts this week, making them the most active creator in the community.
Community Contributor Recognition
🔸 zed00x00 (Discord handle) is acknowledged as a true community guardian, reporting scam and impersonation accounts to protect GOAT members.
GOAT community grows with every idea and every voice. Keep sharing, keep yapping, and let’s create more GOAT moments together 🐐
𝐑𝐞𝐦𝐞𝐦𝐛𝐞𝐫 𝐰𝐡𝐞𝐧 𝐩𝐞𝐨𝐩𝐥𝐞 𝐬𝐚𝐢𝐝 “𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐜𝐚𝐧’𝐭 𝐝𝐨 𝐃𝐞𝐅𝐢”?
The real blocker wasn’t just scalability it was trust.
☞ Who orders the transactions?
☞ Who makes sure no one cheats?
☞ Who prevents censorship?
That’s where decentralized sequencers come in.
⟡───────────────────⟡
➢ GOAT Network just introduced the first decentralized sequencer network in the Bitcoin Layer 2 ecosystem.
Here’s why it matters:
• No single choke point → transactions are ordered by independent operators, not a central authority.
• Verifiable execution → sequencers run BTCFi logic with zkMIPS, generate proofs, and commit them to Bitcoin L1.
• Native yield economy → sequencers earn BTC gas fees + MEV while being slashable for bad behavior.
• Bitcoin-enforced accountability → everything is backed by fraud proofs and BitVM2 disputes.
This isn’t just another “bridge + yield farm” model.
⟡───────────────────⟡
➢ It’s Bitcoin-native DeFi with censorship resistance baked in at the protocol level.
For the first time, yield, governance, and settlement all tie back to Bitcoin’s own trust framework not a federated council or opaque multisig, @goatnetwork is turning Bitcoin into a programmable financial platform:
⪼ Secure
⪼ Verifiable
⪼ $BTC-denominated
➢ The sequencer layer is the missing piece to unlock sovereign finance, institutional lending, and complex BTCFi products all while staying anchored to Bitcoin itself.
With GOAT Network Bitcoin DeFi just leveled up.
Leland Ventures retweeted
Bitcoin scaling never looked so good 🟠
ZK Industry Leaders - Series One: Scaling Bitcoin with ZK
The genesis edition of ZK Industry Leaders assembles @robin_linus (Creator of BitVM & @ZeroSync_), @EliBenSasson (CEO of @StarkWareLtd & Co-inventor of ZK-STARKS), Dr. Redouane Elkamhi (Chief Economist at @goatnetwork & Professor of Finance at the @UofT), and @simanta (CEO of @AlpenLabs & @MIT graduate) to discuss scaling Bitcoin with ZK: defining the viable paths to Bitcoin-secured programmability, clarify where ZK fits in settlement/bridging, and identify near-term milestones to production.
ZK Industry Leaders is a recurring series profiling category leaders across core zero-knowledge domains (zkVMs, proving services, ZKML, privacy, interoperability, @Bitcoin integration, @ethereum integration, et al). Each edition captures the reasoning, state of practice, design trade-offs, and open problems through a series of focused interviews.
Coming soon to House of ZK.
Leland Ventures retweeted
It's 1 thing for us to say our tech is built to inherit native Bitcoin security/enable a secure BTC L2 network.
It's another for @TheProofLab, an independent research collective built to improve the security/performance/reliability of cryptographic systems, to do so.
They did.
“Ziren is well-suited for research and development of MIPS-based zero-knowledge applications, particularly Bitcoin L2 implementations” - @TheProofLab Research Collective
Full context: github.com/ProofLabDev/proof…
Leland Ventures retweeted
BIG NEWS: $PTB the utility token of Portal to Bitcoin is making its debut on Binance Alpha and Futures! 🔥💫
LIVE Sept 3rd! 👀
We’re pleased to announce that Binance Alpha will be the first platform to feature Portal To Bitcoin (PTB)：
🔸Binance Alpha trading Opens on 2025-09-03 12:00 (UTC)
🔸Binance Futures trading Opens on 2025-09-03 12:30 (UTC)
Eligible users can claim their airdrop using Binance Alpha Points on the Alpha Events page once trading opens. Further details will be announced soon.
Please stay tuned to Binance’s official channels for the latest updates.
Leland Ventures retweeted
Official Clarification on the 3 % “Binance Wallet Airdrop” Allocation
Dear MYX community,
We have heard your concerns regarding the “3 % Binance Wallet Airdrop” that CoinMarketCap currently shows as unlocking today. This allocation is somewhat unique, which makes it difficult to present in a conventional token-unlock table. Please find the precise details below:
1. Purpose of the allocation
· The full 3 % is reserved for joint community-reward initiatives between MYX and Binance Wallet.
· These tokens will be used exclusively for future community campaigns; they are not destined for immediate sale on the open market.
2. Unlock schedule
· 1.5 % unlocks today.
· The remaining 1.5 % unlocks on 6 November 2025.
3. Post-unlock handling
· After each tranche unlocks, Binance Wallet may deploy the tokens in community events at its discretion.
· Until such campaigns are formally announced, the unlocked tokens will remain in a designated reserve wallet and will not be released into circulation.
4. Data-platform coordination
· We are actively working with listing sites to ensure that circulating-supply figures reflect this special arrangement as accurately as possible.
· We apologize for any confusion the current display may have caused and appreciate your patience while the data is updated.
We are deeply grateful for the community’s vigilance and support. Your feedback helps us maintain transparency and stay accountable as we continue to build.
Thank you for standing with MYX.
Leland Ventures retweeted
𝗪𝗲'𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝘁𝗶𝗰𝗸 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗼𝗻 𝗼𝘂𝗿 𝗿𝗼𝗮𝗱𝗺𝗮𝗽 ☑️
Don't miss our Road to Launch Alpha Spaces today at 3pm UTC!
👉 x.com/i/spaces/1MYxNwnkVnpKw
