Alexander Lin retweeted
1/ Today we're launching our zkTLS verification iOS app and Chrome extension, starting with credit score screening from Experian, Credit Karma and NerdWallet.
Alexander Lin retweeted
Borrow up to $3,000 based on your Ethos Credibility Score. No collateral, no liquidation and no KYC.
@ethos_network users with a score of 1800+ are eligible.
Alexander Lin retweeted
This is @BlinkCashX
It just won’t be obvious to you until it’s too late
dropping another billion dollar fintech idea:
someone should build OneKYC
KYC once and get instant access to neobanks, trading platforms, CEXs, etc
there’s massive consumer demand for this
everyone is tired of spending 30 minutes scanning their eyelids every time they sign up for a new app
there’s also massive demand from the platforms themselves
pre verified users = less onboarding friction
less friction = higher conversion rates, more funded accounts, and more volume
and boom 18 months later, Sumsub or Persona acquires you for a billion in cash
banger of an idea
Alexander Lin retweeted
Proud to announce we’ve raised a $3m pre-seed from @nolimithodl and @reforge_vc with support from @newmichwill, @RoyLearner and @blknoiz06. Enabling private credit for the frontier of future industry.
Stay in flight, refuel with Techdollar.
Now live for equity owners to apply.
Alexander Lin retweeted
First 500 employees at SpaceX each made at least 100M…
Now what do they do? Sell?
That's been the only option. The people who believed earliest forced to be the first ones out, at the exact time where they're most convinced.
That's why we built @techdollarhq
SpaceX millionaires 4,000 x $1mil , 400 x $100 mil
Every employee who joined before the first succesful launch made (unless they sold early) more than $100 million.
SpaceX lists June 12 at ~$1.75T.
Work backward from the cap table. At $1.75T, clearing $100M takes ~0.0057% of the company.
- 2002–2008, first ~500 in: joined at a ~$50M company. Held to $1.75T = a 17,000x. The core of the club — maybe 150–250 left holding
- September 2008, SpaceX has first successful launch
- 2010–2016: joined at $1B–$10B. Needs a senior grant — directors, principal engineers, early Starlink. ~100–200
- C-suite + board: Shotwell, Johnsen past $1B. A layer of SVPs below them clears $100M on equity, not salary. ~20–40
- Post-2016: joined at $20B–$350B. To hit $100M you'd have needed ~0.4% of the company. Impossible for an employee. This is the millionaire tier — almost none reach $100M
The tally:
~400–500 at $100M+
A few dozen above $500M
A handful of billionaires past Musk
Same building. Same mission. Two orders of magnitude apart — set entirely by what year you walked in.
Early isn't a strategy. It's a date stamp.
Alexander Lin retweeted
A trading competition has begun in Synchronicity. May the best strategists win.
If you were on the waitlist, check your email, you may have been admitted.
If you are not, join now: synchronicity.xyz/l/rMfvNz
Alexander Lin retweeted
ZERG Mainnet Beta is LIVE
Huge thank you to our early community for helping us get here, and to @reforge_vc for supporting us during our pre-seed and believing in the vision early.
The trenches evolve from here.
Join the open beta today → zerg.app
New to ZERG? Check out this guide 👇
Alexander Lin retweeted
7 / AI operating system / research stack xitter.cf/linfluence/status/2045…
reforge q1 2026 overview
>5,054 companies/projects across private markets (fintech, ai, robotics, frontier tech) sourced through Ava
>3,051 proceeded to deeper diligence and Ava's research stack produced an in-depth memo
>202 teams received an email or DM from us; that's a 6% conversion from the prior diligence phase
>20 of those were discussed at two or more ICs
>2 investments made
tldr: Top of funnel is healthy by quantity - more teams than ever building but quality is just not there; there's a lot of noise accompanying very little signal. Makes sense given the vibe coding craze and software commoditizing. So just because we decided not to participate in superfluous twitter discourse around fundraising in crypto or have our name put on a spreadsheet does not mean we are not extremely active. To us, the investable subset of opportunities is just extremely small.
note 1: This does not include our inbound stats; that said, we execute a outbound-heavy strategy
note 2: 3,051 -> 202 includes filtering out projects that may be too out-of-scope for us (robotics, frontier tech, etc.) but if there are signals that indicate a co could be generational, we'll still include in our pipeline
reminder: Reforge is not just a "crypto vc". We are a venture capital and technology firm investing across the financial system value chain with a very broad mandate
Some insights:
Consensus is rising around core primitives but very few teams are actually solving the hard problems. the most crowded sectors are what you'd imagine and we’ve found difficult to build conviction in their long term sustainability:
- x402/agentic payments/agent commerce rails
- prediction markets: terminals, aggregators, wrappers
- stablecoins/payments/neobanks
- ai trading agents/execution wrappers
Where we felt differentiation specifically in finance/crypto:
- market-structure, risk-transfer, liquidity, and margin primitives
- credit, settlement, and post-trade infrastructure
- software-native markets with novel agent-workflow infrastructure (no wrappers!)
With Ava, we have more data than ever on early-stage private markets across multiple sectors, predominately ai and finance. If you have any questions or are curious to learn more about what we’re seeing, just let us know
Alexander Lin retweeted
The best builders are rich on paper, and stuck in reality
@techdollarhq is about to change that.
Alexander Lin retweeted
Credifi is part of Base Batches 003!
Building the future of credit, powered by DeFi.
Alexander Lin retweeted
Introducing Browser Arena 🌐
Browser Arena is an open-source benchmark that tests cloud browser providers against each other using the same standardised tests, on the same infrastructure, with all results published openly and reproducibly.
Why it exists:
Cloud browsers are infrastructure that AI agents use to browse the web. Browserbase, Steel, Hyperbrowser, Anchor Browser, Browser Use, Kernel, and Notte all sell this. The problem: there's no independent, reproducible way to compare them. Every provider publishes their own benchmarks. None are reproducible by third parties.
What it tests:
One benchmark: hello-browser. Spin up a session, connect via CDP, navigate to Google, shut it down. Think of it as a ping test for cloud browsers. Measured sequentially and at 16 parallel sessions. 1,000 runs per provider.
The leaderboard sorts by latency (median, P90, P95), reliability (success rate), and price ($/hr). Full error breakdowns and VM metadata are visible for every run.
How fairness works:
Every provider runs with default settings on AWS EC2 t3.micro instances. Same Playwright version, same URL, same wait conditions. TCP+TLS RTT measured and published per provider. 10 warm-up runs before measurement begins. Rate-limited runs not counted as failures.
Alexander Lin retweeted
Token distribution has evolved dramatically since the early days of crypto.
Each cycle introduced a new model that tried to solve the problems of the previous one.
2009: Fair mining
Bitcoin distributed supply through mining to anyone contributing to the network.
2013–2017: ICOs & SAFT sales
Projects raised capital early, but distribution often became concentrated.
2018: IEOs & airdrops
Exchanges and incentives helped bootstrap liquidity and users.
2019: Auctions
Markets experimented with fairer price discovery.
2020: Liquidity mining & stakedrops
Protocols distributed tokens directly to users, providing value.
2021–2024: Community sales, points, and farming
Participation expanded, but also introduced sybil farming, noise, and short-term incentives.
Each step pushed the industry forward.
But every model still struggled with the same core problem: Discovery and distribution are still chaotic.
Hundreds of tokens launch every day.
Narratives often matter more than fundamentals.
And strong projects frequently get buried under noise.
This is where the next evolution begins.
2026: Community-driven discovery and distribution.
Zerg introduces a model where token discovery is curated by the community, allowing quality launches to surface while reducing the influence of insider networks and short-term hype.
Instead of relying purely on marketing, KOLs, or luck, tokens gain traction through collective validation and participation.
Zerg is inevitable.
Alexander Lin retweeted
Ava & @linfluence/@reforge_vc were the original inspiration for building @frontrunvc.
Very excited to try this out.
Alexander Lin retweeted
"don't need to rely on selling"
so you're just promoting a structured refund mechanism for vapor ico's?
make a proposal to refund the illiquid zombie tokens in your list so the paper marks become tangible, i'll wait
praising your "rights" bc you get to euthanize garbage is hysterical. it's like a restaurant serving a terrible meal, then acting like its refund policy proves it's a great restaurant. the refund is there because you keep producing terrible dishes