Research & Investments @NomadCapital_io @buidlpad | Prev. @worldnetwork @tfh_technology, @uber | Investor & Operator | New Account (old one got banned) :/

Joined October 2025
At Nomad, we spend a lot of time thinking about where the next decade of value creation will come from. When we first met the Cambrian team, what stood out wasn't just the technology. It was the clarity of vision around a problem that most people hadn't fully appreciated yet. Over the last few years, we've watched three major trends emerge simultaneously: • Financial markets moving onchain • AI agents becoming economic participants • Institutions demanding higher quality, real-time financial intelligence Individually, each trend is massive. Together, they create an entirely new category of infrastructure that doesn't exist today. The future financial system won't be powered by humans manually analyzing dashboards and spreadsheets. It will increasingly be driven by software, agents, and autonomous systems making decisions in real time. Those systems require data that is accurate, comprehensive, and immediately actionable. That's the opportunity Cambrian is pursuing. What gave us conviction wasn't only the market. It was the team. From our earliest conversations, it was clear they possessed a rare combination of technical depth, product intuition, and long-term ambition. They weren't building for the next cycle. They were building for the next decade. We're excited to support Cambrian as part of their latest financing alongside an exceptional group of investors including @FTDA_US, @polychain, @a16zcrypto, and many others. The intersection of AI, crypto, and financial infrastructure is still in its earliest chapters. We believe Cambrian is helping build the foundation for what comes next. @Ja_Brann @0xsamgreen @CambrianNetwork @NomadCapital_io @ErickNomad
Big news: we’ve raised $11.9 million to build the world’s financial intelligence layer. @Polychain and Franklin Templeton @FTDA_US share our conviction that the future of finance will be increasingly orchestrated by AI agents. The missing ingredient that separates winning agents from slopbots? Financial intelligence. Agents are beginning to consume human lifetimes' worth of data in minutes. As AI, digital assets, and traditional finance converge, the agentic appetite for data will grow larger – as will the challenge in separating noise from signal. Cambrian specializes strictly in financial data, delivering actionable intelligence designed for this new agentic world. The best financial decisions are predicated on the best intelligence. Join the new financial revolution. Register at cambrian.org
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Really cool
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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A-team
got the HRT gang back together!
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This is what you call - Universal Basic Income
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit. It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion. In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding. In the post below, we share more details about our new fund. anthropic.com/news/public-be…
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Why is no one talking about $BTW?
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Pulkit Gupta retweeted
Today, Nolla Health became the first organization in the U.S. (and possibly the world) to receive regulatory approval for an AI to issue initial prescriptions. This makes Nolla the first ever actual end-to-end AI doctor.
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Cx satisfaction at its peak!!
Treat your skin at @oliveyoung. Get 20% cashback with Plasma One.
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One of the best events in a long time! 🙌🙌 @HyperliquidX @hypurrcorea @christyhwchoi @chameleon_jeff
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Every year I was bitching about one thing regarding the crypto industry - not many projects are solving for retail users. UI/UX sucks like anything. Last quarter - @rongplace shared the early access with me. Since then I’m in awe of Plasma and this is my go to platform for spending! @Plasma 🙌
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Banger!!
Testnet for @Enter_Elysium goes live tomorrow. Documentation: kinetiq.xyz/docs/elysium-tec… More tomorrow at launch.
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Founders - please don’t enable these on our calls 😭
Today, we’re releasing Kalypta, the first app to block AI notetakers in your meetings. Granola? Wisprflow? Cluely? No more. With Kalypta, you become inaudible to AI. Your call continues normally.
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Cool stuff
We are super excited to launch wFIAT stablecoins on Arc from day one as a public mainnet. Starting today, the full wFIAT suite — wARS, wBRL, wCLP, wCOP, wMXN, wPEN — is live on Arc. Six Latin American currencies, one network.
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Love this. Very much needed. Especially when frontier models were growing at an exponential pace.
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution
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Silicon Valley saw this happening 10 years ago! Can we please find a Dinesh?
There are two ways AI progress could go very badly and that we must avoid. First, we could lose control of the future to AI. This is unacceptable; we are unapologetically on Team Humanity, and AI must always serve people. To ensure that, we need ways to ensure that alignment and safety techniques stay ahead of progress in model capabilities. Second, we could end up in a world with too much concentration of power. If an extraordinarily powerful AI is used by one person or company to impress their worldview onto everyone else, the results could be extremely dystopian. Avoiding these two threats requires walking a narrow middle path; for example, one country could gain too much power. Another example is one lab ending up with too much power.
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:):)
The world deserves confidence that American companies developing increasingly capable AI will act responsibly, especially as the trajectory of progress has steepened. Every frontier lab must deliver on this, and there is no reason any of us should come to work if we cannot. We welcome a federal framework that sets consistent safety requirements for frontier AI. But we do not believe we need to wait for an anti-trust exemption or legislation to begin the work of providing this confidence. Consistent rules to manage frontier risk so that we can maximize the benefits are a good idea (and we are excited by ideas like independent auditors). Years ago, companies like ours developed things like Responsible Scaling Policies and Preparedness Frameworks. Those were good for that moment, and focused primarily on the deployment of completed models, not what happens during their development process. Today's shift to focusing on safe development and evaluation will need new tools. For example, at OpenAI we now formulate explicit safety cases in advance of frontier reinforcement learning runs we expect to significantly increase capability, in addition to the safety work we have long done in advance of model releases. We hope that other companies will learn from our approaches and propose their own; we think shared standards for misalignment, monitoring, and safety will lead to better outcomes. We look forward to collaborating with our colleagues across the industry to formulate the best version of these. When we talk about “pacing”, we do not mean “stopping”. Progress has been rapid and will continue to be. But it should be slower than it otherwise could be; interventions like safety cases and monitoring have significant costs. Pacing will be well worth this cost; no amount of American competitive pressure should justify recklessness, or let capabilities get ahead of alignment and monitoring. Where we will need the help of our government is for international coordination. But first we should do what we can ourselves.
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Still remember I reached out to David via a cold DM on LinkedIn. Was super keen to invest in them. Have known him for a year now. But this guy has been running a really tight ship and dropped my proposal of investing in them every single time since they were not doing any fundraising. @tread_fi has been a part of my conversation with every single VC for the past 12 months. Really bullish on these guys and really looking forward to the TGE.
at one point in tread’s life, we were down to 1 month of runway. i remember staring for hours at the company bank account on my couch not once did i think about quitting, i sat there trying to figure out how to get out of the hole and keep going there may be a day to call it quits, but the founder’s ability to grind everyday makes it a no brainer to keep going long term success comes from backing the right people, as a user or investor. choose wisely
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We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: darioamodei.com/post/we-must…
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Feeling bad for traders who shorted zcash:native 🥲
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