🧵 You can now borrow against US stocks onchain. Kamino's new Backpack Market takes 1:1-backed tokenized equities as collateral on Solana. The same fortnight, io.net served its 1 trillionth AI token.

Here's the full breakdown across the @LongHashVC portfolio 👇

⚡ @kamino: opened the Backpack Market for 1:1-backed tokenized US equities and crossed $75M in fixed-rate loans
🤖 @virtuals_io: shipped px402 private agent payments, Derive options hedging and X-post copy trading on Android
🧠 @0G_labs: passed half a trillion tokens through 0G Private Computer, with zero prompts retained
🚀 @ionet: processed its 1 trillionth token on distributed GPUs, no gigawatt campus required
🔐 @zama: joined the Open Transaction Layer as a founding partner for confidential institutional rails
🌐 @ParticleNtwrk: hit all-time-high SDK downloads as the most adopted ERC-7702 chain abstraction product
🧬 @Humanityprot: pressed the case for scoped proofs, identity checks that ask less, learn less, keep less
🌊 @Bedrock_DeFi: confirmed zero Binance exposure with all Bitcoin reserves and mint/redeem unaffected

Full writeup in thread 👆 or read at longhashvc.substack.com/p/portfolio-hi…

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

AI talent is spread wider than GPU supply. @hyperbolic_labs connects the two, turning fragmented capacity across 300+ providers into one unified platform.

250,000+ builders use the platform today. The $30M Series A1, led by @intel CEO Lip-Bu Tan’s @walden_catalyst, was oversubscribed.

@LongHashVC has backed @hyperbolic_labs since seed. Congratulations to @zjasper and the team for this amazing milestone.

Flapping Airplanes raised $1B at a reported $6B for an AI lab with no product on sale.

Its pitch: demand for AI will outpace chip and data supply.

Tenstorrent took $1.5B. Modal passed $1B in run rate.

Full breakdown: longhashvc.substack.com/p/a-1-billion-… 🧵👇

Crypto venture is dropping the label:

→ a16z renamed its crypto arm a16z Frontier, $2.2B fund now also backs AI and robotics
→ Tether invested in AIsa, payments for AI agents
→ Pantera led $10M into Fission for tokenized fund liquidity
→ Evernorth began trading on the Nasdaq as XRPN on 12 Oct

Full analysis → longhashvc.substack.com/p/a-1-billion-…

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

🧵 20 billion AI tokens served in one day, up from 3B in July. $100M crossed in shielded TVL. And one token launch minted 3 million AI agents onchain.

Here's the full breakdown across the @LongHashVC portfolio 👇

🤖 @virtuals_io: opened the Virtuals App iOS beta, where AI agents watch markets and trade for their owners
🔐 @zama: passed $100M in Shielded TVL as confidential tokens went live on ERC-7984
🧠 @0G_labs: powered NeoSoul's TGE, minting 3M+ ERC-8004 AI agents on the 0G Chain
🌐 @ParticleNtwrk: cut Universal Accounts V2 integration to under 5 minutes for Privy, Dynamic and Magic
🚀 @ionet: processed 20B+ tokens in one day on OpenRouter, up from 3B daily in July
🌊 @Bedrock_DeFi: listed $BR on Bithumb's KRW market and lifted uniBTC reserves to 101.5% collateral
⚡ @kamino: passed $55M in fixed-rate loans and launched Confidential SOL Yield on NEAR
📊 @TheoriqAI: closed Q3 positive in both vaults after its AI diligence exited a weakening credit position

Full writeup in thread 👆 or read at longhashvc.substack.com/p/portfolio-hi…

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.

ChatGPT to Claude. Without Starting Over.

Your preferences, decisions and project context should come with you.

Join @nanditmehra , @OpenZenjin and @IntoPurpleMoon for our first X Space on private memory across AI agents.

📅 15 October · 🕘 9 AM UTC

Set a reminder and join us 👇

Instinct raised $1B at a $10B valuation for a personal AI assistant.

Two days later GMI Cloud paired a $223M equity round with $445M of debt.

Equity bought the agents. Debt bought the GPUs.

Full breakdown: longhashvc.substack.com/p/equity-bough… 🧵👇

Institutions kept building the rails:

→ OKX added Circle, Ripple, QRT and SC Ventures at a $25B pre-money valuation
→ Bain Capital Crypto led $37.5M into bitcoin insurer Meanwhile
→ Samsung is bringing USDC to Galaxy Wallet in the US

Full analysis → longhashvc.substack.com/p/equity-bough…

This is the last post. We will never DM you first or ask for funds. If anyone reaches out claiming to be LongHash, verify through our official channels.