Pinned Tweet
1/ RWAs are the logical conclusion of stablecoins.
I've written a new piece that:
- Proposes a taxonomy for the different types of RWAs
- Discusses the adoption sequence of RWAs
- Outlines the issues that are preventing the continued adoption of RWAs
👇
archetype.fund/media/rwas-the…
I've written a new piece that:
- Proposes a taxonomy for the different types of RWAs
- Discusses the adoption sequence of RWAs
- Outlines the issues that are preventing the continued adoption of RWAs
👇
archetype.fund/media/rwas-the…
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Dmitriy Berenzon retweeted
Thank you to everyone who packed the office for @afrazhaowang's talk last week!
And to @whizwang for helping bring this together
The full recording will be published next week
And to @whizwang for helping bring this together
The full recording will be published next week
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Plaid is about to become a lot more valuable once the market realizes it is quietly becoming the context layer for all useful agentic finance applications
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'muricai
Introducing Arete-27B: Qwen3.8-27B, post-trained to reinforce Western values.
Chinese open models are currently the strongest available, but they ship with state-aligned behavior in the weights. We built an 803-prompt eval across seven value categories, including freedom of and privacy, and measured how often a model adopts China’s party line.
After fine-tuning on roughly 53 million tokens, Arete-27B's propaganda rate fell from 22% to 1%, in line with the Western models we tested. Its Hermes Bench score shows no significant performance tradeoffs.
The values in an open model are one fine-tune away.
Our eval, weights, and training data are available now along with the full blog post: nousresearch.com/arete
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I feel this viscerally and it applies across all stages - even IPO candidates feeling the heat of the bar being raised seemingly overnight
I really feel for founders who spent the last 5 yrs building great businesses the current venture market doesn’t care about
seen many go from 0 to $50M-$100M run rate in 4-5 yrs, at or near 3xing YoY but most of the market just doesn't care lol so insane
they did everything they were supposed to do, got there, + the market decided it wasn’t enough. brutal!
only way back in is to reaccelerate over the next 12-18 months, mostly w/out VC
that said, the ones who pull it off will be better cos for it
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It’s interesting that national trust bank charters look surprisingly similar to narrow banking, given that they are being approved by the OCC who is likely not a fan of the narrow banking concept to begin with
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Dmitriy Berenzon retweeted
Earn+ on @EthenaPay, powered by Upshift.
Ethena Pay users can move dollars into Earn+ with one tap for higher rewards, and take them back out with no lockup. @SteakhouseFi is running the vault strategy on @aave.
Rolling out now to eligible users.
Ethena Pay users can move dollars into Earn+ with one tap for higher rewards, and take them back out with no lockup. @SteakhouseFi is running the vault strategy on @aave.
Rolling out now to eligible users.
Introducing Earn+: 12% rewards on your dollars in a single tap.
Available now for Pro and VIP users and rolling out to all Ethena Pay users in the coming days.
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Join us on the East Coast to hear a perspective on AI in the East
We’re incredibly excited to provide @afrazhaowang with a space to speak here in NYC next week
Following the talk, we'll have a Q&A moderated by @whizwang before opening the floor to audience questions, followed by a happy hour
Capacity is limited, so please RSVP below to join!
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Congrats to @niraj, @akileshpotti, and the entire Ritual team on a successful mainnet launch - just getting started.
Ritual mainnet is now live.
AI works inside your companies. Ritual lets AI be one.
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Breaking the internet's security infrastructure is a small price to pay for being able to play very cool modded games
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With all the new attack surfaces introduced by agents, I am finding myself wanting a completely separate, sandboxed browser (explicitly not Chrome) and email (not Gmail) for my agents to read/write on my behalf.
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you: about to have an aneurysm chasing a seed AI company at a $1B pre with $0 in revenue and closing in 24 hours
me: moisturized and flourishing as i patiently diligence a series A payments company at a $40M pre with $4M in revenue
me: moisturized and flourishing as i patiently diligence a series A payments company at a $40M pre with $4M in revenue
Fintech is not hot right now.
But there are some banger fintech companies being built right now in huge markets with a clear defensibility story.
Having more fun that ever!
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Understanding short and long-term unit economics are critical to building a sustainable payments business.
You can use many partners to get off the ground, but if those partners eat your entire margin, you’ll be dead before you hit escape velocity on volumes.
You can use many partners to get off the ground, but if those partners eat your entire margin, you’ll be dead before you hit escape velocity on volumes.
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Dmitriy Berenzon retweeted
We’re pleased to announce @Meow has accepted a $31.6M Series B led by @Stifel with participation from @archetypevc. That brings our total funding to over $60M.
This is a strategic investment and a partnership. Stifel will offer a white-label version of Meow’s platform to its commercial banking clients, starting with venture and fund banking.
Game on.
Fintechs are becoming banks. They’re going after charters and showing up with better technology than the banks they compete against.
Banks can spend years trying to build that technology, or they can run on a platform that already wins.
Meow proves it. We compete for startups, the most competitive and demanding banking market in the world, and we go head to head on product. We have billions of assets on the platform, billions in annualized payment volume, and millions in annualized profits at scale and in the market every day.
Most software sold to banks has never had to win a customer on its own. Ours competes for the most demanding customers every day. It’s proven. That’s why Stifel entrusted Meow with this deal and opportunity.
Now, we’re launching the ability for banks to have the entire Meow platform under their own brand:
→ onboardings
→ bill pay
→ expense management
→ invoicing
→ agentic compliance and backoffice
→ stablecoins
→ everything else
And it never falls behind. Every feature our customers push us to build ships to our bank customers too.
We anticipate Stifel’s venture and fund banking clients get all of it starting early 2027.
Meow will allow every bank to be able to compete with the industry leading fintechs. This will change the game for banks and is only the beginning. Now, back to work.
This is a strategic investment and a partnership. Stifel will offer a white-label version of Meow’s platform to its commercial banking clients, starting with venture and fund banking.
Game on.
Fintechs are becoming banks. They’re going after charters and showing up with better technology than the banks they compete against.
Banks can spend years trying to build that technology, or they can run on a platform that already wins.
Meow proves it. We compete for startups, the most competitive and demanding banking market in the world, and we go head to head on product. We have billions of assets on the platform, billions in annualized payment volume, and millions in annualized profits at scale and in the market every day.
Most software sold to banks has never had to win a customer on its own. Ours competes for the most demanding customers every day. It’s proven. That’s why Stifel entrusted Meow with this deal and opportunity.
Now, we’re launching the ability for banks to have the entire Meow platform under their own brand:
→ onboardings
→ bill pay
→ expense management
→ invoicing
→ agentic compliance and backoffice
→ stablecoins
→ everything else
And it never falls behind. Every feature our customers push us to build ships to our bank customers too.
We anticipate Stifel’s venture and fund banking clients get all of it starting early 2027.
Meow will allow every bank to be able to compete with the industry leading fintechs. This will change the game for banks and is only the beginning. Now, back to work.
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