“AI is going to take the old business models of ads and subscriptions and just annihilate them. Something will replace it, and I think there’s a good likelihood it’s going to be built on stablecoins.” - @eastdakota

Was incredibly prescient of Matthew Prince (@Cloudflare) with t @averystableconf in March of this year. Can't wait to tell you what @ay_o @kerrykellogg and I are working on for next year!

Given how fast data centers/compute/GPUs are growing I'm curious how the supply chain handles billing/payments

- how are GPUs paid for? Cash/Financed?
- how do datacenter operators bill hyperscalers/neoclouds/labs?
- do they operate in opco/propco model or fully verticalized?

anyone I know super knowledgeable here?

It's time to get out of stealth 👋

Today, we are launching @monogram_ai and announcing our $40m seed round led by DST and Lux Capital.

Monogram is the first AI app that was built around a visual interface, from the ground up.

We created a technology that generates an entire ly, in just a few seconds. Ask anything, and instead of staring at a wall of text, you get an interactive visual response.

Stablecoins are rewriting traditional systems of how money moves.

Financial and payments leaders came together last week for A Very Stable Conference (Season 2) to explore the growing role of stablecoins in real-world enterprise use.

We were proud to sponsor the 2-day event ures), hosted by Lightspeed partner @arfrank with @kerrykellogg and @ay_o. A big thank you to the incredible speakers who shared their knowledge!

The conversation made one thing clear: stablecoins are rapidly moving from the edges of crypto into the core of global payments infrastructure. We’re excited to continue supporting the builders, operators, and investors pushing this ecosystem forward.

On 3/5 in SF @arfrank @kerrykellogg and I are running back Season 2 of A Very Stable Conference.

We're exploring some underexposed stories:

NETDollar, Stablecoin Cards, the Canton ecosystem, Banking in the crypto era, Sovereign Stables, & the consumer stables explosion

Stablecoins have their own center of gravity in crypto.
@arfrank @kerrykellogg and I are back for Season 2 of A Very Stable Conference! 🎙️
📍 San Francisco
🗓️ March 5, 2026
Join us + @brale_xyz, @lightspeedvp and @raincards
Request an invite: averystableconference.com #AVSC2026

Stripe’s annual letter is out today, with a section dedicated to stablecoins.

Stablecoins are the next evolution of money - when we announced our acquisition, @patrickc said they're "room temperature superconductors for financial services". It's a perfect analogy. We've seen how this new platform can enable money to move and financial applications to be built with little/no friction.

If you have ideas or painpoints you think stablecoins could solve (or you just want to play around with our APIs), don’t hesitate to reach out to me, @Stablecoin or Stripe.

The letter also covers what we’re seeing in the AI economy, how vertical SaaS platforms drive economic growth, and much more. Link below.

You see a lot of things.
You hear a lot of things.
Some of it is good, some of it isn't.
Some of matters but most of it doesn't.

Sometimes you do things.

Sometimes you get a minute to yourself.

In those moments, what matters is that you keep shipping.

Keep shipping @arfrank.

We are T-minus 50mins from kicking off A Very Stable Conference @averystableconf #avsc hosted by @lightspeedvp & @refractvc!

We have fantastic speakers today: @federalreserve Gov Chris Waller, @jerallaire, @jackiereses, @zcabrams and many more. Looking forward to seeing everyone hereykellogg #stablecoins

Was on CNN tonight with @thelauracoates to talk Eric Adams being indicted and how it’s a sad day for New York.

"Jeopardy" is a noun meaning "peril or danger." Here it is in a sentence:

"My job is in jeopardy because of my past comments."
dictionary.com/browse/jeopard…

1/ Could not be more thrilled that @ModernFertility is joining the @ro family. medium.com/ro-co/welcome-…

We miss restaurants and we love our city.

We put this together as a home base for resources, tips, tricks, plans and everything else that can help our beloved city spots hopefully open up safer & faster ❤️

@jaimegetto & her team went above and beyond 🙌🏼

“The electable female candidate reaches across the aisle with soft, moisturized hands. She knows how to fire a gun, but also has never held a gun, and doesn’t know what a gun is.” nyer.cm/j8UjDmO

Happy #InternationalWomensDay to two founders who are changing the way we think about women's health: @kieroyale @friedgal @mylolatweet #quotes #founders #partner

I'll be spending March 29th with 50 early stage NYC startups along with a dozen other VCs at the #preseriesaoffsite conference on 3/29. Applications close end of next week. If you're a seed funded or bootstrapped founder in NYC, apply here right away: preseriesaoffsite.com

Get $5 off your first month of LOLA products by spreading the word! We just launched a new referral program so please retweet and tell everyone you know i.refs.cc/5jQAVKnL?u=154…

At LOLA, women come first. That's why we're excited to introduce Sex by LOLA — a line of condoms, wipes, and lubricant — designed first and foremost for you! Shop now: bit.ly/2KrOQkb

Take a lesson from @NicholasDRL: Yes, you can get your idea funded when it's just a PowerPoint. via CEO @mhiggins #entrepreneurship #funding linkedin.com/pulse/yes-your…

For everyone complaining about an all-SEC final: we get 2x the “Disappointed Swollen Bad Haircut Drunk Frat Guy Face” in a game like this.