Jake

@jake0

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Top 5 Crypto Fundraising Rounds this week 👇 Blackbird - $50M > Blockchain-based payment-loyalty app for restaurants > Spark Capital, Coinbase Ventures, & a16z crypto Meanwhile - $40M > Licensed and regulated provider of Bitcoin life insurance policies > Framework Ventures, Fulgur Ventures, & Wences Casares Towns Protocol - $10M > Open source protocol for building decentralized real-time messaging apps > a16z crypto, Coinbase Ventures, & Benchmark Cap - $8M > Stablecoin protocol offering yield from diverse, scalable sources, such as arbitrage, MEV, and RWAs > Franklin Templeton, Triton Capital, & GSR Octane - $6.75M > AI-powered cybersecurity for blockchain and smart contracts > Archetype, Winklevoss Capital, & Circle Ventures 25 projects collectively raised $242 million this week.

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1) As promised... here is the State of Crypto Policy Post-Election report! In just the first three months of 2025, U.S. crypto policy moved faster than it had in the past three years. Hard to keep up? I compiled it all into one comprehensive report 🧵👇

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It is officially M&A season here in crypto land 🔥 M&As increased 16.7% in Q1 '25 vs. Q4 '24, despite 33% fewer funding rounds. Funds and Web3 projects are being more strategic with their capital now that the bull market is on pause. Q4's Stripe-Bridge deal opened the floodgates, and in Q1 we saw: • Kraken → NinjaTrader ($1.5B) • MoonPay → Helio ($175M) & Iron ($100M) • Chainalysis → Alterya ($150M)

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State of Crypto Policy Post-Election report coming soon... don't think I forgot 🧐

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Top 5 Crypto Fundraising Rounds this week 👇 Rain - $24.5M > Crypto card issuer integrated with the Visa network > Norwest Venture Partners, Coinbase Ventures, & Galaxy Ventures Coresky - $15M > Memecoin incubation platform leveraging user voting to assess public sentiment > Tido Capital, WAGMI Ventures, & Parallel Capital Abound - $14M > Remittance app enabling more Indian Americans to send money home > NEAR Foundation, Circle Ventures, & Times Internet Chronicle Protocol - $12M > Blockchain-agnostic oracle solution that launched Ethereum’s first oracle > Strobe Fund, Fenbushi Capital, & Robot Ventures Warlock - $8M > Building next-gen market-making and order flow monetization tools > Polychain Capital, Greenfield Capital, & Symbolic Capital 25+ projects collectively raised ~$154 million this week.

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Nillion (@nillion) launched its mainnet alpha and $NIL token today. My colleague and I wrote the most comprehensive report on Nillion to date. Here are some key takeaways 👇 1. Nillion is a network infrastructure that delivers a secure and efficient way to handle private data. 2. Using privacy-enhancing technologies (PETs), encrypted data is transferred, stored, and processed without decryption, keeping sensitive information secure and confidential. 3. AI models and agents can train on your personal data without ever seeing it, eliminating risks of data leaks or unauthorized sales. 4. Since launch, Nillion has: - Collaborated and partnered with projects like Virtuals, NEAR Protocol, and Arbitrum to integrate its privacy-preserving technology. - Supported 50+ startups that have collectively raised >$100M. You can read the whole report here for free: https://messari.io/report/understanding-nillion-a-comprehensive-overview

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Who would be interested in reading a comprehensive recap of all US crypto policy changes post-election? Thinking about writing a deep dive with an exhaustive list of all changes + my thoughts.

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This pains me to say as an $ETH bag holder but…Average Tooth Fairy payout per lost tooth outperformed $ETH since 2022

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Top 5 Crypto Fundraising Rounds this week 👇 TON Foundation - $400M > Decentralized network that supports the development of Mini Apps on Telegram > Sequoia Capital, Ribbit Capital, & Benchmark Walrus - $140M > Decentralized storage and data availability protocol designed for large binary files built by the Sui team > Standard Crypto, a16z crypto, & Electric Capital Crossmint - $23.6M > Provides a suite of low-code APIs for wallets, stablecoins, onramps, tokenization, and credentials > Ribbit Capital, Franklin Templeton, & Faction VC Halliday - $20M > Workflow protocol for automating smart contract development > a16z crypto, Blizzard Fund, & SV Angel Privy - $15M > Develops user onboarding and embedded wallet infrastructure > Ribbit Capital, Coinbase Ventures, & Paradigm 35+ projects collectively raised ~$725M this week.

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Top 5 Crypto Fundraising Rounds last week 👇 Binance - $2B > The world's largest crypto exchange by trading volume with $20+ billion daily volume > MGX Mesh - $82M > A global stablecoin-based payments settlement network > Paradigm, Consensys, & AltaIR Capital RedotPay - $40M > Hong Kong-based crypto payment platform offering physical Visa cards > Lightspeed, Galaxy Ventures, & Accel Axelar - $30M > Web3 interoperability platform with 1.3M+ SDK downloads and 69+ blockchains supported > Arrington Capital, Electric Capital, & Distributed Global Vest - $5M > Perpetual futures exchange building real-time risk infrastructure > Big Brain Holdings, Amber Group, & Selini Capital 35+ projects collectively raised ~$2.22B last week.

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Binance just raised $2B from MGX, an Abu Dhabi sovereign wealth fund. The $2B is the largest crypto fundraise in 2 years and represents ~40% of Q1 2025 funding and ~15% of all 2024 funding. Q1 funding here 👉 https://messari.co/420Oyu8

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Anyone active in the Abstract ecosystem? I play Bithub, Roach Racing Club, and Duper daily 😬

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Top 5 Crypto Fundraising Rounds last week 👇 Across Protocol - $41M > Intents-based interoperability protocol aiming to unite Ethereum > Paradigm, Coinbase Ventures, & Multicoin Capital DoubleZero - $28M > Building an alternative to the public internet made explicitly for blockchains > Dragonfly, Multicoin Capital, & GSR Infrared Finance - $14M > Liquid staking protocol on Berachain > Framework Ventures, Animoca Brands, & NGC Ventures August - $10M > Institutional crypto prime brokerage with $7B+ monthly volume > Dragonfly, Robot Ventures, & Foresight Ventures Seismic - $7M > Developing an encrypted blockchain > a16z crypto, NGC Ventures, & Polychain Capital 25+ projects collectively raised ~$200M last week.

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Curious what the casters think about fundamentals/utility for web3 projects. Do they matter or are prices still driven by hype and memetic value?

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I’m a huge crypto x ai agent maxi. It’s crazy to see the top ai tokens ($virtual, $ai16z, $arc, $aixbt, etc.) get rekt over the past couple months (down ~80% from ATHs) while their fundamentals and utility have only increased. Once the macro environment recovers, ai coins will catch a bid again.

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$arc just released its whitepaper v1. Here are some key details: arc's next step in building AI agent infrastructure is Ryzome. Ryzome is "The Agentic App Store" connecting AI agents to thousands of digital services. Ryzome uses Anthropic's Model Context Protocol (MCP), a standard interface allowing agents to access Web2 and Web3 services. Service fees for transactions will be settled in $arc, and revenue distribution is as follows: > 85% to service providers > 10% to Arc treasury > 5% to Playgrounds operations

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I like this chart. Makes me bullish Cetus Protocol. BTW which processed $17.3 billion in volume (accounting for 75.6% of all /sui DEX volume) in Q4 2024.

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Is this thing on? I have too much alpha that needs to be casted 👀

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