Jake

@jake0

19 Following

336 Followers

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My second monitor never looked so good... Messari just launched its new Terminal-style design. I have all the crypto information I need in one place—I no longer need to have five different tabs open. My customized widgets include: >> Top 100 by Market Cap >> AI Daily Recap >> Research Reports >> Fundraising Data >> Curated News

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Meeting with the Meanwhile team on Friday, so I’ll let you know after. Towns seems similar to farcaster tech tbh — curious how its apps’ traction compare to warpcast.

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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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8) In the full pro report (linked below), I break down every post-election executive action, regulatory update, and legislative development. Textbook-level detail for those tracking crypto policy in real time. https://messari.io/report/state-of-crypto-policy-post-election

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7) A full federal regulatory proposal is due by late July 2025 (180 days after Trump’s Jan. 23 Executive Order). It will include a national framework for stablecoins, exchange oversight, and market structure.

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6) The DOJ disbanded its crypto enforcement unit, reinforcing a broader pivot away from punitive oversight toward regulatory clarity.

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5) The SEC rescinded SAB 121 and clarified that Proof-of-Work mining and certain fiat-backed stablecoins fall outside securities law.

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4) Since February, the SEC paused or dismissed cases against: Binance, Coinbase, OpenSea, Robinhood, Uniswap, Gemini, Justin Sun, Consensys, Kraken, Yuga Labs, DRW, Ripple, Immutable, and Crypto .com.

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3) Congress advanced two stablecoin bills: Senate’s GENIUS Act and House’s STABLE Act.

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2) Legislators in 26 U.S. states have introduced bills proposing state-level Bitcoin or digital asset reserves. 44 states have proposed broader legislation addressing digital asset regulation, consumer protection, taxation, legal recognition, and blockchain integration in government services.

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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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They are raising $500M for their 10th fund. I talk more about that in my newsletter coming out on Monday 🫡

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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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