IOSG Ventures
@IOSGVC

Research-driven fund backing the builders of frontier digital infrastructure. Investing since 2017. Pitch: pitch@iosg.vc

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iosg.vc/
Joined April 2017
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Article

Binance's Altcoin Cull: the Survival Rules Behind 294 Delistings

By Ethan @IOSG TL;DR Binance has pulled 42 spot tokens so far in 2026, more than any full year since 2022, plus 28 USDT margined perpetuals. A new batch of delist notices lands every 28 days on

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HIP-3: an expensive ticket, and a moat you can't buy

Author: @mariochow98k | @IOSGVC Ten teams have registered to run their own market on Hyperliquid, and most locked about $40M of HYPE to do it. One of them does 97.8% of the volume and just fell 44% in

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Robinhood Chain Stock Token Squeezes Don't Move Wall Street

Author: @mariochow98k ｜ @IOSGVC TL;DR January 2021. Retail cornered GameStop because the float was fixed and the shorts could not conjure up more shares. It ended when Robinhood turned off the buy

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Can you buy a coffee with stablecoins?

Economists assert that money serves three primary functions: it stores value, measures value, and facilitates value movement. Stablecoins have achieved significant success in the first two areas, but
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Deploying at the Frontier: Why Bear Markets Make the Best Vintages

Authour: Jocy Lin @jocyiosg | @IOSGVC Adapted from Jocy's keynote at Money Frontier 2026 in Hong Kong. Edited for length and clarity. Know the light, keep to the dark Thanks to the Benmo community

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Reg CA Is Not a Bull-Market Switch. It's a Graduation Exam for Legacy Tokens.

Author: Molly, Jeff, Ethan | @IOSGVC On August 18, 2026, the U.S. Securities and Exchange Commission proposed Regulation Crypto Assets ("Reg CA"). The proposal was published in the Federal Register on

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EIP-8363: Ethereum’s Issuance Decision

Authour: @mariochow98k | @IOSGVC EIP-8363 proposes burning a rising share of validator rewards as the staking ratio climbs, reaching a 100% burn at 50% of supply staked. This note models what it does
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Bessent’s Trilemma and What It Means for Bitcoin

Authour: Momir @momir_amidzic | @IOSGVC The thesis: Washington is likely to defend Treasury-market stability and the AI investment cycle at the expense of more persistent inflation. That would be
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From Benchmark Gains to Willingness to Pay: The Demand Illusion of Model Fusion

Author: @glazecl & David | IOSG Ventures In June 2026, the AI market saw two products named “Fusion” launch less than three weeks apart. On June 12, OpenRouter launched Fusion Router under the
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Hermes’ Rise to the Top: A Web3 Team’s Path Forward

Author: @0xjacobzhao | https://linktr.ee/0xjacobzhao Hermes’ phenomenal growth did not come from some proprietary technology that OpenClaw could not replicate in principle. Rather, at the critical window

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How blockchains keep a secret, and what that is worth

Author: Mario Chow @mariochow98k | @IOSGVC TLDR: Public blockchains publish every amount, which was fine until real balance sheets arrived. Three designs answer that. Build a private network, which is

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From Hot Storage to Cold Memory: Decentralized Storage Under the AI-Era Storage Boom

Author: @0xjacobzhao | https://linktr.ee/0xjacobzhao On July 27, CXMT, officially debuted on the ChiNext board, sending shockwaves through the market with a staggering 500% surge. Despite lingering

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