🧵 8 billion AI tokens ran through @ionet models in a single day. Kamino named a two-decade fintech veteran as CEO to enter the US market. And 16 confidential yield vaults went live for institutions. Here's the full breakdown across the @LongHashVC portfolio 👇

🔐 @zama: opened 16 confidential yield vaults across 5 institutional curators and 5 assets, from USDC to tGBP ⚡ @kamino: named fintech veteran Michael Weisz CEO and partnered with Galaxy on curated Solana vaults 🪪 @Humanityprot: teamed up with @ionet on trusting agents and infrastructure you cannot see 🌐 @ParticleNtwrk: benchmarked Universal Accounts V2 as the fastest cross-chain mechanism in the world 🟩 @virtuals_io: launched Occupy on Base, putting AI Senates in charge of stock treasuries 0️⃣ @0G_labs: doubled its model catalog in six days and staged 13 working demos at its Taipei hackathon 🚀 @ionet: pushed 8 billion tokens of real inference through OpenRouter in a single day 🤖 @TheoriqAI: exited a weakening credit position via its AI diligence engine, closing both vaults positive Full writeup in thread 👆 or read at longhashvc.substack.com/p/po…

Anthropic showed its IPO prospectus to a hand-picked room of investors instead of publishing it. The day before, OpenAI ruled out going public in 2026 entirely. The public S-1 still does not exist. Full breakdown: longhashvc.substack.com/p/an… 🧵👇

Meanwhile the money kept moving: → Figure committed $3.5B to Nscale for GPUs, more than every disclosed humanoid equity round of the fortnight combined → Nvidia bought Hugging Face for $12.93B and said it stays open → Mistral raised EUR 3B at over EUR 21B, led by Samsung, the largest European tech round ever → Qualcomm's $60B AWS headline is a warrant that vests on orders, not a purchase contract → Under 5% of Unitree's humanoid revenue comes from robots doing industrial work, per its own prospectus Full analysis → longhashvc.substack.com/p/an…

🧵 Robinhood just switched on AI agent trading for 100% of eligible users — on our portfolio's rails. $50M hit Kamino vaults via Binance Wallet in under 24h. And confidential USDC went live on Ethereum. Here's the full breakdown across the @LongHashVC portfolio 👇

🟩 @virtuals_io — became the onchain infra layer for Robinhood's agent trading, now at 100% of eligible users; agents already drive 1%+ of Robinhood Chain DEX volume ($270M+) ⚡ @kamino — launched ZEC-backed credit on Solana and pulled $50M+ in deposits via Binance Wallet in <24h 🕶️ @zama — took cUSDC confidential balances live on Ethereum, with its first Morpho Confidential Vault past $40M 🚀 @ionet — served 8 billion tokens in a single day on OpenRouter, plus Day-0 GLM-5.3 launches 🪪 @Humanityprot — showcased the single verified login at CIS 2026: job, bank balance, loyalty status, provable without handing data over 📊 @TheoriqAI — partnered with Targon to power its adversarially-tested AI yield research 🔐 @0G_labs — put PulsarMoney's financial AI on 0G Private Computer, with proof of which model ran and where ⚙️ @LitProtocol — grew usage 5x in two months on automated transaction infrastructure Full writeup in thread 👆 or read at longhashvc.substack.com/p/po…

Anthropic has committed about $127B to compute: → ~$77B of contracted purchases from third parties → $50B of its own capital → Two of its largest relationships, no public price at all Full breakdown: longhashvc.substack.com/p/an… 🧵👇

Where the constraint actually is: → On 26 Aug five Japanese industrials opened a shared humanoid training facility in Chiba, 35 robots, pooled capital, shared IP → Because teleoperation rigs cost $50K to $150K each and one trained operator makes under 200 demonstrations a day → Banks: 88% have funded digital asset infrastructure, 16% have reached production → Clarity Act slipped to September Full analysis → longhashvc.substack.com/p/an…

🧵 A confidential-finance token just landed in front of 70 million Revolut users. Agent ownership opened up on Solana. And a confidential USDC vault cracked Morpho's top 10 on Ethereum. Here's the full breakdown across the @LongHashVC portfolio 👇

🕶️ @zama: put $ZAMA live for Revolut's 70M users, with a Learn & Earn campaign inside the app to follow 🤖 @virtuals_io: opened agent ownership to Solana and joined @UnitreeRobotics at its IPO signing 🪪 @Humanityprot: made the case that verifiable credentials kill the bank-statement screenshot for good 🖥️ @ionet: named a Top 5 decentralized AI compute network with 130+ countries, 32M compute hours, ~$27M network earnings ₿ @Bedrock_DeFi: unlocked 100,000+ $OP in incentives, Phase 1 live on @VelodromeFi 🏦 @kamino: closed Q2 with $2.29B in deposits and 80+ curated vaults 🔐 @0G_labs: made 0G Private Computer usable with no wallet, card top-up, and per-request trust tiers 📊 @TheoriqAI: posted AlphaVault ETH at 5.26% and Gold Vault at 3.84% annualized, and joined WisdomTree Connect as design partner Full writeup in thread 👆 or read at longhashvc.substack.com/p/po…