Frontier Tech Venture Fund & Accelerator (@LongHashX) | Investing at the Convergence of AI, Robotics, and Digital Assets || @emmacui + @theshikhai
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π @zama: opened 16 confidential yield vaults across 5 institutional curators and 5 assets, from USDC to tGBP
β‘ @kamino: named fintech veteran Michael Weisz CEO and partnered with Galaxy on curated Solana vaults
πͺͺ @Humanityprot: teamed up with @ionet on trusting agents and infrastructure you cannot see
π @ParticleNtwrk: benchmarked Universal Accounts V2 as the fastest cross-chain mechanism in the world
π© @virtuals_io: launched Occupy on Base, putting AI Senates in charge of stock treasuries
0οΈβ£ @0G_labs: doubled its model catalog in six days and staged 13 working demos at its Taipei hackathon
π @ionet: pushed 8 billion tokens of real inference through OpenRouter in a single day
π€ @TheoriqAI: exited a weakening credit position via its AI diligence engine, closing both vaults positive
Full writeup in thread π or read at longhashvc.substack.com/p/poβ¦
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𧡠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 π
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Meanwhile the money kept moving:
β Figure committed $3.5B to Nscale for GPUs, more than every disclosed humanoid equity round of the fortnight combined
β Nvidia bought Hugging Face for $12.93B and said it stays open
β Mistral raised EUR 3B at over EUR 21B, led by Samsung, the largest European tech round ever
β Qualcomm's $60B AWS headline is a warrant that vests on orders, not a purchase contract
β Under 5% of Unitree's humanoid revenue comes from robots doing industrial work, per its own prospectus
Full analysis β longhashvc.substack.com/p/anβ¦
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π© @virtuals_io β 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+)
β‘ @kamino β launched ZEC-backed credit on Solana and pulled $50M+ in deposits via Binance Wallet in <24h
πΆοΈ @zama β took cUSDC confidential balances live on Ethereum, with its first Morpho Confidential Vault past $40M
π @ionet β served 8 billion tokens in a single day on OpenRouter, plus Day-0 GLM-5.3 launches
πͺͺ @Humanityprot β showcased the single verified login at CIS 2026: job, bank balance, loyalty status, provable without handing data over
π @TheoriqAI β partnered with Targon to power its adversarially-tested AI yield research
π @0G_labs β put PulsarMoney's financial AI on 0G Private Computer, with proof of which model ran and where
βοΈ @LitProtocol β grew usage 5x in two months on automated transaction infrastructure
Full writeup in thread π or read at longhashvc.substack.com/p/poβ¦
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𧡠Robinhood just switched on AI agent trading for 100% of eligible users β 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 π
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πΆοΈ @zama: put $ZAMA live for Revolut's 70M users, with a Learn & Earn campaign inside the app to follow
π€ @virtuals_io: opened agent ownership to Solana and joined @UnitreeRobotics at its IPO signing
πͺͺ @Humanityprot: made the case that verifiable credentials kill the bank-statement screenshot for good
π₯οΈ @ionet: named a Top 5 decentralized AI compute network with 130+ countries, 32M compute hours, ~$27M network earnings
βΏ @Bedrock_DeFi: unlocked 100,000+ $OP in incentives, Phase 1 live on @VelodromeFi
π¦ @kamino: closed Q2 with $2.29B in deposits and 80+ curated vaults
π @0G_labs: made 0G Private Computer usable with no wallet, card top-up, and per-request trust tiers
π @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 π or read at longhashvc.substack.com/p/poβ¦
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𧡠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 π
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𧡠$200M in agent volume just hit Robinhood Chain.
A $25M institutional credit vault went live on-chain. And a 2.4T-parameter model was serving requests on decentralized compute ~2.5 hours after release.
Here's the full breakdown across the @LongHashVC portfolio π
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𧡠AI agents just became discoverable across Binance Wallet.
Confidential DeFi finally got its compliance layer. And a top multichain trading platform relaunched from the ground up.
Here's the full breakdown across the @LongHashVC portfolio π
open.substack.com/pub/longhaβ¦
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Our Portfolio Manager @OpenZenjin is speaking at @MalaysiaBCW this week in Kuala Lumpur.
He'll be sharing how we think about investing at the convergence of AI, robotics, and digital assets.
See you at World Trade Centre, July 29-30.
π Featured Speakers joining MYBW 2026: Jerome Ong, Emerson and Chris Ling.
Jerome Ong (@jerome_), Co-founder and General Partner at Maximum Frequency Ventures (@mf__xyz), brings experience across institutional investing, APAC ecosystem growth, and operator roles spanning Aptos Foundation, CloudKitchens, Goldman Sachs and GIC.
Emerson (@OpenZenjin), Portfolio Manager at LongHash Ventures (@LongHashVC), works across portfolio growth, AI-native operations and exit strategy, with the fund investing at the convergence of AI, robotics and digital assets.
Chris Ling (@chrisling_dev), Investment Associate at No Limit Holdings (@nolimithodl), brings an investor perspective on emerging Web3 opportunities and the next wave of digital asset founders.
From venture capital and ecosystem expansion to AI, robotics and digital assets, this group brings a strong investor view to the MYBW stage.
π World Trade Centre, Kuala Lumpur
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29β30 July 2026
ποΈ Get your tickets now: myblockchainweek.com/buy-ticβ¦
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Our co-founder @theshikhai joined @askadamtorres to talk about why we invest where AI, crypto, and robotics converge instead of picking one lane.
AI gives machines intelligence. Robotics gives them a body. Crypto gives them the ability to transact and coordinate through smart contracts.
Our portfolio company @virtuals_io proved this early. Their AI agent @luna_virtuals got a wallet, became a crypto millionaire, then hired humans to paint murals of her around the world.
π΅ Apple Podcasts:
lnkd.in/g5RgEsx7
π’ Spotify:
lnkd.in/gMMCADTS
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π€ @virtuals_io β powers Robinhood Chain's agent layer from day one; agents drove $30M DEX volume in week one
β‘ @0G_labs β serves Claude Fable 5 pay-per-token at 10% below the official rate
π‘οΈ @Humanityprot β faced The Block on the June 8 exploit, on the record
π₯οΈ @ionet β shipped Explorer, putting IDE emissions and 5.3Γ revenue economics on-chain
π @zama β drew $13M into Morpho's confidential USDC vault; Apex committed $100B in tokenised assets
π @kamino β opened 24/7 USDC credit markets against tokenised equities on Solana
π @Bedrock_DeFi β unveiled Bedrock 2.0, an intelligent yield engine for Bitcoin capital
ποΈ @TheoriqAI β signed a DigiFT MOU to pilot tokenised MMF collateral in onchain lending
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𧡠AI agents drove $30M in DEX volume in their first week on Robinhood Chain β powered by one of our portcos.
Also: $13M into confidential USDC yield on Morpho, and Claude Fable 5 live on 0G below list price.
Here's the full breakdown across the @LongHashVC portfolio π
open.substack.com/pub/longhaβ¦
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Anthropic and OpenAI have both confidentially filed to go public.
Figure AI's factory is now shipping a humanoid robot roughly every hour, 55+ a week, 350+ built so far.
Two very different timelines for the same AI buildout.
Full breakdown: open.substack.com/pub/longhaβ¦ π§΅π
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π @zama β first confidential USDC yield vault live on @Morpho with @SteakhouseFi β FHE meets real DeFi capital, 535K+ views on announcement
π€ @virtuals_io β AI agents now trading tokenised equities (SpaceX, Apple, Tesla, NVIDIA) via @OndoFinance + @treasures_io
π° @0G_labs β $50K in $0G distributed to ecosystem contributors via @Galxe
β‘ @ionet β AWS A100 costs ~$770K/yr. io.net is the answer. AI revenue at $175B annualised run rate
π @ArciumHQ β $ARX token is live. Confidential compute, on-chain.
π @kamino β ONyc LTV raised to 66%, 2.9Γ leverage now live in OnRe Market
π @union_build β Spitzer event sourcing integrated for faster cross-chain packet relaying
β οΈ @neutron_org β Foundation front ends deprecated 30 June β step-by-step guide incoming
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One of our portcos crossed 535K views announcing confidential USDC yield on Morpho. AI agents are now trading tokenised Wall Street stocks. ARX launched. $50K in $0G dropped.
A lot happened in two weeks across the @LongHashVC portfolio πopen.substack.com/pub/longhaβ¦
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Our co-founder @theshikhai recently judged the Base Batches 003 Robotics Track Demo Day at Network School in Forest City.
12 teams spent 8 weeks building inside @virtuals_io Robotics Lab.
Some robotics teams gravitated toward on-chain infrastructure mid-build, even when they didn't start there.
When machines need to prove work, coordinate, and settle autonomously, verifiable systems become the obvious choice.
We're building the onchain home for AI & Robotics
Base Batches 003 proved it, with @virtuals_io & @ns
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Hyperliquid isn't just another perp DEX.
We broke down why its architecture is structurally different and how institutional capital is actually positioning in DeFi right now.
Watch the full recording π
longhash-webinar.vercel.app?β¦
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solana:ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs is live. Congratulations to the @Arcium team on this milestone.
Arcium is building the confidential computing layer for finance and AI. The ability to run encrypted computations at scale without exposing underlying data solves one of the biggest blockers to institutional adoption.
LongHash Ventures is a proud early backer. Excited to see what comes next.
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