Backing mission-driven founders who are early in new areas @ada_cx @coinbase @etherfi @getjobber @outreach_io @shippo @uniswap Run by @angelatytran & @bwertz

Investing across North-America
Version One Ventures retweeted
@DinariGlobal is partnering with @kakaopay_kr Securities to expand global access to Korean stocks through tokenization, including for investors in the U.S. Korean companies make products the world uses every day. Yet many investors outside Korea still struggle to buy shares in those same companies. That’s the problem we’re working on together. We’ll start by developing a proof of concept: exploring how to bring Korean equities onchain, backed 1:1 by the underlying shares, with the infrastructure to support international distribution. I had a wonderful time with Rocky and Owen at Kakao HQ during @kbwofficial. Over a lovely lunch, we talked about much bigger things to come from this partnership, too. I left excited about how far we could take this together. prnewswire.com/news-releases… #KBW2026
1
7
245
Version One Ventures retweeted
Dinari has partnered with Kakaopay Securities to explore bringing Korean equities to investors worldwide, including in the US. Growing access to global equities through dShares™, with real shares in custody and rights carried through. Tokenization is for global markets.
7
5
33
2,529
Version One Ventures retweeted
Dinari is bringing real stocks to @SeiNetwork. Tokenization supercycle.
Tokenised stocks are coming to Sei Network... @SeiNetwork has just announced a collaboration with @DinariGlobal which will see its more than 700 tokenised stocks go live on $SEI's scalable blockchain rails. Dinari's 'dShares' will be tradable via self-custody wallets using @Circle's $USDC stablecoin.
14
50
342
16,521
Version One Ventures retweeted
Lean consensus will be amazing.
One step closer to 4-8x faster Ethereum finality! It took some time and lots of tokens, but we now have a formally verified proposal for a decoupled consensus protocol in I* (a future Ethereum upgrade)! Not yet a full spec (up next), but it includes all the key consensus-relevant details to become one. Since Ethereum aspires to be live without most of the stake online, the protocol involves many more components than a normal BFT protocol, and its correctness involves much more than standard safety and liveness. Those nuanced properties are now verified! What's more, I came away convinced that all protocol design will involve AI-assisted Formal Verification in the future, both for correctness and iteration speed. The work wasn't limited to just: Design the protocol -> Formally verify it Instead, the loop became more like: Design -> Formal Model -> Find exactly what breaks and why -> Redesign it. For a fairly complicated protocol like this one, I think having the Lean model be part of the design loop played a big role in accelerating the process. A future with agents paired with formal models is a superpower for Ethereum development, because they can then use those models to find exactly where an argument breaks down, formalize counterexamples, test proposed fixes, iterate on the protocol. Many details that would slip under the radar when asking agents (and indeed, humans) can now be specified exactly and checked by the Lean kernel. This then forces agents to be more precise and lets them make verifiable progress on their own. It's been incredible to see this play out, seeing agents find gaps and propose protocol changes to fix them. In other words, autoresearch can speed up protocol design, formal verification is here to stay, and Ethereum Finality will get faster.
197
132
1,678
292,515
Version One Ventures retweeted
🚨 NEW: Uniswap took $12.6B of the $20.9B tokenized stock DEX volume in the last 30 days.
67
77
685
97,872
Version One Ventures retweeted
Which harness is more autonomous in day to day scenarios
We gave six agent harnesses the same 40 tasks on @pilotprotocol_ to see which would complete the most with no human intervention find a specialist, install and call an app, send a file to a peer … etc then we counted every time the agent stopped and waited for a person @Muse: 3 of 40 times next best: 11 of 40 Muse proves to be most autonomous out of all harnesses to date. @alexandr_wang
4
18
470
Version One Ventures retweeted
We gave six agent harnesses the same 40 tasks on @pilotprotocol_ to see which would complete the most with no human intervention find a specialist, install and call an app, send a file to a peer … etc then we counted every time the agent stopped and waited for a person @Muse: 3 of 40 times next best: 11 of 40 Muse proves to be most autonomous out of all harnesses to date. @alexandr_wang
1
1
10
56,648
Version One Ventures retweeted
JUST IN: U.S. investors will soon be able to trade tokenized S&P 500 stocks on Sei Dinari's dShares will let users hold and trade stock-backed tokens on Sei from self-custody wallets using $USDC.
11
71
443
12,202
Version One Ventures retweeted
Tokenized S&P 500 stocks for U.S. investors are coming to Sei. @DinariGlobal’s dShares trade from self-custody wallets with USDC — each backed by the real asset. Sei is built for onchain equities.
60
203
1,140
85,109
Version One Ventures retweeted
Your boarding pass for the World Aviation Festival Passenger: You Destination: Lisbon Dates: Oct 13 to 15 Gate: Stand 1-221 (across from the Allianz Café) In-flight entertainment? A surprise! Find out and visit us at Stand 1-221 + Mike Murchison, our CEO, joins leaders from Iberia, Ethiopian Airlines, Air India, and Saudia on Tue Oct 13 at 2:05 p.m. to talk about what travelers expect now. Come hear what resolved sounds like: hubs.ly/Q04ylc2M0
1
2
126
Version One Ventures retweeted
Some bangers from the SEC today: 1) buybacks do not make a commodity token into a security 2) liquid staking tokens for commodities are not securities sec.gov/about/divisions-offi…
109
375
2,782
419,259
Version One Ventures retweeted
The biggest stock market on earth is coming to @SeiNetwork. The full S&P 500 as dShares™ for eligible US investors.
Tokenized S&P 500 stocks for U.S. investors are coming to Sei. @DinariGlobal’s dShares trade from self-custody wallets with USDC — each backed by the real asset. Sei is built for onchain equities.
13
62
353
18,917
Version One Ventures retweeted
We @VersionOneVC continue to be bullish on the Indian startup ecosystem and are excited to back the Rio Health team as they work to transform the delivery of medicine! More details below in @bwertz 👇
Today we're announcing that @VersionOneVC is leading a $4.5M Pre-Series A in Rio Health, a quick-commerce pharmacy delivering meds across Delhi NCR in 20-30 minutes. 30K+ orders/month from 3 dark stores, ~80% repeat. Now scaling to 15+. Pharmacy is the purest quick-commerce use case and the hardest to get right: 20,000 SKUs, pharmacist checks, zero tolerance for substitutions. Rio Health founders Ankur and Amit sweat every one of those details. As the son of two pharmacists, this one is personal. Full blog post in the comments.
1
9
665
Version One Ventures retweeted
Review security-related actions across your organization in Tenderly. → See changes in a chronological view → Examine actions in detail → Filter activity & share scoped views → Export logs for reviews & audits Gain full visibility with Audit Logs 👇 tenderly.co/blog/changelog/r…
1
1
455
Version One Ventures retweeted
Today we're announcing that @VersionOneVC is leading a $4.5M Pre-Series A in Rio Health, a quick-commerce pharmacy delivering meds across Delhi NCR in 20-30 minutes. 30K+ orders/month from 3 dark stores, ~80% repeat. Now scaling to 15+. Pharmacy is the purest quick-commerce use case and the hardest to get right: 20,000 SKUs, pharmacist checks, zero tolerance for substitutions. Rio Health founders Ankur and Amit sweat every one of those details. As the son of two pharmacists, this one is personal. Full blog post in the comments.
6
1
37
2,521
Version One Ventures retweeted
Not bad
.@Uniswap settled 140 million trades in August, more than Cboe BZX and NYSE American combined. NYSE American has been around since 1908. Uniswap launched in 2018. Five years ago it was ~2 million trades a month. Next rung up: NYSE Arca, at 232 million.
37
38
362
70,243
Version One Ventures retweeted
The SEC reaffirmed that eligible tokenized securities must provide holders with the same rights and privileges as the corresponding traditionally held security. For Dinari, the exemption validates the approach behind dShares™. Do more with your stocks.
The Daily Equity by @DinariGlobal Rob on how the SEC's tokenization exemption actually plays out, and the detail that matters most: "Last week the SEC opened a five-year window for tokenized stocks to trade on-chain. It's a trial, not permanent legislation, but the direction is clear." "The important detail is the SEC wants tokens representing actual shares, with dividend and voting rights." "Products that just track the price fall outside the framework. Existing tokenized stocks will have to adapt."
1
8
33
3,923
Version One Ventures retweeted
💊 Quick pharmacy startup Rio Health raises $4.5 Mn to scale its Delhi NCR network. 👇 The pre-Series A round was led by @VersionOneVC, with existing investors Xeed Ventures, @GoodCapitalVC and Amplify also participating. Rio Health will use the fresh capital to set up 12 more dark stores across Delhi NCR and strengthen its technology across ordering, inventory and delivery operations. Founded by Ankur Agrawal and Amit Ahuja, the startup delivers medicines and healthcare essentials within 20–30 minutes through an AI-enabled ordering system that can process text, voice or prescription images. Rio Health currently processes 30,000+ orders a month, offers 20,000+ SKUs and claims nearly 80% of its orders come from repeat customers. The startup is targeting an ARR of more than ₹150 Cr over the next 9–12 months. 🔗 Read more about Rio Health’s ₹43 Cr fundraise click here: 4-2.co/3VQqQQD #RioHealth #QuickCommerce #Healthtech #Pharmacy #News
1
5
1,316
Version One Ventures retweeted
Try shell.online v3 today
Your laptop is the bottleneck. That’s why we're launching shell.online v3. What's new: Run everything from one app. Every agent on every machine, in one list on your phone. Jump between sessions and answer them from anywhere. Claude Code reads like a chat. Sessions that help each other on the fly. Over MCP, your agent can pull answers straight out of your team's live sessions mid-task: the failing test, the deploy error, the fix someone's agent already found. Hand off without stopping. Pass a running agent to a teammate when you log off. It keeps going. Private by default. It all runs on your machines, end-to-end encrypted. You choose who sees what. Free and open source.
1
7
10,733
Version One Ventures retweeted
.@Uniswap settled 140 million trades in August, more than Cboe BZX and NYSE American combined. NYSE American has been around since 1908. Uniswap launched in 2018. Five years ago it was ~2 million trades a month. Next rung up: NYSE Arca, at 232 million.
35
49
307
159,415