Fintech within crypto/blockchain

Boston, MA
Based in United States
Jeremy Wallis retweeted
The US CLARITY Act has an initial vote this week in the Senate. We’re bullish on the Clarity Act - for the future of finance and for American fintech startups. By specifying regulators and clarifying rules, Clarity makes it easier for American founders to build with blockchains.
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Jeremy Wallis retweeted
Gate Ventures Podcast | Episode 14 Scarcity: Alpha, Tungsten, Dinosaur Bones 🌟Guest: Daniel Matuszewski, Co-founder of CMS Holdings @cmsholdings 🎤Host: Jeremy Wallis, Partner at Gate Ventures @Fintechblocks Welcome to our live show! nitter.net/i/broadcasts/1jGXgBZnA…
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Jeremy Wallis retweeted
Gate Ventures Podcast | Episode 14 Scarcity: Alpha, Tungsten, Dinosaur Bones 🌟Guest: Daniel Matuszewski, Co-founder of CMS Holdings @cmsholdings 🎤Host: Jeremy Wallis, Partner at Gate Ventures @Fintechblocks Bitcoin, a 41-pound tungsten cube, and a 70-million-year-old skeleton. Three very different assets, one shared question: what actually makes something scarce — and who decides what that scarcity is worth? Our guest Daniel Matuszewski, Co-founder of CMS Holdings and former Head of Trading at Circle, has spent four cycles trading scarcity in every form it comes in. He joins us to talk about where crypto liquidity goes when it leaves the screen. We'll cover: 🔹Bitcoin, tungsten, fossils — which purchase still best expresses how he thinks about scarce assets 🔹Tungsten cubes: a density meme that became a position, or a real analog to hard money? 🔹Fossil price discovery from Stan to Apex to Gus — how it rhymes with a thin alt going parabolic on one venue 🔹Diligencing a skeleton like a token: provenance, composites, and what the fossil equivalent of a rug looks like 🔹The private fossil market vs. early crypto OTC — same information asymmetry, same counterparty risk, older collateral 🔹Would a "dinosaur index" or tungsten futures market ever be tradable — and what's the next dino trade? September 10, 2026, 2 – 3 PM UTC | 10 – 11 PM GMT+8 📍Video livestream on Gate Ventures' X — also live on X Spaces. Set your reminder 👇 nitter.net/i/spaces/1RKjpbk…
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Jeremy Wallis retweeted
Gate Ventures Podcast | Episode 13 Future of Crypto Banking: Anchorage's Vision for Institutional Digital Assets 🌟Guest: Nathan McCauley, CEO & Co-Founder of Anchorage Digital @Anchorage @nathanmccauley 📷Host: Jeremy Wallis, Partner of Gate Ventures @Fintechblocks Welcome to our live show! nitter.net/i/broadcasts/1YGNrbzbl…
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Jeremy Wallis retweeted
Gate Ventures Podcast | Episode 13 Future of Crypto Banking: Anchorage's Vision for Institutional Digital Assets 🌟Guest: Nathan McCauley, CEO & Co-Founder of Anchorage Digital @Anchorage @nathanmccauley 🎤Host: Jeremy Wallis, Partner of Gate Ventures @Fintechblocks Most institutions still treat digital assets as a specialized allocation, not a line on the balance sheet. The gap isn't conviction — it's banking infrastructure. Custody, settlement, and rails that a regulated institution can actually underwrite. Our guest Nathan McCauley, CEO and Co-Founder of Anchorage Digital — the first federally chartered crypto bank in the U.S. — joins us to unpack what real crypto banking looks like, and what it takes to earn institutional trust at scale. We'll cover: 🔹How a federal banking charter reshapes product, onboarding, and true banking rails — not just custody 🔹The remaining friction for institutions holding, moving, and settling crypto at scale 🔹Where on-chain settlement meets traditional rails, and who bridges the two 🔹Anchorage's place in the stablecoin & tokenized deposit stack as regulated cash products arrive 🔹Hardening security: key management and operational controls after the industry's biggest incidents 🔹Innovation speed vs. the conservative risk posture of a chartered bank 🔹What the industry still underestimates about earning institutional trust 🗓️September 2, 2026, 3 – 4 PM UTC | 11 PM – 12 AM GMT+8 📍Video livestream on Gate Ventures' X — also live on X Spaces. Set your reminder 👇nitter.net/i/spaces/1oKMvNm…
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Jeremy Wallis retweeted
.@DefiLlama just put Gate under the microscope. Here's what they found. Top 3 CEX by total volume. 117% reserve ratio across 500+ assets. BTC reserves at 124.2% coverage, ETH at 122.02%. And $308M in net inflows over the past 30 days — second across all CEXs. Diversified. Overcollateralized. Independently verified. Full report 👇
One of the more leveraged trading books in crypto is running on a reserve base worth taking a closer look. @Gate's open interest sits at $12.5B, and derivatives make up +2x the share of trades that spot does. That much leverage raises the question: what's backing it? Disclosed onchain reserves: → BTC: $1.28B → ETH: $709M → USD1: $370.5M → USDT (spUSDT): $108.4M → Other stables: $312.2M → DOGE: $161.3M → stETH: $115.7M $GT, Gate's native token, totals $727.9M and is tracked separately. Overall, per Gate's July 27 Proof of Reserves report, the exchange has a 117% coverage ratio across ~500 asset types, totaling $4.61 billion in clean (non-own-token) reserves. Read more about Gate in our latest spotlight: defillama.com/research/spotl…
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Jeremy Wallis retweeted
Gate Ventures Podcast | Episode 12 The Evolution of Crypto Capital Markets & Where DeFi is Today 🌟Guest: Danish Chaudhry - GP & Co-Founder Paper Ventures @djchaudhry_ @papervc 📷Host: Jeremy Wallis, Partner at Gate Ventures @fintechblocks Welcome to our live show! nitter.net/i/broadcasts/1kKzDPawY…
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AgoraGroup is proud to announce that Jeremy Wallis, @Fintechblocks, is joining the 2nd European edition of the Global Blockchain Congress. Jeremy Wallis is a seasoned crypto VC and current Partner at @gate_ventures, where he invests in early-stage companies building next-generation financial infrastructure, trading markets, and emerging fintech applications. He works closely with founders developing transformative products and platforms in the space. We're beyond excited and looking forward to listening to what exclusive insights Jeremy is going to share on the GBC stage. Be part of the blockchain revolution happening at the 2nd European GBC. Register now: bit.ly/GBC-UK #blockchain #London
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Jeremy Wallis retweeted
Welcome to the second episode of the Gate Ventures Podcast! Our Partner Jeremy Wallis @Fintechblocks with Jed Breed @JedBreed, Founder of @breed_vc, to discuss his 13-year crypto journey—from mining Bitcoin and launching USDC at Circle to building Breed VC. They also explore the evolving token landscape, founder qualities, and the future of TradFi and DeFi. 🎧 Now available on YouTube and Spotify! 🔹 YouTube: piped.video/0bJbn8kcaok 🔹 Spotify: open.spotify.com/episode/6ZM… —— 🔑Key takeaways: ✅ Jed's 13-year arc: MIT mining days → Circle/USDC → Accomplice DeFi fund → Breed VC ✅ Is AI the new 2021 bubble? "Anthropic is basically saying they're building God" — and why crypto is the contrarian play ✅ Founder psychology: grit, trauma, and the "revenge founder" archetype — why a chip on the shoulder beats a comfortable past exit ✅ RWA thesis: tokenizing equities, pre-IPO shares (SpaceX at $1.75T), mineral rights, power contracts ✅ What tier-1 VC backing actually signals to retail — and 3 metrics to always check: token float, lockup schedule, social media authenticity —— #Crypto #DeFi #VentureCapital #Web3 #RWA #Bitcoin #AI #BreedVC #GateVentures
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Jeremy Wallis retweeted
Gate Ventures Podcast | Episode 2 Topic: DeFi's Real Game — What Web3 VCs Know That Retail Doesn't 🎙️Jed Breed @JedBreed, Founder & GP of Breed VC 🎙️Jeremy Wallis @Fintechblocks, Gate Ventures Partner Few people in crypto have operated across all four of these vantage points simultaneously: — BTC miner (2014) — Head of Digital Assets at Circle, instrumental in launching USDC — DeFi market-neutral fund manager at Accomplice — Pre-seed crypto VC This episode covers: — How Web3 VCs actually generate returns and exit — What the GENIUS Act genuinely unlocks for US founders — RWA in 2026: real institutional adoption or recycled narrative? — The metrics retail consistently misreads: TVL, volume, and VC backing 📅 June 9 | 1:00 – 2:30 PM ET 📍Live on Gate Ventures X and available on YouTube and Spotify on June 20.
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Jeremy Wallis retweeted
USD stablecoins dominate 99% of the market. But the other 1% just grew 16x in 3 years. Local currency stablecoin supply is up 70%. On-chain transfer volume went from $600M to $10B. EURC is live on Aave and Visa Direct. BRLA hit $400M+ transfer volume in Feb 2026. XSGD is quietly settling Grab × Alipay+ in the background. And @circle StableFX is now trying to connect all of them — with RFQ mechanics and PvP atomic settlement. Essentially an on-chain FX network. The $9.6T/day FX market hasn't been disrupted yet. But the plumbing is being laid — and most people haven't noticed. Full breakdown 👇 medium.com/@gate_ventures/th…
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Jeremy Wallis retweeted
Our partner Jeremy Wallis is representing Gate Ventures at the #BostonFIXForum on June 11! 🎙️Panel Topic: Digital Assets & Institutional Market Structure — exploring how tokenisation and digital assets are transforming the financial landscape for institutional players. 📅 Thursday, June 11, 2026 📍 State Street, Floor 12, One Congress Street, Boston, MA Hosted by @StateStreet in partnership with @FIXTradingComm Register to attend 👉 fixtrading.org/event/bostonf…
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Jeremy Wallis retweeted
Its happening. Full StableCoin adoption.
Today, our Board of Directors approved a proposed rule that would establish requirements under the GENIUS Act for FDIC-supervised stablecoin issuers. fdic.gov/news/press-releases…
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The last month, by the numbers on Provenance Pulse📊 Since our last pulse check at the beginning of March: → added ~$1B in total value locked → MoM chain transaction up 113% → increased network participation by nearly 2,000 With the recent launches of OPEN, and now Figure Forge, @Figure has been driving serious volume on-chain. The credit layer for all of DeFi is being built, and it’s happening on Provenance.
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Jeremy Wallis retweeted
The era of turf wars, duplicative registrations, & differing regulations between @SECgov & @CFTC is over. By aligning regulatory definitions, coordinating oversight, & facilitating data sharing, @ChairmanSelig & I will ensure we deliver the clarity market participants deserve.
🚨 TODAY: Alongside the @CFTC, we entered into an updated Memorandum of Understanding to guide future coordination between our two agencies.   This MOU will support lawful innovation, uphold market integrity, and promote investor and customer protection.   Link in the comments.
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Jeremy Wallis retweeted
1/ MIT just published a paper that shows us why every bank fighting crypto will lose. It's called "Some Simple Economics of AGI" by @ccatalini et al. Here’s a thread on why AI makes crypto inevitable:
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Jeremy Wallis retweeted
BITCOIN HISTORY WAS JUST MADE IN FLORIDA We are now the FIRST STATE to Pass a Stablecoin framework in the nation! It has now passed the Senate and the House, and will be signed by DeSantis within the next 30 days! How was this able to happen? Well, because we are literally the best State in the Union, that is how. Florida has been the leader in the Bitcoin world, and we will continue to be a leader to ensure we are the Bitcoin Capitol of the United States and the World. Thank you to everyone who has been a part of this process, from the small group of power players like @ZachWitkoff and @_jasonholloway to those within Florida's government who have made this such a successful Legislative Session.
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Jeremy Wallis retweeted
🚨 Claude just got access to live stock prices, balance sheets, cash flow statements, and breaking company news in real time. No hallucinations. No guessing. Actual structured financial data. It's called Financial Datasets MCP Server and Wall Street should be nervous: ↓
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Jeremy Wallis retweeted
BREAKING: $2.5 TRILLION CITI JUST ANNOUNCED LIVE AT STRATEGY WORLD IT WILL INTEGRATE #BITCOIN THIS YEAR “WE’RE MAKING BTC BANKABLE." THIS IS HUGE 🚀
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Jeremy Wallis retweeted
🚨BREAKING: Google DeepMind just dropped a research bomb! It's called AlphaEvolve and it's using LLMs to automatically write better AI algorithms than humans can. No manual tuning. No trial-and-error. No human intuition required. AlphaEvolve treats algorithm source code as a genome → LLM acts as the mutation engine → Proposes semantically meaningful code changes → Auto-evaluates fitness on real game benchmarks → Keeps winners, evolves further Here's the wildest part: The AI discovered a warm-start threshold of iteration 500... without being told the evaluation horizon was 1000 iterations. It found non-intuitive mechanisms humans never would have designed manually. The results? VAD-CFR beats every state-of-the-art baseline in 10 of 11 games tested. SHOR-PSRO outperforms Nash, AlphaRank, and PRD solvers. This is the recursion nobody was ready for AI systems that design better AI learning algorithms than the researchers who built them. Paper dropped February 2026. Link in first comment.
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