Today, our group company Hivemind Digital Group is announcing the completion of $17M in strategic funding, led by M&G Investments, with participation from CPIC Investment Management (H.K.) Company Ltd., ZA Bank, @FalconXGlobal, and Sonic Boom Ventures, alongside board members and senior executives at leading financial institutions. We are pleased to welcome Alex Seddon, Head of Impact and Private Equity at M&G Investments, to our Board of Directors. Our thesis has been consistent since day one, and becomes even more clear today. Blockchain and the broader frontier technology are increasingly becoming a new form of financial asset, and having a profound impact on reshaping financial service infrastructure. Investors should be able to access these new financial primitives with institutional-grade transparency and governance. This milestone accelerates the infrastructure build-out that makes it possible, and we are excited to be at the forefront of the grand financialization of frontier technology. Read the full announcement ➡️ hivemind.capital/content/hiv…

Matt Brassey, Engineering Manager at Blueprint, built our staking infrastructure to institutional standards, powering the staking behind public DATs like @avax_one on @avax, @UpexiTreasury on @solana, and funds like @HivemindCap. Blueprint validators deliver industry leading security, uptime and rewards. If you're interested in putting your treasury to work, or partnering with Blueprint, learn more at theblueprint.xyz

AI leaderboards can make model performance look definitive. In practice, the signal is getting harder to trust. In a new article for @Enterprise_Time, Hivemind Capital Partner and Head of Venture & Research Emmanuel Vallod examines why benchmarks are becoming less useful as tests are saturated or contaminated and leading models increasingly cluster near the top. For organizations evaluating AI, the more meaningful question is how the full system performs under real operating conditions. Emmanuel explores why infrastructure and sustained reliability are becoming increasingly important measures of where AI can deliver lasting value. Read the full article: enterprisetimes.co.uk/2026/0…

AI Startups: Tech-First vs. Distribution-First? Listen to episode #288 of the Ignite Podcast with Emmanuel Vallod of Hivermind Capital on your favorite podcast player here: buff.ly/HxWe70g @hivemindcap #Startups #VentureCapital #Investing

What Challenges Test Startup Growth? Listen to episode #288 of the Ignite Podcast with Emmanuel Vallod of Hivermind Capital on your favorite podcast player here: buff.ly/HxWe70g @hivemindcap #Startups #VentureCapital #Investing

Blueprint's global offsite in NYC brought our team together from around the world last week. We celebrated our wins, tackled tough challenges and mapped out our path ahead. CEO @_JakeGreenstein laid out the vision, applying the lessons learned building operations from scratch at @HivemindCap and Algorand Inc. Jake knows where the hours disappear, where the security issues lurk and where the risk hides. Fix the operations layer and you clear the path for the whole industry. One ledger and one platform for portfolio management, staking, accounting and tax. Learn more about us at theblueprint.xyz.

NEW: @zhang_matt to speak at DAS London Nov 10–11. London. Be there.

Our event is underway! @XinfinUSA is moderating a panel on AI Agents on Blockchain: Hype, Hurdles, and What Actually Works. He’s joined by @robotventures, @HivemindCap, and @IBM

Blueprint now integrates with @CopperHQ — including full support for ClearLoop. The Problem: ClearLoop is elegant infrastructure, but it can create an accounting problem. Your assets never leave Copper’s secure custody, but they're delegated as collateral on the exchange. The same BTC shows up in two places at once, a custody balance at Copper and an exchange balance. If your books don't understand delegation, you’re either double-counting it or losing it. The Solution: Blueprint tracks the full ClearLoop lifecycle: delegations, undelegations, and settlement events, in order with timestamps. Delegated collateral is represented accurately, visible at the exchange, counted once. The Result: A clean close: What's in custody, what's working on the exchange, what settled overnight. A clean tie between them. Off-exchange settlement shouldn't cost you your reconciliation. Now it doesn't.

My last post mapped the agentic commerce stack into 6 layers. Across these layers, value accrues in a barbell: the app layer at the top, merchant acceptance & settlement at the bottom. This post covers how the major players are scaling across those layers to compete for market share, with each one already dominating a high-value layer and racing to control more of the end-to-end transaction flow to gain an early-mover advantage. Some takeaways:

Our own @zhang_matt joins the investor hot seat at the @avax Summit later this month. Matt will sit down with Christopher Cheung (TenSquared Capital), Anjan Vinod (ParaFi Capital), and Joe Bruzzesi (Raptor Digital) for Investor Hot Seat: Ask Anything, moderated by Michael Bucella (Neoclassic Capital). The panel covers what gets funded, what gets passed on, and what founders need to know about raising capital right now. 📅 Wednesday, September 16 🕐 12:35 - 1:05 PM ET 📍 Chelsea Industrial, Hudson Stage Learn more at avalanchesummit.com

What happens to breakthrough technology before there’s a company to invest in? Too often, it gets stuck in the gap between research and commercialization. Hivemind's Head of Venture & Research Emmanuel Vallod joined Ian Bergman on the Innovators Inside podcast to discuss why traditional venture capital often arrives too late for frontier research, and how darkmatter lab is working to change that by supporting promising AI and blockchain projects before company formation. They also look ahead at what a more research-first approach to venture could mean for the next generation of deep tech companies. 🎧 Listen here: bit.ly/4eu29Pn ▶️ Watch here: bit.ly/400tYJb

We'll see you at the @rwasummit in Brooklyn next week when @zhang_matt takes the stage. Matt joins the panel "Getting the Soup Just Right: Creating the Conditions for Liquidity and Secondary Market Activity," alongside Alex Taaffe (@GSR_io) and Simon Barnby (@ArchaxEx), moderated by Krisztián Sándor of @CoinDesk. Our recent $17M strategic funding round, led by M&G Investments, will help us accelerate our tokenization initiatives, and this panel is the perfect place to explore those opportunities and how we can enable the technology. 📅 Tuesday, September 1, 2026 🕒 2:55-3:20 PM 🔗 rwasummit.io/brooklyn-2026/a… We hope to see you there!

Hivemind Capital has published a new research paper: Everything You Wanted to Know About Compute Markets but Were Afraid to Ask. It examines how compute could develop from a cloud service into a financial market. The foundations are already visible in the agreements offered by cloud providers, but pricing remains opaque and each provider operates within its own closed system. The report considers how an exchange-traded layer could improve transparency and help buyers plan future capacity. The research arrives as the Commodity Futures Trading Commission seeks industry input on compute derivatives, including whether cash markets are ready to support them. Our new blog introduces Hivemind’s framework for the discussion. You can read our introduction to the research here: hivemind.capital/content/eve…

Agentic commerce is typically discussed as one large, emerging market opportunity. But it’s worth looking at each layer of the agentic commerce tech stack to see where value is actually captured and who is best positioned to capture it. I’ve mapped the stack by layer, open vs. closed source, and value accrual. Some takeaways:

Taking place at @sxsw 2027 (March 15 - 21, 2027), our Head of Venture and Research, Emmanuel Vallod will lead an interactive session on exactly what happens when intelligence outgrows the systems that created it. SXSW Panel Picker for community voting is open now and if this is the conversation you want in Austin. Cast your vote: participate.sxsw.com/flow/sx…

Recently our Head of Venture and Research, Emmanuel Vallod sat with @brianrbell on the latest episode of the @teamignitevc podcast where they discussed why most AI application companies fail and the economical constraints that frontier tech researchers face before a company even forms. 🎧Listen to the full episode substack.com/@igniteinsights…