Interesting trends from this batch and over the last year We’re seeing more founders building on Canton, specifically in areas targeting institutional traders. Compute is being financialized and brought onchain, especially GPUs and inference. Physical AI is accelerating and there’s a broader shift from bits -> atoms, with founders taking on more personal and technical risk to solve real world problems. Energy is becoming part of this same stack solar, batteries, storage, and the infrastructure around powering compute and the physical world. We’ve already seen 4 acquisitions from our founders this year, specifically around prediction market infra and compute, as larger players are entering our markets. It feels like we’re speed running the tokenization of everything financial assets, compute, GPUs, and energy And we’re seeing more founders get term sheets immediately before or after Demo Day.

As it turns out, the formula for being a high performer is incredibly simple and incredibly hard at the same time show up every day, do the hard work, bring your best, and expect the same from the people around you. It doesn’t matter if you’re trying to be an athlete, founder, streamer, or comedian. The formula is the same. The difference is just the specialization. That’s how you compete with startups 10x bigger than you or people with more resources than you. And you hope the people you’re competing with slow down, get distracted, make excuses, or surround themselves with people who are incompetent Most people aren’t built to operate this way consistently. That’s what separates good from excellent.

ALL18 Founders Dinner Sept 2026

Kamino - ALL7 USDai -ALL7 Alliance backed both in Jan 2022, now 4 years later they are building together in public. Compute-backed credit is now live in a real money market.

Think the other thesis for Zcash is that it becomes the canary network for Bitcoin, where you can experiment with upgrades and new primitives faster, prove it works in production, and hopefully force the BTC community’s hand.

Great to see two Alliance alums, USDAI and Kamino, teaming up to bring GPU backed credit onchain.

If you’re a founder struggling to find product market fit, getting close to escape velocity, or just want to learn from others building onchain consider coming to this event. We’re bringing together a small, curated group of founders in Singapore, including a select few unicorn founders, to share what’s working, what isn’t, and the lessons they learned getting there. luma.com/confessions

We are hiring across the board and scaling fast. wellfound.com/company/dinari…

Build something that matters. ALL19 early applications close tonight at midnight PT. $400,000 to each startup. Apply → alliance.xyz

You’re going to spend the next few years of your life building something most people think won’t work or worse doubt you’re capable of making it work. Prove them wrong. Apply below.

The “be your own vault” or "pooled capital is bad" pitch gets a lot less convincing once you look under the hood. For one reason or another, folks with such views lean into a biased view.

Updown is building short term options for stock tokens

introducing updown. the social onchain derivatives exchange. trade options and intervals on US equities, anywhere, anytime.

I just made an agent on my computer pay for an image capture and processing session on a connected hardware device that was authorized to provide this capability by another agent on another device. I accomplished all of this without any internet connections between these devices. The possibilities this opens up are endless, autonomous vehicles can coordinate with drones for route guidance, connect to sensors to receive weather updates, or coordinate with each other to exchange skills in a swarm. Productivity robots can talk to personal assistants to understand user preferences, or receive outage data from field technicians to perform repairs, all without the need for an active internet connection or expensive backhaul solutions. Useful intelligence has moved onto devices; autonomous systems are expanding from isolated machines into fleets; and connectivity continues to fragment across Bluetooth, Wi-Fi, cellular, satellite, and specialized radios. Those networks extend reach, but none supplies the shared application contract required to decide who may act, what capability is available, which route should carry the request, how state converges after disconnection, and what evidence proves completion. Offline Protocol packages the missing contract as one integrated stack and abstracts multiple transports with automatic failover; OfflineID provides device-owned identity that peers can verify locally; Messaging Layer Security protects sessions; serverless discovery lets a device advertise, find, and invoke a capability without DNS or a cloud directory; reliable delivery adds acknowledgment, retry, deduplication, retention, and replay; and the shipped CRDT data layer synchronizes application state through compact deltas and deterministically merges concurrent offline edits. Our protocol has reached 350,000+ cumulative deployed device instances, with 11,500+ network clusters active in the trailing 30 days, and 12,000+ SDK package installs. Within a month of starting our commercial motion, we've already signed 4 LOIs, 2 paid pilots, 6 more in technical scoping, and have several enterprise level distribution partnerships in negotiations. I have historically been too quiet and not outspoken enough about our work, a VC recently told me I am too humble about our trajectory and technology, and so for once I want to really share how confident I feel about the progress we're making and the brand new paradigm of machine coordination our technology opens up.

The ALL19 early application deadline is tonight at midnight PST. Apply at alliance.xyz to: - Receive $400,000 in funding - Pitch Top VCs at Demo Day - Join the Alliance Founder Network

This $200B market shouldn't run on outdated technology. These founders are building a new distribution layer for energy in Brazil, aggregating solar supply and giving resellers a single platform to sell businesses lower cost power. Starting in Brazil. Thinking globally. This is the ambition we back at Alliance. Apply by tomorrow to be considered for early application acceptance.

Carry traders play several roles, the most basic is moving capital from where it is cheap and plentiful to where it is scarce and in demand. @numoforex, we're building for carry traders.

The fixed rate layer for DeFi is live on mainnet for early access! Lock in a fixed rate loan, earn yield as an LP, or trade rate swings with leverage. A year of work on the missing rate-risk layer, built to grow onchain credit and long-term fixed income. Try it: kairosswap.com Comment “Kairos” for an early access code 🧵