The first episode of the Stateful podcast is now available. @masonnystrom, along with @Veradittakit and @FranklinBi, discuss why the number of cryptocurrency venture capital deals has dropped by 50%, while funding has reached a staggering $34 billion—and what this "safe haven" trend means for the next cycle. The episode also shares recent hot topics regarding DAT, payment chains, privacy investing, and whether L1 transactions are truly dead. Three 85% drops. Four cycles. Not hype. 00:20 Introduction to Stateful 00:57 The Current State of Cryptocurrency Venture Capital – Data Analysis 01:38 Why is the Number of Transactions Down 50%? 03:53 Circle IPO and Exit Story 07:10 Digital Asset Treasury – Future Outlook 11:51 Investment Themes and Trends 12:43 Tokenization: A Decades-Long Strategy 14:15 ZK-TLS and Non-Custodial Data 16:28 Stablecoin Payment Track 18:10 Prediction Market Unlocking 21:58 Bullish or Bearish: $HOOD vs. $COIN 27:54 Bullish or Bearish: Stablecoin Payment Chain 34:18 Privacy as a Feature or a Product 38:28 Timeline: Unlocking Plans 44:34 Is L1 Trading Dead?

Why Did Pantera Invest in Surf? Host @thatdegenvc interviewed @0xfishylosopher from @PanteraCapital to learn his views on intelligent commerce, encrypted AI, and the future of Surf. Timestamps: 0:00 Introduction 1:08 Why Did Pantera Invest in Surf? 4:16 Consumers and Infrastructure 5:57 Is a Product Like Surf Worth a $15 Million Investment? 7:49 What is Pantera's Jay Yu Focused On? 11:33 Low-Cost Mortgages 14:26 Revenue Meta-Analysis 16:20 What is the Nature of Encrypted AI? 20:27 Why Are Vendors Adopting the x402 Protocol? 22:49 The Future of Intelligent Commerce 24:39 Trust Proxy 28:08 The Current State of Venture Capital 31:25 Jay's Predictions for 2025 (Review)

RedotPay has raised $107 million in Series B funding to expand its stablecoin payment platform.

We are thrilled to announce the successful completion of our Series B funding round! This is a significant step in our commitment to making digital financial services easily, securely, and efficiently accessible to everyone. 🚀 Based on blockchain technology, we transcend traditional fintech, providing global users with a faster, more convenient, and more reliable experience. 🌍 Thank you to our community and partners for your continued support. A new chapter begins. 🌐✨

We have reached an agreement to bring the @interop_labs team (the initial development team of @axelar, a leading interoperability technology stack) into Circle to accelerate collaboration with @Arc and CCTP, ushering in the next chapter of multi-chain infrastructure. We look forward to welcoming our new member to the Circle family after the transaction is completed. The Axelar network, foundation, and AXL token are not included in this acquisition; they will continue to operate independently under community governance, with network development led by @CommonPrefix. For more information, please click here:

Debate: "This court believes that token buybacks are a mechanism for accumulating net negative value." @masonnystrom @MaxResnick1 @baalazamon @viktorfischer Who won?

Our team will be attending the Solana Abu Dhabi conference in 2025. @CosmoJiang and @masonnystrom will discuss topics such as DAT, L1 licensing, and token buybacks.

Surf has provided over 1 million research reports to more than 80,000 users, helping them replace general-purpose LLMs with trusted, professional artificial intelligence (AI). Today, we are pleased to announce that we have raised $15 million to scale our first AI model specifically built for the cryptocurrency market. (1/6)

Pantera is delighted to lead a $15 million investment in @SurfAI, a company dedicated to building a leading cryptocurrency AI assistant. We believe there's a significant educational problem with cryptocurrency today—on-chain research means a haphazard mix of tools like Dune control panels, block scanners, and APIs. This approach hinders widespread adoption. Even the most mainstream AI models (such as GPT, Claude, Grok, and DeepSeek) have an accuracy rate below 70% for precise cryptocurrency queries like: > “What is the timestamp of ETH block 19,560,000?” > “How much stETH was newly minted on December 31, 2024?” If transactions are based on this information, any error could result in millions of dollars in losses. @SurfAI was created to address this need. Surf offers a clean, chat-like interface for delivering native cryptocurrency intelligence, including: > Price movements and project fundamental analysis > Whale tracking > Social sentiment analysis > On-chain data and analytics All content is presented in easy-to-understand, verifiable research reports. Surf's underlying technology integrates multi-agent inference, intelligent data aggregation, and verification, delivering a consumer-grade product experience in a competitive and information-saturated environment. We are impressed by the technical and product insights of @ryanli_me, @WilsonWei777, @shiyuSQ, and @zhimao_liu. Since its launch, Surf has attracted over 80,000 users, including institutional analysts, the crypto community, and general traders. Higher quality information > Smarter decisions > Better markets. Let's work together to elevate the intelligence of crypto. Experience Surf now: Click here to learn more:

Obol and @dsrvlabs have jointly released a report on the current state of Ethereum in South Korea. This report provides an in-depth analysis of one of Ethereum's most distinctive local communities and highlights key figures driving its development. As we've discovered, the South Korean community is ready to co-create the future 🇰🇷🌱