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1/ποΈπ Introducing Level Up β the go-to podcast for serious investors doing real diligence on liquid token protocols.
Presented by @NetworkMedici
Hosted by @David_Grid & @SeanMFarrell, we go deep w/ top founders & fund managers to uncover where value accrues across leading blockchain projects and their tokens.
π§΅π
Everyone assumed the smartest model would own the stack. That assumption is breaking.
@chamath @liamihorne @allisondman are all pointing at the same shift that open models are closing in on the frontier but it's not just about the intelligence.
Hint: open compute, cryptography, and data privacy matter too.
Written by @0xtangelo of @FinalityCap
Since 2018, The Medici Network has convened institutions on digital assets: allocators, builders, policymakers. MIMI grew out of those rooms, and its first vault brings that work on-chain.
1/ Blockchain made markets accessible. MIMI seeks to make them investable.
MIMI is a developer of signal-driven, on-chain investment strategies. The first signal driven vault is coming to @monad: the MIMI On-Chain Economy Vault (mOCE).
mimi.markets
1/ ποΈ "The credit market just hasn't had that cloud moment yet."
@dennisbree puts credit at ~$200T, with only ~$60B on chain.
New Capital Markets Spotlight episode is LIVE on Level Up with Dennis at @Morpho.
Join @David_Grid & @SeanMFarrell as they dive into:
β How Blue, Vaults & Midnight fit together
β How fintechs and exchanges build on Morpho
β What banks ask about counterparty and smart contract risk
β Where vaults stand with the SEC
β The token model, and why there are no protocol fees today
π Full episode links below β¬οΈ
2/ π§ Watch Now:
YouTube πΊ: bit.ly/47ziqjh
Spotify πΊ: bit.ly/46XVjyL
Apple ποΈ: bit.ly/4yr5cku
The market scores the wrong stat. @PalantirTech, @Meta, and @RibbitCapital all circled the same three things this year: portable identity, portable data, and payments that don't need a relationship. All three have existed for years, and almost nobody bought them.
This month we dig into what changed, and what happens when AI agents start building their own credit history.
Written by @0xjinkys & @0xtangelo of @FinalityCap for @321Converge
1/ π "We don't charge retail. We don't charge takers. We charge our market makers."
So how does a perp DEX make money by giving trading away for free?
New Capital Markets Spotlight episode is LIVE β the first in the series. Filmed in person with @trevor_flipper, IR at @Lighter_xyz.
Join @David_Grid & @SeanMFarrell as they dive into:
β The market maker fee model & how execution works
β Inside the Robinhood deal and the 50/50 rev share
β The "white glove" approach to partner distribution
β RWAs going from 1% to 30% of volume in a year
β The US regulatory path and the Hyperliquid comparison
π Full episode links below β¬οΈ
2/ Listen to the full episodeππΌ
β’ YouTube: bit.ly/470tCoK
β’ Spotify: bit.ly/46wM3kT
β’ Apple: bit.ly/4hbVNpE
1/ π New special episode today on Medici Level Up β Live at LA 26
Join @David_Grid & @SeanMFarrell on-site as they sit down with 3 industry leaders in digital assets - a capital allocator, a protocol founder, and a builder bridging TradFi and blockchain.
βΆοΈ Full episode link + interview snippets below π
4/ π€ Interview 2 β Building for the AI Agent Era
@sreeramkannan, founder of @eigenlabs, on why blockchains are foundational for autonomous agents β giving software the ability to own property, take on liabilities, and start companies.
ππ₯: bit.ly/4w1cxpE
5/ π¦ Interview 3 β The Usability Layer for Digital Assets
Natalya Thakur, founder & CEO of @KnovaFinance, on unifying traditional and tokenized assets into one operating layer β and why usability is the real unlock for institutional adoption.
ππ₯: bit.ly/3SZ7pnx
1/ π "AI will be able to de-anonymize your wallet - it knows where and when you're transacting. It's a major risk.
So what should financial privacy look like in the age of AI?
New Level Up episode is LIVE with @will__mcevoy, CIO of
@cypherpunk. Join @David_Grid & @SeanMFarrell as they dive into:
β Why privacy may be "the other side of the AI coin"
β The investment thesis behind Zcash and Cypherpunk
β Bitcoin's institutionalization and the revival of cypherpunk ideals
β The evolution of digital asset treasuries
β Key catalysts and risks shaping the privacy thesis
π Full episode links below β¬οΈ
2/ Listen to the full episodeππΌ
YouTube πΊ: bit.ly/4eBUT5O
Spotify πΊ: bit.ly/4faQxCI
Apple π§: bit.ly/4anVFAW
Medici Network retweeted
A $1.8T asset manager just built a dedicated crypto investment team. Iβm the Chief Investment Officer.
The βdo digital assets have staying power?β debate is over. Hereβs what comes next π§΅
Prediction made at Medici LA 25
medium.com/@adam_winnick/medβ¦
In May 2025 I predicted the globalization tokenization fractionalization and memeification of the American financial system. It will allow companies to lower their cost of capital and for retail to directly access opportunities earlier than ever - as opposed to be dumped on by private market investors. Memes are powerful and valuable. The American dream is a meme. So is the Agentic Web. I couldnβt predict who would build this but I feel fortunate my team @finalitycap found @StephenGrugett and his partners. May @MNX_fi and their products find their way into the hearts minds and wallets of every person who wants to own a piece of the Agentic Web - or hedge their exposure to it.













