Partnering with Crypto Founders from Day 0
New York
Joined February 2017
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Reciprocal Ventures retweeted
I’ll be on the Money20/20 stage in Las Vegas next week with Stuti Pandey from @PanteraCapital.
📍 October 20th, 4:40 PM @ The Intersection Stage
We’re talking about two things getting cheap at the same time: cognition, thanks to AI, and settling money, thanks to stablecoins.
When both get close to free, where does the value in payments end up?
Stuti’s view is that it moves away from the rails and toward regulated trust, data, and distribution.
I’ll bring the view from inside @CoinflowLabs, a company running this in production right now.
A merchant accepts payment via card, Venmo, ACH, PIX, you name it. Under the hood, we settle in #stablecoins.
The merchant never sees it. Neither does their customer. Both get the outcome they desire faster and more securely than ever.
Let’s keep the conversation going after. If you’ll be at #Money2020USA, DM me, and we can find time.
Reciprocal Ventures retweeted
What BitTorrent did for files, we want to do for AI inference.
Antseed lets anyone buy and sell access to AI models, on their own terms.
The Antseed Foundation has raised $2.4M in a token round led by Spark Capital to help make that happen.
Reciprocal Ventures retweeted
after months of building, excited to finally share antseed's funding round, led by spark capital
our similarity to bittorrent isn't a coincidence, it's a design choice. we want a network that's as open as possible, where anyone can take part in its economic activity
looking forward to keep building this with @amosmeiri and the whole antseed community
lfg 🐜
Reciprocal Ventures retweeted
Use AI on your terms.
We’re grateful to everyone backing the network and helping us make AI inference open to everyone.
This is just the beginning.
Reciprocal Ventures retweeted
Today, we are announcing our investment in @AntSeed
As the inference market continues to grow and mature, we believe independent aggregators will play a critical role in supporting fair and efficient markets.
Read more about why we believe AntSeed has the right product and strategy to take on this mission 👇
Reciprocal Ventures retweeted
Thank you @0xTraderSam and @recvcx ! We are so happy to have you with us in this journey.
Reciprocal Ventures retweeted
Earlier this year, @recvcx backed @fractalsfi, a startup tackling one of the must substantial opportunities in crypto: physical infrastructure financing.
DePIN’s generated $72M in FY25 onchain revenue and proved crypto could coordinate real-world infrastructure, but relied on token emissions to compensate operators ahead of real demand, leaving those who funded the buildout without a direct claim on the cash flows they would generate.
The evolution of DePIN is InfraFi Operators can raise capital against productive assets without financing every deployment themselves. Capital providers can participate in the economics of infrastructure without installing, operating, or maintaining it. The asset itself becomes the center of capital formation, with ownership and returns tied to the economic output it generates.
I firmly believe physical infrastructure financing via crypto will look obvious in hindsight, we just needed a company like @fractalsfi to find assets, structure and underwrite the deals, and tokenize and distribute the economics.
Reciprocal Ventures retweeted
0/ Excited to announce @recvcx led @fractalsfi’s pre-seed.
Fractals is a marketplace for financing physical infrastructure with onchain capital.
@bigshaan, @maxknivets, @camgruss, and @ImmutableMad are striving to turn InfraFi into one of crypto's most important use cases.
Reciprocal Ventures retweeted
Prediction markets just got Wall Street-grade trading infrastructure.
@Kalshi’s live order book is now streaming on @DoubleZero Edge, a multi-venue, real-time market-data platform.
Institutional-grade market data is now open to anyone, anywhere.
Reciprocal Ventures retweeted
Had dinner this week with a dozen AI founders and enterprise AI buyers/decision-makers.
The gap between the hype on X and what's happening inside enterprises is massive.
5 things I learned:
1/ Claude was the most ubiquitously adopted coding platform/harness (not surprising). Anthropic's early lead in agentic coding is real.
2/ Everyone is thinking about multi-model optimization. Nobody has it figured out.
Implementation and adoption are still messy. Some enterprises already feel the friction of vendor lock-in and have resorted to manually pushing internal teams to switch providers when they notice massive swings in token cost.
Adoption of third-party routing and non-frontier-lab harnesses: zero.
3/ Evals only cover the middle of the workflow: prompt in, output out.
They miss what happens right before the prompt and after the output, which makes token ROI incredibly difficult to track at scale. Execs are vigilant about token budgets but don't yet know how to calculate real work value per dollar spent.
4/ Teams at the same company are often on separate instances from the same provider (budgets, rate limits, use cases).
Result: artifacts, skills, and tools get siloed even when they'd be useful elsewhere in the org.
5/ AI-written code has shifted the bottleneck from writing to reviewing.
Models are verbose → PRs are verbose → reviews eat time. Smaller teams are rewriting PR policies and shipping daily instead of weekly to maximize agentic coding while minimizing review burden.
Running it back in NYC this September. Expect good food (s/o The Tyger for round one), maybe some neon blue spicy margs, and zero hype.
If you want a seat at our next dinner, drop a reply.
Reciprocal Ventures retweeted
Introducing MPP Credits.
Fund your agent using Tempo Wallet with credit or debit cards, Apple Pay, or Google Pay, then spend at MPP-enabled APIs.
MPP credits are issued by @CoinflowLabs, with merchants settling in stablecoins on Tempo under the hood.
tempo.xyz/blog/mpp-credits
Reciprocal Ventures retweeted
The future of agentic payments is being built on @tempo with @CoinflowLabs rails.
Introducing MPP Credits.
Fund your agent using Tempo Wallet with credit or debit cards, Apple Pay, or Google Pay, then spend at MPP-enabled APIs.
MPP credits are issued by @CoinflowLabs, with merchants settling in stablecoins on Tempo under the hood.
tempo.xyz/blog/mpp-credits
Reciprocal Ventures retweeted
DePIN on @solana is evolving
The first generation proved token rewards could bootstrap real-world infrastructure networks
The next iteration is about giving anyone the ability to fund them
Introducing Fractals: fund the growth of tomorrow’s networks and share in the rewards
Reciprocal Ventures retweeted
If you’re building in this category drop me a line. @recvcx is actively deploying into DeFi on the sun chain.
Reciprocal Ventures retweeted
Introducing the Transparency Alliance.
An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.
Reciprocal Ventures retweeted
If you're building in any of the below areas, hit me up! Reciprocal is actively deploying.
We asked Solana builders to share what they're working on.
550 responses, sorted with the help of @lagunacarta and her magic Claude toolkit.
Agents were on top: agentic payments, agent security, agent identity, agent observability, agent credit, agent commerce.
After agents, the diversity of categories was impressive. Whatever you're building, it has a home on Solana.
Reciprocal Ventures retweeted
I’m excited to share that we expanded our investment team at Reciprocal, adding Sam as an Investor.
Great founders deserve great partners. Sam brings the curiosity, conviction, and intellectual rigor we look for in everyone at our firm. Crypto’s most important companies are still ahead of us, and we’re thrilled to have him helping us find and back them.
Welcome aboard, Sam. Onwards!
I’m excited to announce that I’m joining Reciprocal as an investor! (@recvcx)
This is certainly an interesting spot to enter crypto venture. For the second time in its relatively brief history, DeFi is at an inflection point. While I have some ideas, I’m not entirely sure what it will look like next.
What I do know is that each cycle, infrastructure improves, crypto protocols get better, and conviction hardens. We’ve had more products go mainstream in the last couple years than ever before. That is what matters.
I’m excited to take on the mission of finding, investing, and supporting the next era of great crypto companies with an incredibly talented team. Onwards!