
Strategy & investments at @p2pvalidator. Interested in stablecoins, zero-knowledge, intents, agentic payments. Angel investor at pre-seed and seed stages.
Worldwide
Joined February 2009
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alexbond | P2P 🪙💧 retweeted
Sage by @LevantoLabs is the first decision model, launched in July, and currently the best on the market.
It wins across all the evals proposed by @perplexity_ai's CEO (nice job @AravSrinivas!), and it's first on JevBench, beating Jev and Google's models on every dimension.
BUT frankly, benchmarks are not what excites us.
I'm BORED by the dozens of new decision models launching every day with a tiny +0.02 on some eval. They all look the same.
The magic is somewhere else.
There are thousands of new things that could be invented in the space of decision models and models for machines. The invention space is huge!
After launching Sage, we also pioneered:
- The first guardrails and model routers built on decision models
- Automated context engineering with "grounding" (automatic web search when confidence is low). Decision models are only as smart as their context, especially because they can't make tool calls.
- Reasoning. In many use cases you don't know whether your question is System 1 or System 2. With reasoning, the model is as fast as a System 1 model when the question is System 1, and takes more time when it's needed. This enables hard, multi-step decisions. Our clients just want the correct answer, and in some use cases they're happy to wait 0.5s more. This will soon become the market standard (GLiDE/@george_onx and @TypeLLM already followed).
And *so* much is yet to come. Models for machines: it's just the beginning!
We're cooking. Follow @levantolabs for new product primitives that will surprise you.
Open innovation is HEALTHY.
Competition is HEALTHY.
Benchmark-race is BORING.
Product inventions are FUN.
Go go go!!!
alexbond | P2P 🪙💧 retweeted
📣 We’re excited to announce our partnership with @GoogleCloud. Google Cloud is joining as a key infrastructure partner powering @Puffer_Unifi
alexbond | P2P 🪙💧 retweeted
The Interfold launch sequence begins.
Registration opens July 6. The FOLD auction begins July 8 on Uniswap, marking the first public milestone in the Interfold's launch sequence.
Read the launch post ↓ blog.theinterfold.com/fold-a…
alexbond | P2P 🪙💧 retweeted
Fermi Trade v1 is here.
Fully onchain execution. Guaranteed FIFO transaction ordering. Tradfi grade microstructure. <2ms optimistic finality. It’s all possible.
Invite-only Mainnet rolling out this week.
alexbond | P2P 🪙💧 retweeted
They told us it was impossible. We did it anyways. Today we announce Zenith.
POV: You wake up H2 2026 and Ethereum‘s application layer has fully teleported into Wall Street’s blockchain of choice. We are that protocol, now opening a direct on-ramp between the world’s largest programmable and institutional blockchain ecosystems.
alexbond | P2P 🪙💧 retweeted
$ELSA listing on exchanges is going live.
📍 @MEXC_Official
📍 @kucoincom
📍 @Bybit_Official
Jan 20, 2026 | 9:00 AM UTC
This is the first step in making $ELSA, the economic layer for DeFi AI, broadly accessible.
1/
alexbond | P2P 🪙💧 retweeted
Today, we’re excited to announce that ETHGas has raised a $12M seed round, led by @Polychain, to build Ethereum’s blockspace futures market.
We’ve also received $800M in commitments from leading Ethereum builders to support ETHGas’ marketplace and product development.
alexbond | P2P 🪙💧 retweeted
Ethereum will power a trillion dollars of assets in 2026, and trillions more in the future.
How do we scale the block production pipeline in a way that's healthy, performant and future proof?
It's not as simple as it seems - see here for a "State of the Blockspace" exploration we put together alongside @kubimensah @drakefjustin @alextes , and a number of other contributors.
ethresear.ch/t/an-observatio…
alexbond | P2P 🪙💧 retweeted
Last night, shMonad's TVL crossed 200 million MON.
shMonad represents ~70% of Monad mainnet LST volume.
Thank you for your attention to this matter.
alexbond | P2P 🪙💧 retweeted
Stake your MON, get shMON, get the highest staking yield on Monad.
Or, if you like making bad financial decisions, deposit into the Degen Depository and get no yield (but max points).
Currently exchange rate is ~0.69 shMON per MON. 🚀
shmonad.xyz
alexbond | P2P 🪙💧 retweeted
Today at WalletCon, we launched something new:
Wallet-as-a-Protocol (WaaP)
Crypto onboarded 100M+ people through Wallet-as-a-Service (WaaS)
But most of those wallets aren’t owned
They’re rented 🚩
🧵
alexbond | P2P 🪙💧 retweeted
The ARM has landed.
Anoma is live on @ethereum.
The next-gen VM at the heart of Anoma’s distributed OS, the ARM brings native intents and best-in-class privacy to any chain, starting with Ethereum.
A new era for decentralized applications starts today.
alexbond | P2P 🪙💧 retweeted
We’ve split the atom(!) and enter a new era breaking Ethereum blocks down into synthetic 100ms sub-blocks on mainnet. These ‘Realtime Blocks’ were the result of many teams working tirelessly, and independently, to make Ethereum better. This new era, the realtime era, is a significant milestone for Ethereum and the ecosystem at large - let’s break this down 👇👇























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