I think Intents from @NEARProtocol may have product market fit.

1/ L2s aren’t just scaling Ethereum. They’re scaling demand for ETH. • 50K+ ETH bridged to L2s weekly • ETH = 35% of L2 lending collateral • Every new wallet = more ETH to hold, trade, and stake L2s turn ETH into the monetary base of the on-chain economy.

1/ We're on the precipice of the most fundamental computing revolution I've seen in my life. You should have FOMO. Don't waste it in local maxima. The $1M @southpkcommons Founder Fellowship application is open. Here’s what it takes to build at venture-scale in the age of AI:

"Demand for ETH Will Likely Increase as it Becomes the Reserve Asset of the New Digital Dollar Economy" Awesome new Ethereum report from @ElectricCapital! Read:

ETH turns 10 this month. BTC turned 10 in 2019 -- right before institutions piled in. History doesn’t repeat, but it rhymes.

Sundial has raised $23M to build the analytics platform for the AI era! Our work is personal to me (though many have asked: Why? Aren't you into intuition and taste and experience which is ultimately unmeasurable?) But hear me out: I love building, and I have a deep respect for it. Making something people love is one of the hardest and most humbling endeavors. The art comes down to making high-quality decisions, which comes from an obsession with the cliff’s edge between customer understanding and product capability. You need to know what’s working and what isn’t. That’s why data matters. Data is *information* about how reality works. At Sundial, we live by the mantra: diagnose with data; treat with design. What does masterful decision-making look like? It comes down to 3 things: 1. extreme alignment 2. shared curiosity to unpeel deeper and deeper layers of truth 3. urgent execution The very fact is that good intuition and taste comes from data internalized across many, many reps. Yes, reality is infinitely more complex than what can be measured. But measuring gives us a better grasp of reality. Alas, using data well is like learning a new language. It requires years of skill and context building. It's easy to misuse, whether misguidedly or intentionally. I know this all too well. Mastery requires everything from how to break down an ambiguous question, to fluently reading triangle charts and dense tables, to remembering the specific name of a specific column using a specific dialect of SQL. Too many people, like me, regularly feel frustrated by a) how long it takes to get answers b) how to draw the right interpretations c) how much noise I have to wade through to find actually actionable insights. Instead of greater confidence and quality, we get conflicting signals, cherry-picked facts, and analysis paralysis. Sundial is our attempt to solve those problems. We’re bottling up opinionated intelligence to guide decision-makers towards faster and more confident decisions. We envision a world where *everyone* can be their own expert analyst. Sundial uses AI and expert analytical techniques to make insights accessible to every decision-maker. Exemplary analysis takes the listener through a story. Data should speak the language of business, not the other way around. Sundial is also smart in the ways you’d expect of an AI-native tool. It’s not just about looking up data (“What’s India ARR last month?”), which has become table stakes; rather, Sundial can also tackle deep, complex analysis (”Why did ARR decline? What are my levers?”). In a crowded landscape of fragmented data tools—dashboards, notebooks, ETL systems—Sundial brings it all together into one intuitive platform. We believe this era of AI will see teams doing far more with less, and moving faster than ever before. Our mission is to build the data brain for the next generation of AI-powered companies. We're thrilled to be backed by @dpatil at GPV—the first U.S. Chief Data Scientist and coiner of the term "data scientist”, alongside industry luminaries like @amasad, @tobi, @fidjissimo, @alexschultz, @shishirmehrotra, @rsanghvi, @avichal, @drewhouston, @howietl and firms including @sequoia, @TribeCapital_, @sunflowercptl, @Unusual_VC. The best part of building Sundial is the people we get to work with. Funding announcements are nice and all, but what really fuels us is the feedback and growth trajectory of our customers. There’s nothing better than working on interesting problems with people you like. Onward! (P.S. We’re hiring for AI engineers, data engineers, and data scientists in the Bay Area -- DM me if you resonate with our mission, love dissecting big problems down into smaller ones, and appreciate the consistent practice of craft.)

BREAKING: Soham Parek also closes a $15M round by Founders Fund

One of the coolest companies in SF in my opinion I'll do a write-up on why @sfcompute is such an interesting take on where the GPU market is headed... In the meantime, get GPUs for 85% cheaper than the hyperscalers 👇

.@figma S-1 filing shows they bought $55m of #Bitcoin via the @BitwiseInvest ETF Timeline of BTC adoption: -- Early Adopters Retail Institutional Investors Corporate Treasuries <--- we are here Central Banks

“Who is the crypto user?” This was the question we have been grappling with recently, culminating in our release today of the first major market mapping survey of crypto users. Spoiler: crypto owners are more diverse in their views, interests, & beliefs than even I expected. 🧵