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Lex Sokolin | Generative Ventures Profile
Lex Sokolin | Generative Ventures

@LexSokolin

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Partner @Genventurecap investing in machine economy 🦊 Ex Chief Economist & CMO @Consensys 📈 Founder in Web3, roboadvice, data, and https://t.co/7rjQx3vdxp

https://lex.substack.com/
Joined May 2013
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@LexSokolin
Lex Sokolin | Generative Ventures
4 months
Here are all my secrets. We cover crypto, AI, and the machine economy. The weather changes but the stars point in the same direction. Really enjoyed this conversation with @francescoswiss.
@francescoswiss
Francesco Andreoli | andreolf.ethᵍᵐ
4 months
AI, Crypto & Web3: The Future of Intelligent Agent w/ @LexSokolin . 00:07 - Who is Lex Sokolin.03:39 - The Economics of AI.05:16 - Why Crypto Struggles.07:51 - Web2 vs. Web3 AI.10:46 - DAOs in AI Frameworks.19:57 - The Rise of On-Chain AI Agents.30:35 - The Future of AI & Crypto
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@LexSokolin
Lex Sokolin | Generative Ventures
16 minutes
I hate it but . 99% of 'AI x Crypto' projects are just buzzword salad. - No real AI.- No real models.- No real compute.- No real data. Just marketing decks and token emissions. We will never be relevant in the AI world if we continue to play each other for tokens without
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@LexSokolin
Lex Sokolin | Generative Ventures
16 minutes
RT @LexSokolin: Traditional finance thinks blockchain is optional. Ethereum thinks TradFi is just another smart contract. One of these view….
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@LexSokolin
Lex Sokolin | Generative Ventures
35 minutes
RT @LexSokolin: Ethereum isn't chasing AI. AI will naturally gravitate to Ethereum. Why?. • Permissionless infrastructure.• Battle-tested s….
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@LexSokolin
Lex Sokolin | Generative Ventures
4 hours
RT @LexSokolin: Every bank wants programmable money.Every fintech wants composability.Every payment needs settlement. Ethereum solved this….
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@LexSokolin
Lex Sokolin | Generative Ventures
7 hours
Ethereum isn't chasing AI. AI will naturally gravitate to Ethereum. Why?. • Permissionless infrastructure.• Battle-tested security.• Massive developer ecosystem.• Native tokenization.• Composable smart contracts. The future is AI discovering what Ethereum already built and
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@LexSokolin
Lex Sokolin | Generative Ventures
10 hours
Every bank wants programmable money.Every fintech wants composability.Every payment needs settlement. Ethereum solved this in 2015. Yes, it didn't really work well for a while. It didn't scale. It wasn't private. Consortia didn't work. There wasn't identity, KYC, and so on. But
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@LexSokolin
Lex Sokolin | Generative Ventures
12 hours
Dive into our friends at @m0 by @BrandonSello . Beauty is simple experience abstracting the underlying complex machinery.
@BrandonSello
Brandon Sello
2 days
M0 Tackles the Big Problems in Stablecoin Design. A brief on what makes @m0 so innovative.
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@LexSokolin
Lex Sokolin | Generative Ventures
1 day
Traditional finance thinks blockchain is optional. Ethereum thinks TradFi is just another smart contract. One of these views will age better than the other. If you had the choice of launching Amazon and transforming commerce into eCommerce, or running Sears and trying to digitize
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@LexSokolin
Lex Sokolin | Generative Ventures
1 day
Amazon making AI moves with investment in wearables.
@LexSokolin
Lex Sokolin | Generative Ventures
1 day
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@LexSokolin
Lex Sokolin | Generative Ventures
1 day
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@LexSokolin
Lex Sokolin | Generative Ventures
1 day
Not in the LinkedIn bios, I can tell you that. The real expertise is in the GitHub commits at 3am. In the failed model deployments. In the trading systems that broke and got fixed. Look for the battle scars, not the badges
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@LexSokolin
Lex Sokolin | Generative Ventures
1 day
Listen we are definitely not there yet . Your AI agent isn't your CFO.Your prompt isn't financial advice.Your LLM isn't Warren Buffett. But. AI agents are eating the boring parts of finance. • Invoice processing.• Expense categorization.• Basic reconciliation.• Payment
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@LexSokolin
Lex Sokolin | Generative Ventures
2 days
Crypto treasuries are controversial but not speculative. This is here to stay . Just like endowments going into private equity or commodities was the right decisions in the 2010s. Crypto is the hot asset class now.
@caprioleio
Charles Edwards
2 days
6/ Institutional Holdings (USD). Nothing to see here. just a measly ¼ Trillion United States Dollars have now been parked in Bitcoin by institutions.
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@LexSokolin
Lex Sokolin | Generative Ventures
2 days
Is this true? . When AI agents start deploying capital at scale. They'll find the deepest liquidity.The most robust infrastructure.The strongest security guarantees. on Ethereum . But it might all be repackaged by Stripe and Coinbase
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@LexSokolin
Lex Sokolin | Generative Ventures
2 days
$ETH isn't just an asset. It has become the operating system for digital value. > Stablecoins.> Tokenized securities.> Real-world assets. All running on Ethereum. The revolution isn't coming anymore. There's nothing to prove. Not scalability, not privacy, not parallelization,
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@LexSokolin
Lex Sokolin | Generative Ventures
2 days
Excited to support @xtaohq and @samaroo00 . If you are thinking about how to learn about Bittensor and whether it's too late, xTAO is the answer.
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xtao.co
Connecting Bittensor and the future of AI with traditional finance. TSXV: XTAO
@samaroo00
Karia Samaroo (τ)
5 days
Tomorrow @xtaohq goes public. Here’s a thread on why we launched xTAO and how it’s built different. 🧵.
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@LexSokolin
Lex Sokolin | Generative Ventures
2 days
Here's what everyone's missing. Roboadvisors weren't about portfolio management.Neural art wasn't about creativity. They were training wheels.For something bigger. We're building an economy where machines are first-class citizens. And we're all still arguing about meme crime
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@LexSokolin
Lex Sokolin | Generative Ventures
3 days
The greatest asymmetric bet:. Being long human ingenuity. There are many critics of the machine economy. Each is wrong in their own special way
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@LexSokolin
Lex Sokolin | Generative Ventures
3 days
Thrilled for my friend @mateo_ventures of @Gaianet_AI and their $20mm raise. Bold bet on decentralized AI networks and hardware to run local models.
@Gaianet_AI
Gaia 🌱
3 days
🚨 Big news from Gaia Labs!. We’ve raised $20M across Seed and Series A to scale decentralized AI infrastructure and we’re launching the first AI-native smartphone designed for user-owned intelligence. Gaia is building the backbone of a decentralized AI economy where inference
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@LexSokolin
Lex Sokolin | Generative Ventures
3 days
Attention assets come from the TikTok world fellow kids.
@kankanivishal
Vishal Kankani
4 days
There are two types of assets:. 1. DCF assets: valued by cash flows. 2. Attention assets: valued by mindshare. For a decade, financial markets have struggled to separate the two. Gamestop was the turning point. Challenge for Institutional Investors:. 1. Institutional investors.
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