𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗧𝗵𝗲𝘀𝗶𝘀 — Root Chain for the World Computer We invest in, build on and love Ethereum ❤️ — since 2014. https://t.co/j3UQLjhmpc Here we share our conviction & discuss: ‣ Ethereum's state ‣ Rollup-centric future ‣ L1 & DA moats ‣ ETH value accrual 🧵

We are happy to present our vision of future of the economy - Cybereconomy. Cybereconomy - the Reinforcement Learning machine for resources allocation.

𝐂𝐲𝐛𝐞𝐫𝐞𝐜𝐨𝐧𝐨𝐦𝐲 – 𝐰𝐡𝐞𝐫𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐚𝐫𝐞 𝐬𝐮𝐩𝐞𝐫𝐜𝐡𝐚𝐫𝐠𝐞𝐝 & 𝐢𝐧𝐬𝐭𝐫𝐮𝐦𝐞𝐧𝐭𝐞𝐝 𝐛𝐲 𝐀𝐈 Very excited to share this talk, about @cyberFund_’s core thesis, and how AI fits into that. At @cyberFund_, we have been long guided by the following broad

6/ With $300M TVL, leading curators and validators onboard, Mellow provides powerful rails for fintechs & other TradFi players. Whether you are an Asset Manager, Curator or Liquid Fund – now is the right time to launch your onchain strategy with

5/ With institutions coming onchain, the shift of power towards distribution is a huge tailwind for curation infrastructure. It doesn't make sense to compete with channel-owners – instead, crypto-native team will increasingly provide expertise via curation & infrastructure.

4/ Today Mellow shipped their flagship product – Core Vaults – a custom infrastructure to control strategies, their execution, and risk involved. Their first customer will be @LidoFinance building yield strategies on top of stETH. Learn more here:

3/ This is where Mellow fits into the puzzle. Mellow handles: - Modular vault architecture - Multi-vault orchestration - Compliance-ready controls and whitelists - Automated leverage tools (LoopKit) - Active AMM management (ALMKit) - Secure integrations to DeFi & CEXs.

2/ Curators are new entities provisioning onchain investment strategies, while liquidity providers supply funds to these curators. LP's enjoy high APYs, and curators benefit from nearly free liquidity. This creates a flywheel, but there is an issue... The infrastructure gap.

1/ We are excited to announce our investment in @mellowprotocol who's building the rails for a new class of onchain curators. The thesis is simple: fintechs and TradFi companies are coming onchain and Mellow will be the backend. https://t.co/Pesq4MJxyt

Markets are volatile and the narrative of crypto twitter is toxic - but real builders will win. If you’re shipping real innovation (not another memecoin shit casino), DM me or apply to cyber•Fund( https://t.co/rzkjv5UKqM). We’re actively investing and building. Market +

We’re honored to be backed by @cyberFund_ and featured in this post on their investment thesis: https://t.co/0E2518bCSZ Digital AI stacks simulate randomness on hardware meant to erase it. In contrast, our approach treats noise as computation, enabling the radical acceleration

AI frontier is on fire 🔥 – @BasedBeffJezos unveiled its chip, aiming to disrupt the AI infra market. This is a once in a 30 years paradigm shift. And it unlocks fundamentally new AI architecture. Read why we invest in @noumenal_labs – "Thermodynamic Brain" model for robots 👇

Genuinely thrilled to share that @noumenal_labs has teamed up with @cyberFund_! It’s been thrilling and humbling to engage with this team of deeply technical, savvy investors. I’m really grateful to feel seen by our partners, who understand the thermo-Bayesian revolution ahead!

Congratulations to @beffjezos and the team. It took @vkleban 72 cocktails with @trevormccrt1 to become a believer in thermodynamic computers and countless hours with @toddhylton, @mjdramstead, @JasonGFox, @iseethefall to truly understand it.

Performing probabilistic updates on hardware, Noumenal's brain model infers, plans, and adapts in real time. We are very excited to partner with @noumenal_labs, to help build a future of low-power, self-organizing robotic systems that learn and act via thermodynamic principles.

Noumenal is developing algorithms native to this technology. Bill Gates won his decade by getting early time on scarce mainframes - logging thousands of hours before the world caught up. Noumenal is in this leading position today.

Speed: published research demonstrates ~500× faster MCMC sampling compared to software implementations. FPGA prototypes achieve >50 billion flips per second, enabling contrastive divergence with 100k sampling sweeps, a regime completely impractical on conventional hardware

Let's talk benchmarks. Energy Efficiency: a 2025 benchmark study showed 9,721× energy improvement over classical computing on graph optimization tasks, competitive with quantum annealers. SPICE simulations on 28nm CMOS predict 10^6× energy reduction for sampling operations.

Noumenal uses thermodynamic chip to implement Active Inference – a novel neuro-inspired AI framework by Karl Friston, the most cited neuroscientist in history . an advisor to Noumenal. Noumenal's "Thermodynamic Brains" model integrates perception, control & computation. ♨️🧠🤖

Today, computers spend energy to suppress analog noise at *hardware* level. *Software* then burns energy to add stochasticity back in, because AI is probabilistic: diffusion models, MCMC, EBMs. Thermodynamic computing removes this bottleneck, unlocking unbounded intelligence.

Extropic just launched it's Thermodynamic Computer. This represents a fundamental paradigm shift in AI compute. It may completely revamp the $100B+ gpu market dominated by Nvidia. It also unlocks a novel AI architecture, developed by @noumenal_labs.