Dmitriy Berenzon (@dberenzon) header
Dmitriy Berenzon (@dberenzon) profile picture
San Francisco
Joined December 2012
Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)Photo by Dmitriy Berenzon (@dberenzon)
1/ RWAs are the logical conclusion of stablecoins. I've written a new piece that: - Proposes a taxonomy for the different types of RWAs - Discusses the adoption sequence of RWAs - Outlines the issues that are preventing the continued adoption of RWAs 👇 archetype.fund/media/rwas-th…
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DPRK Capital Partners cap call
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Blockchains enable the manufacturing of financial products at a lower cost of production
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Dmitriy Berenzon retweeted
Earn+ on @EthenaPay, powered by Upshift. Ethena Pay users can move dollars into Earn+ with one tap for higher rewards, and take them back out with no lockup. @SteakhouseFi is running the vault strategy on @aave. Rolling out now to eligible users.
Introducing Earn+: 12% rewards on your dollars in a single tap. Available now for Pro and VIP users and rolling out to all Ethena Pay users in the coming days.
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Join us on the East Coast to hear a perspective on AI in the East
We’re incredibly excited to provide @afrazhaowang with a space to speak here in NYC next week Following the talk, we'll have a Q&A moderated by @whizwang before opening the floor to audience questions, followed by a happy hour Capacity is limited, so please RSVP below to join!
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Congrats to @niraj, @akileshpotti, and the entire Ritual team on a successful mainnet launch - just getting started.
Ritual mainnet is now live. AI works inside your companies. Ritual lets AI be one.
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Breaking the internet's security infrastructure is a small price to pay for being able to play very cool modded games
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With all the new attack surfaces introduced by agents, I am finding myself wanting a completely separate, sandboxed browser (explicitly not Chrome) and email (not Gmail) for my agents to read/write on my behalf.
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you: about to have an aneurysm chasing a seed AI company at a $1B pre with $0 in revenue and closing in 24 hours me: moisturized and flourishing as i patiently diligence a series A payments company at a $40M pre with $4M in revenue
Fintech is not hot right now. But there are some banger fintech companies being built right now in huge markets with a clear defensibility story. Having more fun that ever!
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Understanding short and long-term unit economics are critical to building a sustainable payments business. You can use many partners to get off the ground, but if those partners eat your entire margin, you’ll be dead before you hit escape velocity on volumes.
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Dmitriy Berenzon retweeted
We’re pleased to announce @Meow has accepted a $31.6M Series B led by @Stifel with participation from @archetypevc. That brings our total funding to over $60M. This is a strategic investment and a partnership. Stifel will offer a white-label version of Meow’s platform to its commercial banking clients, starting with venture and fund banking. Game on. Fintechs are becoming banks. They’re going after charters and showing up with better technology than the banks they compete against. Banks can spend years trying to build that technology, or they can run on a platform that already wins. Meow proves it. We compete for startups, the most competitive and demanding banking market in the world, and we go head to head on product. We have billions of assets on the platform, billions in annualized payment volume, and millions in annualized profits at scale and in the market every day. Most software sold to banks has never had to win a customer on its own. Ours competes for the most demanding customers every day. It’s proven. That’s why Stifel entrusted Meow with this deal and opportunity. Now, we’re launching the ability for banks to have the entire Meow platform under their own brand: → onboardings → bill pay → expense management → invoicing → agentic compliance and backoffice → stablecoins → everything else And it never falls behind. Every feature our customers push us to build ships to our bank customers too. We anticipate Stifel’s venture and fund banking clients get all of it starting early 2027. Meow will allow every bank to be able to compete with the industry leading fintechs. This will change the game for banks and is only the beginning. Now, back to work.
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It may finally be possible and fun to bring your sword into another game
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Indie games are the fastest growing genre of art
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The most powerful people in the world are motivated by rejection and failure
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I think about this a lot. I think most investors who pass on a company because a category is too competitive usually just don't sufficiently understand either the company or the category.
When we invested in Ramp in 2019, one of the biggest concerns we had was whether it was just too competitive of a category Over the next 7 years, Ramp just steadily dominated, to the point where it's now one of the LEAST competitive categories FF is invested in Just wild
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A day in the life
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Proud unc
[B@B 10 YEAR ANNIVERSARY] 🎊 10 years ago, a group of Berkeley students came together to learn about Bitcoin and educate each other on a technology they believed could change the world. They probably didn’t know that, a decade later, that little group would blossom into one of Berkeley’s top tech communities and bring together some of the most ambitious, thoughtful, kind, and absolutely cracked people we know. Over the last 10 years, B@B has been home to some insane startups and even crazier ideas. But more importantly, it’s given us lifelong friendships, unforgettable memories, and a ridiculous amount of laughter along the way. B@B turned 10 this year, and one reunion simply wasn’t enough. So, in true blockchain fashion, we forked it, hosting anniversary celebrations on both coasts and bringing together alumni from across a decade of B@B. Some highlights: - A photo wall of 10 years of our most wholesome moments, walking down memory lane - Custom engraved Ledgers for our alumni made by our own @DivijMot @createdbymason - A tres leches “10 Years of B@B & Boujee” cake courtesy of former-pres @Ridddhiiii - Lots of old lore, reunions, and questionable stories resurfacing
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Whatever you can dream, you can create in minutes.
Whatever you can dream, you can create in minutes. Remix Desktop is now in beta
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Went to the @CalBlockchain 10-year anniversary reunion yesterday Felt like Blue from Old School But grateful to know such an inspiring group of researchers, operators, and investors Shoutout to just a few of the gigabrains: - @zkDragon - @MaxFangX - @liamdig - @createdbymason - @kbrizzle_ - @thatdegenvc - @DivijMot - @snarkyzk - @alexisgauba - @hyusapx - @ronenkirsh - @anjan_vinod - @sunnya97 - @naman_kapasi - @Lsquaredleland - @puniaviision - @curiousgurnoor - @ravi_riley - @marvelgirl_eth - @akash_khosla - @0xalpo - @5herv1n - @medhakothari - @fekunze - @AndrewTu_
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Just about 4 million holders of tokenized equities thus far I think we'll hit 100 million holders in 3 years
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There will always be competition, and there will also always be room for greatness
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