Aly Madhavji@aly_madhavji · 2026/08/27政策影响In 2019, AI plus blockchain was a thesis few investors took seriously. Seven years later, that intersection is where the real growth is happening.
I joined @Julio_Verissimo on his podcast to talk about what's actually changing:
→ Stablecoins moved $27T+ last year, more than double Visa. Remittances that cost 8-10% now cost cents. That's not a trend, that's a revolution in how money moves.
→ Teams of 100 engineers are becoming teams of 8. The companies winning right now are lean, senior, and leveraging AI properly.
→ The biggest opportunities downstream of the LLM level, in industries that haven't innovated in decades - media, supply chains, credit in emerging markets.
We also spoke about Roundtable's NASDAQ listing, Kredete's work on credit access across Africa, and why local founders beat imported solutions every time.
Full episode here: …
https://t.co/HfkSpmz4TO
If you're building something exciting, reach out at https://t.co/5OCmFLjA42.
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Aly Madhavji@aly_madhavji · 2026/08/23赛道影响@jacksonaltonh Yep. And still looking forward to more.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Aly Madhavji@aly_madhavji · 2026/08/23赛道影响@Cherry_Web3 Thank you!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Aly Madhavji@aly_madhavji · 2026/08/23赛道影响@VrundaTM @BlockchainFF Appreciate it. Onwards!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Aly Madhavji@aly_madhavji · 2026/08/23赛道影响@BlockchainFF Congrats to the team!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Aly Madhavji@aly_madhavji · 2026/08/23观点输出@Levi_Researcher Much appreciated and much more to come.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Aly Madhavji@aly_madhavji · 2026/08/20市场影响This week, we rang the Nasdaq closing bell. I'm still catching my breath.
Some backstory on why this one means so much. I've spent my career backing the idea that technology should put power directly in the hands of the people who create value. Roundtable is that idea made real for a $200B media industry - publishers paid in real time and owning the audience they build. Today, it's a public company.
Roundtable (NASDAQ: RTB) is now the world's first AI/DeFi enterprise platform built for premium media. Live in Times Square, beta complete, millions of users already on the network.
Blockchain Founders Fund backed this at pre-seed, before the platform, before the users, when it was still mostly conviction. It became our largest investment to date, and I stepped in as CFO because the thesis was too clean to walk away from. We believed it early. Watching it ring the bell is something else entirely.
A milestone like this has a lot of hands on it. None of it exists without @JamesCHeckman, whose original vision started all of it. @Eyal Hertzog, who invented the DeFi protocol the entire platform runs on. Bill Sornsin, who carried the product and technical execution. And Walton Comer, whose leadership as Chairman steered us through the merger and the listing.
To the @RTB_io team, @__MikeAlexander, Will Heckman, @jacksonaltonh, @csmith, @alpGasimov, @mehabspeaks, Liz Larson, Trent Pool, @caseycraig_ , Lior Cohen Avioz, Or Bachar, Zac Kirscher, George Oliva, Steven Fletcher, and partners Mike Fisher, @ScottSalomonNFL , @Sam_Phalen, Brad Call, @BradMSchultz, @brendangulick22 and @massey_evan , this moment belongs to you. You built it.
And to the @BlockchainFF team who lived in the diligence, the structuring, and the late-night problem-solving. Mansoor Madhavji, Hossam Hamdy, @AhanRajgor, @niravbakshi1, @ErnestTan - you know exactly what this one took.
Pre-seed to the @NasdaqExchange. What a road.
NASDAQ: RTB. Onwards.
Aly Madhavji@aly_madhavji · 2026/08/18政策影响Most industries let you wait for clarity. Crypto never has.
Founders keep telling me they're waiting. For regulatory clarity. For the market to turn. For the infrastructure to mature. It sounds prudent. It's the most expensive habit in this industry.
Because in crypto, delay can cost you a cycle. The window where capital is available, users are curious, and a category is still unclaimed stays open for maybe eighteen months. Miss it and the next one is three or four years out, with better-funded competitors already inside.
I've watched two teams with near-identical products end up in completely different places, and the difference wasn't insights. One shipped into an uncertain market. The other waited for the rules to settle. The rules didn't settle. They never do.
So the discipline isn't about certainty, rather about designing decisions that don't require it. Ship the product in the jurisdiction that's clear today. Structure the token so a rule change doesn't kill you. Pick the reversible version of the decision whenever one exists.
Decide at 70%. The other 30% shows up after you move, if it shows up at all.
Aly Madhavji@aly_madhavji · 2026/08/17观点输出@ElCryptoDoc Always.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Aly Madhavji@aly_madhavji · 2026/08/17观点输出@SIP2fv7q Ship beats pitch. Every time.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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