Why are we excited to back @EurekaBuilder? Making blocks programmable (not just smart contracts) creates tons of new use cases. One new use case we're excited about is allowing anyone who holds DeFi receipt tokens (e.g. Uniswap LP tokens, Aave aTokens) to earn additional 4-5% yield on top by lending those receipt tokens to MEV searchers uncollateralized within the same block. Similar to how lending on Morpho v1 was strictly better than lending on Aave, lending on Eureka will be strictly better than any underlying DeFi protocol (Uniswap, Aave, Morpho, etc.). Plus they bought an entire Ethereum block #24,729,136 for the announcement: https://t.co/SfQRC8U9FM

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Areas I'm excited about: 1) Non-USD stablecoins – onchain FX is the holy grail and liquidity for non-USD stablecoins is the bottleneck. Most teams here are too crypto-native, want to see someone take the Circle/Tether regulated route 2) Equity/RWA perps – perps are better financial instrument than options and futures in almost every way. Eventually they will be the most traded derivative in tradfi

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Who are the largest LPs in DeFi lending protocols like Aave, Morpho, Compound, Euler?

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Update 4 months later: - Prediction market for X category on Y chain - Stablecoin orchestration/cross-border payments - DeFi on Hyperliquid - Onchain AI training data broker What else?

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

Crypto isn't going through a personality crisis. It's just growing up. The tension between “crypto-native” and “crypto-adjacent” isn’t a battle for the soul of the industry. It’s a sign of maturation. Every new platform starts this way: a small group of power users pushes the limits, funds the infrastructure, and creates the conditions for the rest of the world to show up. @Polymarket's top 196 users (top 0.06%) drive half the volume. Their bets build the trust layer for casual users to lean on. @farcaster_xyz's early adopters pay to mint, build clients, and experiment with onchain UX so new users and crypto-curious can scroll in peace. @blackbird_xyz hides token plumbing behind better restaurant rewards. These aren’t edge cases. This is how scale works. And the shift from cowboy founders to commercial ones? It’s not a replacement. It’s a merge. The builders winning right now aren’t web2 devs adding token wrappers. They’re the ones who grok crypto’s technical unlocks and know how to ship them through familiar distribution rails. @chippedsocial turns your manicure into a social rewards system, letting you tap to share your profile, earn points for making connections, and redeem them for real-world perks. @zora makes NFTs disappear for the end user by understanding the culture deeply enough to abstract it.

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Sahara AI ($SAHARA)
Address: 0xfdffb411c4a70aa7c95d5c981a6fb4da867e1111

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Lagrange ($LA)
Address: 0x389ad4bb96d0d6ee5b6ef0efaf4b7db0ba2e02a0

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Grass ($GRASS)
Address: Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn