1kx (@1kxnetwork) / X

1kx

1,469 posts

1kx

@1kxnetwork

We invest at key inflection points for blockchain technologies to create breakthrough opportunities across global markets.

New York, NY

Joined March 2018

Pinned
1kx
@1kxnetwork
Jun 10
35% of US employment is spent creating trust. Auditors, notaries, attorneys, courts, custodians, compliance officers. Trust-establishing work is the single largest category in the modern economy. It is also being repriced. The repricing started in financial infrastructure.
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1kx
@1kxnetwork
Jun 25
Capital markets spend $17 to $24B a year on trade processing alone, the back-office cost of matching up separate ledgers across every party in a deal. Tokenization compresses that cost. The savings land in compliance, data, and issuance infrastructure. Those are also the three
David Alemany
@explorerdfa
Jun 25
Everything we back at @1kxnetwork comes down to one question: what does it cost two parties who don't fully trust each other to transact, and who keeps the margin that cost creates? In capital markets that margin runs to $17 to $24 billion a year on trade processing alone, the
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1kx
@1kxnetwork
Jun 23
From @_weidai’s new piece: "every production system we examined makes local & per-step decisions. In contrast, the highest-risk failures are at the sequence level." Security and Trust: The Bottleneck of Deploying Agentic AI. The 3rd drop in the Cost of Trust 2.0 thesis series:
Security and Trust: The Bottleneck of Deploying Agentic AI · 1kx Thesis
From 1kx.capital
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1kx
@1kxnetwork
Jun 23
1kx Research Partner @_weidai on the $2B+ that moved into AI security M&A in 2025-26, what it priced, and where the next venture-scale category gets built. Wei covers the Cost of Trust frame, applied to the agent layer - article link in the comments.
Wei Dai
@_weidai
Jun 23
Deployment of agentic AI is no longer bottlenecked by capability, but rather on security & trust. New piece in the @1kxnetwork cost of trust series: 20+ security incidents, 50+ products, and 100+ academic papers condensed and mapped onto a four-layer architecture.
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1kx
@1kxnetwork
Jun 23
Security and Trust: The Bottleneck of Deploying Agentic AI · 1kx Thesis
From 1kx.capital
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1kx
@1kxnetwork
Jun 18
Only 35 cents of every advertising dollar reaches a real human. @pet3rpan_ on where the cost of trust gets repriced next. From the full Cost of Trust 2.0 discussion, live today: 1kx.capital/thesis/cost-of…
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1kx
@1kxnetwork
Jun 19
35 cents stat: adslot.com/wp-content/upl… (page 20)
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1kx
@1kxnetwork
Jun 18
"Trust intermediaries built on human schedules cannot keep up with fraud produced on machine schedules." From the full Cost of Trust 2.0 discussion, live today:
Cost of Trust 2.0 · 1kx Investment Thesis
From 1kx.capital
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1kx
@1kxnetwork
Jun 18
Cost of Trust 2.0, the full conversation. Where the frame holds in financial infrastructure. Where it gets repriced at the AI edge. Where the next category gets built. Plus, where the thesis has evolved since the 2018 paper. 1kx.capital/thesis/cost-of…
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1kx reposted
Nichanan Kesonpat
@nichanank
Jun 16
Stablecoin payments to emerging-market B2B and remittance corridors are the most important blockchain product category of 2026. Trade finance is the largest underbuilt sub-segment, a $9T trust problem disguised as a logistics one. New piece walks through the stablecoin-enabled
The Rewiring of Trade Finance · 1kx Thesis
From 1kx.capital
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1kx
@1kxnetwork
Jun 16
The Cost of Trust 2.0 framework, applied to a $9 trillion category. @nichanank on the rewiring of trade finance: stablecoin rails compressing correspondent banking rent (340bps on lower-value flows) and opening dollar access where banks structurally cannot reach. The
The Rewiring of Trade Finance · 1kx Thesis
From 1kx.capital
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1kx
@1kxnetwork
Jun 15
A bank CEO pitched us a consortium chain with editable transactions. The pass took 30 seconds. If you can delete transactions, you built a database with extra steps. 1kx.capital/thesis/cost-of…
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1kx
@1kxnetwork
Jun 15
25-30 bps a year to hold your money in a Swiss bank. Smart contract: zero. Same custody, no fee. The cost of trust gets repriced. 1kx.capital/thesis/cost-of…
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1kx
@1kxnetwork
Jun 11
The useful version of an AI agent is also the risky one. It can read private context, take in outside inputs, and act. In this clip, 1kx Partner @_weidai explains why that combination makes prompt injection much more than a chatbot problem. More in Cost of Trust 2.0:
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1kx reposted
Optimum
@get_optimum
Jun 10
The new Wall Street is being built on Ethereum. Last week we brought together the institutional players who are making it happen. This is Top of the Block with @BitMNR @1kxnetwork @Auros_global @BlockdaemonHQ.
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