1kx (@1kxnetwork) / X

1kx

1,464 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
18h
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
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35 cents stat: adslot.com/wp-content/upl… (page 20)
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1kx
@1kxnetwork
22h
"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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1kx reposted
Optimum
@get_optimum
Jun 3
Tomorrow in NYC we're hosting Top of the Block, a special pre-@ethconf event cohosted with @1kxnetwork, @BitMNR, @Auros_global, and @BlockdaemonHQ. Financial institutions, licensed exchanges, DATs, hedge funds, market makers, node operators - the institutions powering the
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1kx
@1kxnetwork
May 12
April fee data from the 1kx Onchain Revenue Report (1,000+ protocols tracked). Aggregate fees are down (-11% MoM, -20% YoY) as market volatility decreased both vs. March (Iran-uncertainty calming) and vs. last year’s Trump tariff-related moves, causing DEX and MEV-related fees to
Robert Koschig
@KoschigRobert
Apr 28
Update on lending markets: @aave's share of TVL amongst lending protocols drops towards all-time lows, whilst @spark and @Morpho are gaining
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1kx
@1kxnetwork
May 8
Last week, 1kx Founding Partner @lalleclausen joined the "In Stablecoin We Trust: The Future of the Dollar" roundtable at the @MilkenInstitute Global Conference. A few takeaways. Stablecoin payment volume (excluding bot activity) averaged $49B per day in Q1 2026, up 110% year
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1kx
@1kxnetwork
May 8
Source: Visa Onchain Analytics (powered by Allium) —
visaonchainanalytics.com
Overview | Visa Onchain Analytics Dashboard
Cryptocurrency and digital currencies are emerging. Visa is evolving our network and crypto solutions to connect to more blockchain networks. Data by Allium.
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