Managing partner & co-founder @EtherealVC; previously investments @consensys and credit @cppinvestments
LON // SIN
Joined July 2012
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Min Teo retweeted
We're taking a bet that the future development and growth of space computing will resemble a lot what we've seen on earth:
- Open and interoperable
- Cryptographically verifiable and secure
- Shared resources will unlock utility and scale
Today we're announcing the first mission of @SpaceComputerIO, a custom design and implementation of our Space Fabric architecture. Our payload will be integrated aboard a spacecraft traveling from LEO to GEO and will be planned to operate in GEO for full 12 months or longer.
Thanks to @spacereportr and @SpaceNews_Inc for the coverage 👽🙏🏻
1/
Min Teo retweeted
zk.money is back.
In 2021, zk.money brought private transactions to Ethereum: 75,000+ wallets and $100M in volume.
Today it relaunches on the fully decentralized Aztec Network.
Claim your tag now 👇
zk.money is back.
A self-custodial wallet that lets you send and receive crypto privately.
Your money, private by default.
Reserve your unique tag to get started.
launch.zk.money
Min Teo retweeted
1/ We found that reading internal model signals gave more reliable confidence estimates than asking the model how confident it was!
With @GoodfireAI, we cut Eternis-Forecaster 8B’s calibration error by more than half in our tests. This continues to apply for much larger models, having strong implications on decision making.
Below on what we found—and why it matters.
Paper (arxiv.org/abs/2607.08046)
Min Teo retweeted
Credit in lending markets is stuck with whoever deposited collateral. Half of the market has idle credit, the other half is in need of credit.
Proud to announce our seed round, co-led by @cyberfund and @etherealvc, to build the Credit Delegation Layer that connects them!
Min Teo retweeted
Bundle is bringing an exciting new incentive layer for global commerce to life.
We’re proud to be backing Bader, Mostafa, and the rest of the Bundle team as they execute on this ambitious vision.
etherealvc.substack.com/p/bu…
Introducing Bundle, the world’s first networked rewards platform.
We raised $5.5m pre-seed to pursue our mission of transforming how businesses reward customers.
Led by @etherealvc and @further. Round included @nascent, @GSR_io, @SceniusCapital, @Anchorage and @nuwacapital.
Min Teo retweeted
MetaMask just turned 10 years old. 🦊
To celebrate, we made you a little something:
ten.metamask.io?utm_source=t…
Min Teo retweeted
.@ethereumJoseph told us not to call it the Second Foundation but also told us SharpLink, BitMine, and ConsenSys are becoming Ethereum's "decentralized commercialization engines" sooooo
Timestamps
00:00 Intro
01:06 Saylor Sells BTC & Market Panic
05:07 STRC Death Spiral & DAT Risks
07:07 Ethereum Foundation Exodus & CROPS
13:04 The "Not Second Foundation" Debate
17:58 Quantum Q-Day: 50% by 2032
23:47 Is All of DeFi Unsafe?
31:11 ZK Composability & Bridge-Free Architecture
34:19 Security Deployment Lag & AI Arms Race
40:18 Anti-Fragility & Formal Verification
47:36 Zama USDC Freeze & Privacy vs Courts
50:33 CFTC Perps Approval & Hyperliquid at $75
55:53 Hyperliquid's Distribution Flywheel
01:00:46 Joe Lubin's Ethereum Bull Case
🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!
🎥 YouTube: youtu.be/hf_6Ge1m-OU
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
Min Teo retweeted
Amidst the market meltdown, we brought @ethereumJoseph on to defend ETH.
We talked Saylor's folly, death spirals, quantum threats, AI exploits, and Hyperliquid eating the world.
Here's his take on why it's not over for Ethereum yet ⤵️
.@ethereumJoseph told us not to call it the Second Foundation but also told us SharpLink, BitMine, and ConsenSys are becoming Ethereum's "decentralized commercialization engines" sooooo
Timestamps
00:00 Intro
01:06 Saylor Sells BTC & Market Panic
05:07 STRC Death Spiral & DAT Risks
07:07 Ethereum Foundation Exodus & CROPS
13:04 The "Not Second Foundation" Debate
17:58 Quantum Q-Day: 50% by 2032
23:47 Is All of DeFi Unsafe?
31:11 ZK Composability & Bridge-Free Architecture
34:19 Security Deployment Lag & AI Arms Race
40:18 Anti-Fragility & Formal Verification
47:36 Zama USDC Freeze & Privacy vs Courts
50:33 CFTC Perps Approval & Hyperliquid at $75
55:53 Hyperliquid's Distribution Flywheel
01:00:46 Joe Lubin's Ethereum Bull Case
🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!
🎥 YouTube: youtu.be/hf_6Ge1m-OU
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
Min Teo retweeted
AI has impacted everything, from how we source to how our judgment compounds, and especially how a small team covers the surface area of a larger one.
We proactively built tools to only get stronger as the AI frontier advances.
Read more here:
etherealvc.substack.com/p/ho…
Min Teo retweeted
Every quarter, we step back to stress-test our conviction against what's actually measurable onchain.
Here's our data report on the digital asset landscape from earlier this year, and where we think founders should be building:
etherealvc.substack.com/p/re…
Look no further for a real world privacy use case
Aztec Labs has acquired Obsidion, the team behind @ZKPassport.
The Obsidion team will continue to develop ZKPassport while also leading new consumer product developments.
The ZKPassport protocol will remain open source.
Min Teo retweeted
Darkbloom just completed a major network upgrade!
BIG UPDATE: We’re moving from Research Preview to Public Alpha.
In the last month:
- 1000s of provider signups, 250 live providers at peak
- 600M+ tokens served
With this upgrade, performance is up 30–200% across key metrics like TTFT, TPS, and total tokens served.
The goal is simple: private, low-cost inference, powered by idle Macs.
We’re starting with Gemma 4 and GPT-OSS, then slowly ramping up to larger models as we load test and scale over the next 2 weeks.
Providers: go to darkbloom [dot] dev, scroll to down, and run the install command.
Thank you to everyone who has been running nodes, giving feedback, and helping us build this network.
Waking up the world’s sleeping compute!
Min Teo retweeted
Crypto privacy might become one of the BIGGEST trades of this cycle.
Institutions want to move trillions onchain. They literally can't do it on fully transparent blockchains. Imagine your bank's entire balance sheet visible to the whole world. Not happening.
That's why privacy infrastructure like ZK tech, Aztec, and Zcash are suddenly catching fire again.
FT @_MinTeo @BitcoinJesusETH
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
01:17 – Min Teo’s Crypto Journey
05:36 – Why Ethereal VC Is Winning
10:00 – Top Crypto Sectors for 2026
11:44 – Privacy: Crypto’s Next Big Trend?
15:28 – Sponsor: Cape
16:13 – Sponsor: Nexo
16:51 – Aztec & Private Blockchains
19:15 – Where Privacy Value Accrues
22:30 – Why Institutions Need Privacy
25:00 – AI Agents & Crypto Payments
28:50 – Cross-Chain Investing Explained
30:43 – Sponsor: Pharos
31:26 – Regulation & Crypto Adoption
35:40 – How Top VCs Pick Winners
37:43 – Final Thoughts & Outro
Min Teo retweeted
Programmable intelligence needs programmable institutions. @sreeramkannan on the AI x crypto intersection:
"AI is just programmable intelligence. If you have programmable intelligence, you can't work with soft, squishy, legal, slow regulated institutions."
"We believe that this intersection — that programmable intelligence needs programmable institutions, smart contracts, and the ability to engage in contracts, own property — all of these things are really powerful."
Min Teo retweeted
April was an important stress test for how we think about security in DeFi.
We believe DeFi’s application layer has matured faster than its control plane, and share our perspectives and recommendations on the topic here:
etherealvc.substack.com/p/de…
Min Teo retweeted
We're happy to present our 2026 outlook.
This year is already taking shape, and the opportunity space for founders is even wider than anticipated.
If you're building in any of these areas, we would love to talk to you.
etherealvc.substack.com/p/th…
Building @etherealvc with this dream team (@ethereumJoseph @sean_sacha @bees_neeth @obstropolos @christian_stlou @GNSPS) and our community of exceptional founders has been the biggest privilege of my life. We're doubling down on crypto and the evolution of money and value onto blockchains, during the most exciting transition of the internet.
h/t to @jeffjohnroberts for the feature and happy star wars day!
The world of crypto investing hasn’t been so hot of late, but Ethereal cofounder @_MinTeo says the company has been able to hold its own thanks to its niche expertise and its founder-friendly focus. bit.ly/3QM2ipE
Min Teo retweeted
We are excited to announce we are joining the Nvidia Inception Program!
As we scale our compute and security capabilities in orbit, the #NVIDIAInception program will help to accelerate development of our infrastructure.
Ad astra! 🚀
