Samiz Bayan

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@samizb

partner @DraperDragon @OrionFund | re/tweets are not endorsements. | this is my only account | NFA

California, United States Joined October 2024

999 Following 1.4K Followers 200 Posts

Latest posts 5

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Samiz Bayan @samizb Apr 7

Cardano, you did it.

Welcome home @OrionFund

Next steps and updates to follow shortly. Time to execute.

Draper Dragon Verified account @DraperDragon Apr 7

We're excited to announce the Draper Dragon @OrionFund, an Ecosystem Fund focused on scaling Cardano-native and Cardano-integrated companies.

Three pillars of ecosystem growth will activate to derisk, scale, and grow the space:

- Direct Investments, led by Draper Dragon, intended to back builders driving measurable growth across Bitcoin DeFi, RWA, institutional DeFi, payments, privacy, and more.
- Venture Studio, our in-house team incubating and accelerating Cardano projects with product development, technical integration, and go-to-market support.
- Startup Acceleration & Talent Pipeline, powered by @draper_u, building and mentoring a new generation of Cardano founders through hands-on residency and accelerator programs. Together, we aim to create a measurable impact on Cardano's adoption and drive institutional growth within the ecosystem.

We are excited to lead the next chapter of @Cardano
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Samiz Bayan @samizb 3d

Compute costs are perhaps the most important budget item for early-stage AI founders.

@RebeccaBellan had a great article on the market’s response to Alphabet, Amazon, Meta, and Microsoft’s capex investment. But at the same time, demand for their compute is going up.

That follow-on effect is what we’re interested in here, as VCs vetting early-stage AI companies. We’re looking for startups with measurable customer ROI that translates into strong renewals, deeper workflow integration, and ultimately, pricing power and healthy contribution margins. Overall, I’m underwriting how much of the value AI creates a company can durably capture, and how much capital it needs to get there.

techcrunch.com/2026/10/30/cra…

techcrunch.com Cracks are emerging in the AI spending boom | TechCrunch Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.

Samiz Bayan @samizb 4d

Such a great time.

Awesome to see where the founders are day 1 vs day 30 - always exponential improvement.

Amazing teamwork from the entire Orion ecosystem with mentorship, guidance, education, and investments 🤝

@DraperDragon @OrionFund @Cometa_Labs @draper_u

Patrick Tobler Verified account @Padierfind 4d

We just pitched Masumi in front of Tim Draper at Draper University in Silicon Valley!

2 minutes to pitch, followed by Q&A with investors.

We're building the infrastructure for an economy where billions of AI agents hire and pay each other.

Huge thanks to the Draper University & Draper Dragon teams!

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Samiz Bayan @samizb Oct 28

@galaxyhq @intangiblecoins says now is the time to add and hold bitcoin. Which is good news for founders. When institutions accumulate bitcoin rather than trade/avoid it, it gets easier to raise, hire, sign partners and exit. Teams with direct BTC exposure feel it first.

But we @DraperDragon don't mind a bear market. The tourists leave and the disciplined teams stay.

Proud of our bitcoin portfolio for building through it: @MezoNetwork @xverse @midl_xyz @SatsTerminal @helios_finance, @Resolvr_io, @PyrusFinancial, @thesis_co and LX.dev 🙏

Alex Thorn Verified account @intangiblecoins Oct 26

We believe the bottom is in, selling pressure has diminished, the debasement case has strengthened, and the crowd has left x.com/i/article/2114…
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Samiz Bayan @samizb Oct 22

Deposit tokens and stablecoins are heading for the same job: being the cash leg of every tokenized trade. JPMorgan putting JPM Coin on chain makes that very real. Institutions can use it to settle tokenized asset trades and post collateral any day of the week, and Kinexys has said deposit tokens can be yield bearing, something stablecoin holders don’t get today.

Cash only really moves on chain when holding it pays. Once it does, collateral, payments and weekend settlement follow.

Privacy is the other piece. Larger institutions won’t want their positions and collateral moves visible to everyone, and JPMorgan is also bringing JPM Coin to Canton, a privacy-focused network built for financial markets. That makes the plumbing behind the scenes even more important.

Which dollar token wins matters less than that plumbing, which is where we keep investing.