Markets, Mortgages, and Moonshots

LFG Ventures presents a weekly newsletter delivering private market (pre-IPO) insights and signals across tech and frontier industries.

Hello Friends,

This week’s radar is loaded. Polymarket is nearing unicorn status as on-chain betting heats up. Fannie and Freddie now count crypto toward mortgages, a huge unlock for digital-native buyers. Republic is tokenizing equity in SpaceX and OpenAI. Elon’s X is morphing into a financial super app. And Mira Murati just raised the biggest seed round of 2025 to launch her next AI moonshot. Crypto and capital flows are picking up speed.

📡 Radar

📈 Polymarket Nears Unicorn Status

Polymarket, the crypto-powered prediction market, is closing a monster round that will push its valuation above $1 billion. Betting markets are heating up as a new source of real-time intelligence, and Polymarket is becoming the default on-chain consensus layer. We are working to get access to one of the leading companies in this space later this summer. Reuters

🏠 Fannie Mae And Freddie Mac Now Recognize Crypto Assets

The two government-backed mortgage giants will now count crypto assets toward mortgage applications. It’s a major step forward for crypto legitimacy and a big unlock for crypto-native buyers. We’re curious to see how this plays out when someone tries to buy a home with Fartcoin. CoinTelegraph

💸 Republic Brings Private Investing To The Masses

Republic is planning to tokenize shares of top private companies like SpaceX and OpenAI, per The Wall Street Journal. This could unlock liquidity and open access to some of the most exclusive names in venture. We backed Republic in 2021 and are pumped to see them leaning into tokenization. TheBlock

🏦 Elon’s X Could Be The Future Of Financial Tech

Elon’s X has rolled out peer-to-peer payments to users in select states, with plans for debit cards, high-yield savings, and global transfers. Between AI models, payments, and social virality, X is slowly assembling the most ambitious financial super app in the market. OpenTools

🧠 Former OpenAI CTO Raises Massive Seed For New AI Startup

Thinking Machines just raised the biggest seed round of 2025, led by former OpenAI CTO Mira Murati. With no product and no revenue, it is a bold bet on talent and timing. Still, with Mira at the helm and capital flooding in, this one is worth watching. Crunchbase

💬 Prompt

Ready when you are.

  1. Provide guidance on how to effectively negotiate salary and benefits when the opportunity arises in the interview.

Locked in,

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