Yellow founder Alexis Sirkia has doubled down on his decision to reject venture capital shortcuts, choosing instead to build the company on a self-sustaining model. In an extended post, he explains why Yellow refunded the majority of VC investors from day one.
This approach ensures the network remains owned and operated by builders and users rather than speculators. The strategy aligns with Yellow's broader vision of creating trustless infrastructure for AI agent commerce.
Recent developments:
- Yellow Capital CEO Diego Martin predicts AI trading agents will reshape markets within 12-18 months
- The company is already running live tests with real capital
- Sirkia warns that reliance on vertically integrated exchanges creates systemic risks
- Yellow is positioning itself as infrastructure for prediction markets and the "agentic economy"
The company continues expanding its presence at major industry events, including Money2020 and Consensus 2026, while building state-channel technology for institutional-grade trading.
At @TEAMZSummit by @teamz_inc in Tokyo last week, @AlexisYellow and @modernfintech got the message out to the XRP community and others that agentic processes are the future of major DeFi adoption - and Yellow will be the central co-ordinator of it all.
Major new in-depth interview with @AlexisYellow The Yellow captain tells @InvezzPortal a reliance on vertically integrated exchanges create systemic risks, and why independent clearing could become crypto’s next major infrastructure battleground. invezz.com/news/2026/05/1…
As @consensus2026 begins today, @AlexisYellow has already been delivering alpha with a keynote address on Yellow's agentic AI infrastructure at the @GammaPrime_Com Tokenized Capital Summit side event yesterday. He then joined a panel discussion on capital allocation.
A huge thank you to @Mai_XRPLJapan and the XRP Tokyo team for an incredible event 🙏 @alexisyellow and @modernfintech hit the main stage to talk about AI agent commerce and why trust infrastructure is the missing piece. Yellow Network is building that layer. 🟡 #XRPTokyo 🇯🇵
1. AI agents operating with credit cards helping retail traders extract maximum value. 2. XRP "the best settlement system out there" for institutional involvement. 3. Yellow in the middle co-ordinating the infra @AlexisYellow + @modernfintech at XRP Tokyo.
In this extended post from his personal account, Yellow founder and captain @AlexisYellow expands on his refusal "to take the speculator shortcut" from day one, instead building the company on a self-sustaining model that included refunding the majority of VC investors.
My co-founder at GSR taught me what it means to be "long-term greedy." Long-term greedy is an old Goldman Sachs concept coined by Gus Levy. It means you don’t prioritize short-term profit. Instead, you obsess over customers, deliver exceptional service, and win the long game
This simple point-by-point explainer reveals just why state-channel technology (underpinning Yellow's trading structure) and AI agents work perfectly together.
Agentic economy is a strong use case for our state channel technology. 1. Two agents deposit collateral into a shared on-chain adjudicator contract. The escrow is non-custodial, programmable, visible to both. 2. Agents exchange signed state updates off-chain through our
Yellow's chief evangelist @modernfintech tells @AlexisYellow that he sees Yellow as a potential prediction market aggregator: "I want people to deploy their capital and make predictions across various different applications." @AlexisYellow with the questions
Prediction markets that will allow people to bet on their own lifespans and productivity? That's what yellow's @modernfintech envisages at some point in the future in this interesting conversation with @AlexisYellow
Last week was @money2020 week. @AlexisYellow and @0xburakcem were repping Yellow in main stage keynotes, at side events, and in private meetings with partners and investors. Yellow is built for what's coming next in finance - and the conversations were inspiring.
🚨EXCLUSIVE interview in @sandmark_news featuring @DiegoMYellow of @yellow__capital Here's a section from the article... Martin expects AI-driven trading agents to materially reshape market structure within 12 to 18 months. Yellow Capital is already running live tests with
“Yellow is extending the foundational principles of Bitcoin being trustless and non-custodial to everyday, high-frequency financial applications." @AlexisYellow in @thefintechtimes ➡️thefintechtimes.com/yellow-network…
"Yellow is the most ambitious attempt to apply state channels to institutional-grade trading infrastructure. It functions as the crypto equivalent of how SWIFT messaging and direct order matching work in traditional finance." Full explainer linked below.⬇️
State channels have long been part of Yellow's long-term vision. Now other crypto entities are waking up to the inherent advantages in blending off-chain and on-chain transactions to maximize the best of both worlds. By @re7alien for @YellowMedia_HQ yellow.com/research/state…
Watch in full: Last week's XRP Tokyo keynote from @AlexisYellow and @modernfintech The Internet of Value for the Agentic Economy Alexis and Steven explain how legacy blockchains cannot "supervise" billions of AI agents. Instead, we need a peer-to-peer trustless layer for them
🇹🇭 Day 1 of @money2020 is well under way and @0xburakcem is on the ground in Bangkok with @AlexisYellow - they have a busy schedule in front of them and there's a huge amount of positive energy in the room.
Just landed in Bangkok for @money2020 alongside our Captain @AlexisYellow. Looking forward to exchanging ideas on payments, how markets are evolving, and where value is actually flowing. If you’re here, let’s connect!
Prediction markets: spreading like wildfire - but complexity and poor UX mean capturing real benefits is tough. Steven Zeiler (@modernfintech) is working with builders to ensure Yellow is on the path to make the most of it for users and developers alike.
There is $240 billion trapped behind a bad user experience, and we’re about to unlock it. Bernstein says we're going from $50 billion to $240 billion this year alone. Robinhood just made $435,000,000 from a category that is fundamentally BROKEN. They even called it the
"As a market maker, we’re already seeing demand shift from individual crypto assets toward diversified, index-level exposure and alternative tokenized instruments," @DiegoMYellow of @yellow__capital in an interview with @sandmark_news Read in full ➡️sandmark.com/news/top-news/…
Yellow captain @AlexisYellow taking the stage at @money2020 in Bangkok earlier today. A mixed audience of major banks, startups, tech providers, and regulators heard how Yellow is building an Internet of Value for the Agentic Economy.
Thailand has a special place in our hearts because for a long time Chiang Mai has been home for Yellow co-working space. Now @AlexisYellow travels to Bangkok to connect with the world's biggest institutions, and take Yellow to the next level. There's a reason it's called
Leaving XRP Japan energized! Next up: Money 2020 Bangkok. 🇹🇭 I'll be giving a keynote on how @Yellow is building the rails for agentic AI. We're looking at a gargantuan market — and I want everyone to recognize the opportunity. If you're around, come check out the
The era of apps - built on crypto infrastructure - that are purely designed for AI agents is now upon us. Many of them are being built on Yellow. Listen in as growth marketing manager @KStefanovych sums up some of these exciting use cases.
Yellow SDK Brings Zero-Latency Gaming to Blockchain
**Yellow SDK addresses a critical challenge in blockchain gaming: network latency.** Traditional on-chain execution creates delays that damage gameplay experience. Yellow's solution enables: - **Off-chain execution** for real-time player interactions - **Zero gas costs** for in-game transactions - **Zero latency** gameplay without blockchain compromises This approach mirrors Yellow's broader infrastructure strategy of moving high-frequency operations off-chain while maintaining blockchain security through settlement layers. The SDK gives game studios the tools to build blockchain-enabled games that perform like traditional games, removing the technical barriers that have limited web3 gaming adoption.
Yellow SDK Enables Fintech Platforms to Integrate Digital Assets Without Infrastructure Overhaul
Traditional fintech companies have historically avoided integrating digital assets due to structural complexity and regulatory compliance challenges. Yellow SDK addresses these barriers by allowing neobanks, SaaS platforms, and payment providers to embed non-custodial infrastructure and real-time settlement capabilities directly into their existing technology stacks. **Key features:** - No complete system rebuild required - Non-custodial infrastructure integration - Real-time settlement functionality - Developer-friendly SDK approach The SDK enables developers to build applications with clearing, escrow, and settlement features without requiring permission from a single platform. This creates an open ecosystem that allows contributions from multiple participants while maintaining infrastructure flexibility for fintech platforms looking to add digital asset capabilities.
Yellow Partners with Blockchain Rio 2026 to Advance Crypto Policy in Brazil

Yellow has announced its role as a Community Partner for Blockchain Rio 2026, scheduled for August 12-13 at ExpoRio in Rio de Janeiro. The partnership, alongside Juntos Por Cripto, aims to strengthen Brazil's voice in cryptocurrency public policy and regulation. **Key Details:** - Event dates: August 12-13, 2026 - Location: ExpoRio, Rio de Janeiro - Focus areas: DeFi frameworks, on-chain finance, and tokenization at scale **How to Support:** - Follow [@blockchain_rio](https://twitter.com/blockchain_rio) and [@JuntosPorCripto](https://twitter.com/JuntosPorCripto) - Sign the manifesto at [juntosporcripto.org](https://juntosporcripto.org) - Every 50 reposts unlocks 10 additional tickets The event will bring together Latin America's builders and regulators to discuss regulatory frameworks and the future of decentralized finance in the region.
Japan Aligns Digital Asset Regulation with Traditional Securities Framework

Japan has decided to regulate digital assets using the same framework as stocks and bonds, marking a significant shift in how cryptocurrencies and tokens are treated in one of Asia's largest financial markets. **Key implications:** - Digital assets will be subject to the same regulatory standards as traditional securities - This creates a pathway for institutional adoption and mainstream trading - The move requires building traditional capital market infrastructure for crypto **What's needed next:** A decentralized settlement and clearing layer will be necessary to bridge the gap between blockchain technology and traditional financial systems. This infrastructure would enable digital assets to be traded with the same efficiency and security as conventional equities. This regulatory alignment could influence other nations to adopt similar frameworks, potentially standardizing how digital assets are treated globally.
SplitChain Tackles Cross-Chain Expense Splitting with Off-Chain Tracking
**SplitChain** addresses the friction of splitting expenses among crypto users across different blockchains. Built on Yellow SDK, the tool allows users to: - Track expenses off-chain without gas fees - Settle payments across multiple chains in a single transaction - Avoid repeated wallet popups for each expense update The project was demonstrated at ETHGlobal's HackMoney 2026 hackathon. Yellow SDK provides chain-agnostic infrastructure using off-chain communication to reduce network congestion and transaction costs.