https://xitter.cf/t.co/wQo26jGeXd partners with the worlds most ambitious and transformative entrepreneurs. Founded by @jedbreed

Miami & Boston US
Joined August 2022
Announcing our $15M Fund II
1/ We’ve closed Breed VC Fund II, a $15M early-stage fund. We back the founders bold enough to rebuild the world we see today and return sovereignty to users. @breed_vc
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Thanks @ampressman & @HiawathaBray for featuring us in the @BostonGlobe today.
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Hermes now drives ~2.5% of all global token usage... The third major AI lab has arrived and the only one truly committed to open intelligence for everyone, not locked down by a closed corporate moat. @Breed_VC is proud to have seeded @NousResearch in the early days and be a part of their journey. Congrats.
🚨BREAKING: Nous Research has raised $90 million at a $1.5 billion valuation after its open-source Hermes agent exploded in usage. Hermes has been downloaded 22.7 million times since February. Nous was at roughly $36 million in annualized revenue by mid-September. It expects to pass $100 million later this year.
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1/3 We’re excited to back @hyperlink_xyz, a prime broker for Hyperliquid bringing lower fees, confidential positions/trading activity, & API-compatible execution to algo traders. As Hyperliquid scales, HyperLink is building the brokerage layer for it. xitter.cf/hyperlink_xyz/status/2…
Hyperliquid built the exchange. HyperLink is building the broker. We raised $2.5M from @Alliance @NorthIslandVC @hi_Reverie @Node_Cap @breed_vc @smartestmoney Lowest fees. Private flow. Best execution. Last month: $254M routed, 0.1% of Hyperliquid volume. Next: 10% of HL.
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2/3 HyperLink pools volume and staking to unlock the lowest fees on Hyperliquid while keeping individual trading activity private. Already, it has routed $500M+ in cumulative volume, accounts for 1% of Hyperliquid builder volume, and reached $40M+ in TVL.
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3/3 Huge congrats to @s3ohi and the entire HyperLink team on their $2.5M raise. With deep experience in algo trading and strong early traction, HyperLink is building the infrastructure to make Hyperliquid a primary venue for professional traders. Onwards!
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Really enjoyed our AI panel @nickemmons & @flyingkittans. Converge was fire. Proud of what the @TheBostonDAO put on. Congrats @CorbinPon @philmcm and the team on pulling off a great event.
Good crowd for: Brave New World: How Big Tech and Startups Build Agentic Fintech at Converge. @JedBreed / @breed_vc / @flyingkittans / @coinbase / @nickemmons / @AlloraNetwork
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It may be time for a new headshot...
Big Tech 🤝 Startups. Who’s actually going to build the future of agentic finance? Hear @JedBreed, General Partner at @breed_vc, talk about how companies big and small are approaching agentic fintech. 📅 Friday, Sept. 25 Tickets 👇
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🎉 Edition 60 of my newsletter, The Funding, is live! Many thanks to @SPGlobal's Cameron Drinkwater, @tklocanas, @jdorman81, @jp_grabs, @cosmo_jiang, @JedBreed and @LexSokolin for sharing insights! 🙌
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Compute is the new oil... We're proud to back @silicondata the financial infrastructure platform building the data, and trading infrastructure for AI compute. xitter.cf/Silicon_Data/status/20…
We are happy to announce a $30.5 million initial closing of our Series A, led by Valor Atreides AI Fund (@valor @Atreidesmgmt), with investments from @CMEVentures*, @DRWTrading, @FPrimeCapital, @SamsungNext, @vaneck_us, @further, @jumptrading, Tectonic Ventures, and @wintermute_t, and participation from @breed_vc, @hack_vc, @blank_vc, @SancusVentures, and @sogalventures. The infrastructure underneath the round: daily GPU pricing benchmarks built from roughly 100 rental platforms in more than 40 countries, over 150,000 verified pricing records a day, continuous history since September 2024, alongside the GPU Forward Curve, the Silicon Data Token Index, the RAM Index, and SiliconMark performance benchmarking. Our raise comes as @CMEGroup prepares to use Silicon Data benchmarks as the reference price for its planned cash-settled GPU futures market (pending regulatory approval) - a regulated instrument that will allow market participants to manage changes in GPU rental prices against a published, daily benchmark. The Series A will fund expansion across four areas: benchmark pricing, performance measurement through SiliconMark, institutional market and alternative data, and risk infrastructure for derivatives, insurance and credit markets. * Correction: in a previous post, we had mistakenly listed @CMEGroup as an investor instead of @CMEVentures.
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2/3 Silicon Data aggregates pricing from 100+ global sources to deliver GPU indices, forward curves, token-pricing datasets, and benchmark feeds. Most notably, they are working alongside CME Group to bring true institutional-grade transparency to the space.
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3/3 Huge congrats to @carmenli, @stevehou, and the entire team. Silicon Data is well-positioned to become the reference pricing and financial infrastructure layer for the rapidly growing AI compute economy. Onwards!
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The new AI Compute Network goes live on Friday (8/14) at Block 126,000. Code is being merged today. Computers running AI inference will be able to mine $NOCK. At launch: - 30% of blocks mined will be AI. - 70% of blocks mined will be ZK. Please update your nodes before Friday!
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1/3 We're excited to back @blockspace_eth - The Ethereum Infrastructure Company, building its next generation rails. As Ethereum evolves, Blockspace is building the infrastructure that helps its blockspace economy scale. xitter.cf/Blockspace_ETH/status/…
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2/3 Founded by the teams behind Gattaca and ultra sound, Blockspace combines years of protocol-level Ethereum expertise with unmatched distribution across the transaction pipeline. By strengthening Ethereum's out-of-protocol infrastructure, Blockspace is creating a more efficient and robust foundation for the network.
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3/3 Huge congrats to @DrewVdW and the entire Blockspace team. With deep technical expertise, a clear alignment with Ethereum's long-term success, and a business model that compounds alongside network growth, Blockspace is well-positioned to become foundational infrastructure for Ethereum. Onwards!
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Breed retweeted
Monad will win
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