Blockchain Capital

Partners to crypto builders since 2013

[Blockchain Capital @bcap]

Early-stage crypto founders often go beyond building products, setting the rules for entirely new ecosystems of social and financial incentives. Over our 12 years of investing in these visionaries, we’ve learned to look for the key qualities that define what it means to be a true founder.

Read more from BCAP Partner @yuan_han_li ↓

[Yuan Han Li @yuan_han_li]

https://t.co/bo60YKytcM

[Blockchain Capital @bcap]

New banking rails need new tech and the discipline that comes from experience.

Great to see our Operating Partner & GC @h_joshua_rivera at @SALTConference London, joining @midnightfdn, @monument_bank, @Web3foundation, and @Figment_io to discuss how fintech is improving capital efficiency.

[World Chain @world_chain_]

That's a wrap on @ETHGlobal Mumbai. Thanks to all who participated in the hackathon and congrats to the finalists!

[Aleks Larsen @alekslarsen]

One of the interesting dynamics here is that this makes the US indirectly long Bitcoin.

Let me explain:

Stablecoins have many growth drivers but the most powerful one is still a BTC bull market. BTC trades against USDT and USDC, so BTC rising means more stablecoins are minted, which leads to treasury buying.

In other words, if the treasury market comes under stress, a strong BTC/crypto market helps alleviate the stress by creating demand for treasuries.

It’s early but this relationship seems like it will become more important over time.

And btw, stablecoin minting during bull markets doesn’t mean commensurate redemptions in bears. There’s a bit of that but the onchain economy has a way of finding homes and uses for stablecoins, so it’s seems like something of a one way valve.

[Boundless @BoundlessHQ]

Boundless hit #1 for DeepSeek V4.1 Flash 1017 throughput on Vercel today.

→ 375 tokens per second
→ ZDR, always.

Built for teams that ship fast.

[Jonah @jonah_b]

A friend who left the music industry once told me a Drake theory that stuck with me.

Drake's sound is so distinctive that when a producer makes a beat that sounds remotely like him, their instinct is to get it to Drake. The industry effectively conspires to send him the most Drake-like beats, and he gets his pick of the litter.

I think something similar happens in venture.

Take Thiel. He's known for backing contrarian ideas, so when people come across a really unconventional company, they think to send it his way. I've even caught myself doing this with deals.

In venture, your reputation for the types of deals you do shapes which types of deals you see.

[Spencer Bogart @CremeDeLaCrypto]

can help with expedited onboarding to TRM for anyone impacted by the chainalysis outage, just reach out

[Brad Michelson @BradMichelson]

Excited to share that Uranium Digital has closed a $16.5 Series A. I couldn't be more excited about what we're building.

Uranium is the last major energy commodity without institutional trading infrastructure. The tools that unlocked financialization for oil, gas, and metals markets don't exist for nuclear fuel. Uranium Digital fixes that.

Would love to connect with anyone interested in what we're building.

Onward and upward.

[Spencer Bogart @CremeDeLaCrypto]

Didn't think we'd be backing a uranium market but here we are and damn I'm excited about it

[Blockchain Capital @bcap]

The @buttonxyz team has been hard at work creating an intelligent tool designed to help traders make more informed decisions.

Excited for Tailor to be out in the world and broaden access to markets.

Follow the 🧶

[button @buttonxyz]

The end of the institutional advantage is here.

The last decade democratized access to markets. Anyone can trade almost anything, but we've done very little to help people make better decisions.

We’ve worked over the past year to change that and put intelligence in the hands of the people. Now introducing Tailor.

Follow the 🧶…

[Aleks Larsen @alekslarsen]

Markets are accelerating both in size and complexity, which demands new tools.

Tailor is a new agent designed for trading. With it, everyone gets a quant in their pocket that can design strategies, monitor information and execute trades.

[Blockchain Capital @bcap]

After Fukushima, uranium prices fell sharply. Producers closed mines and delayed new projects. Few invested in new trading infrastructure.

Things have changed.

A deeper dive on what we find exciting about nuclear markets from our investors @h_joshua_rivera and @yuan_han_li

[Yuan Han Li @yuan_han_li]

https://t.co/wyiAyKL5el

[Yuan Han Li @yuan_han_li]

when i wrote Paper Routes, i kept coming back to the Pearl River Delta. exporters there have buyers and suppliers everywhere, so a new payment rail can spread far through those relationships.

that’s a big part of why we’re backing @photonpay. excited to partner with Lewison and team.

[Blockchain Capital @bcap]

As nuclear technology continues to advance, the uranium market remains stuck in a paper-based past.

We’re excited to lead @uraniumdigital_ Series A and back Alex’s vision to build a uranium trading platform for physical participants and financial investors.

[Uranium Digital @uraniumdigital_]

Today we're excited to announce that Uranium Digital has closed a $16.5 million Series A. The round was led by @bcap, with participation from existing investors.

The investment will support the expansion of product offerings and technology, as we work to meet growing institutional demand for access to the uranium market.

Learn more at https://t.co/tcrANH088m

[World ID @world_id]

The internet is rapidly changing.

[Aleks Larsen @alekslarsen]

You didn't have to trade to get value from @Polymarket last night. Most people who benefitted from its information last night didn't.

Markets are a fantastic tool for understanding what's happening in the world. Election day highlighted this once again.

[Jonah @jonah_b]

Cyber security is becoming a must have if you are in crypto

[Boundless Foundation @BoundlessFND]

https://t.co/s4wDrk0uGp

[Digital Assets Forum @DAF_Global]

Most institutions are past the question of whether to engage with digital assets.

The open questions are what is already live, what still blocks capital at scale, and what has to change next.

Moderated by Heather Goldman, Board Member, @GlobalDigitalFi, the panelists discuss these issues:

Michelle Neal, Group CEO, @fnality
Jim Ferraioli, Head of Crypto Research, @CharlesSchwab
Kinjal Shah (@_kinjalbshah), General Partner, @bcap
Thierry Adant (@tadantm), CIO, Newmarket Capital / Battery Finance

Join them at DAF New York, 13 November:
https://t.co/98WZwlXZQb

[Boundless @BoundlessHQ]

Words of wisdom from our CEO @sshankar for founders with large token bills ↓

[PhotonPay @PhotonPay]

PhotonPay raises $40M in Series C funding! 🚀

Led by @bcap (Blockchain Capital), with @SBI_DAH (SBI Group) joining and continued investment from @IDGCapital, GL Ventures, and @FactionVC (Lightspeed Faction).

We're scaling our Financial OS to connect stablecoins, fiat currencies and real-world commerce.

🔗 https://t.co/Q49xgmQ3H1

#PhotonPay #SeriesC #Stablecoins #FinancialOS