BOND

[BOND @bondcap]

Congratulations to @SpaceX on another historic milestone today. It’s an honor to be part of your interstellar journey, which is still in its very early days 🚀 $SPCX

[Nasdaq @Nasdaq]

$SPCX. Now trading on Nasdaq.

[BOND @bondcap]

Thrilled to partner with @MikeyShulman & the @Suno team on the journey ahead 🚀

https://t.co/JJgh1l7CdU

[BOND @bondcap]

Big product launch for @partiful! Millions of users can now sell tickets directly through the app. Alongside invites, guest lists, and party communications, hosts have even more control in throwing the most memorable parties 🎉

https://t.co/BcbSMl5txi

[BOND @bondcap]

Congratulations @GetStord on the continued momentum! You are powering the new logistics backbone for today's smartest commerce brands!

[Sean Henry @seanhenry]

Ten years ago I started Stord because nobody had built the infrastructure for what happens after a consumer clicks buy.

Today we raised $250M at a $3 billion valuation.

Commerce now has the physical intelligence layer that merchants deserve.

Full piece: https://t.co/DhDur7veoh

[BOND @bondcap]

Proud to continue watching @Kalshi execute against a bold vision: creating a new financial market for tradable risk. A massive milestone for @mansourtarek_, @luanalopeslara, and the entire team 🚀

[Tarek Mansour @mansourtarek_]

Kalshi raised $1B at a $22B valuation led by Coatue, with participation from Morgan Stanley, Sequoia, a16z, and others.

In 2018, we were two kids who loved math, markets, and debate. And we had a dream: build the next generation financial market, where we capture a broader set of questions and harness the power of the masses to price them better than Wall Street.
Kalshi was born to fulfill that dream.

Today, most of these questions are traded indirectly, priced through imprecise proxies or negotiated bilaterally in opaque, restricted, relationship-driven markets. But thanks to our incredible community of users who make our markets work, Kalshi has the opportunity to change that by turning historically fragmented and untradeable risk into open, liquid, and standardized markets.

We’ve seen this movie before. When interest rates, currencies, commodities, and crypto moved from dark to lit markets, volume did not just migrate: access expanded, new use cases emerged, and the opportunity grew by orders of magnitude.

Today, Kalshi represents over 90% of US prediction market volume and the majority of activity globally, with annualized volume growing to $178B over the past 6 months.

What started as retail is quickly becoming institutional — hedge funds, asset managers, prop firms, and insurers are beginning to trade, provide liquidity, and hedge real-world risk directly. The scope and scale of prediction markets are just beginning to take shape.

We’re using this new capital to accelerate the institutional adoption underway — unlocking trillions in capital to facilitate active trading and risk management.

Prediction markets are moving from early adoption to core financial infrastructure. This is just the beginning.

[BOND @bondcap]

“AI is a global story.”

BOND partner @daegwonchae joined CNBC Asia to share how we’re thinking about frontier innovation, adoption trends across Asia, and the next wave of value creation in AI

Watch the conversation:
https://t.co/4BdJoJRsHg

[BOND @bondcap]

AlphaGo stunned the world by teaching itself to beat the best human Go players. @IneffableLabs is using the same approach to build AI that learns from experience, not human data. Thrilled to back David Silver, the mind behind AlphaGo & one of AI's greats!
https://t.co/1D0oSXw4BM

[BOND @bondcap]

.@VAST_Data continues to define modern data architecture for AI at scale. Thrilled for the team on this milestone

[VΛST Data @VAST_Data]

Today, VAST Data announced our Series F at a $30 billion valuation.

This milestone reflects accelerating demand for a new data infrastructure stack purpose-built for AI.

Learn more: https://t.co/NIVRolXQEZ

[BOND @bondcap]

Halter is ushering in a new paradigm for agriculture, transforming the status quo of an enormous & impactful industry. Excited to double down on our partnership with @craig_piggott

https://t.co/ZaxFHMGz2I

[BOND @bondcap]

Huge congrats to the Eucalyptus team on this next chapter of impact & scale 🚀

Grateful to have been part of the journey as they've pioneered the future of healthcare globally

https://t.co/o3BNiT95Jp

[BOND @bondcap]

Voice is the most natural and engaging interface for AI. @elevenlabs has fast emerged as the gold standard for AI voice, with an expansive suite of creative and conversational products. Thrilled to back @matiii and @dabkowski_piotr in their Series D!

https://t.co/CHCEyoXFJ1

[BOND @bondcap]

Decagon continues to redefine the customer support experience with its AI-native concierge platform built for the complexities of large global enterprises. Congratulations to the @DecagonAI team on their Series D and continued rapid growth!

https://t.co/94Y7kWsD2g

[BOND @bondcap]

Baseten runs inference for market leaders in AI software development, healthcare, marketing & more. We're proud to continue backing @tuhinone, @amiruci & the @baseten team in this next chapter of growth

[Baseten @baseten]

We’re thrilled to announce that we have raised $300M at a $5B valuation. The round is led by IVP and CapitalG, both doubling down on their investment in Baseten, and joined by 01A, Altimeter, Battery Ventures, BOND, BoxGroup, Blackbird Ventures, Conviction, Greylock, and NVIDIA.

Read more here: https://t.co/cQi1re3vaW

[BOND @bondcap]

Last year, more than 100 million Americans were treated by a doctor using @EvidenceOpen — one of our exciting investments driving the future of healthcare. Congrats to the team as they continue defining a new standard at the point of care!

https://t.co/rt6RdFIhgr

[BOND @bondcap]

Category-defining execution, week after week & month after month. Congrats @Kalshi 🚀

[Kalshi @Kalshi]

We've crossed $100B in annualized volume

Next stop: $1T

[BOND @bondcap]

Congrats to Eon on this milestone. The team continues to redefine cloud-native backup through breakthrough architecture & rapid product execution

https://t.co/c4Pj8OjRgV

[BOND @bondcap]

Congrats to @Kalshi — one of our most exciting early investments. @mansourtarek_, @luanalopeslara & team continue to pioneer prediction markets at global scale, combining regulatory leadership with world-class product velocity

https://t.co/nzgzdLyVdd

[BOND @bondcap]

Congratulations to @Whatnot on their Series F and continued global momentum. Proud to further support @GrantLaFontaine & @loganhead13 as they build the next chapter of live commerce

https://t.co/lMgzmoN8KL

[BOND @bondcap]

OpenEvidence already empowers 40% of US doctors at the point of care with an evidence-based intelligence layer. We’re thrilled to back @EvidenceOpen as they build the AI-native platform to transform how physicians access & apply medical knowledge

https://t.co/iwXkJIvDXt

[BOND @bondcap]

As data centers and electrification reshape energy demand, the grid is under pressure. We’re proud to back @basepowerco as they help modernize America’s power infrastructure — ramping the delivery of reliable and affordable energy

https://t.co/o74mLBaPsG