Breed

partners with the worlds most ambitious and transformative entrepreneurs. Founded by @jedbreed

[Breed @breed_vc]

Announcing our $15M Fund II

[Jed | Breed VC @JedBreed]

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

[Breed @breed_vc]

https://t.co/ttAEg8G5I9

[Breed @breed_vc]

Thanks @ampressman & @HiawathaBray for featuring us in the @BostonGlobe today.

[Jed | Breed VC @JedBreed]

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.

[Breed @breed_vc]

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!

[Breed @breed_vc]

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.

https://t.co/KC5NawCNht

[HyperLink @hyperlink_xyz]

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.

[Breed @breed_vc]

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.

[Jed | Breed VC @JedBreed]

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.

[Jed | Breed VC @JedBreed]

It may be time for a new headshot...

[The Block @TheBlockCo]

EXCLUSIVE: Solo GP Jed Breed raises $15 million for his second early-stage crypto fund https://t.co/B0RPtg8Woq

[Yogita Khatri @Yogita_Khatri5]

🎉 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! 🙌

[Blockspace Forum @blockspaceforum]

https://t.co/J1q5Xarbt8

[Breed @breed_vc]

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!

[Breed @breed_vc]

Compute is the new oil... We're proud to back @silicondata the financial infrastructure platform building the data, and trading infrastructure for AI compute.

https://t.co/8YRTC9BubM

[Silicon Data @silicondata]

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.

[Breed @breed_vc]

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.

[Nockchain @nockchain]

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!

[Breed @breed_vc]

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!

[Breed @breed_vc]

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.

https://t.co/UoZcUEUB9s

[Blockspace @Blockspace_ETH]

https://t.co/r2HeoxPuO4

[Breed @breed_vc]

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.

[Keone Hon @keoneHD]

Monad will win