Bart Stephens

#Blockchain #crypto VC - Founder & Managing Partner @bcap. 13 years of building an industry, 1 founder at a time. Legal disclaimer: Views are my own.

[Bart Stephens @pbartstephens]

Doubling Up While Doubling Down - Announcing our Latest Funds https://t.co/zaXeHF7drK #blockchaincap

[Nick Tomaino @NTmoney]

Polymarket is the first crypto native company that is uncorrelated with crypto prices

Volume and revenue growth is accelerating regardless of what the total market cap of crypto is doing

Took some time to get going but the U.S. app is now firing and long way to go but onchain growth is strong too 🚀

[Bart Stephens @pbartstephens]

Congrats guys !

[ZKsync @zksync]

Introducing Prividium Connect.

Institutions can now privately exchange assets across blockchains without a trusted intermediary.

For the $ZK economy, this opens an opportunity across global financial markets.

[Yuan Han Li @yuan_han_li]

nuclear can power far larger AI systems and a new era of industrial growth. getting there means building reactors, financing new mines and securing fuel for decades.

the uranium market still runs on phone calls and private quotes. @uraniumdigital_ is building a modern market to support that nuclear buildout.

very happy to be leading Alex and team’s $16.5m Series A. @h_joshua_rivera and i wrote more about why @bcap invested below.

[Bart Stephens @pbartstephens]

💯🙌🏻

[Shayne Coplan 🦅 @shayne_coplan]

Last night was special.

Election days just never get old for us at Polymarket. Watching regular people experience the beauty of market based forecasts as the results come in. How practically useful it is. How simple it is to interpret. When it clicks, it clicks.

It’s now routinely hours between when prediction markets call it versus the TV networks. The networks hold out until absolute certainty, and the suspense keeps it entertaining all night. No knock to them, but now there’s Polymarket, and many people are realizing they want to know what's happening in real time.

I know the industry has gained a mixed rap for a variety of reasons, many of which are criticisms with real merit. But I think I speak for both myself and my peers when I say we got into this because we really love the idea of markets being able to place a price on the future (e.g. Democrats had a 92% chance to take the House on Polymarket), and how that can help people better understand what's likely to happen and make decisions accordingly.

Our mission is to make sure we deliver on the promise of prediction markets, which was on full display last night. In the midst of so much noise around what we do, the American people get to see what Polymarket is really all about. Feels like one step closer to the dream. Onwards.

[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

[Evan Flow @ciengalon]

Donald Knuth on P=NP:

[Bart Stephens @pbartstephens]

Congrats!

[ALEX | ZK @gluk64]

Proud to be partnering with @The_DTCC on bringing privacy to their network with Prividium.

This collaboration is a huge milestone for @zksync

[Blockchain Capital @bcap]

As stablecoins take a growing share of cross-border business payments, we're excited to back @PhotonPay's vision to enable businesses to receive, convert, and send fiat and stablecoins across borders.

Congratulations Lewison and team!

[Kevin Wysocki @KevWysocki]

An exciting new chapter added to the @Anchorage Digital and @Securitize partnership! Now they can mint and redeem any of the Anchorage Digital issued stablecoins directly with us.

[Blockchain Capital @bcap]

What is next for prediction markets?

Our GP @alekslarsen took the stage at @money2020 to discuss the opportunities ahead with @RobinhoodApp VP and General Manager of Futures and Prediction Markets @JBMackenzie_.

Thank you, @PulchraMens, for moderating the conversation!

[Bart Stephens @pbartstephens]

👁️✅

[Blockchain Capital @bcap]

Just 3 years ago, deepfakes on a single call could cost a company millions in losses. Today, @world_id allows human Zoom call participants to prove they are human as well as agents to carry Proofs delegated by a person. Excited for this team!

[anay @anay_sim]

https://t.co/n02IRrALUf

[Spencer Bogart @CremeDeLaCrypto]

Great write-up on why and how the winning payment rails of the future may be determined by adoption in the densest and most global trading regions

"The core insight here is that payment rails spread from counterparty to counterparty, and so I’d expect them to spread faster through industries and businesses with many trading relationships across different markets"

[Blockchain Capital @bcap]

By 2030, Gen Z is expected to account for 1/3 of Brazil's GDP, and https://t.co/imtnRHStq1 is building a platform for these users.

We're excited to announce our $15M investment in https://t.co/imtnRHStq1 and proud to support them as they build financial rails in Latin America.

[Tare @tarecredit]

We’re thrilled to sponsor The Free Toaster's inaugural Affiliate Marketing Summit for Lenders & Publishers in San Francisco this Wednesday, September 23.

The Summit will bring together 150 of the top affiliate marketing leaders in consumer lending, and we’re looking forward to being part of the conversation.

At Tare, we’re building credit market infrastructure to better connect originators with investors, and make it simpler to raise, deploy, and manage capital. We created our own first customer, a personal loan originator, to prove out the model and demonstrate gains across the end-to-end loan lifecycle.

@humancapitol @keerthimoudgal & our head of Credit & Analytics, Jason Kremer will be there to share more on our vision, learn from operators how AI is reshaping acquisition and explore what those shifts could mean for turning borrower demand into funded loans.

See you soon, SF!

https://t.co/IopCDzLYzD

[Blockchain Capital @bcap]

Thrilled to back the @tarecredit team helping build a better experience for credit borrowing and lending.

[Bart Stephens @pbartstephens]

Investor @jonah_b @bcap makes some great points on the similarities (and differences) between new tech industries of crypto & AI. AI is higher stakes, and has some difficult PR challenges to overcome. Like crypto did in the early days.

[Jonah @jonah_b]

https://t.co/UafCiqtKzE

[Bart Stephens @pbartstephens]

Incredible partnership for @krakenfx ! Nice work @arjunsethi @DavidLRipley @jespow and the entire team 💪🏻. It has been awesome watching u grow over a decade from the @bcap seed round investment to today 🙏🏻

[Payward @Payward]

Nasdaq Ventures is investing $100M in Payward as we advance tokenization together with the @Nasdaq Equity Token (NET) framework.

Equities on-chain only works if it's built to institutional standard from day one. We're building it with the company that's run public market infrastructure for decades.

→ https://t.co/18pRQHov6S

[Spencer Bogart @CremeDeLaCrypto]

Some dogs just know how to hunt

Quite literally in the case of TRM which is one of a very small handful of companies that actually knows how to identify, track and disrupt criminal activity. They’ve now packaged that expertise into an operating system for crimefighters to combat criminal activity at scale and that solution is resonating with the market.

But also figuratively - over the past 8 years, @estebancastano, @rahulr0609 and the TRM team have repeatedly navigated their way to bigger and better opportunities because they genuinely care about actually solving their customers problems

It’s awesome to see a company succeed consistently and repeatedly over several years but it’s even better when they hit *another* major inflection point in year 8. That made it really easy for us to back them for the third (!) time as a lead investor

[Bart Stephens @pbartstephens]

A great post by @_kinjalbshah, GP @bcap exploring some real world tensions and advantages of trustless networks like blockchains. The novel financial services built on them, thrive with human judgment augmenting the tech.

[Kinjal Shah @_kinjalbshah]

https://t.co/DiledwBQ7F