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

Miami & Boston US
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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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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 @Silicon_Data the financial infrastructure platform building the data, and trading infrastructure for AI compute.
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.
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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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Monad will win
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Incredible few days at the Out East Summit connecting with some of the sharpest minds in crypto. Really enjoyed taking the stage to debate the future of quant trading with this crew. Thanks for putting this together @TheTieIO @Joshua_Frank_.
Replying to @TheTieIO
The traders take the stage. The Quants Have Arrived. Is the Edge All Gone? As markets mature and alpha becomes harder to find, where does the next edge come from? @jedbreed of @breed_vc moderates @ShiliangTang of @monarq_mgmt, Justin Chuh of Polychain Capital, and Thomas Chladek of Numeus.
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HyperLink is live. Hyperliquid is becoming the default venue for on-chain perps. But as a venue matures, serious traders need more than direct access to the order book. They need the infrastructure layer around it. Trade privately with best execution, on Hyperliquid.
Hyperlink (@hyperlink_xyz) gives traders confidential best execution on the most liquid permissionless derivatives venue. Over $180M traded and growing 20% WoW. Traders want privacy and lower fees, and they're voting with volume. Congrats on the launch @s3ohi. Hyperliquid. alliance.xyz/launches/hyperl…
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2/3 Issued by the Republic of the Marshall Islands and backed 1:1 by U.S. Treasury instruments, USDM1 combines decades of sovereign debt precedent with blockchain infrastructure. It enables government disbursements while introducing high-quality sovereign collateral to onchain capital markets
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3/3 Huge congrats to @MarkLurie, @JordanGoldman_, and the entire M1X Global team. With deep institutional expertise, years of work alongside the Marshall Islands, and a first-mover advantage in bringing sovereign debt onchain, USDM1 is building foundational infrastructure for the next generation of digital financial markets. Onwards!
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1/3 We’re excited to back @m1xglobal alongside @paradigm. M1X helped coordinate and develop @USDM1, the world’s first sovereign-issued, tokenized bond built natively on public blockchains, they are bringing sovereign debt onchain.
Today, we’re announcing M1X Global has raised a total of $8.5m in grants and funding, with a seed round led by @paradigm and participation from @breed_vc. M1X helps governments bridge the transition to 24/7, programmable capital markets.
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Many of you haven't met me and just follow me here on X. This is my first podcast as I'm a solo GP and way too busy to do media. I cover: - what its like to be a VC in this space - how we pick what to invest in - which founders typically win - how the VC industry actually works If you want to get a sense of @breed_vc and more in depth on who I am it's worth a watch. Thanks @gate_ventures for having me on.
Welcome to the second episode of the Gate Ventures Podcast! Our Partner Jeremy Wallis @Fintechblocks with Jed Breed @JedBreed, Founder of @breed_vc, to discuss his 13-year crypto journey—from mining Bitcoin and launching USDC at Circle to building Breed VC. They also explore the evolving token landscape, founder qualities, and the future of TradFi and DeFi. 🎧 Now available on YouTube and Spotify! 🔹 YouTube: piped.video/0bJbn8kcaok 🔹 Spotify: open.spotify.com/episode/6ZM… —— 🔑Key takeaways: ✅ Jed's 13-year arc: MIT mining days → Circle/USDC → Accomplice DeFi fund → Breed VC ✅ Is AI the new 2021 bubble? "Anthropic is basically saying they're building God" — and why crypto is the contrarian play ✅ Founder psychology: grit, trauma, and the "revenge founder" archetype — why a chip on the shoulder beats a comfortable past exit ✅ RWA thesis: tokenizing equities, pre-IPO shares (SpaceX at $1.75T), mineral rights, power contracts ✅ What tier-1 VC backing actually signals to retail — and 3 metrics to always check: token float, lockup schedule, social media authenticity —— #Crypto #DeFi #VentureCapital #Web3 #RWA #Bitcoin #AI #BreedVC #GateVentures
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