Jed | Breed VC

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Jed | Breed VC

Jed | Breed VC

@JedBreed

Founder of @breed_vc | ex @Accomplices | ex @circle | Dad of 2!

Katılım Ocak 2009
2.4K Takip Edilen24.3K Takipçiler
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Jed | Breed VC
Jed | Breed VC@JedBreed·
When we launched our 1st fund it was a similar time as now. FTX just declared bankruptcy, prices were horrendously down, and everyone thought our industry was dead. The founders with the most grit and conviction were forged and we are proud to back them, a just a few from those days. @gdog97_ from @ethena @keoneHD from @monad @Teknium from @NousResearch @Nick_van_Eck from @withAUSD @ZachBruch from @myprizeus @joshua_j_lim from @Arbelosxyz @alexocheema from @exolabs @santiagoroel from @inversion_cap and so many more from our portfolio. We currently have more dry powder than we've ever had and we're excited to partner with founders that are here building now while its hard. @breed_vc is ready for the next wave.
Tom Dunleavy@dunleavy89

The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.

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Jed | Breed VC retweetledi
RoboStrategy
RoboStrategy@RoboStrategy·
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Jed | Breed VC
Jed | Breed VC@JedBreed·
OpenClaw laid the foundation. Hermes Agent built the empire.
Nous Research@NousResearch

Hermes Agent is now #1 on the Global @OpenRouter token rankings. While our journey together has just begun, we'd like to take this opportunity to thank our contributors, supporters, and users for all they have done to get us this far.

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Dara
Dara@dara_venture·
Just be a good fucking person in crypto VC. That's how you win
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Jed | Breed VC
Jed | Breed VC@JedBreed·
Epic weekend at Mar-a-Lago. Trump was nice enough to speak to the room for an hour and a half. Experienced unmatched energy in the room with legends like @MikeTyson and @TonyRobbins. Had some great conversations on markets with @CathieDWood and @APompliano. Thanks to the $TRUMP team for having me!
Jed | Breed VC tweet media
Jed | Breed VC tweet media
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Jed | Breed VC
Jed | Breed VC@JedBreed·
Launching a token in the current market environment is an absolute gauntlet. The team at @USDai_Official just delivered a masterclass. While the broader market was bracing for a muted launch, they defied gravity by securing Day 1 simultaneous listings across Robinhood, Binance, Coinbase, Upbit, OKX, Bybit and many more. Simply unheard of. This proves that Tier 1 execution and a massive lending pipeline dictate value, regardless of market sentiment. We at @breed_vc are incredibly proud to have been early seed investors. The real work starts now.
USD.AI@USDai_Official

$CHIP is now live. Intelligence. Progress. Abundance. Financed with $CHIP.

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Haseeb ＞|＜
Haseeb ＞|＜@hosseeb·
Interesting that they are now showing these benchmarks side-by-side with Mythos, to reinforce that you do not have access to the most intelligent model. I always wondered when we'd get here. But we have now for the first time entered the undemocratic era of AI. You are not important enough to have access to the greatest intelligence, and Anthropic wants you to know that.
Claude@claudeai

Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.

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Joshua Lim
Joshua Lim@joshua_j_lim·
1/ I’ve spent most of the last few weeks since the Google, Caltech papers to think about tradable implications around quantum computing and crypto specifically what happens to the market around q-day
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sysls
sysls@systematicls·
In the corporate world, ambition is feared because competence means you might eat your supervisor's job. As an entrepreneur, ambition is not only necessary, but desirable - because you need to be able to eat your competitors; and belief that you can is just the first step.
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Hercules | DeFi
Hercules | DeFi@Hercules_Defi·
The VCs are very much ready to fund your project if you have the right idea and team. This is a list of Crypto VCs who are ready to deploy.👇 ------------------ > @Shaughnessy119 and @pierskicks from @Delphi_Ventures said they are deploying their 4th direct fund, actively and selectively. They also said they are open to early-stage crypto and early-stage AI founders. --------------------- > @DaveHsu from @etherfi_VC said they are deploying $500K–$1M checks for founders rebuilding finance. Live product with traction required which will also give direct access to the @ether_fi ecosystem. --------------------- > @neuralunlock, @dara_venture, and @iwillpat from @HashgraphVC said they are deploying $500K–$2M checks. They also said 4 deals done this year and are targeting 35 total. --------------------- > @maxime_bucaille from @DraperVC said they are still actively deploying and they've done 8 deals so far this year --------------------- > @EvanTheFeng and @jbrukh from @coinfund said they are active and DMs are open for new ideas. Focusing on AI, prediction markets, stablecoins etc. --------------------- > @Evanzsolomon from @PortalVentures said they are still leading pre-seed deals. --------------------- > @MikeZajko from @lattice_fund said they are still actively writing checks. --------------------- > @alpackaP from @Hack_VC said they are investing more aggressively than ever. --------------------- > @0xstajus from @v3v_ventures said they are still actively deploying and happy to connect with visionary founders --------------------- > @0xfishylosopher from @panteracapital said doors and DMs are always opened. --------------------- > @claudezone, @gleb0x from @greenfield_cap said they are actively deploying and DMs are opened. --------------------- > @ryanconnor from @Rockaway_X said they are still bullish on crypto founders. --------------------- > @ARafayGadit from @ZigLabs_ said they are deploying $150K–$500K pre-seed for AI-first and new-age Web3 projects. --------------------- > @kay_phillips_ from @HivemindCap said they are actively investing pre-seed through series B deals --------------------- > @maybeltr from @kosmosVC said he's actively deploying and you should hmu anytime, anyday. --------------------- > @curious_mind21 from @TiogaCapital said they are deploying more than ever with fresh funds and only 10% deployed so far. They are focusing on RWA, perps, frontier tech etc. --------------------- > @jonah_b from @bcap said they are actively deploying. Also said they have invested in @polymarket, @coinbase, and @tether. The list continues in the comment👇
Hercules | DeFi tweet media
Tom Dunleavy@dunleavy89

The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.

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Ben Badejo
Ben Badejo@BenjaminBadejo·
OpenClaw 4.10 with the new active-memory plugin enabled is SO MUCH SMARTER. It's really a ridiculous step-change. @steipete, takhoffman/@cherry_mx_reds did a fantastic job. So happy with this.
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Tom Dunleavy
Tom Dunleavy@dunleavy89·
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
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Keşfet

@RoboStrategy @AmirOnchain @monarq_mgmt @JaimeLeverton @Raacfi @Joshua_Frank_ @TheTieIO @nickgarcia