All funds
Breed VC logo

Breed VC

$143Tdisclosed portfolio round capital
1 Jul, 2026last investment
31portfolio companies
2team members

Analyst signals

Portfolio activity and matriculation

Metrics use all recorded activity through 21 Jul 2026 across pre seed, private, seed, series a, strategic, unknown. Later-round outcomes are capped at the period end.

38.7%companies with a later round · 12/31
1.50×median round-size step-up · n=11
Not availablemedian valuation step-up · n=0
0%recorded-solo rate · 0 solo / 34 syndicated
Finance · 12 companiesBlockchain Platforms · 3 companiesData & Analytics · 2 companies

These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records. 1 ambiguous legacy rounds were excluded.

Opportunities

Crypto jobs across Breed VC's portfolio

7 current roles at companies backed by Breed VC, sourced from JobStash's crypto job board.

People

Team

J

Jed Breed

Founder & General Partner

N

Nick Garcia

Investment Partner

Portfolio

Investments

Full financing histories for portfolio companies. Highlighted rounds are those where Breed VC is recorded as an investor.

3Jane logo

3Jane

hybrid
Finance

USD3 is a yieldcoin backed by a pool of credit lines to crypto users and AI agents secured against future yield. Credit lines are underwritten against verifiable proofs of credit scores, onchain/CEX/bank assets, and cash flows. Staked USD3 (sUSD3) has levered exposure to the pool.

Seed4 Jun, 2025$5.2T roundSyndicated · 12 disclosed investors
Finance

Agora Finance helps businesses and financial institutions move money quickly using stablecoins and digital dollar infrastructure.

Series A1 Jul, 2025$50M round
Seed1 May, 2024$5T round
Seed2 Apr, 2024$12T roundSyndicated · 12 disclosed investors

Arbelos Markets provides liquidity and trading solutions in the crypto sector.

M&A1 Jan, 2025
Private8 May, 2024$28T roundSyndicated · 12 disclosed investors
Seed1 May, 2024$28M roundSyndicated · 12 disclosed investors
Astria logo

Astria

crypto

Astria is a sequencing layer that provides the easiest way to deploy decentralized rollups.

Strategic1 Jul, 2024$13T round
Seed4 Apr, 2023$5.5T roundSyndicated · 9 disclosed investors
Bagel Labs logo

Bagel Labs

ai robotics
Uncategorized

Bagel Labs is an artificial-intelligence research lab developing distributed training methods for frontier diffusion models on commodity hardware. Its work focuses on generative models for robotics, video, and world modelling.

Pre-Seed23 Jan, 2024$3.1T roundSyndicated · 8 disclosed investors
BSX logo

BSX

crypto

BSX is a decentralized platform for trading perpetual futures on-chain.

M&A1 Nov, 2025
Unknown1 Sep, 2024
Seed21 Aug, 2024$4T roundSyndicated · 13 disclosed investors
Pre-Seed1 Oct, 2023$2.2M roundSyndicated · 8 disclosed investors
Unknown1 Sep, 2023
Cap logo

Cap

crypto
Finance

Cap is a three-sided platform for USD yield, private credit, and financial guarantees. Depositors earn USD yield by depositing approved assets and receive cUSD in return, while underwriters and borrowers participate in covered credit loans and financial guarantees. Cap serves depositors seeking USD yield, underwriters providing capital and premiums, and borrowers seeking covered credit, along with institutional partners in restaking and DeFi.

Public Sale1 Jun, 2026$3.8M round
Seed1 Apr, 2025$8M roundSyndicated · 20 disclosed investors
Pre-Seed1 Oct, 2024$1.9M round
Hyperbeat logo

Hyperbeat

hybrid
Finance

Hyperbeat is a crypto-native business banking platform that lets users hold, earn, trade, and spend money through a self-custodial smart wallet on HyperEVM. It combines fiat-crypto conversion, high-yield accounts, leveraged trading, and a crypto-backed credit card into a single account, targeting individuals and businesses who want banking services without giving up custody of their assets.

Seed1 Aug, 2025$5.2M roundSyndicated · 20 disclosed investors
Venture Capital

Inversion Capital acquires traditional businesses and transforms their operations using blockchain technology to reduce costs and improve efficiency.

Seed1 Sep, 2025$27M roundSyndicated · 27 disclosed investors
Ion Protocol logo

Ion Protocol

out of scope
Finance

Ion Protocol is a price-agnostic lending protocol for staked and restaked Ethereum assets. Its documentation states that the protocol is being deprecated and provides instructions for users to exit borrow, lender, and vault positions.

Unknown12 Aug, 2024$4.8T roundSyndicated · 22 disclosed investors
Pre-Seed13 Jul, 2023$2T roundSyndicated · 34 disclosed investors
Irys logo

Irys

crypto
Blockchain Platforms

Irys is an L1 programmable datachain, optimizing onchain data storage and execution to enable efficient, scalable web services on a unified platform.

Series A21 Aug, 2025$10T roundSyndicated · 7 disclosed investors
Strategic12 Jun, 2024$8.9T round
Kintsu logo

Kintsu

crypto

Kintsu is a liquid staking protocol built on the Monad blockchain. It allows users to stake their MON tokens to earn yield while receiving a liquid token (sMON) in return, which can be used across the DeFi ecosystem.

Seed25 Jul, 2024$4T roundSyndicated · 20 disclosed investors
Kuru logo

Kuru

crypto
Finance

Kuru is a trading hub for Monad. It provides token discovery, market trading and swaps, liquidity pools, vaults, and portfolio tracking.

Series A7 Jul, 2025$12T roundSyndicated · 13 disclosed investors
Gaming

Legend of Arcadia is a blockchain-based casual strategy card game. Players collect and raise NFT Toy Heroes, play PvE and PvP modes, earn in-game rewards, and use the $ARCA token and VIP system.

Seed30 Aug, 2024$4T roundSyndicated · 38 disclosed investors
Public Sale1 Jun, 2024$1.4M round$80M valuation
Finance

M1X Global builds the sovereign layer of on-chain capital markets, partnering with governments to bring blockchain technology to public sector programs and institutional markets. Its flagship project, in partnership with the Republic of the Marshall Islands, is USDM1, a sovereign, Treasury-backed digital financial instrument. M1X primarily serves sovereign governments and institutional financial market participants.

Seed1 Jul, 2026$5.5M roundSyndicated · 2 disclosed investors

MyPrize

crypto

Stealth

Unknown1 Mar, 2024$8M round$140M valuationSyndicated · 9 disclosed investors
Unknown1 Oct, 2023$5M roundSyndicated · 9 disclosed investors
Perena logo

Perena

crypto
Finance

Perena helps users swap, provide liquidity, and launch stablecoins through a unified stableswap infrastructure.

Unknown1 Jul, 2025
Pre-Seed1 Dec, 2024Syndicated · 14 disclosed investors
Perle logo

Perle

crypto
Data & Analytics

Perle provides expert-verified training data for AI models via configurable annotation workflows, quality assurance, and human evaluation.

Seed1 Aug, 2025$9M round
Pre-Seed1 Oct, 2024$8.5M roundSyndicated · 11 disclosed investors
Perpl logo

Perpl

crypto
Finance

Trade Perps on Perpl Trade Chainlink with leverage on Monad

Unknown13 May, 2025$9.3T roundSyndicated · 10 disclosed investors
Uncategorized

phylax.systems

Pre-Seed31 Oct, 2024$4.5T roundSyndicated · 16 disclosed investors

Smart Transactions (STXN) provides context-aware, decentralized, and customizable blockchain solutions. They are building the future of crypto with a Universal Matching Engine, envisioning a world where AI and crypto solvers converge to enable intelligent agents to autonomously execute, optimize, and settle transactions across decentralized networks.

Seed1 May, 2024$5.5M roundSyndicated · 9 disclosed investors
Spearbit logo

Spearbit

crypto
Security

Spearbit is the industry's most elite option for security reviews, available exclusively on Cantina. It is a highly-curated network of security experts, hand-selected to safeguard the next generation's most sophisticated infrastructure. Their bespoke solutions have protected billions in assets for the world's innovators.

Unknown1 Aug, 2023$7M roundSyndicated · 6 disclosed investors
Finance

Squid Router enables cross-chain token swaps and messaging across blockchains in a single transaction using Axelar Network infrastructure.

Public Sale1 Jul, 2026$2.3M round$45M valuation
Unknown1 May, 2026$6M round
Strategic31 Jan, 2024$4T roundSyndicated · 15 disclosed investors
Seed31 Jan, 2023$3.5T round