Edward Breed Edward Breed

Announcing Breed Fund II

Announcing Breed VC’s $15M Fund II, dedicated to backing day-zero founders building decentralized and user-owned systems.

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Edward Breed Edward Breed

Hermes Is Taking Over

As AI transitions from simple chatbots to autonomous agents executing complex workflows, developers require frameworks that bridge raw language models with execution. This deep dive explores the rapid rise of Nous Research's Hermes, detailing how its compounding skills position it as the essential infrastructure for next-generation software.

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Edward Breed Edward Breed

The Dawn of the Agentic Economy

As AI agents evolve into autonomous economic actors, they are being bottlenecked by legacy financial rails that were built exclusively for humans. This deep dive explores the inevitable rise of Agentic Finance, detailing why blockchains and stablecoins are the only infrastructure capable of powering the impending machine-to-machine economy.

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Edward Breed Edward Breed

The $Strategy Strategy Proliferation

We're observing a rapid proliferation of the "$Strategy Strategy," where companies adopt Bitcoin aiming for premium valuations by aggressively raising capital to increase Bitcoin-per-share, a high-risk approach we anticipate will lead to industry consolidation under market pressures.

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Edward Breed Edward Breed

Decentralized AI: An Investment Thesis by Breed

After a significant deep dive into the intersection of AI x Crypto. We’ve released our thoughts on the leading innovators in the space and potential applications of this groundbreaking technology stack.

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Edward Breed Edward Breed

A Closer Look at Breed VC’s Due Diligence Approach

We’ve developed a nuanced evaluation framework that aims to reduce risks while uncovering opportunities. This guide is intended to help startup founders understand what we’re looking for and why we consider each aspect important.

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Edward Breed Edward Breed

The MEV Bible, Part 1 of 2

MEV, short for Miner or Maximal Extractable Value, is a term that has been around in the crypto world for some time now. While there is no universally accepted definition, we’ll define MEV as the total value that validators can extract by sequencing, altering, or censoring transactions at the expense of users.

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Edward Breed Edward Breed

Introducing Breed VC

A decade ago when I first started in this industry as a bedroom miner, I remember one day watching a Youtube video by Andreas Antonopoulos. This video introduced the concept of blockchain technology being applied to all other transactional applications outside of money.

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