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19 posts tagged with "fundraising"

Fundraising and capital raising

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Oxide's $445M SEC Form D: The Decade's Biggest On-Prem Hardware Bet and What It Says About Owning Your Machines
·Dora Noda·10 min

Oxide's $445M SEC Form D: The Decade's Biggest On-Prem Hardware Bet and What It Says About Owning Your Machines

An August 4, 2026 SEC Form D shows Oxide Computer raised $445M six months after its $200M Series C — roughly $645M in half a year for cloud computers you own. What the filing actually says, where a €50 Hetzner box sits on the same ownership spectrum, and the deploy-experience layer the raise doesn't cover.

self-hosting
infrastructure
cloud computing
fundraising
+1
Render's $1.5B Series C Extension: Does 4.5M Developers Mean Self-Hosted Lost the Argument?
·Dora Noda·9 min

Render's $1.5B Series C Extension: Does 4.5M Developers Mean Self-Hosted Lost the Argument?

Render just raised $100M at a $1.5B valuation with 4.5M developers and 100%+ revenue growth. Here's why that doesn't mean self-hosting lost — the two are winning different buyers, and the numbers show exactly where the line sits.

self-hosting
PaaS
fundraising
cost-optimization
Fly.io's Job Postings Hit Zero While Render and Railway Raise $100M Each
·Dora Noda·8 min

Fly.io's Job Postings Hit Zero While Render and Railway Raise $100M Each

Fly.io's careers page shows zero open roles the same year Render and Railway each raised $100M — a concrete checklist for reading hiring and funding signals before you build a business on any hosted PaaS.

PaaS
self-hosting
infrastructure
Careers
+1
a16z Crypto's $2B Fifth Fund: Why a Halved Vintage Is the Loudest Bullish Signal in Crypto VC
·Dora Noda·9 min

a16z Crypto's $2B Fifth Fund: Why a Halved Vintage Is the Loudest Bullish Signal in Crypto VC

Andreessen Horowitz is targeting $2B for its fifth crypto fund — less than half the size of its 2022 vintage. Smaller, faster, and sharper, the raise is the clearest map yet of how 2026 crypto capital actually gets allocated.

A16Z
fundraising
investment-research
crypto
+1
DeFi Funding Just Surpassed CeFi for the First Time Ever — And It's Not Close
·Dora Noda·11 min

DeFi Funding Just Surpassed CeFi for the First Time Ever — And It's Not Close

Q1 2026 marks the first quarter ever where DeFi pulled in more venture capital than CeFi, with $2.083 billion deployed into perpetual DEXs, prediction markets, and intent-based protocols — a structural inversion of the 2021-2024 pattern.

DeFi
fundraising
investment-research
DEX
+1
Project Eleven's $120M Bet: How a Special Forces Veteran Convinced Coinbase the Quantum Threat Is Already Here
·Dora Noda·10 min

Project Eleven's $120M Bet: How a Special Forces Veteran Convinced Coinbase the Quantum Threat Is Already Here

Project Eleven's $20M Series A at a $120M valuation signals that institutional crypto is taking the post-quantum threat seriously — and that yellowpages, its retrofit-first migration tool, may be the only practical path for the trillions already on-chain.

Bitcoin
Solana
cryptography
security
+2
The $9.27B Disconnect: Why Crypto VCs Tripled Their Bets During the Worst Quarter Since FTX
·Dora Noda·10 min

The $9.27B Disconnect: Why Crypto VCs Tripled Their Bets During the Worst Quarter Since FTX

Crypto VCs deployed $9.27B across 255 deals in Q1 2026 — a 3.2x surge from Q4 2025 — even as Bitcoin posted its worst quarter since 2018. The breakdown of where institutional capital is going and why.

fundraising
institutional-investment
TradFi
crypto market
+1
The Stablecoin Orchestration Layer Race: Conduit, Circle, and the $200B Cross-Chain Question
·Dora Noda·11 min

The Stablecoin Orchestration Layer Race: Conduit, Circle, and the $200B Cross-Chain Question

Circle's April 2026 USDC Bridge launch reframes a question Conduit's $36M Series A was already trying to answer: who owns the routing decision when stablecoins move between chains, and what is that worth?

stablecoins
cross-chain
payment-infrastructure
infrastructure
+1
Crypto Valley's $728M Year: How a Swiss Town of 30,000 Captured 47% of European Blockchain VC
·Dora Noda·12 min

Crypto Valley's $728M Year: How a Swiss Town of 30,000 Captured 47% of European Blockchain VC

Switzerland's Crypto Valley raised $728M across 31 deals in 2025, capturing 47% of European blockchain VC. Inside the DLT Act advantage, Zug's talent flywheel, and how MiCA reshapes the runway.

regulation
fundraising
TON
ecosystem
+1
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