CREDX Letters #001 - USA Funding: Nov 30–Dec 6, 2025

Founders, this week looked like the VC world finally learned to walk — on stilts — while juggling AI models, missiles, and healthcare premiums. If you survived another 7 days of product fires, term sheet negotiations, and Twitter threads about “AI agents taking over everything,” take a moment. You’ve earned this. Let’s unpack the capital chaos with no PR polish — just cold, caffeinated truth.

Who: Paradigm, Sequoia, Andreessen Horowitz, Meritech, IVP, ARK, Anthos, CapitalG, YC
What they build: Real-world prediction markets — a place to trade on events like elections, weather, or who knows what next.
Why it matters: This isn’t just a big number — it’s a mega-round reminder that markets built on outcomes still excite money. People like betting on what they think they know — and now VCs do too.

Founder takeaway: Look for real mechanisms that let people participate in uncertainty. If people are comfortable wagering on it, they might actually adopt it.