🧑‍🚀 Top Deals You Can’t Miss

1️⃣ Nebius – $3.75B convertible notes issuance to fund AI cloud infrastructure buildout tied to massive Meta and Nvidia partnerships.

2️⃣ Mastercard – $1.8B acquisition of BVNK, the largest stablecoin deal ever, targeting cross-border payments dominance.

3️⃣ Moonshot AI – $1B raise in talks at an $18B valuation, accelerating the global AI model race.

🧠 Dopamine Dealflow

🌳 Series B+ & Growth

• Moonshot AI, a Beijing, China-based AI model developer, is in talks to raise $1B in growth funding. Existing investors include Alibaba, Tencent, and 5Y Capital.

• Frore Systems, a San Jose, CA-based solid-state cooling chip company, raised $143 million in Series D funding. MVP Ventures led the round.

• Upvest, a Berlin, Germany-based investment infrastructure platform, raised $125 million in growth funding. Sapphire Ventures and Tencent led the round and were joined by Bessemer Venture Partners and BlackRock.

• Flink, a Berlin, Germany-based quick-commerce grocery delivery company, raised $100 million in Series F funding. Prosus led the round and were joined by Btomorrow Ventures.

• RoboForce, a Milpitas, CA-based physical AI robotics company, raised $52 million in Series A funding. YZi Labs led the round and were joined by Jerry Yang, Myron Scholes, Gary Rieschel, and Carnegie Mellon University.

• Turquoise Health, a San Diego, CA-based healthcare pricing platform, raised $40 million in Series C funding. Oak HC/FT led the round and were joined by Andreessen Horowitz, Adams Street Partners, and Yosemite.

🚀 Series A

• Fuse, a United States-based AI-native lending platform, raised $25 million in Series A funding. Investors include Footwork, Primary Ventures Partners, NextView Ventures, Commerce Ventures, FJ Labs, and Clocktower Ventures.

• Scanner, a San Francisco, CA-based security data platform, raised $22 million in Series A funding. Sequoia Capital led the round and were joined by CRV and Mantis VC.

🌱 Seed & Early Rounds

• Rubi, a United States-based carbon capture materials company, raised $7.5 million in seed funding. Round was led by AP Ventures and FH One Investments.

🤝 Strategic, M&A & Undisclosed

• BVNK, a London, UK-based stablecoin infrastructure company, was acquired for $1,800 million by Mastercard.

• Powerchip, a Tongluo, Taiwan-based semiconductor facility, was acquired for $1,800 million by Micron.

• GridBeyond, a Dublin, Ireland-based energy optimization platform, raised $13.8 million in strategic funding. Samsung Ventures led the round and were joined by ABB, Act Venture Capital, Alantra, Constellation Technology Ventures, EDP, Energy Impact Partners, Mirova, and Yokogawa.

• Juno, a United States-based travel and expense platform, was acquired by Ramp for an undisclosed amount.

• MotionVFX, a Poznan, Poland-based video effects software company, was acquired by Apple for an undisclosed amount.

📈 IPOs / Direct Listings / Issuances / Block Trades

• Nebius, an Amsterdam, Netherlands-based AI cloud infrastructure company, raised $3.75B via convertible notes issuance.

💸 VC Funds Raised & Raising

• Partech Impact, a Paris, France-based venture firm, raised €300M in fund capital.

• Gradient, a San Francisco, CA-based venture firm, raised $220 million for Fund V.

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📚 Read of the Day

💳 Mastercard Just Made the Biggest Bet in Stablecoin History

Mastercard agreed to acquire BVNK for up to $1.8 billion, including $300 million in contingent payments, making it the largest stablecoin transaction ever. The deal signals a major shift as traditional payment giants move directly onto blockchain-based rails.

The Product Pitch

BVNK powers B2B payments, cross-border transfers, and treasury operations using stablecoins, acting as infrastructure rather than a consumer-facing crypto app.

The Strategy

Mastercard is targeting remittances, one of the largest global payment flows, by leveraging faster settlement and lower costs than legacy banking systems.

Why It Matters

This isn’t experimentation anymore. A $1.8B acquisition sets a new benchmark for stablecoin infrastructure and signals real exit pathways for crypto-native fintech founders.

👉 Read The Whole Story Here

📰 Other News You Don’t Want To Miss

🤖 Gecko Robotics Lands the Largest U.S. Navy Robotics Deal Yet — The company secures a major defense contract to scale predictive maintenance across naval fleets.

📦 Amazon Adds 1-Hour and 3-Hour Delivery Options in the U.S. — Ultra-fast logistics expands, intensifying pressure on quick-commerce players.

🎨 Gamma Adds AI Image Generation Tools to Compete with Canva and Adobe — The startup pushes deeper into AI-native design workflows.

🍎 Apple Acquires MotionVFX to Boost Final Cut Pro Ecosystem — Apple strengthens its creator tooling stack to compete with Adobe.