Bluesky reveals $100M Series B and AT Protocol growth to 43M users

Bluesky disclosed a previously unannounced $100M Series B round led by Bain Capital Crypto, closed in April 2025 and revealed now during a leadership transition. Other investors include Alumni Ventures, True Ventures, Anthos Capital, Bloomberg Beta, and the Knight Foundation. Bluesky did not share an updated valuation. The disclosure brings total disclosed funding to about $123M after its $15M Series A (Oct 2024) and $8M seed (2023). Leadership shift: CEO Jay Graber steps down to become Chief Innovation Officer, while Toni Schneider becomes interim CEO as the board searches for a permanent replacement. Traction update: Bluesky says its user base grew from 13M to over 43M since the Series A. It also reports that AT Protocol is expanding beyond the core Bluesky client, with applications including Skylight, Flashes, Surf, and Blacksky. For crypto traders, this is mainly a Web3 infrastructure and decentralized protocol ecosystem signal tied to Bluesky and the AT Protocol growth story. No valuation was provided, and no crypto token or direct asset is explicitly linked to the news, limiting any direct price catalyst.
Neutral
这条消息对市场的直接定价影响有限,因为它主要是科技与生态层面的融资披露,而不是任何明确与Bluesky或AT Protocol绑定的代币催化。短期内,交易者可能会把它视为“Web3基础设施在扩张”的叙事,从而带来轻微情绪提振;但由于缺少估值、缺少代币/配套产品细节,难以形成可交易的强驱动。长期看,若AT Protocol持续扩展并带来更多应用与用户参与,可能强化去中心化社交/身份基础设施的行业预期;不过对价格的传导仍取决于是否存在可关联的代币经济或未来的代币政策信息。因此整体更偏中性。