VC money in crypto? Basically flatlined.
We're back to 2020 deployment levels. That's pre-bull, pre-everything. VCs sitting on dry powder or getting wrecked on bags they can't exit.
What this means:
→ Fewer trash projects getting funded
→ Teams actually need traction to raise
→ Market's cleaning itself out
But also means less liquidity injected into the system. No VC rounds = no exit liquidity games for a while.
We're in accumulation phase whether you like it or not. Smart money's waiting. Dumb money already left.
We're back to 2020 deployment levels. That's pre-bull, pre-everything. VCs sitting on dry powder or getting wrecked on bags they can't exit.
What this means:
→ Fewer trash projects getting funded
→ Teams actually need traction to raise
→ Market's cleaning itself out
But also means less liquidity injected into the system. No VC rounds = no exit liquidity games for a while.
We're in accumulation phase whether you like it or not. Smart money's waiting. Dumb money already left.