Every crypto project that USV invests in, I take a closer look.
USV’s investment style is a bit different from most other VCs.
Others like to cast a wide net—they’re more focused on quality and won’t compromise.
Their investment logic is very clear.
▌Prioritize quality, don’t bet lightly
▌Focus on the early stage
▌Prefer network effects—only invest in projects where the more people use them, the more valuable they become
Their track record is also solid.
Coinbase, Uniswap, Polygon, Arweave, Filecoin, Dune, Dapper Labs, and more.
Pick any one at random—they’re all big names.
This year, they made another move.
They invested in two projects that I personally strongly believe in:
fomo — a trading terminal
Pluralis Research — decentralized AI training
These two are the ones I’m planning to closely watch and position for.
USV’s investment style is a bit different from most other VCs.
Others like to cast a wide net—they’re more focused on quality and won’t compromise.
Their investment logic is very clear.
▌Prioritize quality, don’t bet lightly
▌Focus on the early stage
▌Prefer network effects—only invest in projects where the more people use them, the more valuable they become
Their track record is also solid.
Coinbase, Uniswap, Polygon, Arweave, Filecoin, Dune, Dapper Labs, and more.
Pick any one at random—they’re all big names.
This year, they made another move.
They invested in two projects that I personally strongly believe in:
fomo — a trading terminal
Pluralis Research — decentralized AI training
These two are the ones I’m planning to closely watch and position for.