Old-line venture capital firm USV has just announced that it has raised a new $900 million fund, focusing on areas such as AI and robotics. Their take is quite interesting: AI infrastructure is accelerating. Now, founders can turn an idea into a product in just a few days, building an AI agent team with less money. The cost, however, is that product competition is getting even more cutthroat. To catch this wave, USV has also expanded its investment team, bringing in the co-founders of several companies, including Anchor, GroupMe, and Behance.

As usual, whenever news like this breaks, a batch of AI-themed coins tends to jump around in self-important fashion, as if some of that $900 million belongs to them. Unfortunately, the money is going into Silicon Valley startups—not blockchain projects. The gap between this funding and coin prices is several layers deep, so don’t force everything onto market “sector sentiment.”

Putting it plainly: traditional VCs are continuing to ramp up investments in AI, which suggests that money in the primary market still buys into this narrative. But that’s someone else’s fundraising rhythm—separate from the emotions of the crypto space. If you see the words “AI,” lining it up with your coin is probably just cheering for someone else.

#行业动态 #加密货币 #Artificial Intelligence

The above content is compiled based on publicly available information and does not constitute any investment advice. The news may change—official statements take precedence.