Crypto is flipping from venture-backed infra slop to a liquid, tradable asset class.
Most infra is done. Most chains exist. The mega VC rounds for another L1 or bridge? Dead. Capital is shifting to apps—smaller checks, angels, less dilution. The bloated VC model doesn't fit anymore.
VCs diversifying out of crypto isn't bearish. It's natural. Crypto matured past the venture-only phase. Other sectors still need that capital. We don't.
The token market is healing:
• High FDV garbage getting nuked
• No-revenue protocols getting ignored
• Real revenue = real price action
This is the best setup for liquid traders in years. Crypto is still the best tech for moving and trading assets. Everything is going onchain.
We're making crypto cool again. Lock in.
Most infra is done. Most chains exist. The mega VC rounds for another L1 or bridge? Dead. Capital is shifting to apps—smaller checks, angels, less dilution. The bloated VC model doesn't fit anymore.
VCs diversifying out of crypto isn't bearish. It's natural. Crypto matured past the venture-only phase. Other sectors still need that capital. We don't.
The token market is healing:
• High FDV garbage getting nuked
• No-revenue protocols getting ignored
• Real revenue = real price action
This is the best setup for liquid traders in years. Crypto is still the best tech for moving and trading assets. Everything is going onchain.
We're making crypto cool again. Lock in.