The altcoin market is undergoing a painful transformation:
1. Retail no longer buys into VC-driven narratives 2. VC coins are struggling between high-cost TGE and pre-revenue acquisition 3. Liquid funds are shorting VC coins instead of buy&holding
Alt coin supply far exceeds demand, to survive and thrive:
1. Real, recurring revenue 2. A loyal, insulated community 3. Liquidity exposure through regulated markets
It’s about building a self-regulatory framework for crypto as a global capital market.
The problem we’re solving is critical: 1. Investors not receiving their tokens as promised 2. A massive information gap between founders and retail around token release schedules
Three words: Transparency. Accountability. Real-time visibility.
Venture capital was built to make the best young talent work for the rich, but it fundamentally depends on regulatory clarity and legal enforcement. Crypto is different. It’s nearly lawless.
There are no guaranteed exit channels. In traditional markets, exits happen through M&A. In crypto, VCs have no control over CEXs. No guarantees, no leverage.
As this cycle unfolds, we’ll see fewer VC-backed moonshots, and more early-stage teams focused on real product-market fit.
Once PMF is proven, airdrops will shrink, which leads to less farming.
The paradigm is shifting faster than most realize.