VC

The cryptocurrency industry has seen a significant shift in recent years in how venture capital (VC) firms engage with this sector. After investments concentrated on startups and speculation, the focus today is on projects with clear business models and predictable revenues, reflecting a phase of gradual market maturation similar to developments seen in other technological sectors over time.

Even with crypto markets showing signs of strength, raising a venture capital (VC) fund in the sector has become more challenging than ever. The scars left by the 2022 collapses of Terra and FTX continue to weigh heavily on limited partners (LPs), and capital has grown increasingly selective.
The Post-2022 Shift in Trust: While market sentiment on Bitcoin and Ethereum has improved, LPs remain cautious. Institutional investors — pensions, endowments, and funds-of-funds — have largely pulled back. Family offices and crypto-native investors still participate, but the pool of active backers is far smaller than it was during the 2021 boom.
The Numbers Tell the Story: 2022: $86B raised across 329 crypto funds. 2023: $11.2B. 2024: $7.95B. 2025 (so far): Just $3.7B across 28 funds. This steep decline shows how dramatically the fundraising environment has shifted. LPs want real returns, not just paper gains, and many are holding off until funds prove their ability to distribute profits.
Flight to Quality: Top-performing firms with strong track records continue to attract commitments, but mid-sized funds are under heavy pressure. Analysts describe the landscape as a “flight to quality,” with mega-funds like a16z and Paradigm thriving while weaker players fade away. Small, highly focused funds under $50M may survive — but the middle tier risks disappearing.
Competition From Other Assets: Crypto VC is no longer the only game in town. ETFs, digital asset treasuries (DATs), and even AI-related plays are drawing LP attention. With high interest rates making liquid, safer assets more appealing, crypto venture’s long-term and higher-risk profile feels less attractive.
What’s Next? Most experts believe consolidation is inevitable. The strongest firms will capture a greater share of capital, while others vanish. Some predict hybrid models, where crypto VCs branch into Web2 and traditional VCs cautiously expand into crypto.
The big return of LPs may hinge on three things: Regulatory clarity to ease institutional concerns. Lower interest rates that redirect capital into risk assets. A breakout narrative — like stablecoins or another transformative use case — that reignites investor excitement. Until then, fundraising remains an uphill climb, even in a bull market. DYOR No Financial advice!
#VC #CryptoNews #FamilyOfficeCrypto #CryptoRally #PowellWatch
$FTT
$BTC
$ETH

Think about this:

Almost all VC money is being spent on projects that haven’t even come close to launching yet.

Projects with no track record, no community. Just thousands of bot followers.

Mostly repackaged, redundant protocols.

No working model or projections.

Just half-baked ideas in pdf format.

And investors are throwing money at THESE instead of looking at battle tested projects that survived bear markets, are now rife with innovation & liquidity, and doing considerable volume with increased DAUs.

🐾

What should that tell you about the well-known sh*t coins you accumulated at a “discount” in the bear market that investors won’t even glance at?

This is what it should tell you:

There’s almost no upside for established “blue chip” tokens this time around because [1] the value has been extracted already or [2] the value is disconnected from the actual token.

Sorry I have to be the one to tell you this, but you didn’t get a “deal” last year when you “lowered your cost basis” on these:

Cardano? No.
Algorand? No. lol.
Vechain? Hell no.
Uniswap? Pfffft!
Atom? Mehhhh…
Sandbox? Put down the crack pipe.

Almost NO CHANCE for these staples to revisit ATHs despite being MORE fit for users & app builders now than they were 3-5 years ago. They are on every CEX in the galaxy & have socials in every language.

But, no matter how comfortable they make you feel, their upside is nearly nonexistent…save an insane alt coin blow off top, in which case they will still underperform badly.

And guess what? The downside is still there!

I’ll confidently say that holding these is riskier than taking a flyer at an unproven protocol or newly forked chain that trades in 1 pool on a DEX you never heard of.

Personally, 1/3rd of my portfolio scares the piss out of me. Some don’t even have websites or users. And I sleep fine at night because finding solid risk:return ratio is tough this cycle. Therefore, I feel my strategy is warranted.

If you like being comfortable, you might has well just buy $COIN stock, delete your socials, & get an outdoor hobby. Based on market cap, CB is way more undervalued than your favorite top 100 legacy token.
(Seriously tho you should get off Twitter after reading this because you follow the wrong people…)

So, good luck with that portfolio full of boomer tokens. Bitcoin is already outperforming you. So are meme tokens on the most hated network. And you’re in denial. You should look in the mirror and whisper “idiot” to yourself several times a day until you change.

And make sure you bookmark this tweet & let’s talk again in 2025-26.

But please, remember it was ME who told you years prior that most of your favorite tokens would NOT pump again.

Cheers!!!!!!!!!!!!

Brought to you on Square by
@Professor Mende - Bonuz Ecosystem Founder

Source: X by : Credit to CosmoDefi
🐾

Why did I post this?

I liked this article a lot because it resonates a lot with me. As everyone almost knows, we have been building a fully, purposeful project called The Bonuz Market Ecosystem. We just launched our social smart wallet on iOS and Android to start this journey since it is the gateway and very interoperable with its capabilities.
We are aiming to onboard a billion users.. but we took over 2 years of building with minimal funding. No VC wants to fund us for doing a real genuine project, because they simply see the narrative in the liquidity of the narrative. Also I cant exactly talk their deceiving language because of my honest and straight forward nature.
Good products that are intuitive and easy are actually not something anyone wants to invest in. They need hype and speculation, big community and a token out, which benefits them.
Also, especially if the project doesn't fit the narrative and doesn't have the right lead VC on it, then it's totally unattractive.
It's like a copy-paste game for these financial fkkkkers... all are just profit-driven. The author CosmoDefi pointed it out so well.

Anyhow, now we are built and hope that we are able to prove the value and actually raise some money without the token. So it's great to keep this strength and stamina and sail through the storm to where we have reached today.
Perhaps the investors of the future will have a better mindset to filter good and genuine projects of purpose and actually invest some time in talking with the founders and seeing the product instead of looking at the deck for 90 seconds and then judging it. It almost feels like racism to me for judging a project on the paper, lol.

Reality is not so nice.
Persistence combined with a wise warrior mind and some discipline for constant execution was my way; also, educating the people around me and attending every conference helped. Still, VCs are asking retarded wrong questions. Founders or people who understand the tech are investing instead. What a battle we put ourselves in. I hope I can find some investment / VC specialist for my company who can do this job for me. I open the doors... and they do the talk. boom! Maybe that's the magic formula to get funded asap.

Matthias Mende

Always mentioning the reality of things without being shy or feeling ashamed :)

#vc #scams #pumps #vcmoney #bullrun

1、Bitcoin $BTC has repeatedly soared after shorts!
2、The profit effect of exchanges is better than on-chain!
3、#VC The coin is more likely to surge than #模因币 !
The bull market has started, and it's hard to buy back in after a dip. When Bitcoin experiences a brief sharp decline, be brave enough to enter the market! Adopt a diversified investment strategy in altcoins, and position yourself; sell whichever coin surges rapidly!