crypto-神龟
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The Great Reshuffle in the Crypto World! If VCs Don't Transform, They're Done For!
"The crypto industry is growing, but VCs, can you keep up?"
Old Model Collapses: The VC Trick of Harvesting Retail Investors is Over!
Once upon a time, VCs made money effortlessly with their “three big tricks”:
CEX Connections: Investing in projects only by looking at “if they can get on major exchanges,” relying on insider information to ambush in advance;SAFT Agreement + Flash Dump: As soon as the tokens unlock, they are dumped, with retail investors picking up the high bids;5-Year Quick In and Out: Forcing project parties with no users or income to issue tokens, accelerating the harvesting.
What was the result?Retail investors were left with their faith shattered, project parties were forced to be short-sighted, and the industry bubble kept inflating. Now, this set of play has completely failed!
Morgan Stanley's data confirms: The amount raised by crypto VCs in 2025 will definitely not surpass the peak in 2021, as traditional asset management giants (like BlackRock) and community financing platforms (like Echo) directly compete for the pie.
Are these VCs still dreaming of making money in the crypto world through connections? Wake up!
New Rules: The Three Iron Laws for Survival
1. Lock-up Period is Crucial! CEX collectively sets rules: A cliff period of 1 year + 2-3 years of vesting period becomes standard; if you want to cash out in the short term? No way
2. Fundamentals Matter! Retail investors have become smarter: The life cycle of meme coins has shrunk from 14 days to 3 days; projects with no real income or competitive moat are directly sentenced to death by the market
3. Exit Strategy Takes a New Turn: IPOs and mergers become new exits,the Coinbase-style listing wave is coming! But 99% of VCs don’t understand traditional financial compliance at all
Data Speaks: In Q1 2025, among global crypto financing, the three major tracks of AI + RWA + Modular Blockchain account for 70% of the share, and pure speculative narratives are completely out of fashion.
Old Wang's Sharp Commentary
The crypto industry has transformed from a casino into a battlefield, speculators are withdrawing, and builders are rising. VCs must either transform into “infrastructure maniacs” or roll away and compete in the meme coin space!
Follow Old Wang, and I’ll take you through the fog, helping you to prepare for the next bull market!
"The crypto industry is growing, but VCs, can you keep up?"
Old Model Collapses: The VC Trick of Harvesting Retail Investors is Over!
Once upon a time, VCs made money effortlessly with their “three big tricks”:
CEX Connections: Investing in projects only by looking at “if they can get on major exchanges,” relying on insider information to ambush in advance;SAFT Agreement + Flash Dump: As soon as the tokens unlock, they are dumped, with retail investors picking up the high bids;5-Year Quick In and Out: Forcing project parties with no users or income to issue tokens, accelerating the harvesting.
What was the result?Retail investors were left with their faith shattered, project parties were forced to be short-sighted, and the industry bubble kept inflating. Now, this set of play has completely failed!
Morgan Stanley's data confirms: The amount raised by crypto VCs in 2025 will definitely not surpass the peak in 2021, as traditional asset management giants (like BlackRock) and community financing platforms (like Echo) directly compete for the pie.
Are these VCs still dreaming of making money in the crypto world through connections? Wake up!
New Rules: The Three Iron Laws for Survival
1. Lock-up Period is Crucial! CEX collectively sets rules: A cliff period of 1 year + 2-3 years of vesting period becomes standard; if you want to cash out in the short term? No way
2. Fundamentals Matter! Retail investors have become smarter: The life cycle of meme coins has shrunk from 14 days to 3 days; projects with no real income or competitive moat are directly sentenced to death by the market
3. Exit Strategy Takes a New Turn: IPOs and mergers become new exits,the Coinbase-style listing wave is coming! But 99% of VCs don’t understand traditional financial compliance at all
Data Speaks: In Q1 2025, among global crypto financing, the three major tracks of AI + RWA + Modular Blockchain account for 70% of the share, and pure speculative narratives are completely out of fashion.
Old Wang's Sharp Commentary
The crypto industry has transformed from a casino into a battlefield, speculators are withdrawing, and builders are rising. VCs must either transform into “infrastructure maniacs” or roll away and compete in the meme coin space!
Follow Old Wang, and I’ll take you through the fog, helping you to prepare for the next bull market!
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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