At Rare EVO 2025, the panel "Venture Capital in Web3 and the Future of Token Economics" discussed how the Bitcoin cycle influences venture capital investments in the cryptocurrency ecosystem. The conversation made it clear that, for experienced venture investors, the biggest opportunities arise in bear markets.
Buy cheap and sell expensive
The strategy is clear: "Buy low in a bear market and sell high in a bull market." The founder and investor emphasized that the teams and technologies are often the same, but the period of lowest market confidence offers the best entry point.
In each altcoin cycle, a new narrative emerges, and the secret is to identify it early, along with the most promising founders.
Results that speak for themselves
"In bull periods, you should raise capital to invest in bear markets, when true founders are still building."
Stake
Risk management and long-term vision:
Risk management and exit discipline are essential.
The founders' trust and execution capability are as important as the technology they develop.
Conclusion
The message at Rare EVO 2025 is resounding: bear markets, far from being a retreat, are the fertile ground where great success stories of venture capital in cryptocurrencies are sown.
The logic behind this is as follows:
* Discounted Prices: During a bear market, cryptocurrency prices drop drastically. This provides the opportunity to buy assets at a much lower cost than at the peak of a bull market.
* Opportunity for Solid Projects: The volatility and panic of the bear market tend to eliminate weak or purely speculative projects. Projects with solid fundamentals, innovative technology, and competent teams are the ones most likely to survive and thrive.
* Long-Term Accumulation: For long-term investors, the bear market is an ideal period to gradually accumulate assets through the "Dollar-Cost Averaging" (DCA) strategy, which involves investing small amounts regularly, regardless of the price.
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