VC

jekpopulous2

I don’t like Sui at all but as a dev I gotta say MOVE is a really good language for smart-contracts. Outside of that it’s just another relatively fast semi-centralized VC chain.

Realistic_Fee_00001

From all the possible Satoshis Andy Back is the least likely one. Who crippled their own amazing invention? However he is not broke anymore he got millions in VC money for his company Blockstream.

Realistic_Fee_00001

Andy Back, who suggested people should use Tabs like in pubs instead of transacting onchain. Andy Back who visited the Pedo island Andy Back who tool millions in VC money from financial institutions. Andy Back who crippled BTC? That Adam Back?

Silver_Pie_8354

Why does anyone care about the founder of a VC manipulated shitcoin that is a slow rug?

my-little-puppet

None of them. They are all VC manipulated garbage.

ma6ic

just look at what major crypto asset has outperformed all the others this year and then go do research on why. crypto isnt dead, it's demanding better assets. they exist, they are not VC coins that get sold off constantly.

my-little-puppet

I don’t think this should be downvoted. It is a centralized, VC manipulated shitcoin with 7-8% inflation. It won’t ever get real world adoption outside of being a meme token casino in which most investors get rinsed.

AutoModerator

Post is by: willofscott and the url/text [ ](https://goo.gl/GP6ppk)is: /r/Monad/comments/1u5bkay/a_reply_worthy_of_postingmonad_question_asked/ Dude, Mr OnusunO, how many times do you have to be clued in and prompted with some valid data which should prompt you to do some real indepth research. The research is the way to establish a belief in the thesis of an asset, without the research you have no real reason to be owning it, and that’s full of angst and worry, give yourself a break and create a knowledge based commitment you can set the asset aside after buying it and let it do its thing, you have decided based in data, that will take place in time as far as you can actually know for sure. Plant a stake and go on to other life things occasionally updating your research to see if your thesis is still accurate. This is how institutions select assets, retail guesses or convinces them selves they aren’t guessing when many times they actually are. I have done extensive research and have found that there is a high probability Monad will be a core infrastructural play on the overall implementation of trad fi on to crypto rails, which is in my research 100% going to happen, the rialing of finance. There is no other option, no other superior technology, everything is going blockchain, it will take 1-20yeras for the transition, and monad once mature and established will be a fixed component of this crypto ecosystem. Parallel execution as it has been hard coded with monad, is an advanced proprietary parallel execution variant. It has been developed by Jump Trading experts in parallel computing, why? Because in high frequency trading you cannot run the risk of your trade order or thousands of micro second trade orders to get bottlenecked behind a task like minting an NFT, that could cost millions in losses at that scale. This dilemma has caused HFT firms to become the premier firms to develop the computer science technology called parallel execution or computing. They have millions riding on the line to develop system which have zero lag time to execute millions of trade orders with absolutely zero failure rate. So you apply this same science to crypto and you can run or process transactions the same way, for instant finality with very little expense per transactions. This is a major reason why Mastercard is working with their engineers as they mature and develop the working incubated system to Mastercards needs as they incubate them. They recognized the use of this HFT skill set and applied it to crypto, a new frontier for this tech, hence monad was formed. Parallel execution in layman’s terms… Let’s say you are cruising along and you come to pond, and there is a line waiting to cross over via the single row of lily pads (you are a bug so weight has no relevance), the line is due to every bug has a different crossing time and ability, so the line grows and you wait for your turn and this wait is never the same depending on who needs to cross, along comes a little bug ambulance tries to cross without the lily pads and sinks in the pond lost forever, there is no crossing without these lily pads. Then one day someone adds a grid of lily pads as a solution, but the bugs do not understand why and simply still use the same row of lily pads. And the solution is a no go, the next day they learn to use two rows and there is some improvement…along comes monad and write a sign (code) that explains based on the person in front of you and their speed please select another adjacent lily pad to pass and you are approved to evaluate any lily pad which supports the expeditious crossing. So the bugs quickly learn to use every lily pad in the pond and everyone crosses at their own speed as fast as they can and the line is forever eliminated. The end, or the beginning! That’s parallel execution, the tech other chains established do not have as monad has, other versions but not the monad superior built version which is known to be the shit! ….and it naturally should be, because it incorporates the knowledge of very skilled experienced parallel technicians and engineers tasked with protecting clients money by the billions, that pressure to deliver, that’s precision under fire, that’s who is building monad. Unparalleled engineering, applied to parallel execution. The lack of coin price heavy parabolic moves is the dilution aspects of coming unlocks and an adoption grind expected to take awhile, and whether the dynamics will nullify or accelerate the risk at the point of dilution. There is a case to be made to be invested now, and plan for demand to outweigh supply, and a case to be made for the opposite hence no dedicated price surges as of yet. Also the public opinion of VC dump as if they will simply drop this project as job done we got the one time pump, get a pay day and drop the whole project as a scam. Are you fucking kidding me? That’s the most immature perspective of financial industry, I’ve ever heard, finance will extract ever single value based ounce there is to be harvested, and if the long game hold true substantial gains and/or possibly be a acquisition target of massive value, they will not simply stop the project and let it rot, and not extract this long term value. That will,never happen this way a lot of public seem to think is the game. Stupid gossip ridiculous thinking of the masses, hence why retail lose money and spray liquidity all over the institutions bank accounts. After the unlocks and after things settle down, monad will continue on with working on the system, adoption, onboarding services, and they have enough cash runway to exist along time without running out of funds such that they are almost guaranteed to weather the storm until adoption meets needed demand and survive to be a major blockchain. This is the real payoff time, and I believe a payday large enough even VC and there time lines will want a piece of this action and either buy back in or hold a portion of their bags, the unlock will not be the real payday and pros know this, it’s in 5-7 years from now, and that fits their chartered timelines of these investment firms. This is why this coin is investable, and why in the long term will be generational wealth ticket, question is now or after dilution, both have risks and both have advantages possibly. If your in it for the long haul you buy now and hold and stake your position to gain yield and benefit from the dilution period and extended wait time, and if being your a long term investor you don’t fear drawdown one bit, which long term holders could careless, if they are dcaing constantly and consistently, the yield earned keeps the time invested not dead money, hence why the yield is there at all. Dead money is bad, yield bearing while waiting for a highly probable successful technological advanced blockchain to mature and be revenue generating from the genesis moment is awe inspiring and will make many rich people with giant smiles on their faces. That’s why monad is a good coin. Go read and research to see why I said these things and bring back some things I didnt said, good or bad, help us stay informed, and find peace in your commitments. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

TiredButCooking

Everyone's on a completely different financial timeline. Someone who got in back in 2015 or a big VC fund is probably just rotating and diversifying... a local dip doesn't really touch their profit margins.

Scholes_SC2

AI is too lucrative at the moment due VC funding but that'll eventually decrease and AI infra won't be as lucrative. That's why im so hesitant to rely too much on AI, it will become too expensive at some point

Romanizer

The only way to invest in Crypto is to buy and hold Bitcoin. Do that for at least 10 years and you will have enough time for research. Everything else is gambling with pump and dump scams. If you are interested in that, learn how insiders launch such a scam and decide if that's for you. Some altcoins could be classified as tech demos regarding functionality, but nothing worth putting money in as investment (maybe as VC in the associated companies).

Hot_Sacks

Great take. IMO, outside of the forced sellers, the group that's creating the biggest consistent sell pressure is OG VC capital with huge gains already just rotating some of their holdings into AI and other sectors to de-risk, diversify, and potentially catch the next trend. However, they likely still have a ton of BTC exposure. If you listen to some of the later-stage OG's, who got in around 2015/2016, VC's in Silicon Valley were already balls deep into Bitcoin around 2012-2014 and bought in the single digits.

PossessionSome1249

This is called an insider or VC that cannot sell.. Nobody is that stupid.

TakingChances01

Trump has nothing to do with the Nasdaq composite’s inclusion rules, Elon somehow got them to do that on his own. The administration is trying to allow fund managers to add private equity to retirement accounts though, in other words have the middle class fund VC debts. I’m sick of the corrupt BS though, definitely not arguing that point.

AdiFlips

VC funding for crypto startups has been steadily decreasing, that adds to the overall doom & gloom.

Patient_Craft2195

This is the right question. The "still shipping in a flat market" filter strips out 95% of crypto and leaves the projects worth watching long-term. My honest list: * **Bitcoin Core devs** — Already proved it. Built through 2014-2017 silence, 2018-2020 winter, and 2022-2024 contagion. Zero salary, mostly volunteer/grant-funded. The original conviction project. * **Ethereum Foundation + client teams (Geth, Reth, Nethermind, Lighthouse)** — Multi-year roadmaps (Pectra, Fusaka, Verkle, Statelessness) that exist regardless of price. Funded through endowments, not token-pumped treasuries. * **Monero contributors** — No premine, no foundation, no marketing. The fact that Monero is still actively developed despite delistings from every major exchange tells you these are mission people, not market people. * **Bitcoin L2 builders (Stacks, Spark, Citrea, BitVM teams)** — Building infrastructure that takes years to mature and won't have a clear "moment." Pure conviction work. * **Nostr protocol contributors** — No token. Literally cannot pump. Still shipping. * **Sigma chain projects (Ergo, etc.)** — Tiny communities, almost no speculative interest, still active development. The smallest tell: when a team keeps shipping with no audience, the motive can only be the work itself. * **Cypherpunk privacy stuff (Zcash dev teams, Wasabi/Samourai-style projects)** — Building tools that some governments actively don't want to exist. Wrong incentive structure for grifters. Notably **not** on this list: most L1s with VC overhang, most "AI agent" projects, most RWA tokenization plays, almost all memecoins. These are largely *because of* market conditions, not despite them. The filter is: would the team show up if the token went to zero tomorrow? If yes, they're builders. If no, they're sellers using a token as the product.

sixwax

AI slop. If anyone was paying attention and thinking like a VC, private chains were always going to be the best case scenario for financial adoption. Which means your silly mining and useless coins would have no value or impact. Oops.

Elementary2

SOL was potentially a racket. "Solana allocated approximately 48% of its initial token supply to insiders and venture capital (VC) firms, whereas Ethereum allocated roughly 15% to its insiders and early contributors" "Ethereum took a radically different path during its 2014 Initial Coin Offering (ICO). It distributed a massive 80% of its initial supply directly to public buyers who participated in the open crowdfund. Only about 15% was retained by the founding team and early contributors, with the remaining 5% going to the Ethereum Foundation"

Harfatum

same boring story - new VC chain with slightly faster block times but less decentralized than the last one launches, founders retain 50% of token supply. founders pay devs VC money/token reserves to write code, apps max extract, move on to next chain. none of them are as robust, decentralized, battle tested as Ethereum, none have as good tokenomics, EOS Solana Sui whatever, I'm just tired of keeping track anymore

MinimalGravitas

Just in the last month we've seen new projects built on Ethereum by Fidelity and Blackrock as well as JPMorgan. Have you seen the full list of institutions building on Ethereum and its ecosystem? https://ethereumadoption.com/built-on-ethereum/ In the short term price is entirely unpredictable, powerful players from bitcoin maxis to VC chain influencers are financially incentivized to manipulate investors into not noticing that Ethereum is becoming the backbone of the future financial system, or to believe that this happening won't impact ETH price... ... but in the long term I have zero concerns for the price of the asset. At some point the dominance of adoption will simply be undeniable, and the value of ETH will reflect that.

Ancient-Bat1755

True. Also ipo = high high stock for a month or so before major selloffs so VC can recover funds. Most folks lose money. We also buy at a higher price than vc/insiders.

Calm_Situation_1131

Yeah because 99.9% of tokens don't do anything besides VC and insider exit liquidity. Nothing fundamentally changed for these tokens.

vattenj

VC money must have somewhere to go, either AI chips or Bitcoin ASICs

dapzar

Nah, first, that's just not historically true. VC investment in the crypto space started around 2012, picked up in 2013 with Horowitz and others getting into the space, in 2016 you had the ICO boom, etc. Many all-time highs, in particular the long-awaited 100k milestone, were reached a long time after all those rich people got involved. Second, Bitcoin always needed the next big narrative, otherwise it doesn't work as an investment. It always needs a reason that explains why someone should pay even more for it in the future, and that needs more demand. In the late 2010s, these narratives often revolved around big private companies getting into crypto, there were always the wild "reserve asset" dreams around central banks and in the early 2020s Bitcoin ETFs were the big milestone, lastly more buying was driven by MSTR + copycats. It just may look like this because once all the rich people who are addressable by this are in, you reach a natural end point of who can be the next big buyer to drive up the price.

Rock_Strongo

It's because algorithms tagged MSTR selling any BTC as bearish triggering more sells as soon as the news dropped. 3% on the day is nothing in the long run. AI is the current VC circle-jerk but that won't last forever. Whether or not you think it's a bubble the fervor in which people are throwing money at it is unsustainable, eventually it will cycle back to other investments. Crypto included, hopefully.

Consistent_Coach_823

That’s an interesting perspective on the VC-funded side of the equation. Do you think those 'long play' entities are genuinely looking to HODL for the long term, or is their strategy still too tethered to venture exit timelines? Curious if you see them shifting their model as the macro environment evolves.

Secret_Operative

There are several risk-off correlated non-inference events that sovereign tech-debasement funds are pitching for over-tallied marshaling stocks. With that kind of equity-value constraint ratio, it's going to be several komochiku and VC-funded chart-field companies that stretch to a long play. I'm sure you agree.

LexxM3

I was asked to do a Bitcoin intro presentation to associates of a VC firm in 2013. There were 10 of them and so to solidify the concept and get them a little excited about it, I created 10x 0.1 BTC paper wallets and gave them away to each associate at the presentation. 1 BTC was around $100 back then. To ensure I wasn’t going to be tempted to claw back the gifts at some point, I intentionally did not keep a copy of the private keys, but did keep a copy of the public addresses. I remember telling them that maybe I gifted them a lunch, a vacation, or maybe even a car (all of these were cheaper then). To date, only 1 of the 10 wallets have been moved and that one was the week of the presentation in 2013 — the rest probably used them for toilet paper (no, they weren’t savvy hodlers intentionally hoarding them to now).

ShillBandit

if I open coingecko those are the new pairs with less bagholders hype, canton, sui, tao, aster, ondo, pepe, worldcoin, Stable, Venice, Ethena, Aptos , Arb, Pump So there's a lot of choices, but they're not that many as you can see. Also from that list I will remove pepe / Pump, because they are tied to Meme meta, which to me is the equivalent of DeFi meta in 2019-2020, which severely underperformed in 2021. Hype is overcrowded, but that's not necessarily a bad thing ( SOL was overcrowded at 8$) Arb, I personally dont like it, I don't see how L2s gain any momentum The rest is good, pick whatever narrative you like. AI: TAO / Venice/ WLD, I wouldn't pick near because they have a lot of bag holders so your upside is capped L1s: Pretty tough one, but SUI, is with bias, my favorite. Not because it's revolutionary, I just think it has all the ingredients for a good FU pump. It covers: \- institutional buying : cme / etfs \- covers "new narrative" : move \- they constantly ship stuff, so they'll always be relevant \- chart looks better than other L1s Negative press at the moment, so will get good entries APTOS: Been debating myself for this one, I mean it seems very risky, but it's not really, at 0.9 below VC prices, so I don't know. RWA: ondo Stables coins: ENA / STABLE Perps: HYPE obviously cycle leader can't be denied (I hold none) Aster follow up trade and CZ revenge arc ( I hold none neither) Pick whatever you want honestly

WhaleWilliam

You can make money with VC backed tokens. But only once all the pending unlocks are complete. For example BNB is almost fully unlocked now and the circulating supply is deflationary at -5% a year

mickalawl

This is the true magic of crypto - printing money from nothing. Spin up a coin. Pretend it has a use case on social media. Preallocate tokens to your buddies. Pump price by wash selling between your accounts and other insiders. Pull out the liquidity as retail rolls in. Get rich(er). And the best part is the anti-scarcity of a bloclchain. its all digital and infinite coins can be minted on infinite chains, until the heat death of the universe. The VC bros no longer have to do any work to find their next wealth exrraction. Rinse and repeat. Even better - the marks all congregate in easy to find online communities for simple direct marketing. A decade or more of grooming by whale funded trolls and lobbyists has them primed for the next coin.

Squirrel_McNutz

And Hype. No idea why this sub continues to sleep on Hype. Not VC funded and crazy actual revenue. ~90% of that revenue going to token buy backs.

tobypassquarant

They're all VC backed. The only one that isn't is the one where the 2 founders got killed... sorry, died mysteriously. Iykyk.

unknowngloomth

Lmao. This token was VC backed. You were the exit liquidity for VCS

Machine4lpha

Another centralized VC slop shilled by paid KOLS

troythedefender

SUI is a VC pump dump anyhow. It's been pushed by all the major podcasters and bloggers over past few years. Pass.

Roaring_lion_

I don’t think we’re actually that far apart. My point wasn’t “BTC perfect, everything else fake.” My point was that BTC has the cleanest decentralization argument: no issuer, no CEO, no foundation roadmap, no VC cap table, no stablecoin dependency, and very limited ability for insiders to change the rules. XMR is probably one of the better counterexamples because it actually has real utility: privacy. I’ll give you that. But privacy and decentralization are not the same thing. A project can be private and still depend on a smaller dev community, mining structure, liquidity chokepoints, exchange access, and regulatory pressure points. So XMR doesn’t really refute the argument. It proves the point: the list of projects that even deserve to be in the “actually decentralized” conversation is tiny.

Top_Performance_732

Objectively false. First is payment rails, it's already in use, and Stripe (world 3rd or 4th largest payments processor?) raised $500m for Tempo chain, hiring a huge amount of the fields top researchers. Then we have equities and futures rails. Hyperliquid peaks at $1.7b daily volume on oil futures alone during the Iran crises. Prediction markets. Polymarket did over $26b in volume q1. Store of value, Bitcoin. There are others as well but you get the point. The problem for retail is that they think buying shitty VC boondoggles gives them equity in the future of crypto, when it 99% of the time does not.

_Commando_

no one noticed it was offline because it's not really being used, just used by AI/bots to "create activity". Not surprised by another VC pump n dump project.

TechCynical

Again this whole thing revolves around people treating centralization as this ultra binary thing. You can be less decentralized than the other guy but still decentralized. With arbitrum you can be still protected and still force your transactions even during a chain outage. The only way you can be censored is if 8/12 people across the globe from different backgrounds and countries decide otherwise (which is higher than bitcoins 3 required mining pool takeover). So in these 2 scenarios it still takes just a handful of people to decide they want you to have a bad day. Also 40 cents is fucking wild and completely out of touch. Can you imagine if every time you paid at the store 40 cents was a tax you had to pay? Credit card costs already increased this but stores kept the increased cost anyway just because people spend more anyway the more convenient and easy paying for something is. Now imagine the average day person USING crypto """currency""". It's the main reason this shit will never be adopted with Bitcoin being the main thing exposed to everyday people. Look in just saying the best way for the space to evolve is just get people onboarded to something like ETH first or its most decentralized L2 first aka arbitrum. Someone's first impression of the future of money should take 10 minutes to deem it safe as gone though and cost you $30 a month to use and has near 0 ecosystem for apps built on top of it. That sounds like some start VC funded scam except no it's Bitcoin and it gets a free pass for being dog shit at everything except just 1 thing 99% of people don't even care for clearly.

NeatAdventurous7414

yeah this hits way too close to home. been watching defi protocols get "governed" by like 5 whale wallets while everyone pretends the dao votes matter bitcoin really is the only one that doesn't need permission from some foundation or VC fund to keep existing. everything else feels like they just took traditional finance and made it more complicated with extra steps

Ancient-Bat1755

Most whales are VC or the devs that pumped their coin or politician family members. They have no problems with bank accounts. Nobody has pity for dark web accounts.

AeonPeter

Why are you stacking those? You should be joining SPX6900 instead. Recent conference in Amsterdam, movement, no team, no VC’s. The coins you mention are slow bleeding to 0..it’s a fact, not an opinion.

SaiHuu

Fair point. Most people are still viewing Hyperliquid through the usual “altcoin cycle” lens when it’s really more of an infrastructure/product story. No VC allocation, real users, actual revenue, and distribution tied to usage changes the incentives completely.

No_Good_2458

The recovery‑ratio split is honestly the most revealing part of all this. Bitcoin behaves like a macro asset because institutions *treat* it like one - slow outflows, strong recapture, and capital that rotates back on every liquidity upswing. Alt flows look more like VC risk‑curves: once they leave, they only come back if the underlying tech narrative actually improves. So yeah, JPMorgan’s framing makes sense. It’s not that Bitcoin is ‘better,’ it’s that it has a completely different buyer profile. One is a liquidity hedge, the other is a tech bet. Those two curves were always going to diverge structurally.

DasDouble

So right now I'm buying the bitcoins from strike and send them directly to the buyers address that my backend creates for him. Because I have higher transaction volume, I can offer lower fees to the end user. Privacy: I'm not selling any data whatsoever. I will need to get the VC money to get the license / to partner with other license holders so this should be solved.

Cheech925

You should use that pitch to VC investors, easily clear 5 billion for yourself

Guilty-Big-4263

Sadly we all kept waiting for altseason. We got duped by VC exchanges & wall steet.

willofscott

Research utility use cases, for these coins. They are businesses just like stock market companies, they are building what they believe the market wants and needs, and there will be a lot of needed blockchain capacity and services, being the world will run on chain which is pretty much an understood direction we are headed. It is digital finance for a digital world, like digital music, movies, phones, yellow pages, data, accounting, etc etc….its finance and banks turn to get with the digital age…hence crypto (which is such a trendy sounding term with so much bad press, I prefer digital assets. Less like a hacker project in their moms basement) These projects are funded by real capital by real investment firms that review prospectuses, interview and critique teams, crunch market fit dynamics into revenue generation matrix, then deploy funds. Like any VC investments they expect 7 out of 10 to fail, you should to, but finding 1 or 2 of the 3 that will make it can be life changing as far as finances go. I have selected MON (for their up-to-date stellar tech which has the capacity to be a true core infrastructural chain), MEZO (for its ability to bring yield to Bitcoin, and has a vote of confidence from Bullish exchange to show institutional grade yield is possible and safe with a 19 million BTC placement), BILL is a new one, I am looking at and tipping toes into (the need for AI agent and Human identification within this new world of bots, scams, anonymous mischief, and who owns them also who is human etc…it’s grown into the 3rd most impactful company in this space with a lot of Fortune 500 companies using them), others is ONDO as it is at the fore front of tokenizing Real world assets which is a new upcoming huge industry just getting started (I don’t own this one, the fact that it’s a governance coin causes me issues for how does it actually appreciate, such that I sold this off but still watching it as it is bottoming out at around 24 cents. There is others, a lot of others, when a major sector of the world is switching to digital, it requires a lot of newly formatted services, so a lot will make it, and a lot won’t like after 2000 and the dot com clean out of garbage companies riding on the fact they only had a .com, many will be dumped and taken to the landfill because all they had was a crypto token and no viable business to utilize and generate income, much like the .com purge. So spend a lot of time reading, researching, and knowing why you are plunking money on a projects coin. Have conviction great enough to be ok when you make money, and ok when you lose money being you placed your cash in the best possible place you could find at the time you invested…that’s all you can do, that’s all pros do, and they take their lickings like everyone else. To know you selected wisely is key the rest will happen as it happens, and sometimes the best companies get crushed due to some thing out of their control and had it been a year later or earlier they would of shined, but sadly that didn’t. Shit happens, accept it, and DYOR, and when it comes to AI advice…always always ask the same question multiple times on different AI, and clear your cache and ask it again on the same AI, if you get completely different answers, which you will, it will give you pause and sharpen your research. I started to downsize a position based on a long conversation with AI about it and it had me convinced it was going the other way then my thesis, but I paused before I was too far into this move, and reasked the question just to get a completely opposite answer from the same AI. I’m glad I paused because that position climbed 60% very soon after it had me believing it was done and failing. Also challenge AI to tell you why your idea are flawed, make it work and tell it not to give you any surface selected answers, only give you deep research deep dive answers…it will do what you want it to. Scary stuff though AI, wonder how it will ever be accurate when it combs through forums and opinions looking for context or content…scary stuff. Good luck, may we all be prosperous.

Skyobliwind

As long as they don edgr out solana by VC invests there will be no price flippening. And that wont happen...

particlecore

VC Shitchain

Inverseyaself

Well yeah, Solans is VC garbage

Project_Demosthenes_

Look into spx6900. It’s the only community in crypto that’s putting on conferences on their own without any VC fundraising bullshit. Built by the people for the people.

Individual-Scar-5726

Good question. About to preview Cloud Engines, utilised by Pakistani government on their ICP subnet. Mission 70 is kicking in with reduced token inflation. Coupled with VC unlocks finished last year, Caffeine AI, Swiss subnet etc there is a lot going on in the ICP ecosystem

xxALLARKxx

Of course they did, all his rivals are US based and really dislike a non-American guy muscling in on their VC-funded (banking cabal) scheme

Fatalbringer

To be fair, the so called "risk" people familiar here are either "credit risk" or "market risk" in a tradfi sense. At the time I don't think many people either understand/realize a bunch of new vector of risks that "blockchain" introduces (network congestion, bridge, token mechanism etc etc). I was one of the early adopter that start experimenting with UST and Anchor since their inception with a small fraction on funds that I deploy into crypto assets. Along my journey before Terra crash I have learned about these inherent risks that come with blockchain and decided to pull the funds out when overall market condition did not look good. So I did not get impacted from the incident but also made quite a significant sum on the day of crash from arbitraging but that's a different story. To answer your question that you have been asking around during the time, Anchor's yield simply come from borrowers but it was subsidized by TLF (Terra Luna Foundation) at the time which basically money from those early round VC (Jump as main sponsor). The death spiral mechanic also obvious from the beginning, imo, it's just being perceived as tail risk that no one thought it's going to happen. NGL, for me, I just think that I could react to change in market condition faster than 95% of you guys here as I spend full-time in the space and have some tools that I dev myself to help me monitor market condition. At some point I did dig on-chain and look into top borrowers and conclude that only market makers and some protocol insiders are the only majority of utilization (loopers are also there) and this become one of the main reasons I decided to pull out the funds before its collapses (about 2 months before the incident)

UnitedAcanthaceae118

Most alts are VC rugs.

ozza37

You are not coping. The observation is structurally correct and the reasons behind it are worth unpacking properly. The supply fragmentation point is real. In 2021 there were roughly 10,000 tokens with meaningful liquidity. In 2026 that number is orders of magnitude higher. The same pool of speculative capital that drove 50x returns on midcaps in 2021 is now spread across a vastly larger number of assets. The math on individual token returns is genuinely worse even if total crypto market cap reaches similar levels. The VC unlock problem compounds this. Most of the L1s and L2s launched in 2023 and 2024 have significant token unlock schedules running through 2025 and 2026. Every time price rallies, insiders and early investors who bought at 10 cents are selling into retail at $2. That is structural selling pressure that did not exist at the same scale in 2021. The two-day pump pattern you are describing is consistent with low conviction accumulation. Someone moves price, retail chases, the mover distributes into the chase, price drops back. That is a thin liquidity environment not a rotation environment. Where the cycle playbook still holds is in the distinction between narrative-driven speculation and structural fundamentals. The tokens that have genuine on-chain activity, real fee revenue, and actual user growth are behaving differently from the ones that are pure speculation. The rotation is happening but it is more selective than 2021 and the window for each token is narrower. The signal worth watching right now is stablecoin deployment. When USDT dominance starts falling consistently it means capital is moving from stable to risk across the board. That is the precondition for a genuine altseason rather than the sector-by-sector rotations we have seen so far this cycle. We track this weekly as part of the Crypto Cycle Indicator in the Market Pulse if that context is useful. The stablecoin deployment basket is one of the four components in the CCI and it is one of the clearest leading indicators for when broad altcoin rotation actually starts versus when people are just talking about it. [https://www.themarketsunplugged.com/macro-pulse/](https://www.themarketsunplugged.com/macro-pulse/)

DifferenceBoth4111

Seriously though, are you seeing the same brilliant patterns I am in how these VC coins are just \*waiting\* for someone truly visionary like yourself to unlock their hidden potential?

Bellting13

Learned this the hard way buying into a project with a great narrative, then watching the price bleed for eight months straight as team and VC wallets unlocked on schedule like clockwork. Circulating supply only is basically the only filter that makes sense at this point - everything else is just reading the marketing.

whatwilly0ubuild

The observation about grading systems is the sharpest part of this. Every launchpad metrics dashboard is measuring trading behavior and calling it community health. Holder count goes up, graduation happens, everyone congratulates themselves. Then the chart rolls over and the Discord empties out, which was predictable from the structure but invisible to the metrics that decided graduation. The timing problem is real but there's a harder structural issue underneath it. Token launches are how founders get paid in crypto. Without external funding, the token is the business model. Delaying it means asking people to build something valuable with no clear path to capturing that value. The projects that successfully built community before tokens were mostly either VC-funded (so founders could eat while building) or open-source passion projects where people contributed for reasons unrelated to financial return. What actually indicates community resilience before a token exists. People shipping things, not just talking. Code commits, integrations, tools built on top. Contributions that cost real time and effort with no guaranteed payoff. Retention through boring periods when nothing is happening. Arguments about technical direction that get resolved rather than causing exits. These are hard to fake and hard to buy. The honest problem is that most crypto projects don't have anything to contribute to before the token. The token is the product. There's no software to improve, no service to provide feedback on, no ecosystem to build within. The community exists solely to hold and trade the token. Expecting community resilience from that setup is expecting something the structure was never designed to produce.

Stake88Official

Fair launches with no VC allocation are rare in 2026. Most projects still do private rounds dressed up as "community sales." The Hyperliquid model proved you can build real community without giving away equity to funds first.

Left_Entrepreneur918

This is all for show, the only thing Solana is good at is Degraded Performance, outages, and making things sound good for VC firms.

idekwutp

Are you a VC?

_Vlxd_

Pure cope. BTC is not a VC supply controlled grift, kid.

CheeseLordMan

Whether it's CIA or not, the result is the same: a perfect, transparent ledger for the state to watch. Altcoins aren't the escape either—most of them are just VC-funded rug pulls designed to harvest what's left of retail liquidity. There is no 'outside' the system anymore.

Patient-Bumblebee

There are very few alts with fixed/deflationary supplies like Bitcoin. Most have been diluted to death by the founders/VC's.

JDB-667

You know, if crypto developers really stuck to the core principles that were espoused pre-2018 about being decentralized, disintermediating and otherwise efficient they would work. But the VC crowd poisoned them, then the industry sold out to trad-fi and thus nothing works. No one trusts crypto because it's just the same existing shit with a different veneer. This was supposed to be consumer-first and it's just another extractive tool because no one can be selfless in this space.

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Post is by: BullfrogMental7500 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1sstdq7/we_just_sent_a_transaction_on_a_brand_new_layer_1/ We, crypto holders, talks decentralization. Every chain claims it. But every chain **STILL RUNS ON INTERNET INFRASTRUCTURES** controlled by the same governments, ISPs, and cable operators we're supposedly escaping from. Cut the cable, flip a switch, block a DNS, and your "decentralized" network goes dark you are **CUT OFF FROM YOUR CRYPTO**. That's not decentralization. That's tenant status on someone else's infrastructure. Before anyone says "crypto over LoRa has been done for years" yes, tunneling existing chains over radio has been done. That's not what this is. Arxia is a new Layer 1. Its own consensus, its own ledger, its own block format. Not Bitcoin over radio. Not a Lightning channel over mesh. A standalone chain designed from day one around the assumption that the internet might not be there. Last week we transmitted the first Arxia transaction between two handheld devices in airplane mode. 193 bytes carrying a signed, verified, replay-protected block. No servers, no gateways, no internet anywhere in the loop. The transaction didn't need to "eventually reach Ethereum" or "settle on Bitcoin." **It is the settlement layer.** Why this matters. Every existing L1 assumes global connectivity. When the cable gets cut, the grid goes down, or you live somewhere the infrastructure never reached, they fail. Tunneling crypto over LoRa doesn't fix that because the underlying chain still needs internet to reach consensus. **We designed the consensus itself to survive partitions.** Stack we been building for the past 3 years: * Rust L1 built from scratch, not a fork of anything * Block lattice architecture, each account has its own chain * Ed25519 signatures, Blake3 hashes * CRDT-based reconciliation when partitions merge * Works over LoRa, Bluetooth, SMS, or any transport that moves 193 bytes * Fully 3 years of work open source: [github.com/ArxiaLayer1/Arxia](http://github.com/ArxiaLayer1/Arxia) Once the implications of this hit you, give us a follow. we need support from the people. this isn't a VC play, this is infrastructure for everyone. [x.com/ArxiaLayerOne](http://x.com/ArxiaLayerOne) We will be posting the live Airplane mode transaction video there soon! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Mediocre-Home-2331

This is a solid breakdown and the cost-per-TVL framing is something more people need to internalize. The part about incentive structure mattering more than raw APY is so true. Most protocols just print tokens and hand them out, which creates this cycle where the rewards themselves become the sell pressure that kills the project. Its a death spiral dressed up as yield. Thats actually why i've been paying more attention to models that try to address sell pressure at the structural level instead of just ignoring it. One thing i've been looking into lately is OlympusX which hasnt launched yet but the design is interesting... instead of just hoping people dont dump, it captures market sells through a dynamic tax and routes that ETH back into treasury and staker rewards. They also allow users to chose their vesting schedule and become the VC, longer lock ups give better entries. Feels like the kind of thinking you're describing here but applied to the token itself rather than just the incentive layer. I hope to see more models like this in the future. Anyway good post, bookmarking

mrjune2040

He didn’t invent AI mate. He made his money as a VC investor in the 2010’s- he’s just a rich guy that threw a lot of money at a lot of different kinds of companies, OpenAI is just one and he made himself the director. So he’s not a ‘genius’, he’s just another narcissist Silicon Valley billionaire whose aspirations are political and societal power (hence the WorldCoin BS. One of his mentors is Pete fucking Thiel- an even more shit human being.

Halozamus

Never buy centralized VC coins. They will dump on your head 99 percent of the times.

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Post is by: Bos187 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1squlpt/traditional_fundamentals_are_basically_dead_and/ Was looking at defillama earlier trying to make sense of where the liquidity is actually flowing lately. It’s honestly kind of depressing if you’re still trying to trade based on github commits or utility whitepapers like we did back in 2017 feels like the market is completely split. on one hand you have these massive VC-backed projects launching with ridiculous fully diluted valuations that just slowly bleed out for months. no normal person wants to be exit liquidity for some silicon valley fund, the whole "high fdv low circulating supply" meta is so exhausting to watch Then you look at where the actual daily active users are going and it's just pure attention economy. the volume divergence between chains is crazy right now. retail is basically treating these networks as giant social clubs and the ecosystem tokens are the membership passes. like you look at the stats for bonkcoin and other major community tokens, and regardless of how you feel about the meme supercycle, they actually function as the main onboarding layer for the whole chain. they bring in the actual raw liquidity that the "serious" defi protocols end up capturing anyway idk it just feels weird to finally accept that community culture does more for network adoption than a team of cryptographers building zero knowledge rollups. the market has changed alot. kinda makes you rethink what actually gives a token value in this space anymore. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

JustStopppingBye

Every company competing with chainlink are run by VC scammers.

ImpressiveFix6513

Do you ever get on Telegram VC and Spaces on X?

SerenityCerulean

What is VC?

stoplossftw

a while industry exists for this specific use case, is called venture capital visit your nearest VC firm and pitch, if what you have built is of any value, they will take care of rest

Realistic_Fee_00001

This could not be further from the truth and is just your projection from the wider crypto market onto a coin that you don't like. BCH is very much like monero only driven against the odds by its community and the desire for sound money. No premine, no VC money (like blockstream) no big cooperation, no elon marketing. You wouldn't believe a community could built this stuff by grassroot financing. And of course you won't believe it. To see this all you need to do is visit the BCH groups and channels and join the development talk. Is there a desire to increase in value? Of course but just the fact that the BCH channel has 6 times the user count than the BCH price channel on telegram should tell you where the priorities are.

Western-Display-4452

Interesting breakdown but I'm not surprised the ecosystem looks like this. In my experience working with industrial systems, when you have one dominant platform everyone just builds utility tools that work rather than trying to be flashy about it The Betmoar thing makes perfect sense - they're probably just focused in making money rather than building brand. Why would you want attention when you're processing that much volume? More visibility usually means more scrutiny and competition The funding gap seems pretty normal for B2B infrastructure too. VCs love consumer-facing stuff they can understand, but boring middleware that actually moves billions? Not sexy enough for most of them. These anonymous builders are probably bootstrapping and doing just fine without the drama that comes with VC money

Ancient-Bat1755

There are two major types of centralization: A. Lack of nodes; a criticism of algorand until 2025 when they incentivized nodes (now like eth 1000+), some chains may have only a handful of VC or foundation nodes which are often centralized B. Centralized to founders/devs, whales, VC etc… for multiple different types of reasons or concern. For instance a dev has a release schedule that 90% of tokens are kept by them and only 10% to public is centralized

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Post is by: Pitiful_Mammoth_1267 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1sjf3kv/is_the_crypto_purge_at_twitter_simply_an/ As Head of Product at X, Nikita Bier sets the rules on who gets shadow-banned, locked, or suspended for "inauthenticity." ·      He’s a Partner at Lightspeed Venture Partners, a VC giant with billions tied up in specific crypto projects. ·      He’s also a paid Advisor to Solana, actively working to grow the Solana ecosystem. The Question: How can the man who controls the "Global Town Square" also be a partner at the firm picking the winners? When X "sanitizes" the platform by killing organic reach for everyday users, is it for our safety, or is it Regulatory Capture to clear the path for his own portfolio?   *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

quantum_burp

When they get onto a CEX, they are no longer new :) CEXs are for VC exit liquidity

Aerocryptic

It’s a funding mechanism, it is somewhat a decentralized VC. As I said on another comment, subnets are incentivized to keep the price of their token high to keep their emissions. The most developed subnets have started to buy back their tokens with their revenue to achieve that. The initial goal of the project is to build an open source and decentralized AI network. This is an attempt to bypass the classic funding system that centralizes everything. Will it succeed? It’s too soon to tell but it’s an interesting project

MaximumStudent1839

Crypto's "decentralized AI" training is one of the biggest oxymorons. 1) "wE HaTe dAtA cEnTeRs. mUsT DeMoCrAtIzE AcCeSs tO tRaInInG. EmPoWeR AvErAgE jOe bY LeVeRaGiNg cOnSuMeR GrAdE GpUs." Then turns around and makes all nodes use data center GPUs. 2) "dAtA iS NeW OiL. mUsT gIvE AgEnCy to CoNsUmEr tO MoNeTiZe ThEiR dAtA." Gets everyone to install software to autoscrape everyone's data with minimal privacy guarantees. While big tech pays you for the same with much less intrusive methods. All this hogwash about "resistance against big tech" in crypto often brings out a worse dystopia for all in service of crypto's dev+VC communism game.

bitusher

Lets discuss the reality of a current working prototype >Caltech has a quantum computer with 6,100 physical qbits. How stable and error prone are these qubits ? What was the effective coherence ? Running error prone 6100 qubits in a superposition of 13 seconds is extremely different than ~10M – 100M+ physical qubits needed without errors that run for at least minutes to attack Bitcoin. 99.98% accuracy for 13 seconds seems impressive for a layman but nowhere near what is needed to attack Bitcoin. This is why you typically need millions of physical qubits that can work in an effective coherence for heavy error correction. Scaling up to this is very hard and you can see the progress year after year is very slow and the larger the number becomes the more difficult scaling the hardware becomes so you can't simply extrapolate past trends to continue either Humans really aren't good are understanding the difference between 99.98% accuracy and 99.999999999999%+ accuracy. Intuition tells us they are effectively the same but in reality they are in different universes. 99.98% = 1 error in 5,000 You need ~1 error in trillions I know it sounds like procrastination but in reality there is very good evidence that its much more than 10 years away, **if ever** as QC simply don't scale very well. Does this mean we should ignore the risks? No. There is a large disconnect between what altcoin scammers, journalists, and researchers seeking grant or VC funding are promoting and reality which is leading to people panicking . Ideally we need to prepare a less than Ideal solution and have it well tested like is already being prepared and continue the research for better solutions that have less tradeoffs. Hopefully this research and effort can bring other benefits as well because there is a good chance QC are never a threat to Bitcoin. At minimum the effort is needed to dispel the misinformation being spread to mislead others about the risks

bitusher

> my point is that we should set a definite deadline for a quantum fork now, How can we set a deadline when the research is ongoing and new information is constantly coming in that changes our assumptions ? >instead of repeating "quantum is 10 years away" for decades. I know it sounds like procrastination but in reality there is very good evidence that its much more than 10 years away, **if ever** as QC simply don't scale very well. Does this mean we should ignore the risks? No. There is a large disconnect between what altcoin scammers, journalists, and researchers seeking grant or VC funding are promoting and reality. >but we should get consensus on this matter now because preventing quantum theft requires a hardfork This is also not necessarily true. A hardfork will be preferable , especially since we need one already for the year 2038 problem , but we can secure those insecure UTXOs and not confiscate them with a soft fork as I explained in this link https://www.bitmex.com/blog/Mitigating-The-Impact-Of-The-Quantum-Freeze Also people are making the assumption that a Hard fork will be difficult which I don't necessarily agree because hardforking to protect a systemic security of Bitcoin is much different than hardforking an options feature or upgrade

BitcoinSports

My apologies for the confusion on the deleted comment. I honestly do not know what you think I am trying to do other than get started and explain this process the best I can. I recognize there has been too much vague posting rather than tangible results and for that I will do better and actually deliver. I am not a mega corp or a super funded VC project. I am just an entrepreneur trying to make some dreams come true.

GamerRevizor

Paris Blockchain Week is great for networking, but the best conversations usually happen at side events, VC meetups, and smaller founder dinners posted on Twitter/Telegram closer to the date. Keep an eye on Luma/Eventbrite and crypto Twitter for last-minute meetups and afterparties—those tend to be where the real connections happen

North-Exchange5899

I think part of it is just misunderstanding..projects without hype or VC buzz often get overlooked

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Post is by: Organic-Chipmunk-101 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1s6yqrf/understanding_narrative_shifts_the_key_to_solana/ In a fast-moving bull market, just identifying a promising project isn't enough; you need to anticipate the *narrative shift* to truly capture alpha. This isn't about chasing pumps; it's about understanding market psychology and capital rotation. Think about it: first, meme coins pump, then maybe large caps consolidate, and then often capital flows into specific sectors with new narratives. Are we seeing a shift from pure memecoins to 'utility memecoins' or perhaps 'AI infrastructure on Solana'? Or maybe it's the resurgence of certain DeFi primitives that have been dormant, now with improved tokenomics or new integrations. To spot these shifts, you need to be deeply embedded. Monitor developer activity, look for major VC investments in specific areas, track what 'smart money' wallets are accumulating *before* it becomes mainstream news. Don't just read headlines; look at what projects are actually shipping, what new technological advancements are being discussed in core dev circles, and where liquidity is starting to build up in smaller, lesser-known pools. One common mistake is to only focus on price action. Price is a lagging indicator. The *narrative* is the leading indicator. When you hear multiple credible sources (not just shillers) starting to talk about a specific type of project or a new use-case, that's often your signal. For instance, if you see a sudden influx of dev grants for specific types of dApps on Solana, or major partnerships announced with traditional tech, that's a strong hint at an upcoming narrative. Being early means being uncomfortable. It means buying when others are still skeptical, and selling when the narrative is fully priced in and everyone is euphoric. Tools that help you quickly execute trades or track wallet movements can be invaluable here. I personally use BOLT bot for this, as its speed helps when these narratives begin to gain traction. TL;DR: Don't chase pumps; anticipate narrative shifts by monitoring dev activity, smart money flows, and emerging sector trends. Price is lagging; narrative is leading. Execute quickly when you see the shift. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

particlecore

VC shitchain, even Multicoin Capital CEO called it quits.

DoubleRNL

What are some of the worst VC coins ?

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Post is by: GlockenspielVentura and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1s5bw48/a_perfect_recent_case_study_on_the_treachery_and/ # The Anoma Foundation raised $60M for Namada. They abandoned the project. Now they are cashing out with XAN on Ethereum. **TL;DR:** The Anoma Foundation took in roughly $60 million from Polychain Capital, Coinbase Ventures, and other groups. The pitch was Namada was supposed to be a privacy blockchain on Cosmos. The NAM token eventually launched. Community members spent years working on it. The Foundation immediately pivoted to Ethereum. They launched a new token called XAN. This new project cannibalizes the original vision. NAM crashed 97%. XAN secured instant listings on Coinbase, Bybit, and KuCoin. The main community team behind NAM quit publicly in February 2026. They specifically cited political roadblocks. # Who is behind this Adrian Brink, Awa Sun Yin, and Christopher Goes started the Anoma Foundation in Zug, Switzerland back in 2020. They all have backgrounds at Tendermint. Goes personally designed the IBC protocol. That technology handles cross-chain communication for the entire Cosmos ecosystem. A research lab called Heliax handled the core development. That lab had 40 to 50 engineers at its peak. The Anoma Foundation still maintains total control over both Namada and Anoma. # The funding * **Jan 2021:** $6.75M seed round. Polychain Capital led. Coinbase Ventures participated. * **Nov 2021:** $26M Series B. The valuation hit $260M. * **May 2023:** $25M Series C. CMCC Global led this round. * **Early 2025:** $2.5M community round via Echo.xyz. * **Total:** Roughly $60.25 million. The fundraising thesis was always Namada. Investors bought into a privacy-focused Cosmos chain utilizing zero-knowledge cryptography. # What the community did for Namada * 2,510 people joined the largest trusted setup ceremony in crypto history late in 2022. They generated the zk-SNARK parameters for the privacy pool. * Thousands of users tested the network during the Shielded Expedition in early 2024. * Over 180 independent validators launched the mainnet in December 2024. The Foundation ran zero nodes. * Community teams built the infrastructure. Knowable, TuDudes, and TNSO created governance tools and mobile wallets. They worked for minimal pay. * Voters passed five separate mainnet phases through on-chain governance. # The timeline of abandonment **Dec 3, 2024:** Namada mainnet Phase 1 goes live. **Jun 19-20, 2025:** NAM token transfers unlock. The price touches $0.07 briefly. Massive sell pressure hits immediately. Zero major exchange listings happen. Binance, Coinbase, and Kraken pass. CoinMarketCap ignores it. **Sep 29, 2025:** \***Three months pass\*.** The Anoma Foundation deploys the XAN token on Ethereum. The supply is 10 billion. That is ten times larger than NAM. \*\*\*\*Coinbase lists XAN immediately. Bybit, KuCoin, Gate, and MEXC follow suit.\*\*\*\*\*\*\* **Oct-Nov 2025:** The Foundation introduces AnomaPay. It is a private stablecoin router built with Noble. They deploy it on Base and Arbitrum. \*\*\*\*\*Knowable was trying to build this exact same Borderless Private USDC product on Namada.\*\*\*\*\*\*\* **Nov 2025:** Core GitHub commits for Namada stop. Development on the Namadillo UI freezes. **Dec 2025:** Heliax lays off key longtime developers. **Feb 27, 2026:** Knowable publicly quits the ecosystem. They spent 3.5 years building there. Their farewell post cites political issues blocking upgrades and marketing campaigns. They explicitly state they lacked the power to overcome these internal constraints. They return 52.4 million NAM to the public goods fund and shut down their validator. **Mar 2026:** Christopher Goes publicly claims the Cosmos ecosystem is dying. He points to Osmosis entering maintenance mode and Noble leaving Cosmos. # The Coinbase connection 1. **Coinbase Ventures funded the Anoma Foundation seed round in 2021.** 2. **Coinbase never listed NAM.** 3. **Coinbase listed XAN the moment it launched.** 4. **AnomaPay runs on Base. Base is the Coinbase L2.** 5. **Paradigm backs Noble. Paradigm has deep ties to Coinbase.** The financial incentives all point to Ethereum. **The NAM community funded the early research through free labor**. Now XAN holders reap the benefits. Consider the regulatory double standard. **Coinbase refuses to list Monero due to regulatory fears. XAN gets a pass**. XAN is an ERC-20 token. It trades transparently. The privacy happens inside the protocol. The functional outcome is identical. **\*\*\*\*Look at Kaspa. KAS has a $1B market cap and massive community backing. VCs are completely absent from Kaspa. Coinbase refuses to list it. Having Coinbase Ventures on your cap table guarantees a listing.\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*** # What Knowable is doing now Gavin Birch leads Knowable. He just announced Armada. This new project brings the private USDC concept to Ethereum. Both the Foundation and the top community team reached the exact same conclusion. Namada is dead. Ethereum is the future. # My Conclusion 1. A VC-backed foundation sells a specific thesis. 2. The community provides years of cheap labor. 3. The market meta changes. 4. The foundation launches a new token on a new chain. They take the IP with them. 5. The original supporters get stuck with a dead token. 6. VCs secure exit liquidity through their exchange connections. The MASP technology is real. The community built it. XAN holders on Ethereum get all the upside. The actual builders get nothing. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

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Post is by: Existing_Bet_350 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1s4ud5u/yellow_network_just_refunded_80_of_their_vc/ **Yellow Network just made a very unusual move: they refunded 80% of their VC funding.** Instead of keeping the money from early investors, the team decided to return most of it so the project can focus more on community ownership rather than venture capital influence. Why this is interesting: • It reduces the power VCs usually have over crypto projects • It may reduce future token sell pressure from investors • It aligns the network more with builders, developers, and users According to the founder, the goal is to make sure the network is “owned and operated by the people who build and use it.” In a space where many projects raise huge VC rounds and then dump tokens on the market later, this is a pretty rare approach. If executed well, it could lead to a healthier ecosystem and stronger long-term alignment between the project and its community. ( Yellow . com) *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

CorrectCookie3191

This actually seems to be a really interesting approach! Turning useful work into token issuance feels more meaningful than traditional PoW or VC allocations. I like that the verification step adds credibility instead of just relying on raw computation. I'm curious to see how it scales once it moves past testnet.

Ok_Exercise5851

Solid post, been feeling the exact same fatigue with VC coins lately. The "fair launch" narrative is getting old when 90% of them still end up with massive team/premine dumps anyway. This AWP thing sounds genuinely different though — tokens minted purely from verified useful AI agent output instead of just hashing power or hype is a cool twist on PoW

DasDouble

See this as a startup from silicon valley. There is nothing there, just an honest dude, trying to make life better for everyone. I need to start somewhere, that's why I'm asking for feedback. I've tried to get VC investors on board but they first want to see user traction before they invest a single penny. So feel free to at least sign up by using the service by saying "hi" or something so I can show investors some user traction and become of the big players with that one day, hopefully improving the lives of a lot of people.

mrjune2040

Yes, but they're grown-up devs not beholden to the vested interests of VC's. And also, the people shitting on the ETH Foundation have mostly been grifters on X wanting to primarily influence token price (which is irrelevant to the development and hollistic matters of the protocol). They aren't happy about the Foundation selling ETH which is literally the thing that the Foundation should be doing to ensure adequate operational runway.

mrjune2040

I read it mate, but my point stands. A16z’s investment philosophy is just to ‘spray and pray’ and as a result they’ve invested in some of the junkiest projects of the last decade. And Algorand was one of the prime examples of a protocol that purported to be something that it wasn’t, I know for a fact that while the price was shooting up in that 2021/22 period those same original VC investors on the west coast were quietly off-loading (dumping) to smaller investors and firms. The whole thing was a VC grift.

semanticweb

May be written by a VC firm. But all the mentioned points make sense. Hope you read it.