VC

ihatearguingonline

Hey look he's trying an argument! 😂 Answer: a lot of shitty ones that are nothing like BTC and KAS. Short question: How many of the fast L1s are fairly launched (no premine, no VC allocations), and are POW with actual decentralization? I'll wait.

ihatearguingonline

And? I would've said the same thing when it was down 99.1%. It was manipulated at launch by FTX in the middle of an overly exuberant bull market. Dfinity took a big hit to their reputation but they put their nose to the grindstone and have been at the bleeding edge ever since. All VC unlocks are done and almost half the supply is locked/staked for 8 years. They did dump on retail to a degree but they had to. They have a huge team of expert devs making actually useful shit. The crypto market is irrational. Shocker eh? Dog and Fart coin did 100xs so the tech must be good lol. Arguments regarding price are irrelevant until you zoom out far enough. BTC had many 90% drops early on in its lifespan. DYOR, good luck.

Raccoon_Expert_69

I’ve been hearing the same line “this time it’s different because institutional investors” or “this time it’s different because of the VC capital flowing in”. There are always new people to come on board each cycle, but that doesn’t necessarily mean it will change the pattern or behavior of the market. I haven’t seen anything yet this cycle that surprises me. If anything, it’s actually been the most boring cycle so far.

jawni

>Wrong. Decentralization is the MAIN goal because there cannot be censorship resistance nor fair transaction processing without decentralization. Wrong. Decentralization is just one property that matters along with speed, cost, reliability, access, among others, but it's not the only property. You can have those things with *lesser* decentralization, just because you're not the *most* decentralized chain, doesn't mean you're stuck without those qualities. Decentralization may be one of the primary goals, but ultimately maximum decentralization only offers benefits when other forms of decentralization fail completely, like a 51% attack or likewise. If you have sufficient decentralization, you can offer the qualities that people want, and those qualities are more noticeable by the end user, which is why users continue to overwhelmingly choose to use chains other than Cardano. >And no I obviously don’t need the bot filled VC scam market to tell me if something is logically sound or not. What is it with Cardano people thinking all bots are evil? These are networks that are literally built for autonomous transactions. Bots are just users who have automated their processes, much like smart contracts do. And same with VC's, not sure why Cardano people villify all VCs, especially when IOHK literally runs their own venture fund. And it's not like VCs have any more say on what happens on the network than anyone else, they're just investors and users who happened to be able to invest early because of their accreditation and get better deals because of the value they add compared to a retail investor. They're literally just investors who get a better price and early access in exchange for having restrictions on when they can sell and offering help to the project in ways retail investors cannot. >People can buy whatever they want. If you want to buy shit nobody is stopping you. But it seems to me that 5 years of crypto gambling fried peoples brains so god damn much that they don’t realize how delusional their arguments become. No. Shit is not a steak just because marketing calls it steak nor is it “steak enough”. ??? ok. I honestly can't even fathom a guess at what this is supposed to refer to. Just seems like a "Could I be wrong? NO, it's the market who is wrong!". If it's about shitcoin trading, I'm not sure what the issue is. The chains themselves do not dictate what people use them for. If Solana builds a chain that is fast and cheap and people want to use it to gamble, that's on the gamblers. Keep in mind though, roughly half of Cardano's putrid volume also goes to memes... a figure that people don't like to talk about. >Cardano doesn’t need to “win” against Solana. It’s doesn’t need to be #1 on privately owned Coinmarketcap. It needs to WORK and adhere to its values. This is the only thing that matters. It doesn't need to "adhere to its values" it needs to generate something of value. Ideals don't pay the bills.

Over_Explanation3348

People seem upset Dino Coins are running, but I for one enjoy seeing this over “new launches” that are -Crimed higher by cabals -Overhyped by fluff -Shilled relentlessly -Bundled to 5 wallets -Sniped by insider information -Fail to provide any sort of utility/product Refreshing Half of ICP supply is locked. There are no more token unlocks. There is no VC there is no vesting. It’s deflationary. And I can go on and on and on. No supply on exchanges. Etc..

Impossible_Exit1864

Wrong. Decentralization is the MAIN goal because there cannot be censorship resistance nor fair transaction processing without decentralization. And no I obviously don’t need the bot filled VC scam market to tell me if something is logically sound or not. I have the capacity for it in my own brain. People can buy whatever they want. If you want to buy shit nobody is stopping you. But it seems to me that 5 years of crypto gambling fried peoples brains so god damn much that they don’t realize how delusional their arguments become. No. Shit is not a steak just because marketing calls it steak. Cardano doesn’t need to “win” against Solana. It’s doesn’t need to be #1 on privately owned Coinmarketcap. It needs to WORK and adhere to its values. This is the only thing that matters.

YogurtCloset3335

Well he did do the job he was paid to do by the crypto lobby. David Sacks still has some more work to do shilling his Silicon Valley buddies' VC projects and giving them unfair regulatory advantages. The insider trading business has got to stop. But traders are pricing it in.

DonasAskan

VC (Z)ionistCash

mrjune2040

The 21/22 runways are depleted. And both VC-led and foundation-run projects are getting tighter belts.

pedronegreiros94

Yes they will dump, but I think the market is waking up.  Lost its patience with VC or random dev coins and this old coins don't have manipulation from their teams. 

cascading_disruption

just like nfts, memes, new coin, people love to buy new shiny stuff pretending to be stupid and not know that the insiders and the VC would dump on them. See every new meme, or VC backed token

nllfld

Ethereum was mineable from 2015 all the way to 2022. More than 7 years of mining and distribution make Ethereum a decentralized network. No chain that started out as PoS (and with heavy VC backing on top) can ever compete.

Future-Bet4783

I lost hope in VC projects now. At this point they are just all copy paste. Berachain, sui, sei, monad, and they’re still making more

VisiblePlatform6704

This is important:  * There's uncertainty in US economy  due to Trumps economic wars and Government shutdown. * Stock are up *in spite of*  the previous point, because of IA. Nvidia hit 5T.  * Because of this uncertainty,  investors are putting their $$ in Gold. Historically the Right move vs economic uncertainty.   * Crypto being another class of risky asset, is getting dry of liquidity.  There's no "extra" cash to "bet" into these more risky asset class.  * Same reason why VC money is dry for most entrepreneurs who are not riding the AI hype train.  * And companies are laying off people in record numbers also to decrease their cash burn rate.  Buckle up cupcakes, we're gonna have some fun next 3 years of the "Trumpirat".

nugymmer

People plant life savings into VC backed shit coins. Ask me how I know. +Another 10 self-punches to the head. Hard ones. I already did 80 blows in November 2022 and gave myself brain damage - all from what seems like a totally preventable but now permanent hearing issue which just drove me insane. I could have prevented this damage. Health issues aside, let’s talk about the money side of things where I hugely fucked up, I should have been grabbing BTC with my hands, feet, teeth and eyes. I know deep down I deserve jack diddly shit, but I will keep trying. I don’t deserve anything but if I get money I will be happy.

Lina-Inverse

Biggest mistake number one is thinking projects that do something are the same thing as projects you can make money from. A project could cure cancer but if it price don't go up because massive token inflation and unlocks lets team and VC's dump on you then you don't make jack shit. AI in crypto is 99.99% bullshit, none of them do anything. The smart way is you either: 1) just dca into btc 2) learn to short or 3) learn to front run hype. Anything else is gambling with extra steps.

obolli

I'm building a defi analyst system for a VC and I'm making an agent available over at my project which has become a bit popular these days. The main thing and first and foremost ist the white paper and tokenomics math. Sure everything can moon but a fake project can't deceive you otherwise. You won't believe after screening every single project on coin gecko and crypto rank how many had dead links redirects etc of their white papers. It's insnae

libretumente

White paper or gtfo. Premine? Gtgo. VC backing? Gtfo. Fuck centralization. If it's the antithesis of crypto.

libretumente

Any "project" whose tokenomics can be manipulated as such should be stated far away from. Even coins with large premines and VC backing give me the ick. PoW or GTFO IMO.

srp89

Totally agree with the long-term BTC hold. That’s been my core strategy for years and it’s paid off. That said, I’ve carved out a small bit (about 5% of my crypto holding) into Pure Belief Assets (PBAs) or movement coins. Those are memes that have formed to call attention to real-world pain points with communities where the value comes from high conviction and shared movement. Got into it by going down a rabbit hole watching Murad on YouTube. Whatever you think of the guy, he has some good takes: - Movements matter: strong, cultish communities that “live” the meme give staying power (vs. trading some short-lived, hyped-up meme mascot) - Money’s made at the extremes: BTC on one side as the core holding, PBAs on the other. The middle (‘utility tokens’ that are more vaporware with massive VC and team unlocks) is where people bleed. - Ironically, PBAs not having measurable utility = strength: you can’t “value” PBAs, the value comes purely from people buying, holding, and believing. TL;DR: BTC is my rock and 95% of my crypto holding, but I put ~5% in PBAs and it’s been performing great.

cowboyabel

I mean you can ride Sol up to a certain point but at the end of the day it's all VC backed bullshit

CiaranCarroll

My guess is that the private equity collapse will result in a credit tightening, as banks freeze up without collateral, solidifying the narrative of Bitcoin as pristine collateral. In the US within 5 years people will be putting up Bitcoin as loan collateral, along with the assets they are purchasing (e.g. real estate, equity in a company), thereby over-collateralising their debt and reducing interest rates. This is the ultimate Bitcoin Treasury company play, because banks don't have the industrial relationships and competencies to lend to businesses anymore, and will need collateral partners embedded in the real economy in order to continue doing business. Collateral partners will provide industry expertise and experience and pristine collateral to lubricate debt markets, and take a slice of the interest. In the case of Strategy this industry expertise is in tech and VC. But there are Bitcoin treasury companies popping up in all kinds of random industries and it seems like it makes no sense until you understand that US treasuries are no longer pristine collateral, they are struggling to sell them at lower rates, meaning there is a gap to be filled. Gold is also excellent collateral, but in a digital world with extremely fast-moving markets it can't be liquidated easily across national borders. So the long-term trend will be in Bitcoin's favour.

CiaranCarroll

The more time Bitcoin trades sideways the greater the pump. Long-time holders are selling at 100k or above, then tighten up supply if it goes too far below, and sell more if it hits ATH. 100k is a big psychological number for long-time HODLers. But the more they sell the higher the cost basis for the average Bitcoin, meaning eventually that sell-pressure drains away, leading to new supports. The truth is there are way way more people with a huge amount of conviction who feel they missed out and want to be whole-coiners, and that number will never drain away, it will only grow as Bitcoin becomes more mature, more lindy. My guess is that the private equity collapse will result in a credit tightening, as banks freeze up without collateral, solidifying the narrative of Bitcoin as pristine collateral. In the US within 5 years people will be putting up Bitcoin as loan collateral, along with the assets they are purchasing (e.g. real estate, equity in a company), thereby over-collateralising their debt and reducing interest rates. This is the ultimate Bitcoin Treasury company play, because banks don't have the industrial relationships and competencies to lend to businesses anymore, and will need collateral partners embedded in the real economy in order to continue doing business. Collateral partners will provide industry expertise and experience and pristine collateral to lubricate debt markets, and take a slice of the interest. In the case of Strategy this industry expertise is in tech and VC. But there are Bitcoin treasury companies popping up in all kinds of random industries and it seems like it makes no sense until you understand that US treasuries are no longer pristine collateral, they are struggling to sell them at lower rates, meaning there is a gap to be filled. Gold is also excellent collateral, but in a digital world with extremely fast-moving markets it can't be liquidated easily across national borders. So the long-term trend will be in Bitcoin's favour.

StacysMom-_-

All that tells me is it's a GREAT time to buy the right altcoins... Binance is only suppressing altcoins because they are fighting VCs and token unlocks, getting them to sell as low as possible, in the meantime retail and the sentiment get demoralized leading to capitulation because altcoins are dead. It's literally just been a whale battle all cycle. But exchanges don't truly cash in until they lower float and pump token prices. Green is what attracts retail, retail does not cause the rallies, retail gets distributed on. Buy when everyone says altcoins are a scam and that they're dead and retail is never coming back. Because that's the best part of that fear mongering, RETAIL IS NOT NEEDED. This is why altseason “almost” breaks out and then dies. It’s not failed demand. It’s deliberate capping until supply overhang is absorbed. Right now VC is still dumping, smart money won’t let them dump into strength. So they keep liquidity shallow and ceilings low. I can guarantee we see a 18-25% OTHERS market dominance again by 2027. We're currently around 6%. And even if something like covid hits between then it won't wreck dominance, it didn't last time. The bigger risk at this point is holding Bitcoin over ETH or other quality altcoins. The exact opposite of what you would think due to sentiment. I promise you altcoins aren't going anywhere. ETF and RWA will bring in so much fomo before you know it we'll be seeing the opposite sentiment and how Bitcoin dominance won't be able to recover blah blah blah. Emotional sheep.

50sat

I see you're conflating some stuff to shill here but yes, when devs and whales decide the fork, the network can still be decentralized. In order to succeed as a decentralized platform requires consensus, so decentralized is not equal to disorganized. In POW *as designed for bitcoin* the developers propose options, and the money votes. Other POS or other POW can embody other principles. Or at least attempt to. If a token is to succeed as a store of value, it will court people who have value to store. That includes the one you're posting about. >No more waiting on devs or VCs... It sounds like you just said "everybody is the dev" though. Anyways, to address your final question, not for me. I already learned solidity to not wait on devs. And if Tau wants to succeed as a marketplace, they'll develop in the direction that attracts people who have value to store, and the people they hire or coerce to define those network requirements. I think for the average defi user, not interested in back end, it's just going to be another chain with more dApps and ... sounds like a non-EVM compatible address so, another wallet. Absent a really killer app, they're going to need some VC locking in value to pull average users over the hurdles. New chains can have some success and market share if the tech is truly novel but for people to lock in the value they have on big chains is going to require the safety (for them as investors) of big chains.

mrjune2040

These are genuinely worthless mate. The only one that ‘might’ be useful to ‘someone’ would be the film if one actually got made, but even then bitcoinfilm.com would be much more ideal as a true top level domain and there’s no true ‘edge’ here for them to want yours. Domains just aren’t that important any more. But VC’s- come one, they’re going to laugh you out of a room. I’d spend whatever you spent on these and just hold Bitcoin instead. Your return will be better.

ElonSleepsInCarsToo

Yes, and VC's don't find founders or ideas, they fund exits

CheeseWeezel

From a VC's perspective, these are worthless. VCs want businesses that they can throw money at and solve. Owning domain names is not a business. What do you have beyond a domain name?

DanYallSon

What’s your stock risk profile looking like? I’ve got a 80% stocks/bonds IRA, 10% Real Estate/VC and 10% crypto mix currently with DCA buys set regularly fairly evenly across all of them.

AeonPeter

Movement with a community of hard believers - SPX6900. Forget the ‘tech’ coins as their usage in real world is 0. Their only usage is to make VC’s, KOL’s and devs rich. None of them are part of SPX6900 💹🧲

particlecore

VC shit chain.

ManBearPig9220

correct, to date: no presale. no VC round. we’ve been incubated by Polygon Labs + GSR, which let us build without external investor pressure while we spin up the DeFi flywheel. gives us a lot of freedom to build and construct thing the way we feel is best. we haven’t announced any sale. today our focus is shipping and growing revenue that cycles back to active DeFi users.

spXps

“Dead chain” is such a lazy take. Cardano still pushes 115M+ txs with near-zero downtime, low fees, and real chain load that often ranks top-5 across all L1s. Meanwhile some “popular” chains need VC fumes and hype spikes just to stay alive week to week. Cardano is building infrastructure for the next decade.... not chasing a weekend narrative. Fundamentals > noise.

pet2pet1993

ZCASH HAS EMBEDDED THE PEGASUS BACKDOOR. That’s because Venture Capitalists (VC) are unfolding that shit!!!

redditSwingking

It’s a scam where VC money 💰 take newcomers money. Stay away and you may thank me later.

Ok-Introduction2492

the top mining pool has significant influence, but XMR development & governance are community-driven, unlike VC coins like ZEC. So even if mining is a bit centralized, the protocol itself isn’t controlled by a single entity.

GreedVault

One day, the well-known VC [Naval Ravikant](https://en.wikipedia.org/wiki/Naval_Ravikant), author of The Almanack of Naval Ravikant: A Guide to Wealth and Happiness, decided to write a [tweet](https://x.com/naval/status/1973254136394293708) about Zcash and suddenly, Zcash took off.....

theodursoeren

What are VC‘s?

Ok-Introduction2492

Zcash has strong tech aspects, but most users never even used the shielded transactions, and its heavily VC funded with a founders’ reward. The game plan is to replace XMR which has default privacy, community-driven, no premine, and it’s the standard across all darknet markets. If Zcash was that better, it would have been already used in all dark market.

MaximumStudent1839

> It's all about memecoins! You misunderstood my point about Meteora. The point is, it runs on a very questionable business model. Technically, there is nothing wrong with earning revenue from trading "memecoin". The most profitable business here nearly always involves a Bitcoin product, the biggest "meme" in this space. What makes it work with Bitcoin is that it is an asset with durable demand over time. So there is a case to do a "DCF analysis" on these types of businesses for valuation. The Trump meme is down only, with more unlocks coming ahead. Furthermore, the Trump org has a notorious history of issuing more crypto assets over time to dilute its own brand value. Before its meme, it had so many NFT collections. After Trump launched, the Melania coin instantly followed. The evidence is simply too strong against the asset's longevity. So either you sustain your business model with wash trading to fake revenue, or your business will slowly die over time. Hence, you need to rapidly discount future possible revenue in any standard financial analysis. The aggressive discounting should be further emphasized because its next big revenue generator is trading its own $Met coin, introducing more reflexivity risk. > Those that are technology-focused get zero attention.  I am not surprised. First, a lot of "new tech" hasn't really opened up new products to do the next 100x improvement to expand the market and attract newcomers. On the contrary, it has brought forward a lot of selling pressure draining the space's liquidity to feed merc dev and VC pockets. Second, the open-source nature of this space doesn't make it exciting to buy "tech advancement" when the big VCs and merc devs can just vamp/copy-paste whatever you are doing with minimal effort. The VCs are still more loaded in liquidity than the public market has. They have infinite resources to rape your assets and poach whoever your devs are. > I could not even tell a difference between a legitimate project and a fake one? I am increasingly convinced, Solana doesn't even know what it wants, and they are just throwing whatever onto the wall and hoping for something to stick. Their bold hype man, Mert, was yapping REV designing a token price for the most early half of this year and the late part of last year. Now he is just 24/7 shilling Zcash as a "better" Bitcoin - da fuq REV does Zcash have. A lot of their "KoLs", even some who self-reported as hired by Solana Foundation for growth, openly admitted they now only own Bitcoin, dumped their SOL. Next, their VCs are just desperate to find the next meta for launchpads. Memes, CCM, ICM, futarchy, coins with legal signing, blah blah blah... When all these new coins are just a dumping ground for traders who just want to find an easy pump and dump...

ConsciousSkyy

It’s a total VC shitcoin

MaximumStudent1839

Disagree about Twitter. On one hand, it is just a cesspool of suits, larps, etc., who abuse buzzwords, etc., to comfort themselves flying in the dark. On the other hand, it is just a cesspool of serial KOL, VC, etc., rapists trying to brainwash you into buying BS.

pickleBoy2021

Last place on earth to go. You will fall for cult scam coins. “Oh that sounds good!” Stick with BTC, ETH, SOL. Projects that are vested or minimal/no VC. Have TVL or billions in DeFi and activity. DeFi llama will show you protocols- activity and rank. Like AAVE has $60B and does borrowing and lending. Bigger then most the 💩. Don’t believe in hype and trade carefully. Crypto the price always comes back. Watch for FOMO. Avoid KOL on YouTube. They get paid to shill you coins. Then you are down and crushed. If you want to put money all in. Put it in stables. Earn yield. Then deploy carefully. Most projects will go to zero. Even great projects like Link are not fully vested and the price never moves. Learn FDV and market cap. Good luck.

MaximumStudent1839

> Everyone was cheering institutional investors, Without the ETFs, this market would have long been in serious bear territory from all the serial VC/KOL rape and early BTC whales dumping billions on the market daily. Yeah, no. Like it or not, non-crypto native, more traditional funds are more PvE at this point than most of the elements within crypto who are accustomed to rape newcomers.

Captain_Fredl

Asking the same rn. Maybe because VC‘s fucking us

AeonPeter

Look for the project with the strongest community and believers, do not blindly trust what VC’s or KOL’s are telling you. Also token unlocks as each unlock is selling pressure of the team dumping on you 🙄

StacysMom-_-

Don't project. If the standard is “institutions won’t touch anything that can go to zero,” then explain why venture capitalists exists, why PE buys distressed assets, why junk bonds are used by pension funds, why hedge funds hold commodities, and why growth stocks with no cash flow get trillion-dollar valuations. The world’s biggest money allocators don’t avoid risk, they price it. The difference between a degen and an institution isn’t risk aversion, it’s structuring and time horizon. Capital doesn’t chase safety. Capital chases asymmetric payoff. Bitcoin proved that model already, the rest of crypto is just whether new narratives can earn that same trust curve. “institutions don’t touch things that can go to zero” funny because history shows the exact opposite. BlackRock, Fidelity, Wellington, Goldman, CalPERS, the whole crew were neck deep in dot-com companies that literally went to zero: Pets.com Webvan Global Crossing eToys Excite@Home Lycos (acquired then value collapsed so basically zero) And those weren’t retail gamblers, those were institutional allocations from pension funds, sovereign money, and the same firms now buying Bitcoin ETFs. Institutions didn’t stop investing in tech after many of their dot-com investments went to zero either… They just priced risk better the next cycle. Dot com wipeouts paved the way for: Amazon Google Meta Nvidia Salesforce Now imagine they looked at those stocks and said NO WAY, that's too much risk! Remember our last stocks that went to zero! I'll say again, check your emotions at the door, trading and investing is not for the emotional weak. You pretend too sound like you understand “institutional money flow,” but you're actually describing a world that has never existed. If institutions avoided assets with a nonzero chance of going to zero, VC, tech, biotech, commodities, growth equities, and crypto wouldn’t exist as asset classes.

magus-21

> No, you were literally saying about lending money to stupid people, which shouldn’t not concern you as It is against collateral. In my **very first comment**: "The reason why companies are offering 8% is because they are juicing the returns with their own VC money to attract customers, but the risk is that you won't be able to withdraw it. Just ask the people who got burned by TerraLuna." >Systematic risk exists anywhere, including bonds And the lower interest rates in bonds reflects lower total risk, not just default risk.

magus-21

> Apparently you can earn like 8-10% on stablecoins which is way more than my bank gives me (literally nothing) No, you can't. A HYSA is 4%. Anything higher than that represents higher risk. The reason why companies are offering 8% is because they are juicing the returns with their own VC money to attract customers, but the risk is that you won't be able to withdraw it. Just ask the people who got burned by TerraLuna.

nugymmer

Not a chance. The cycle has completed. If you want to sell, wait for a rebound...or not. I doubt we will see much over $120k again. And the market doesn't care a fuck about alts, and why should the market care about VC backed shitcoins?

vengeful_bunny

Well said. Same in the VC world. Once you show a demo or an MVP, they can't fantasize anymore that it will take over the world. Dreams sell, not (actual) business plans.

aaaanoon

This should mean only trash projects with exorbitant dev funds or VC funding are listed on Binance. Turns out it's true

biba8163

> Bitcoin belongs to 2 pools. ETH maxis think Triple Halving, Supply Crunch and Ultra-Sound money are real things but cannot grasp what a mining pool is. A mining pools consists of thousands of miners from across the globe who control their own hashpower but pool it for greater and more stable rewards; they still have the ability quickly change pools or go to a new pool at any time and they have done so in the past. On the other hand, you can easily take control of ETH through centralized players LIDO, Coinbase, Kraken, Binance, etc. Most of Ethereum nodes are hosted on the 3 big cloud providers. **And according to ETH's lord and savior Vitalik's own principles of decentralization, ETH is NOT DECENTRALIZED** because the majority of the supply is premined and gifted to founders, developers and VCs who funded its development and these insiders can stake their premined coins to enrich themselves even more to perpetuity. > Credible Neutrality: Essentially, a mechanism is credibly neutral if just by looking at the mechanism’s design, it is easy to see that the mechanism does not discriminate for or against any specific people. The mechanism treats everyone fairly, to the extent that it’s possible to treat people fairly in a world where everyone’s capabilities and needs are so different. Anyone who mines a block gets 2 ETH is credibly neutral, Bob gets 1000 coins because we know he’s written a lot of code and we should reward him is not. - **Vitalik Buterin on Credible Neutrality as one of the guiding principles of decentralization** https://nakamoto.com/credible-neutrality/ 72 Million or 60% of ETH was premined and gifted to the Founders, Developers and VCs. **Ethereum VC investors from 2014** - Konstantin Lomashuk and Vasiliy Shapovalov of Cyber Fund (VC) - Adjacent Venture Capital - Artichoke Capital - Blockchain Assets - Compa Capital - CRVN Capital - Flux Capital

JustStopppingBye

I don’t need your ai slop. Pyth is a VC scam.

trillionSdollarstech

1. Loss of confidence since Trump can crash the market at any moment with just a tweet puking his last whim. 2. Loss of confidence after last weekend market manipulation (the crash was mainly triggered by people using a flaw in Binance's pricing method) and Trump's insiders profiting while retail lost. 3. All real usage adoption of the technology is occurring on Ethereum whereas retail was promised by years of Solana and Ripple VC's propaganda that it would occur on their bogus blockchains. Here again, retail loses. 4. The Clarity Act is stalled by democrats who introduced a version that would ban decentralized finance.

AutoModerator

Post is by: De4dMoney and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoCurrency/comments/1o8a4be/is_belief_or_conviction_far_from_resignation/ Interesting to observe ppl still holding their old coins after being down 90–95% for 3 years. You could call it diamond hands or persist forever if they were still actively building or pushing the project but most of the time, they’re in passive investor resignation mode. It’s really tough to sell after years of holding especially when you’ve been emotionally and financially attached to a story for so long. If you’re in this situation, take a step back: check if the community is still active, if there are upcoming token unlocks, and if the project still makes sense. The token price only reflects collective belief. It’s crazy how some old projects (mostly VC tokens), with X accounts boasting hundreds of thousands (if not millions) of followers, now barely get a dozen likes and a few comments per post. I did that check in summer 2024, kept only 1 … and started DCAing into another. Guess which one ? *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.*

mrjune2040

Ethereum is doing great. It's transactional volume and TVL on main-net and the entire L2 ecosystem blow everything else out of the water. Vitalik is about the only guy in crypto that has his head in the right place ethically and professionally speaking (ie with genuine commitment to the protocol and it's relation to users). He's not a VC shithead that's trying to pump and dump the price with a short-term window in mind, and his motives are not financial (unlike half the crypto-sphere). You're probably upset solely because of price action, but even then it's doing just fine, it literally hit an all-time high two months ago—and it's the second biggest asset by a long way. Long live Vitalik.

MaximumStudent1839

Understanding the dynamics I said is how you avoid ending up at McDonalds. Every market is about supply and demand. Bitcoin was created in reaction to govt printing money to save overleveraged institutions. In crypto, we printed infinite altcoins to save crypto zombie companies and VC portcos from meeting their eventual market outcome. You must be insane to think bidding all these altcoins worth massive supply overhang is going to get you anywhere. There is also limited reason to bid alts over BTC if BTC has a better adjusted R&R while alts are constantly framed as having an expiration date.

MaximumStudent1839

Here is a contrarian take. You need BTC to top for alts to run. Otherwise, the R&R always favor sitting on BTC and never touching alts. If the SP500 outperforms every stock in the short/long run, no one wants to do stock picking anymore. The old BTC dominance needs to go up for alt season makes no sense. Why? The new marginal BTC buyer is coming via ETF. They aren't going to come to CEXs to rotate downward. The higher the BTC goes, it doesn't necessarily mean more dry powder for alts. For an alt to run, it needs to find a better footing in balancing its demand and supply equilibrium. They need to drastically cut supply overhangs. Protocol needs to be leaner, e.g., aggressively cut down emissions from staking etc., start laying off as much as possible to cut down expenses, etc. The market needs to stop pushing VC garbage loaded with huge supply overhang from unlocks and constantly high emissions to keep TVL. But this space is run by VC/KoL/Dev communism. So all these simple things are too much to ask. In real capitalism, like stocks, all these obvious things would have been easily implemented. See how the tech stocks aggressively restructure themselves as they got their bounce off the lows from the Fed rate hike tightening cycle.

XysterU

Right, so when the USD collapses in value (inevitable with its runaway debt) Bitcoin will also collapse in value because the risk appetite will vanish and tech will be destroyed because VC capital will dry up. You're saying that Bitcoin value grows for the exact opposite reason that gold value grows. I think the gold investors are right this investment cycle.

mrjune2040

I think that you’re thinking of 2021. The total value of monthly VC funding raises right now are about 25% of what they were back then.

nugymmer

What is a VC coin?

harra23

You fail to realise that if you are on reddit. Then you are retail. If you are still bag holding alts from last cycle. You are retail. Retail is already here and is already fully allocated to VC alt shit coins. Every cycle the participants mature and this cycle if you haven’t realised that nobody is coming to buy your heavy bags of VC coins then I don’t know what to tell you. If retail is coming then they came earlier this year to straight up meme coins like squirrel coins because everyone understands that unless it’s bitcoin it is a shit coin. So if you are going to gamble on anything it might as well be fart coin because everyone understands that they are starting on a level playing field and no one is buying anyone’s bags from last season. VC coins are dead.

pickleBoy2021

They can still be part of the issue. Depends on the platform. You can receive but there are still spreads and arbritrage across chains/platforms. Tx that take longer than milliseconds which is fine on slow days. It’s not their fault but this is an issue that was in tradfi for years till it got arbed away. You can’t deny the billions worth of tokens that are not vested. They have dream jobs and they’re rich. Comfortable. Outside of crypto their model would be a target. VC’s would fund competition to challenge them. As time passes it will be interesting to see how it plays out.

AeonPeter

Do you mean blockchain or what to buy? Dca, long term, mainly BTC! Patience, and if you want to try alts, just strong communities with Lindy Effect (with history +2 years). Check the SPX6900 if you feel like to, I am not telling to to buy, just study and see by yourself. You can also go the ‘new tech revolution’ kind of alts but these are mainly VC’s and KOL’s shilling their bags to dump on you. Good luck!

Halvinz

All I know is that since this fraud started the office of presidency, crypto has died for little guys while corruption has taken off, and the only people profiting are his inner circle and VC's who poured ill-gotten money into his campaign to get him elected. Do better next time, America. Do better.

my-little-puppet

Most, if not all, alts are VC/dev supply controlled farms. Stop buying them

SoggyGrayDuck

VC money is changing things and I don't like it. I suspect they know how to capitalize on momentum and spikes in a way they keep the cash and smooth out the timeline somehow. It's why it's starting to follow the stock market l, soon we'll see 10% yearly gains just like every other asset they have their fingers in.

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OrangePillar

Knots has a single maintainer who has done dangerous things to Bitcoin in the past. You are trusting him mightily not to do anything bad going forward because of a VC-funded campaign against Core.

MaximumStudent1839

In every market, price is determined by the balance of buying power vs selling power. For the four-year cycle to be over, you need the buying power to swarm out all the sellers who believe in the four-year cycle. It is only over if the dominant buyers and holders don't believe in it anymore. Just like VC overhang on tech alts, this will also be an overhang on BTC. You can't cheat it. Time-based capitulation is the only way out.

SoggyGrayDuck

It definitely changed with VC entering the space

pickleBoy2021

Lots those spaces were run by KOL’s or influencers who were selling ref links or got paid to shill. Builders, devs, VC’s who actually fund and build would jump on for events like the FTX but usually they were working. They are more likely sharing on discord, twitter posts, podcasts, and writing articles. Big difference between the two groups and the quality of alpha hour going to get.

Bino_i_told_u_so

Great project! Q4 will be good with full mainnet launch. I like that it was a fair launch and has no VC funding. Max 10m circulation and all 10m on the market with just 3% left for sale. True unicorn potential with that speed, 0.1 second finality and noob proof web based dev kit.

memegalerie

There are many. I can share the one we're doing. honestly have our model has risen a lot im popularity amongst bitcoiners which is [lendasat](https://lendasat.com/?utm_source=reddit&utm_medium=comment&utm_campaign=launch&utm_content=post26) we enable customers to get liquidity from their bitcoin if they need it without selling their bitcoin trough DLCs and multisig on bitcoin. We have a lot of compition and its a tough market tho. Mostly VC backed companies like strike which to it in a custodial way are often being used.

blockunchained

I think this is largely correct. In general, as bitcoiners we're way too bullish, and that means we tend to be "too early" for our bitcoin business ideas, which is the worst timing possible for a startup. We're 15+ years in and there are still very few examples of revenue-driving bitcoin startups, especially startups that drive enough revenue to justify VC investment. HOWEVER, if you're absolutely and truly driven by a passion for participating in the inception of the bitcoin industry, more so than you are concerned with maximizing your stack/quality of life, then it's still a good idea to start/join a bitcoin startup. It's exciting, you're learning things that no one else is, lots of crazy stories, and still enough money flying around to make a decent living. And if we're right about this whole bitcoin thing, one of these days we're not going to be too early, the timing's going to be \*just right\*, and if you have a great idea well executed, you're going to do A LOT better than if you'd prioritized mining fiat.

ManBearPig9220

yeah, this cycle’s not about legacy alts like ADA or DOT mooning on hype (there are no solid narratives i. those ecosystems now). the market has started rewarding projects with tangible revenue models that directly benefit token holders via yields, fees, buybacks, and governance (but mostly the first three). it’s selective, capital’s flowing to protocols where emissions are backed by actual earnings, not just VC pumps and old 2017 narratives (“banks are going to use XRP” no they’re not). ethereum’s supply shock is real, the narrative is tangible, adoption is actually increasing, but alts need more than narratives; they need mechanics that compound value over time. here’s how some standouts are doing it right (yes, my bags): • Aerodrome (AERO): on Base, this DEX pulls in huge fees ($21M+ in recent epochs) and funnels 100% back to veAERO holders through emissions, bribes, and voting power. it’s why AERO’s steady at ~$1.15 amid growing TVL, real accrual beats speculative bets. • Moonwell (WELL): DeFi lending on moonbeam/base, where protocol fees from borrows/interests feed into staking rewards and governance for WELL holders. Even at $0.023 (down from ATH ~$0.30), it’s building with emissions tied to genuine demand, creating sustainable holder value.  • Curve (CRV): classic stable DEX with veCRV lockers claiming a slice of billions in TVL fees (inflation cut to 5% for longevity). At $0.77 (way off ATH $15.37), it’s still a fundamentals play, holders get direct yields that outlast hype cycles.  • Katana (KAT): this new DeFi-only L2 focuses on sharing chain revenue back with its users through a flywheel that recycles chain revenues (sequencer fees, Vaultbridge yields, AUSD treasury returns, and chain-owned liquidity or CoL) back into pools and vaults, boosting APYs for active users. CoL alone is at $340k, providing permanent liquidity and routing earnings (like $165k+ in recent donations) to LP positions on Sushi/Morpho. the staking model: stake KAT for vKAT (ve-style), then vote to direct incentives, earn app fees, bribes, and exit fees. chain-wide veTokenomics that accrues real yield to holders as TVL grows. pre-TGE, rewards are stacking via quests and campaigns, but post-launch, this setup ensures holders capture the network’s growth directly.

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-LoboMau

That's spot on. Most are just VC-backed projects designed to create exit liquidity for early investors, not genuine innovation or solving real problems.

bryanchicken

Get a holy trinity for investment. AP or Patek better than VC in that regard

absurdcriminality

Follow the VC money. Look for projects that got hundreds of millions in funding and start from there

SoggyGrayDuck

Unfortunately I feel like VC money now controls the price vs actual supply and demand. Yes it's a bit more volatile than the stock market but they basically follow the same path now

Human_Ad8651

Hyper liquid I don’t own any because exchanges in the US don’t want it listed. I’d need a VPN and another wallet and account. Next best it will most likely be my #1 hold/long play. It’s the largest perpetuals dex I believe. They do constant token buybacks. It actually is profitable. Like more profitable than only fans, Nvidia or Facebook in terms of rev per employee. It’s an actual functioning business with a core customer base. It has its growth pains, but I think it’s like buying binance at $50 way back when. So yeah - eth has a lot of stable coins on it which is a really good use case. SUI could cycle up this q4/q1 - if it collapses in price like solana did in 2022 I could see it building and front running growth and more users migrated to it. But SUI is a big if and has a lot of VC selling pressure potentially. Hype buys its coins on the reg. Eth is steady eddy for stables.

cavolfiorebianco

here is the CEO saying the quiet part out loud [https://x.com/Pledditor/status/1687141159951286272](https://x.com/Pledditor/status/1687141159951286272) you can also consult ZachXBT report finding insider trading and basically a rug [https://x.com/zachxbt/status/1683512534811172864](https://x.com/zachxbt/status/1683512534811172864) Defi report on it (this is the latest one there is also an older one) [https://x.com/DefiSquared/status/1813506473915466142](https://x.com/DefiSquared/status/1813506473915466142) this is just the tip of the tip of the iceberg btw... like even just by doing the basic math is clear to anyone with a functioning brain brain that this is a soft rugpull that just traps people into fake pumps to milk them for liquidity for the infinite supply... and that is just the math... then there is the insider trading, the fact that devs are from ex DAO crypto scams, the fact that the app itself is full of illegal gambling content or just straight up scams or money grabs, the fact that not a single process was kept (70k orbs by 2025 while we have around 1k and 1 billion verified by 2024 while we had 5 mil that is not a miss that is a lie to generate hype), the fact that the ID is fundamentally illegal in all EU jurisdiction and the fact that it doesn't work is not unique at all... I can keep going... but anyway I don't think u should ask for "opinions" since there are a lot of shillers around some of them are even paid discord members from their official discord that just go around and shill this scam... and is so funny because the main argument used is "this is not just a coin" which is literally what every single crypto scam community member will tell you in order to scam you XDXD I dunno I just find it funny... btw this is not a new scam... there are thousands of these they are all the same... the real problem here is only 1 Sam Altman... without Sam Altman there would be no worldcoin... 1 billion market cap from VC? XDXD wouldn't have reached 10k... there would have been literally no founding what so ever, and if they somehow managed to start the rug it wouldn't have died way faster, they keep milking his name again and again but reality is that he was just in some investor group that put money in random startups and ended up in this garbage likely due to mondane Silicon Valley nepotistic friendly reasons... wasn't for him not a single person would have bought in we wouldn't even be talking about it it would be some forgotten scam coin at the bottom of coinmarketcap next to "pissshitcoin" lol just another low float high FDV cyrptoscam move along... cash out the free stuff tho if u have any nothing wrong with that

Illustrious-Boss9356

I'm sorry I offended you. You're right I'm a simpleton investor. But if you just take a look at how many millionaires that Alts have created (outside of VC Insiders and Founders) and compare it to how many millionaires BTC has created, it's not close as to which has been the better investment. You do you though! And BTW- It's also funny that you singled out ADA as I happen to be a believer in the Cardano chain and actually develop on it. I'm pumped for Midnight and have a small exposure to ADA (been staked for almost 6 years).

Commercial-Shape5561

This is objectively true imo, almost all of these rug pull VC “utility” coins are in reality completely useless

slasherzx

Ergo top 500 coin, fair launched, POW, smart contract, diverse Dapps, bridged to BTC, Doge, Eth, BNB and ada through their homegrown decentralized bridge (Rosenbridge), no VC.

formerFAIhope

Still cautiously believing in KAS. Kaspa core endorsed/recognised upgrades are coming end of this year. Then 2026 is the year of establishing itself. This is the closest retail gets to a "VC round" of investing.

OneDigitNumber

For SPX: there was no pre-mine, no founder (who stuck around anyways, that we know of), no foundation, no company, no VC, etc., It basically started at zero too. The original dev locked up the liquidity pool for decades and burnt their supply. If they had any other wallets, surely they are mostly or completely sold off by now. If they wanted to make a bunch of money they definitely wouldn't have deleted the socials and telegram early on as well (caused a panic and selloff, which they surely knew was going to happen),

Narwhal-Public

Because of VC pump n dumpin like horowitz

dunc2k

so the ones with VC and insider vesting unlocks, and locked staking you can see the upside in, but the one with no vesting unlocks, that worked out how to implement smart contracts on UTXO and has native liquid non-custodial staking 'seems overvalued'? the marketing is working on you

yvthousands

1000% in almost all cases pure vaporware with zero substance (but a lot of VC bags to offload)

yvthousands

Thanks for the response, I appreciate youre perspective. I think what you say was true years ago, but no longer. Tech alts are now completely inflated due to the capital formation happening exclusively via VC over the past 4-5 years. They launch at 5-10 billions with no fundamentals, no revenues (tbh debatable tech) and from there it's down only to make the initial investors their 100x. Look into organic memecoins which can be multicycle eg SPX, APU and others. you can check their dynamics onchain objectively here [https://www.reddit.com/r/CryptoCurrency/comments/1nltkac/my\_thesis\_for\_memecoins\_and\_why\_i\_allocated\_in\_a/](https://www.reddit.com/r/CryptoCurrency/comments/1nltkac/my_thesis_for_memecoins_and_why_i_allocated_in_a/)

yvthousands

Totally. Just memecoins have beeter memetics and are better at community building, so imo they have an advantage (and are more honest) than the VC-backed tech vaporware launching at billions and using retail as a pure exit liquidity

SurprisedByItAll

Solana is more a VC pet project with like 98% of the offered tokens being in their hands unlike ethereum that distributed those initial coins allowing you to understand who they're really trying to benefit.

No_Brilliant731

And lets remember that a lot of "real altcoins" are a bunch of VC companies creating fake coins with fake printed money. "Memecoins", or in the case of SPX6900, "Cultcoins" has way more room for expansion, since real people are after them, and not just big companies who are waiting a time to dump tokens and move on to the next project. So yeah, Cultcoins have won way past "real altcoins" nowadays.

yvthousands

Not sure if it's sarcastic, but in any case I appreciate your comment. I mean, reddit really hates anything "memecoins", but I still haven't understood if it's because they actually have an original opinion, or if they have just been brainwashed by the VC-complex over these past 3-4 years.

amderve

Fair, I get why it sounds like shilling — most alt mentions are shilling. But I actually agree with you on Algorand and most “utility” coins — utility alone doesn’t save price if there’s no real demand loop or scarcity. That’s why I found GRAND interesting — not saying it’s perfect, but the tokenomics are more like “time mining” with fixed daily issuance + some deflation mechanics. Feels closer to BTC’s difficulty concept than just another VC dump. Anyway, I’m mostly watching to see if any of these models survive the next bear cycle. History says 90% won’t.

Drogon__

So it's another VC pump and dump, got it.

NoStress42069

No Bitcoin is digital gold You wouldn’t carry a brick of gold around and shave pieces off to pay for things Bitcoin is an appreciating asset now that VC is involved Dollar stable coins just makes sense Use the blockchain security but other chains make more sense … regular users want easy not learning