VC

Decentralization-God

I never trusted XRP, and it surprised me, it went so high after the SEC case. For a while I was like: “Man, that thing went 4x … and you ignores that!”, almost a regret LOL Anyway I continue to ignore XRP, it is a VC coin and thus its price is definitely artificially inflated which means - manipulated. Also the coin has total supply 100bn while only half is in circulation, yet it is priced like a solid crypto with 5-times less max supply. Ok, I checked now again and CMC shows already 60bn circulating. Still this is a total red flag for anyone with good instincts. The decentralized property was also a bit fake, given validator count and mainly - it is a private coin, so who owns it? How can we even talk about decentralization here … that technical impl. is one thing, but the paradigm is what matters. However there are always some rumors it will be one day a settlement layer etc. meaning it will find its place and role in the forming Web3 ecosystem, so who knows. I may be wrong when staying away of it.

Numerous_Wonders81

Liquidity mining / yield incentives that temporarily inflated TVL and volume, then dropped off once rewards were reduced. NFT and meme coin bursts where activity spiked around launches, airdrops, or fee subsidies rather than sustained usage. Validator economics where participation and hardware requirements have concentrated stake among a relatively small set of operators, which is fine for performance but still relevant when people talk about “organic decentralization.” Heavy VC / ecosystem grants seeding apps that drove short-term engagement but didn’t always translate into durable user bases.

Decentralization-God

Cardano … ADA Bought the bottom few days ago, now +20%. With this coin you are always safe - you either hold cash, or top notch coin with a rock solid platform behind. And as a bonus now, with Midnight token. This way Cardano SPOs will soon have two revenue streams, staking rewards for the great chains! IT PROs simply know what is solid work, and what is empty VC marketed shell 🤙

Express-Memory-9289

Very good choice. Been buying HBAR for a long time now, and holding. Mathematically superior to many blockchains. Hedera is also governed by a council of global enterprises, not anonymous devs or VC cabals. Real use case too with regulatory alignment. It could potentially 100X but in like a decade maybe? At its current price, it’s an attractive and asymmetric bet. I can see it breaking through 0.30 near future. Hopefully we touch previous ATH too.

watch-nerd

Already have a top tier VC to work with at the company I'm an advisor for, so I'm good.

Beneficial_Major9999

If there’s anything I learned from this sub, avoid any coins that have “good tech” - which is basically 100% of all alt coins If you want to make money, just follow the hated coins on this sub that are backed by “shady VC and institutional whales looking to dump on retail”

jawni

Not all of them. I also would say ALGO is my biggest disappointment but luckily I sold it for another VC coin, SOL. Both were promising projects, both VC backed, but SOL had the better GTM strategy and got the traction it needed.

Beneficial_Major9999

if you want to believe that go ahead the VC and big money pumped solana from a few bucks to $20 back in 2021 and this sub absolutely hated it, calling it trash that always goes down and a pump and dump scheme by whales. This sub said cosmos network was the next big thing along with ALGO because of the tech where did that get you losers? I went the opposite of the sub back then and i’m going to do the same now

SoggyGrayDuck

I'm 99% sure they stole the peak of the bull run. Without them and other VC being involved I bet we would have it 200k before settling around today's prices in the bear.

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aaaanoon

Having a Blockchain involved isn't the requirement for being a crypto currency. Registered for profit company VC funding +20% dev allocation Pre-sales/Pre-mine Any/All disqualifiers. We do need a separate sub for corporations using Blockchain's though.

ZhenyaV

I did look up: Optimism ran RetroPGF grants, distributing OP tokens from treasury to VC-backed projects like Alchemy and L2Beat, who recycled funds into liquidity incentives, enabling borrowing/depositing loops that inflated TVL by $480M in Season 7. Similar looping occurred on Terra with Anchor Protocol (VC-funded by a16z, Pantera), where users staked collateral to borrow/deposit UST recursively, boosting TVL to billions before 2022 collapse. Morpho Labs (backed by a16z) used incentives for liquidity loops, reaching $1.5B TVL. People's Launchpad protocols like Avalon Finance ($320M TVL) on Binance ecosystem employed grants for staking loops. While ppl like me are just arriving at altcoin valuation frameworks like TVL and multiples, they are already on another level of scam.

SoggyGrayDuck

Blackrock and other VC got involved and stole the peak of what should have been the 4 year cycle for themselves

SwimOld5053

Yeah, but listings often act as the catalyst for sell pressure. Once liquidity and price discovery are live, early holders finally get an exit. Looking at the on-chain data, the concentration here is pretty heavy. **The top 7 wallets alone hold around 80% of the total supply**, for example: * Top holder: **30.8%** * 2nd: **17.6%** * 3rd: **15.8%** * 4th: **5.0%** * 5th: **4.2%** * 6th: **3.5%** * 7th: **3.3%** That level of concentration means even a single wallet moving can significantly impact price. Even if these aren’t VC wallets specifically, early insiders, team wallets, or private round participants often start distributing once liquidity and visibility improve. So the sell pressure risk is very real regardless of whether it’s “official” VC vesting or not. Just something people should be aware of when evaluating tokenomics.

nicholasnichols0000

Who’s gonna rug pull when there were 0 VCs or PE involved? All the tokens went to the community. XRP, cardano, BTC, ETH, avalanche etc. there is nobody to rug. The entire crypto community owns the airdrop, rofl. Btw, it’s up 700% since launch a month ago. Please, do more research because your post is ignorant. Disclaimer: I don’t own any NIGHT. I’ll get a few hundred airdropped to me. Maybe I’ll rug with my $100 worth. LOL. Maybe you’ll rug with your few hundred. This is why it’s up 700%. Because the entire crypto community got the airdrop and 0 went to VC’s. 😂 😭

NilNow

I mean you can get a job working WITH crypto or blockchain tech, at all kinds of companies. Either traditional enterprises, banks, payments companies, fintechs, protocols themselves, etc. You might be able to get a job as a VC or trader of some kind or another but unlikely you’d be able to just “walk on” to something like that.

Numerous_Wonders81

Hacks and downtime don’t kill a project — loss of narrative does. Solana had outages, VC favoritism, and straight-up fraud, yet stayed top 5 because liquidity, market makers, and hype never left. Meanwhile, smaller chains get one exploit and are declared “dead.”

chillinewman

The 362M might be losses they are carrying from operations. If feels unlikely that they have off chain backstop, are they VC funded?

RamoneBolivarSanchez

Bitcoin drives the market kiddo. If anything Ether drives it harder than SOL if you look at BTC/ETH and then SOL/ETH. Just because your bag is VC crime garbage doesn’t mean everyone else’s is too.

Betaglutamate2

Alts were invented for venture capital companies to dump onto retail. Want to know why alts keep going down because they are massively inflationary. For example algorand has a token inflation of around 7% per year as early investors token unlock and they cash out. Alts are nothing but investors dumping on retail so don't be exit liquidity for VC companies and stick with BTC.

gua_lao_wai

kaspa went from £0.0043 on dec 24 2022 to £0.16 on aug 2nd 2024... i'd say a 37x is a pretty good run. Not VC backed, not a meme... its whole thing is "the tech". I got on to kaspa too late, and some of my other actual shitcoin investments could have cashed out a decent profit but i got greedy and waited. There were gains to be made... don't be mad you backed the wrong horse

Hidden5G

Altseason didn’t die. The speculative altseason died. What you’re describing is the collapse of hype tokens, governance theater, and VC exit liquidity. That’s not the entire alt market. That’s just noise being flushed out. Institutions are not buying memes, DAOs with no rights, or tokens that pretend votes matter. Correct. They are waiting for regulation so they can use utility tokens legally for payments, settlement, custody, and tokenization. That capital cannot enter yet, by design. You even said it yourself. Real adoption requires regulation. Regulation has not fully landed. So price action tied to real utility has not turned on. Altseason was never supposed to be driven by crypto Twitter or retail forever. The next phase is driven by banks, funds, and regulated entities. That looks slow, boring, and delayed right up until it isn’t. So no…altseason isn’t “over forever.” The casino phase is over. The utility phase hasn’t started yet.

Ikki_The_Phoenix

"VC backed coins" obviously dude. AI coins bumped. What about Zcash that did a 47x? Hyperliquid wasn't VC backed and yet it did a 14x

ZhenyaV

which altseason in 2024 are you talking? BTC, memecoins and a couple of hyped VC tokens? Protocols that actually make money UNI, MORPHO, AAVE didn't even reached previous ath while continuously developing and innovating in the last 3 years, locking record amount of users and TVL.

noviwu97

Did you buy knowing it has a ton of VC unlock every month? If yes, you're dumb for still buying. If not, you're dumb for not doing the bare minimum research.

ConsiderationFit2353

IMO VC and investors come, but the real play lies with the community. A community backed project would see massive gain than VC funding

RamoneBolivarSanchez

It was all bots washtrading crime and shitcoins. Good riddance to centralized VC garbage Sqlana.

NilNow

There is still a ton of VC capital in crypto. It didn’t all go to AI. My point is that of those thousands of crypto, sure most are garbage. But they’re not all equal. You can certainly narrow down to ones with real institutional backing, roadmaps, user activity, etc.

Django_McFly

I don't know how people with totally unlocked tokens that can dump everything the second they feel like it get "slowly rugged over time". If you buy a token and then say, "I will ride this down to zero."... like it's not just VCs dumping on you and it's not VC's fault that you're getting dumped on. Saying you will ride it down to zero is identical to saying, "I will gladly get dumped on." Like people call Solana a VC token. Maybe it was but retail consumers had multiple times across like 4+ years to buy SOL for $10. It went to $300 this cycle. If VC dumped on you, it's because you put your face in their ass and told them to take a laxative.

Fear_Blind83

You ever heard the expression 'Money Talks'? Step 1: VC throws large amounts of cash at the project's developers/founder to help them build whatever the crypto project is. Step 2: The project ultimately becomes the property of the VC because they provided the capital. VC receives a large amount of the tokens/coins as a condition of providing the funding. Step 3: VC doesn't actually really care about the project or its intended purpose or use case as long as it is profitable. Step 4: Project is a success and the money is flowing then all is well, but as soon as shit starts to hit the fan or things aren't looking so rosy the VC dump their tokens to recoup costs and mitigate losses. Step 5: Retail shrimp and non whales get bent over, VC makes out like bandits. Step 6: Rinse and repeat with a new project and dev team.

SnideyM

What is a VC?

aaaanoon

Wrong sub. No VC or companies

noviwu97

It's a VC pump n dump, what do you expect? Have you even used Linea blockchain? I bet not because you would have realized it's a ghost chain.

LevelEfficient9117

The problem is that VC funded token machines completely rekt retail, nobody wants to buy any alts because majority have 80% of their supply in several wallets where VC's keep dumping on unlocks which happen every few months. So naturally retail went to memecoins but even that got overtaken by every lowlife this world ever had

FnAardvark

Unless you can prove what would have happened if VC and Blackrock didn't get involved. Never.

RespectFront1321

Based on what WIF and BONK fundamentals did you think those were a smart pick? I would stay away from any coin that has a founder/CEO/pre-mine/ICO etc. so 99.99% of all coins/tokens out there, they’ll dump there stash in you in the blink of an eye once there’s a little profit. I’d pick option B and 1 of the conviction plays would be BCH, look into the upgrades it got over the last few years. It’s fairly mined, no VC/ICO/founder stash for flashy marketing campaigns or anything. It has on-chain tokens and smart contracts capabilities while still staying true to Bitcoin’s goal of being P2P cash,

MaximumStudent1839

Monad’s low hardware requirement, low bandwidth requirement and VC can’t stake are exactly components behind who can run the validators and who controls the upgrade. I have always said, in short term, Monad’s competition is Sui. Why? Both have similar overconcentration of holdings by VCs and team because they are new. It will take another cycle for it to mature and compete against Solana. No. Its competition isn’t L2s. It is monolithic in design.

RefrigeratorLow1259

Monad may be architecturally cleaner than Solana or Sui, but decentralisation is proven by who can realistically run validators and who controls upgrades NOT by execution elegance. With its massive VC backing it'll take years to implement true decentralisation. Anyway, Monad competes primarily with ETH L2s not SOL or SUI.

biba8163

Holy shit, document blaming Biden Administration by Trump Ally French Hill to make America the "crypto capital of the world!" French Hill who took donations from: - Andreessen Horowitz Partners - VC seed investors in myriad shitcoins - Fairshake Super PAC - Crypto Super PAC who were provided the biggest funding in the 2024 election ushering Scammer Donald J. Trump to presidency once again - Coinbase directly

Numerous-Feedback259

You do realise that Solana is a VC coin too right? The barrier to entry for a new L1 is high: think about all the costs required to operate and improve a network along and the costs of supporting the ecosystem around it. Someone has to fund it

Squidsoda

VC and influencer shite

Kilimainjaro

Exactly. It's hilarious to see this likely-fraudster-of-a-whale's would-be defenders here plead that his massive wins must be all "skill"; I mean, setting up a $735 million BTC short, which along with a massive ETH short, yielded Garrett Jin a $200 million profit, just 30 mins before Trump made his fateful October 10, 2025 tweet threatening 100% tariffs on China and suspiciously convenient collateral depegs occurred on Binance (the largest and most manipulative of crypto platforms, formerly headed by the convict Changpeng Zhao), leading to the biggest liquidation event in crypto history and wiping out $20 billion and 1.6 million traders? Pure luck and/or pure skill? Uhhhh, no. This Garrett Jin character has a shady past. He was CEO of BitForex from 2017 to 2020. The exchange was later accused of falsifying trading volumes and flagged by Japan’s Financial Services Agency for operating without registration. In 2024, BitForex lost $57 million from its hot wallets, froze withdrawals and ultimately shut down after its team was detained in China. Hong Kong’s SFC later issued a warning for suspected fraud, and users claimed millions in unrecovered funds. Following BitForex’s collapse, Jin founded several ventures, including WaveLabs VC (2020), TanglePay (2021), IotaBee (2022) and GroupFi (2023). Most of these projects have since become inactive. In 2024, he launched [XHash.com](http://XHash.com), a staking platform that allegedly funneled ETH from questionable sources. When investigator u/emmettgallic posted about Jin’s potential involvement in insider trading relating to the October 10, 2025 shorting windfalls, Jin's social activity changed abruptly: Telegram privacy settings were updated, hiding his phone number and photos. References to u/XHash_com disappeared from both his X (Twitter) and Telegram bios. These actions, combined with prior wallet correlations, strengthened suspicions that Jin sought to obscure public ties to the whale operations. And you can bet on it that the Trump Cartel, with their history of profiteering from meme coin rug-pulls (19-year-old Barron Trump, for example, reportedly now has a net worth of $150 million thanks to his own meme coin), and their crypto-friendly allies in the administration, such as the Lutnicks (Commerce Secretary Howard Lutnick's firm, Cantor, now run by his sons Brandon and Kyle, miraculously had its best year ever in 2025 and is on track to post revenue of $2.5+ billion), managed to make windfalls from the crypto crash of October 2025. There's a reason Trump pardons people like Changpeng Zhao, one of the most influential people in the crypto world - follow the money. With Trump, always follow the money. He essentially sells presidential pardons like the medieval Catholic Church sold indulgences. Over the past year Trump has rewarded dozens of convicted fraudsters, drug traffickers, tax evaders and unregistered foreign agents with presidential pardons. And it stinks all the more when, soon after doling out one of his bought-and-paid-for pardons, Trump suddenly feigns amnesia. Asked about the pardon he gifted to Changpeng Zhao, Trump said, "\[I have\] no idea who he is". Only the guilty deny the truth.

MaximumStudent1839

I generally find the space bragging about “growing developer size” and “more teams coming into this space” as more bearish than bullish. There is an over infuriation about “funding builders”. And the space also has an unhealthy obsession of favoring scheme supporting unchecked slush fund for “devs”. The most recent example is how everyone shit talks Monero in favor of Zcash. If you read into why some favor this shit talking, it boils down to Zcash has a “treasury fund for devs” and Monero is too decentralized to do such a thing. Years and years of crypto experience has usually shown growing a “big foundation for devs” is usually bearish for both ecosystem and token. The reality is, a lot of development is just dev building things they like but have rarely ever checked if there is real product market fit. They take money from community. They don’t grow the market. Then they blame everyone in the space as nihilists/degen/casino addicts yada yada yada. Too many have such an ego they refused to be humbled despite the evidence of the contrary. Here is a good example. A lot of Cosmos App chain devs blamed everyone in the ecosystem for a lack of users, financial support from the Hub foundation, etc. They throw a tantrum and go FUD Cosmos as a failing ecosystem for weird reasons. Yes yes yes, Cosmos does have legit problems - I have written extensively about it - but the ones these dev raise are extremely odd. So they all migrate their token and “community” to Solana or Base. In turns, their project just does equally shit…. Surprise surprise…. The problem is, 99% of crypto devs are just tools to facilitate liquidity transfer among the existing participants. They don’t create new interest to draw in new participant or liquidity. But they get paid lucratively via token or VC funding. So you end up adding more selling pressure into the ecosystem without any new buying pressure coming in. Crypto AI is probably one of the biggest. Lots of Cosmos devs and bozos went to scam on Solana and Base. And their project went to shit anyway lol.

Nearby_Iron_4222

Based on outcomes alone, he’s made several impressive calls on Hyperliquid and Polymarket, but whether those came from inside information is ultimately less relevant. What really matters is his background, position structure, and overall risk exposure. With experience as an exchange director, CEO, and later a founder and VC, he likely has a strong understanding of market structure, liquidity, and sentiment inflection points. That said, the current risk profile is far from conservative. Running 5x on ETH and Bitcoin using roughly 60% of available margin, combined with a 20x long on SOL fully in cross margin, effectively concentrates correlation risk across the entire book. In a systemic move, losses would scale non-linearly. I’d view him as someone worth monitoring rather than a strategy to mirror. His edge lies in access, timing, and risk tolerance, which are not easily transferable to most participants.

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Post is by: obolli and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1pkqltu/the_insider_who_shorted_oct_10_is_entering_a/ You can follow along live here: [https://wangr.com/watch/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae](https://wangr.com/watch/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae) This is the insider some associate with the CPP, Trump etc, his track record is 9/10 200+ Million in profits. Note he still has massive BUY orders which would increase his ETH position by another 30'000 that haven't been filled yet. From 3150 to about 3k, he's currently still buying every dip. Garrett Jin is an ETH Billionaire who famously shorted the October 10th crash with a similar sized position as of today. Last night he placed a series of Long Buy Orders for ETH From 3300 down to 3k, the filled orders put him at about 500 Million Dollars in ETH 92 Million in Bitcoin and 35 Million SOL. His Bitcoin Orders and SOL Orders have been fully filled. ETH is still buying every dip. Currently 8 Million in profits. Garrett Jin [https://x.com/GarrettBullish](https://x.com/GarrettBullish) is a trader who has an Economics degree from boston university. He's made a few great "lucky" calls on Hyperliquid and Polymarket. It's unclear where his information comes from but he usually is in line with trump tweets, some say spies from the CPC in Trumps office feed it to him, others say he has his own sources. Either way it's someone worth watching with this history. Garrett was a director at Huobi, CEO at Bitforex, before founding his own company (ETH Staking) in Hong Kong and also becoming a VC. He has 5x on ETH and Bitcoin, using about 60% of his available 240 Million Margin right now. He's more confident on SOL one could say or willing to take a bigger risk. 20x long. Everything is in Cross. *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.*

XysterU

What happens when Solana runs out of money to keep paying the rest of their validators? When the VC funny money runs dry?

MaximumStudent1839

>  If you were Larry Fink what would stop you from pumping the ETF that you have (btc) while doing everything in your power to move people away from alts that you don't control?  I am sorry but this is a retarded comment coming out of frustration, more than common sense. If anything, ALL ALTS ARE BEGGING FOR AN ETF BY BLACKROCK. They aren't resisting Blackrock. BlackRock is just ignoring them. If there were genuine demand for a lot of these alts, BlackRock would love to issue another ETF so Larry can fatten his bag by collecting fees from his customers. At some point, you realize a lot of crypto is just communism from a combination of dev, VC, KOL, etc. They exist more to feed early adopters, without ever having to do real work, than to be desirable assets.

RamoneBolivarSanchez

I mean it’s cool we got prediction market approval to some degree, but it’s stupid that Trump can literally just bail out grimey VC’s like this when their IPO flops. Maybe Gemini should fix their margins and actually put effort into their business.

Surfaceofthesun

I've been working in Cryto for about 3 years now but have been in the space for far longer. I feel exactly the same way. I've worked at a large blockchain company and a very successful startup (all members also came from crypto) and it feels soul destroying: It goes like this: There is some good signal; you finally get excited as new laws that benefit crypto are on the horizon, you see that fintech are interested in stablecoins, you see that mass adoption CAN happen and then... NEW LATEST TREND THAT MAKES BILLIONS OF DOLLARS Sweeps in and suddenly everyone is shifting focus; everyone is pivoting and trying to be part of the next big thing. Everyone is panicking, VC's are asking you to shift and then suddenly you're throwing out new words like 'prediction markets.' out and now Crypto gets thrust into the limelight in the most negative way, AGAIN. Now, those laws aren't being passed, gamification is coming back and we're right back to square one - No-one gives a fuck about real helpful use cases. Then you go back to your original ideals: KYC still stucks, the entire ecosystem is complicated and unintuitive, everyone outside of crypto thinks/knows it's a scam.. It's tough. I'm thinking of leaving all together.

particlecore

VC shit chain

trillionSdollarstech

Your claim was "VC have left". No, they are still dumping on the gullible (SOL, XRP, MON)

Ep0chalysis

Just because the code is open source doesn't mean people will go read it. Most don't have the time or inclination to do so. We simply end up trusting others to do it for us. Open source codebase maintainers are ultimately human, and therefore are vulnerable to social attacks. Examples include corporate/VC pressures to push the project in a certain direction, resulting in groupthink, sycophancy and gatekeeping. So it's not about the fact that Bitcoin is open sourced. It is about the fact that Bitcoin doesn't have to rely on any single software implementation for survival.

noviwu97

Even when the project is used for something, usually the token is not needed and accrue 0 value (or even negative value). The biggest issue I've observed in this sub is that they can't differentiate good tech and good investment. First of all, unless your day job is developing blockchain infrastructure, you **CAN'T tell whether a tech is actually good or not**. Almost everyone who says "XXX has good tech" usually just parroting a youtuber, founder interview, etc. If you are a VC and a tech startup pitches their project by saying they're using the latest & most complex programming language, but have 0 users, I bet you'll bitch-slap their ass off the room.

biba8163

Innovation is just crypto hype to sell you a bunch of shitcoins that make the founders and VC rich. The Use Cases are that are being adopted are clear: - Store of value = BTC - Payments, transfers, remittances = Stablecoins - Rails for Stablecoins = Ethereum, Tron, Solana, ETH L2s, etc. - Privacy *(Very little wide level public interest but honorable mention here)* There has been little innovation of anything that can provide real world value and adoption outside BTC. - Stablecoins were the result of the Omni Layer created on top of Bitcoin that allowed custom token ownership and transfer in the network which allowed for the creation of ICOs and the launch of Tether on the Bitcoin network. Other networks like Ethereum and Tron now provide the rails for Stablecoins instead of BTC which functions as a decentralized store of value. Smart Contracts have NOT proven to provide any type of real world value except for trading, leveraging, gambling, lending and yield farming shitcoins on DeFi casinos. The market is maturing and consolidating. **The Total Altcoin market is shrinking (-35% over 4 years) not growing over a 4-year period period for the first time in history.** *BTC and Stablecoins are provide the main growth. This is the market maturing and consolidating:* - BTC Marketcap 5.6X since 2017 BTC ATH - Top 4 Alts Marketcap 4.3X since 2017 BTC ATH - Total Alt Marketcap 3.4X since 2017 BTC ATH - Stablecoin Marketcap 320X since 2017 BTC ATH | | Dec. 2017 | Nov. 2021 | Dec. 2025 |:-----------|:------------:|:------------:|:------------:| | BTC | $0.32T | $1.23T | $1.80T | Top 4 Alts | $0.163T | $0.8123T | $0.70T | Total Alt | $0.282T | $1.52T | $0.97T | Stablecoin | $0.001T | $0.11T | $0.32T | Total Crypto| $0.603T | $2.86T | $3.09T | **Top 4 Alt Dom. over Alts**| **57.80%** | **53.44%** | **72.16%** | **BTC Dom. Over Top 4** | **66.25%** | **60.23%** | **72.00%** | **BTC Total Alt Dominance** | **53.16%** | **44.73%** | **64.98%** **Any dominance indicated is measured excluding stablecoins*

Far-Juice-6197

Yeah, 2025’s been tough with Q4 dips: BTC hit $126K highs but pulled back, ETH had only 3 positive months, and DEX volumes dropped 26%. Recent crashes like the $1B liquidation on Dec 1 didn’t help. But overall, it was strong: market cap topped $4T (up from start of year), BTC/ETH smashed ATHs, stablecoins hit $287B, ETFs boomed, and VC funding rebounded to $8B in Q3. Hang tight, projections see BTC breaking ATH in 2026..

trillionSdollarstech

> If you look at something like Solana (not to pick on them), 40% of the asset is own by a singular Venture Capitalist. An attack vector is that you can pinpoint the datacenter that the VC is staking his asset in. **If you are creating a settlement layer for humanity, you can't have that**. And there are other technical reasons I'm overwhelmingly long Ethereum. Video: https://x.com/TheEtherMachine/status/1996202765291512245

trillionSdollarstech

> If you look at something like Solana (not to pick on them), 40% of the asset is own by a singular Venture Capitalist. An attack vector is that you can pinpoint the datacenter that the VC is staking his asset in. > If you are creating a settlement layer for humanity, you can't have that. And there are other technical reasons I'm overwhelmingly long Ethereum. > _The Ether Machine on @FintechTvGlobal_ https://x.com/TheEtherMachine/status/1996202765291512245

Aerocryptic

I was including VCs in the scamming group. These ones are gone maybe not for good but for a while. VC investments are back to their 2017 levels

dee_lio

For the shrinking minority that down own our keys, great. But I hate to think what would happen to the faith in BTC if/when VC/PE/banking does what it does. BTC loses its value if the only people left are bit players. If the financial institutions are spooked, and their clients are spooked, the holders are cooked.

Present-Reality-1369

Do you still trade or get into VC for any crypto?

ah-hum

Why? 21M fixed supply, proof of work, cheap, fast privacy coin, first movers advantage, proven tech (not scam, VC or vaporware). Give it a proper market cap valuation.

Additional_Speech247

100k is doable and never impossible but you can’t time the market. But you have to do it strategically with less risks by entering at the right time when the market gives you opportunities. I do understand you have a timeframe and a specific amount you want in return. But I gotta be honest with you, it’s things like this that will get you rekt because the greed will take you over. I’m speaking from experiences I’ve had from the market since 2019. With many VC’s and even institutions in the current market cycle, it’s a lot more dangerous and volatile then previous cycles. Never trade leverage and always have a stop loss even if you’re in a spot account. This year isn’t the best time to enter to the market. Also staking is all fun until they decide to take money from you. Treat staking as you exploring the defi spaces, tech and growth rather than rewards. And the most important thing is always taking back your initial investment back and never putting it back in the market. The only money that goes back to the market for compounding is your profits.

nugymmer

Most likely. For VC-backed and developer-controlled stuff, sure. For Bitcoin, it will crash too, but it will survive, unlike most alts.

nugymmer

Can't bear to part with. But when the bear hits, guess what? You are going to be saying you can't bear to watch your alt bags go to total shit because they are inherently worthless and many are VC-backed or controlled by entities (eg. developers who sell underneath you). Alts are for the most part just highly elaborate scams. It's only now that I'm actually starting to realise it. And why I am turning into a BTC maximalist. It's how BTC maxis are made. They realise just how fucking stupid it was to trust some "project" and that project kept chomping into their ass to a point where they ended up with a new asshole. Then they became BTC maxis because they got disillusioned with the bullshit that is the alt coin market in general. They somehow KNEW how fucked up everything was, and they decided to act on it. I'm in the process of doing precisely that. At first denial, then realisation, the lots and lots of fucking hard boiled anger, and then finally resolution and acceptance. Buy fucking Bitcoin and forget the rest.

nugymmer

You don't put it anywhere unless you know what risks you are willing to take. And please don't buy VC-backed garbage, don't buy coins where developers hold large amounts of the supply, and don't buy memecoins. BTC is the only one I'd even consider at this point. None else.

mozacare

FalconX is a trading desk they only arrange buyer and seller for the most part. It’s not from their own prop trading desk. Institutions go through OTC vs CEX because of a mix of reasons including settlement concerns and price movement. Big sell/buy orders on DEX or CEX may have more material impact on price and on DEX there are arb bots etc. Source: I work in crypto VC and we use OTC desks too.

partymsl

Thats probably bullish. But yeah, it's a VC shitcoi .

Mokhlis_Jones

Hes just trying to lower the price and get in cheaper. We've seen what VC coins can do look at Solana.

coinfeeds-bot

tldr; Arthur Hayes, former BitMEX CEO, warns that Monad, a newly launched layer-1 blockchain, could crash by 99% due to its high Fully Diluted Value (FDV) and low circulating supply, which he claims puts retail investors at risk. Hayes criticizes the project as a venture capital-driven 'VC coin' with limited long-term potential. He predicts most new layer-1 networks will fail, with only a few like Bitcoin, Ethereum, Solana, and Zcash surviving. Monad raised $225M from Paradigm and launched with an airdrop of its MON token. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

katieashbaugh

I've been through multiple crypto cycles, and here's what keeps me holding long-term: Team transparency is my #1 factor. When projects communicate regularly through bear markets (not just during pumps), that signals confidence. I remember how Algorand kept building and communicating when nobody was watching in 2020. For utility, I ask: "Would this product be useful in a world where the token price doesn't go up?" If the answer is no, I'm cautious. The best projects solve real problems regardless of market conditions. Tokenomics matter enormously. I examine: - Token distribution (is it heavily concentrated?) - Vesting schedules (are team/VC tokens

nugymmer

I want pure money that never changes. I want scarcity because the market fucking sees that and they price it accordingly. I don't want some cheap ass imitation cockroach-infested VC-backed rat fuckery.

particlecore

Only ETH, XRP is not a crypto and SOL is a VC shit chain

AutoModerator

Post is by: Moongoblins-MOOG and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1p8fcr7/im_building_a_small_solana_meme_project_with_no/ Not sure if this is the right kind of post here, but I wanted to share something. I launched a tiny Solana meme token called MOOG (MoonGoblins) about a month ago. I didn’t presell anything. No influencer allocation. No VC “partners”. Just minted, made a tiny LP, and started building. I’ve been through the scammer cycle already: • “investors” asking for supply • people offering to “add liquidity” • early dumpers • bots trying to snipe • the fake hype guys Most projects die right there. I decided to do the opposite — move slow, stay small, build culture first. No promises. No staking farms. No giant giveaways. Just Goblins doing Goblin things. If you like meme tokens that aren’t just pump-and-dump casino machines, drop a comment. Tell me what keeps YOU holding a meme project long term. Do you want: • funny community? • NFTs? • burns? • merch? • lore? • staking? • chaos? *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.*

aaaanoon

Just check if it has good VC funding. Is it essentially a company involved in cryptocurrency activities like most popular chains? Get in there

biba8163

The market is maturing and consolidating. - BTC Marketcap 5.4X since 2017 BTC ATH - Top 4 Alts Marketcap 4X since 2017 BTC ATH - Total Alt Marketcap 3.1X since 2017 BTC ATH - Stablecoin Marketcap 320X since 2017 BTC ATH Innovation is just crypto hype to sell you a bunch of shitcoins that make the founders and VC rich. The Use Cases are that are being adopted are clear: - Store of value = BTC - Payments, transfers, remittances = Stablecoins - Rails for Stablecoins = Ethereum, Tron, Solana, ETH L2s, etc. - Privacy *(Very little wide level public interest but honorable mention here)* There has been little innovation of anything can can provide real world value and adoption outside BTC. Remember, the Omni Layer was created on top of Bitcoin that allowed custom token ownership and transfer in the network which allowed for the creation of ICOs and the launch of Tether on the Bitcoin network. Other networks like Ethereum and Tron now provide the rails for Stablecoins instead of BTC which functions as a decentralized store of value. Remember what Vitalik said in 2018 that Altcoins are defacto Layer 2s for Bitcoin. Stablecoins have just moved to BTC Layer 2s (Altcoins) for better efficiency as rails. | | Dec. 2017 | Nov. 2021 | Nov. 2025 |:-----------|:------------:|:------------:|:------------:| | BTC | $0.32T | $1.23T | $1.73T | Top 4 Alts | $0.163T | $0.8123T | $0.68T | Total Alt | $0.282T | $1.52T | $0.97T | Stablecoin | $0.001T | $0.11T | $0.32T | Total Crypto| $0.603T | $2.86T | $3.02T | **Top 4 Alt Dom. over Alts**| **57.80%** | **53.44%** | **70.10%** | **BTC Dom. Over Top 4** | **66.25%** | **60.23%** | **71.78%** | **BTC Total Alt Dominance** | **53.16%** | **44.73%** | **64.07%** **Any dominance indicated is measured excluding stablecoins* Reminder, Rails for Stablecoins need to remain cheap: > in order to compete with other chains, Ethereum will have to scale and that has seen the rise of L2/sidechains which results in loss transaction fees and MEV tips essentially stealing value from ETH. This essentially turns Ethereum, Solana, BSC, Tron, L2/Sidechains, etc into competing networks for DeFi casinos and rails for StablecCoin transfers where they have to remain cheap or utility and users will move to competing chains. (September 2024) https://np.reddit.com/r/ethfinance/comments/1f9ef5k/daily_general_discussion_september_5_2024/llmkgtm/

biba8163

The market is maturing and consolidating. - BTC Marketcap 5.4X since 2017 BTC ATH - Top 4 Alts Marketcap 4X since 2017 BTC ATH - Total Alt Marketcap 3.1X since 2017 BTC ATH - Stablecoin Marketcap 320X since 2017 BTC ATH Innovation is just crypto hype to sell you a bunch of shitcoins that make the founders and VC rich. The Use Cases are that are being adopted are clear: - Store of value = BTC - Payments, transfers, remittances = Stablecoins - Rails for Stablecoins = Ethereum, Tron, Solana, ETH L2s, etc. - Privacy *(Very little wide level public interest but honorable mention here)* There has been little innovation of anything can can provide real world value and adoption outside BTC. Remember, the Omni Layer was created on top of Bitcoin that allowed custom token ownership and transfer in the network which allowed for the creation of ICOs and the launch of Tether on the Bitcoin network. Other networks like Ethereum and Tron now provide the rails for Stablecoins instead of BTC which functions as a decentralized store of value. Remember what Vitalik said in 2018 that Altcoins are defacto Layer 2s for Bitcoin. Stablecoins have just moved to BTC Layer 2s (Altcoins) for better efficiency as rails. | | Dec. 2017 | Nov. 2021 | Nov. 2025 |:-----------|:------------:|:------------:|:------------:| | BTC | $0.32T | $1.23T | $1.73T | Top 4 Alts | $0.163T | $0.8123T | $0.68T | Total Alt | $0.282T | $1.52T | $0.97T | Stablecoin | $0.001T | $0.11T | $0.32T | Total Crypto| $0.603T | $2.86T | $3.02T | **Top 4 Alt Dom. over Alts**| **57.80%** | **53.44%** | **70.10%** | **BTC Dom. Over Top 4** | **66.25%** | **60.23%** | **71.78%** | **BTC Total Alt Dominance** | **53.16%** | **44.73%** | **64.07%** **Any dominance indicated is measured excluding stablecoins*

extended_interface

You just described every industry. Everywhere you look is the same story "How can we earn an insane amount of money very fast.". I was in esports before it was mainstream. Before VC entered the industry. Man... That was different time. And the funny thing is... I also took VC's money to grow my esports company, so I'm part of the problem I guess. I regret my decision. It cost me my company at the end, so I swore to myself I will never take VC's money again. TL;DR - VCs are the problem.

CandidDifference

Hi Keone! Can you please share if there were any explicit mechanisms (lock-up period, etc.) for VC's to hold onto their tokens? Concerned that which large leads like Paradigm, a rug pull could happen. Afterall, VCs have their LPs and fiduciary to maximize returns. Thank you.

Kevnbaconqc

Kaspa is the only project that brings me hope into altcoin. Fair launch, no VC, one of the biggest community, tech is awesome. I will only focus with Kaspa and Bitcoin

AutoModerator

Post is by: Justintimeforschool and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1p6her7/monad/ Thoughts on Monad? I’m stuck between the massive technical upside and the highly centralized token distribution. The Potential (Why It Could Be the Real Deal): * 10,000 TPS via Parallel Execution: Monad is the first EVM-compatible chain to implement optimistic parallel execution. This allows it to process transactions simultaneously, a fundamental breakthrough over the sequential execution model of Ethereum. * Full EVM Compatibility: Existing Ethereum decentralized applications (dApps) can be ported directly without code changes, providing an instant gateway to existing DeFi and developer communities. * Significant Backing: Raised over $400 million from top-tier VCs (like Paradigm), indicating strong belief in its long-term infrastructure vision. The Concern (The Red Flag): * Small Public Allocation: Only 7.5% of the total supply is designated for the public sale. This is a very low percentage, leading to concerns about centralization and a market heavily reliant on a small circulating supply. * Vesting Schedules: While the large allocations to the team and VCs are locked up until mid-2026 and later, the high projected Fully Diluted Valuation (FDV) suggests that all future success is already priced in. TL;DR: Is this the necessary technical upgrade for EVM, or is it a high-risk, VC-backed project using good tech to justify a massive launch valuation? What’s your gut feeling? Real deal or overhyped? *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.*

GivePianoMotivation

You’re proving my point and disproving yours my good sir. 2017 token sales were unsafe. 2025 token sale(s) are vetted with corporate and political reputations on the line. The upside is high and every token sale will be vetted. If you want to get in at VC prices, start shmoozmaxxing at global crypto events.

noviwu97

I had an amazing time farming and dumping this VC rug. For like 2-3 weeks, the APR is 100%+ paid in BERA. Dumped them all at ~$7

EveningMix2357

While everyone is chasing ETF coins and VC-backed L1s, some smaller PoW chains like ZeroClassic keep quietly building. No premine, GPU-mineable, zk-SNARKs, actual on-chain utility (messaging), long-term emission. If the market rotates back to “old crypto” narratives, PoW + privacy might surprise people again.

slasherzx

Erg is a fair launched POW L1 coin that has Smart contract, no VC, bridged to top 10 coins with their decentralized bridge (BNB, BTC, Doge, Ada, ETH and Bitcoin-runes), dapps, dexes, has their own version of USDT which is overcollaterized and new Gluon which is pegged to Gold price. Subblocks will be implemented that would increase TPS to seconds, as current block time has an average of 2 min.

Funny_Night_7125

Bitcoin does not have an owner, and the founder assumed no beneficial interest. This is why Bitcoin can be a global, politically neutral money - and why other coins cannot. Bitcoin is an asset without an issuer - that's a critical distinction when most coins are backed by a VC fund and/or management team. They control the money supply of their coin, which is in effect no different from the Fed controlling the supply of fiat currency. Getting Bitcoin is not about knowing the founders, getting early access, 'airdrops', or any of that garbage - you have to expend electrical energy (mine) on a competitive playing field, earn it by providing a good or service, or exchange it for other currencies. Fair issuance, fair use.

EveningMix2357

"The 99% of cryptocurrency that promised to 'replace money' has replaced only my free time and my patience." The truth is, most altcoins don't even attempt to be spendable, and instead are "venture capital playgrounds, chips at casinos, and tickets to memes." The ironic part is, it was only one type of cryptocurrency that has ever provided me with something called a "use case," and it was not one of those top coins. Ended up mining an old school project called ZeroClassic, or ‘ZerC’— not because it's "the next Bitcoin" as others call them, but because it's the only chain I've worked with that does something besides buying coffee. They have: * **GPU mining with no huge VC pre-mine** * **zk-SNARK privacy** baked in * **on-chain chat / messenger** (no servers, no logs) * Infinite supply but slow emission, so no artificial scarcity games This is the first time that I, personally, have used a coin for something other than buying things, and maybe that is why this approach works. It is made for, not by, merchants. "Perhaps that's what cryptocurrency markets need," So, stop emphasizing "crypto payments" and start focusing on creating something that can be used. Thus, I am sick of hearing about chasing cryptocurrency as money when no one can really practice what is being pitched.

Mein_Kaiser-

Cardano doesn’t need to pay anyone it’s one of the few major projects with no VC allocation, no insider unlocks and no foundation dumping on retail. The idea that ‘the team sells every time the price moves’ is simply wrong. Cardano’s distribution has been transparent since day one. And charts don’t measure technology. If price action defined the future, ETH in 2018, SOL in 2020 and even BTC in 2015 would’ve all been declared dead on arrival. I’m talking about architecture, not hype cycles. Bitcoin has its role, Cardano has its role they solve different problems in the ecosystem. No need to turn it into religion. But hey, if Charles is secretly paying people for Reddit comments, I’m still waiting for my deposit.

Cautious-Lecture-858

Their VC investors are desperate to cash out and gtfo.

Kniffliger_Kiffer

Its time for all the alts with no real value like ripple to dump over some time, although i think it will be a slow and painful dump. Only bitcoin, Monero and maybe ETH (although slower) will continue to grind up. Those VC-backed altcoins will suffer most.

EveningMix2357

Sad but true. All the top 50 crypto coins are overtaken and hijacked by banksters and VC investors to make even more. If people want to see what crypto used to be and still is, I suggest them to look for projects that are still invisible by the huge crypto scene that is hunting for fast profit driven by paid influencers. Our project is one of such and we are working now on a full real life usecase not just some hyped AI work

Jeffrey_Banks6900

Bitcoin is very far removed from the cypherpunk origins. Every coin now is essentially a big company, institution or VC backed telling you they have "tech" Big money is trying to control the space before "retail" or everyday people come in and create their own store of value and network state

DepartedQuantity

Replace ripple with any *VC backed* coin in your statement. FTFY.

MaximumStudent1839

wtf are you talking about? It always about bringing more visibility via Musk influence. He barely telegraphs buys. If a rich person buying a ton of coins is a catalyst, then all these VC coins would have mooned. Why? All these VCs are filthy rich themselves or work on behave of other very rich individuals.

uthillygooth

Majority being VC money grabs. What a surprise.

thisisinsider

***From Business Insider's Lakshmi Varanasi:*** Coinbase is joining an ever-growing list of companies bidding farewell to Delaware. The cryptocurrency exchange has filed paperwork with the Securities and Exchange Commission to leave Delaware and reincorporate in Texas, its chief legal officer, Paul Grewal, wrote in a column on Wednesday in The Wall Street Journal. Texas has become "an increasingly attractive hub for innovative companies like ours," Grewal wrote. "It's a shame that it has come to this, but Delaware has left us with little choice." Delaware has long been considered one of the country's most business-friendly states. Nearly 2 million businesses call Delaware their legal home, including more than half of all publicly traded companies, according to the Delaware Secretary of State. However, a series of Delaware court rulings has made some companies question just how hospitable the state really is for corporations. "Delaware's Chancery Court in recent years has been rife with unpredictable outcomes," Grewal wrote. Tesla CEO Elon Musk sparked an exodus from the state last year, reincorporating both SpaceX and Tesla in Texas, after a Delaware court sided with minority shareholders to void his proposed $56 billion pay package. Now based in Texas, Tesla shareholders approved a $1 trillion pay package, tied to some lofty benchmarks, earlier this month. Texas law makes it more difficult for shareholders to file lawsuits against a company and its directors. VC firm Andreessen Horowitz, Roblox, and Dropbox, and Bill Ackman's Pershing Square Capital have all left Delaware in the last year. Many of them have gone to Nevada, which, like Texas, has styled itself as more business-friendly in recent years. For Coinbase, Texas offered more "predictability," Grewal wrote. Coinbase did not immediately respond to a request for comment from Business Insider. [Read about Coinbase's plans to relocate to Texas here. ](https://www.businessinsider.com/coinbase-leaves-delaware-texas-elon-musk-tesla-corporate-law-2025-11?utm_source=reddit&utm_medium=social&utm_campaign=insider-cryptocurrency-sub-comment)

uthillygooth

They’ve been working on Monad for YEARS. Who knows how many seed rounds they’ve had but it’s a lot. My take is the VC and early round buyers are so worried about not making enough they’re pulling in Coinbase normies to dump on. Wonder what those unlock schedules look like?

noviwu97

It starts trading at $5B FDV. You don't reach that high without VC backings and hiring criminal Market maker

bimbobandit2016

Quants don't fuck with crypto because there is no quantitative edge to be had here. The more you analyze crypto, the more the market tells you that it's "maybe up, maybe down". The only edge to be had here is being a dev, influencer or VC. Basically an insider

noviwu97

VC pump-n-dump. Doesn't mean you can't make money. But just keep in mind.

Western-King-6386

To meet investors? Was he building a death star? Who tf needs VC when you have $500M