VC

ihatearguingonline

As long as there is no premine and no VC allocations, what makes the zKAS distribution different from KAS distribution? Not disputing that zKAS might be a shitcoin (I don't know anything about it). But criticizing it for having the same kind of launch as KAS is kind of whack... How else could they do it better?

Flashy-Potatoe-Queen

Wait a minute... You're a guy who's balls deep into SUI and you talk about a sinking ship? Kaspa is up 15 000% from launch. SUI is absolutely rotten with VC marketing and down 62% from launch. Who are you trying to impress?

opensandshuts

I appreciate your willingness to discuss it civilly and know you did not name call anyone. Everyone knows the "value" accrual hasn't been there. My issue with detractors is that they act like they've been rugged, when LINK publicly announced the schedule for selling supply to fund the project. It's no different from AMZN being founded in 1994, going public in 1997, and not becoming profitable until 2003, nearly 10 years after being founded. Are investors mad at AMZN? Any AI search can tell folks that, but it's easier to parrot a "rug pull" narrative. How else are they going to pay a staff of engineers, business leaders, etc. to work on this project for 10+ years? Would folks rather they accept a ton of VC money like Solana and others? IMO, the fact that they are selling the token to fund the growth of the project is compelling. **The 2017 ICO:** Chainlink officially raised $32 million in September 2017 **by selling LINK tokens directly to both retail and institutional participants.** Historical Supply Dynamics & Releases (easily researched): * **Initial Allocation (2017):** The initial 1 billion LINK supply was divided into a 35% token sale (private and public), 35% for node operators/ecosystem incentives, and 30% for the parent company/reserve. * **Economics 2.0 Shift (2022):** The Foundation pledged transparent periodic movements of non-circulating supply (such as capping early targeted releases to 50 million LINK) to support initiatives like staking. * **Quarterly Unlocks:** On-chain analytics routinely track predictable multi-million LINK movements from non-circulating Foundation/Team addresses (often releasing 10M to 20M tokens quarterly) into operational or exchange-labeled wallets. * **Current Circulating Supply:** Out of the 1 billion hard cap, approximately 748 million LINK (\~75%) are in active circulation, while the remaining balance resides across designated non-circulating or staking contract vaults

crookedVessel

Check supply and unlock schedule before anything else. Team and VC allocations dumping on you is the most common way people lose money, and it's public information

Many-Kaleidoscope109

Recognize this. SUI should rise in coming years with the VC backing though.

Shot_Ad2037

I’ve seen several people ask this dumb question: “wHo uSeS LiTeCoIN”? You are on the internet typing this. Use the internet and do some research on the question you’re asking. CoinGate, BitPay, and others have long had Litecoin as a top 3 payments coin along with BTC and usually a stable coin. You guys need to remove your head from the sand and actually look it up. Litecoins network usage dwarfs Zcash yet nobody would ever know because VC’s have done an incredible job marketing that absolute nonsense.

Blade_Runner_69

Unfortunately 95% of those are VC funded centralised trash. There are far too many tokens too. Oversaturated.

Serenaded

You read the situation correctly imo. Few projects in crypto can ever do 10x in a year and then keep going. They almost always crab at the top and then dump. Kaspa is a good one in recent memory that did exactly this. Whatever people say about ZEC, the fact is that XMR is the undisputed king of darkfi and it's going to be hard to get people to swap since people have relied on XMR for 12 years now. ZEC just has all the hallmarks of a VC pump and dump.

zeroboundss

The tech part is accurate to the T. There are several cases of criminals caught by tracking monero, which proves it's traceable for LE. There is also a video of Chainalysis pitching Monero tracking to the IRS, which proves Chainalysis monetizes Monero's flaws. Magic Grants, the official funder of many Monero dev efforts, is controlled by a Monero tracing entrepreneur too. Chainalysis and Palantir have the same parent company In-Q-Tel, CIA's VC arm. Calling it conspiratorial is, at best, a tactic to gaslight others. That, or you've been brainwashed by the exact propaganda Techleaks warns against and are not capable of processing information that is not aligned with your bias.

byylu

TL;DR Memetic / Pepecoin (2016) – The original Pepe coin launched in 2016 as Memetic and later rebranded to Pepecoin. There were concerns about the first few blocks, where roughly 500k coins were mined. Years later, due to low mining activity, the project migrated to Ethereum. PEPE (ETH) – The largest Pepe project by market cap. Launched about two years ago as an Ethereum token. There have been wallet-freezing controversies, and while token burns were promised, there hasn't been much news about them for over a year. Pepecoin (Pepecoin.com / $PEP) – Launched in January 2024 as a fair-launch Layer 1 blockchain with no premine and no VC funding. Development and listings are community-funded. The network is secured through merged mining with Litecoin and Dogecoin, giving it the security of the Scrypt mining ecosystem. Rest -yepe,smol pepe etc - who cares

Serenaded

these are pretty much the only established non-scam, non-VC centralised slop coins, I wouldn't recommend anyone go further than BTC or ETH either if the goal is long term wealth.

Safe_Squash1704

When a mommy VC and a daddy CEO come together they make outlandish claims to lure investor funding. This right here is why I have no faith in the world. Just a bunch of stupid people at this point with very surface level intelligence. Not willing to think critically.

Flashy-Potatoe-Queen

Well... What did you expect? 1 dollars per module? He'd get ruined by bots... This was made by someone from the community.... It's nice enough of him to give away anything for free. Kaspa being one of the rare thing that isn't a VC pump and dump scam alongside BTC and XMR... He wouldn't be wasting time.

mickalawl

ASX tried this a few years ago and abandoned the project. It's usually some VC bro has managed to convince an unwitting cio.

Freudarian

Looking back 16yrs the original idea was to send value over a decentralized network. Nowhere in the whitepaper was mentioned HODL, moon, gold, or anything. Bitcoin has done what it came to do: renew the banking sector, compete with the lazy establishment, and create new markets and jobs. Just like torrents are used to distribute data efficiently through networks, and it doesnt have much to do with Piratebay anymore. I think you are wayyyy early, but in the end, compounding life savings is not what crypto is for. The hoax about the new dig gold narrative was a bulltrap for VC's from the beginning and boy they didnt hold back. Now we have so many new applications that we couldnt dream of. In 2010 using a platform was expensive complicated, now there is thousands of them. Fueled with AI im sure they'll be around for some time. The markets wont dissappear and RWA is going to be real. I was tired of the restrictions I had dealing with stocks. I want 24/7 realtime trading and I dont want befor and after trading where I cant compete. Thats BS. But, I agree the bullrun will be a diminishing return until the money is so concentrated that it will be only used as leverage for assets and valuta. Untill something will spark a bankrun in 10 / 15 yrs

CiaranCarroll

If the lesson learned I'd to trust VC backed HWWs that don't allow you to add your own entropy and verify that the device is generating seed deterministically and therefore not spoofing them then Bitcoin has been absorbed by Clownworld.

corner_couch

As much as bitcoiners hate VC and everything big tech and surveillance etc. Something like a \*hardware wallet\* - or really anything hardware related - you should really consider the quality and financing of the company backing it, the size of company, reputation, and so on. 100% open source is a good ideal but then you need an active community with a lot of support (like BTC itself) and the people able to audit hardware / firmware for free is much smaller than pure software. Lessons learned here for the community

ihavenotimeforgames2

Ledger is VC backed, which does boost its credibility substantially. I just wish people can covert BTC to ETF shares, then no one would have to worry about cold storage bullshit.

HBRWHammer5

Ah yes, the most brutal VC dump fest token that no one wants to touch.

byylu

TL;DR Memetic / Pepecoin (2016) – The original Pepe coin launched in 2016 as Memetic and later rebranded to Pepecoin. There were concerns about the first few blocks, where roughly 500k coins were mined. Years later, due to low mining activity, the project migrated to Ethereum. PEPE (ETH) – The largest Pepe project by market cap. Launched about two years ago as an Ethereum token. There have been wallet-freezing controversies, and while token burns were promised, there hasn't been much news about them for over a year. Pepecoin (Pepecoin.com / $PEP) – Launched in January 2024 as a fair-launch Layer 1 blockchain with no premine and no VC funding. Development and listings are community-funded. The network is secured through merged mining with Litecoin and Dogecoin, giving it the security of the Scrypt mining ecosystem.

PatientReasonable348

Honestly, the amount of automated VC spam on TG right now is completely out of control. We need to do better as an industry

radiationholder

there is nothing in crypto that isn't highly speculative. trying to find the one that is going to go up in $$ is a game of guessing which coin attracts the most VC money and timing the bull cycle. tokenonics and fundamentals are not important in and of themselves, its about finding the one to pump and loading your bags early enough, and unloading them at the most ideal moment in time

Huckleberrysdick

Google about the loan structure and repayment dates on the money MSTR borrowed to buy up their \~850k BTC. When they have to liquidate BTC to creditors in 2027 what happens to the price? Leveraged positions using VC are dead. BTC has hit its ATH.

Huckleberrysdick

Google about the loan structure and repayment dates on the money MSTR borrowed to buy up their \~850k BTC. When they have to liquidate BTC to creditors in 2027 what happens to the price? Leveraged positions using VC are dead. BTC has hit its ATH.

Dull-Fun

That's 100% useless ALTs such a drop. Most ALTs are scams and details are exit liquidity. Crypto is old news old tech now. 2009... It didn't take off. I don't care about the partnership. I have never seen anyone in the real world, outside use them. Some companies use PRIVATE ledgers to follow internal operation that's it. There are a few coins that hold the price and recover every time , you all know which ones. You won't get rich with bad alt coins. And please remember alt seasons has never existed. It was using naive retails as exit liquidity. Now people are reinvesting in bitcoin. Or selling bags of it when big VC need cash. And big VC were never the target read the white paper. There was a proposal there, relying on people choice. People, decided to trust the same actors that rocked them in 2008. Well, then don't cry when you get recked again.

CryptoAnarchyst

HBAR is an absolute scam man, look at tokenomics, look at the chain performance, look at the person who is running it… the guy is a sheister. The companies that “started” it don’t want to have anything to do with it. And tell me what problem is HBAR actually solving? It’s been around for 7 years and it hasn’t had an ATH since inception. I’ve been in space for well over a decade and every single chain that has shown promise is a scam. SOL… VC backed shitcoin that is using holders as exit liquidity… HBAR is the same.

deltamark_btc

from a majors-only perspective: btc is the highest conviction pick - 15 years of security model intact, institutional custody now established, fixed supply. if anything survives 20 years it's this. eth is high probability too - real developer gravity, staking yield, ETF approved, the head start is hard to displace even with real competition. sol is genuinely uncertain for me - fast and cheap with real momentum but it has outage history and is more VC-heavy, maybe 50/50 at that timeframe. everything else i have no real conviction on at 20 years. the alts in today's top 10 probably aren't the same names in 2046.

jawni

This sub has always been cancer, it's never been a good place for discussion, never been a good place for alpha, never been a good place for research. People here are generally *substantially* dumber than the average person on CT. It's just not sustainable to have a community whose content curation is done by popular vote when you have such varying opinions within that community. So it doesn't really matter who is wrong or right, because people don't upvote and downvote based on that. Post anything remotely positive about Cardano or Nano or Algorand or Loopring, and it would get upvoted to the top immediately. Meanwhile the coins that outperformed the market, like SOL in 2022-2024, were vehemently hated for reasons that were either patently false or were obviously going to become false. "It's only pumping for the FTX unlocks", "All the usage is fake", "Institutions won't use SOL", "It had downtime!", "It's only memes!" but anyone with a brain and the ability to do real due diligence could see how wrong all of those were or would become. Or HYPE, an extremely successful project, which used no VC money and airdropped much of the supply. This sub has a hate-boner for VCs, which would make you think HYPE would've been this sub's darling... but no. I don't even think many people here know about it. And then discovery or discussion on any new project is completely worthless here because everyone just assumes it's a cashgrab or scam without doing any critical thinking. If you use this sub, stop, and find something else. [Look into researching the way I recommend here.](np://www.reddit.com/r/CryptoCurrency/comments/1h7e21t/35yo_new_to_cc/m0kzmqp/)

Educational_Cable405

The barber selling feels like a signal because it usually is, but it works backwards on alts. With BTC, retail giving up actually thins the sell side since the supply is capped. Most alts have team and VC unlocks dripping in on a fixed schedule no matter who panics, so 'everyone capitulated' never really dries up the sellers the way it does for BTC. That's why an alt can keep bleeding long after the last retail holder has already left.

Dedsnotdead

I hold SOL and have held and actively traded SOL since 3 months after launch. It’s had several outages but, aside from being VC backed with an extremely interesting token allocation at launch has an excellent plunge protection team. I’ve watched Sol rally during multiple market wide collapses because it’s been actively propped up and bought by that team. It works. Look at the number of validators, tps and the development cycle. It’s a really interesting token and you can make money from it. It isn’t, in my view, anything more than that. I see it as a heavily manipulated asset with enough liquidity to enable exit if needed. I’m a great believer in Brewer’s theorem in practice for tokens and I think Sol gets that right. It prioritises user funds over network uptime. That makes it a buy for me. Sol has also gone a long way to pruning crap validators and has spent a lot of time and effort in ensuring that their Nakomoto Coefficient is decent. In other words they have good enough protection in place to prevent validators viably colluding. Also good from my perspective. But, and this is where my caution and scepticism comes from. Sol’s Genesis launch was heavily favourable to Seed, founding and Strategic rounds. The funds for 19.4%, the founders got about 13%, the foundation I can’t remember, probably about the same as the founders. Retail was offered 30-40%. Somewhere around that. There was a lot of selling to retail from Seed and Strategic accounts, they paid cents on the dollar at best so made a fortune from retail. On top of that, I don’t believe Sol is actually decentralised, I think it’s heavily controlled by the founders and has been from launch. In one respect that’s good from an investment perspective which I why I still hold and trade it. But it’s not the behaviour I’d expect from “the future of finance”, far too much centralised control for it to be viable. TLDR, it’s decent to trade, it’s nothing more than that in my view.

sigh_duck

super inflationary and too many unlocks on SUI for it to be a main investment for me. Just continual VC dumping and I dont want to be exit liquidity for Raul

jekpopulous2

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

Realistic_Fee_00001

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

Realistic_Fee_00001

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

Silver_Pie_8354

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

my-little-puppet

None of them. They are all VC manipulated garbage.

ma6ic

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

my-little-puppet

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

AutoModerator

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

TiredButCooking

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

Scholes_SC2

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

Romanizer

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

Hot_Sacks

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

PossessionSome1249

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

TakingChances01

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

AdiFlips

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

Patient_Craft2195

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

sixwax

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

Elementary2

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

Harfatum

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

MinimalGravitas

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

Ancient-Bat1755

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

Calm_Situation_1131

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

vattenj

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

dapzar

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

Rock_Strongo

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

Consistent_Coach_823

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

Secret_Operative

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

LexxM3

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

ShillBandit

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

WhaleWilliam

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

mickalawl

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

Squirrel_McNutz

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

tobypassquarant

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

unknowngloomth

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

Machine4lpha

Another centralized VC slop shilled by paid KOLS

troythedefender

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

Roaring_lion_

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

Top_Performance_732

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

_Commando_

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

TechCynical

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

NeatAdventurous7414

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

Ancient-Bat1755

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

AeonPeter

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

SaiHuu

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

No_Good_2458

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

DasDouble

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

Cheech925

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

Guilty-Big-4263

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

willofscott

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

Skyobliwind

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

particlecore

VC Shitchain

Inverseyaself

Well yeah, Solans is VC garbage

Project_Demosthenes_

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

Individual-Scar-5726

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

xxALLARKxx

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

Fatalbringer

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

UnitedAcanthaceae118

Most alts are VC rugs.

ozza37

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

DifferenceBoth4111

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

Bellting13

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

whatwilly0ubuild

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

Stake88Official

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

Left_Entrepreneur918

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

idekwutp

Are you a VC?

_Vlxd_

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

CheeseLordMan

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

Patient-Bumblebee

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

JDB-667

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

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