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Crypto Long & Short: Crypto VCs are mistaking consensus for discipline

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Crypto Long & Short: Crypto VCs are mistaking consensus for discipline

In this week's Crypto Long & Short, Varun Datta of Truth Ventures writes that crypto venture capital's retreat to later-stage deals is a consensus trade dressed as discipline. With proven companies taking 57% of last quarter's capital, he argues the founding-stage gap is where the returns are, and lays out three things to look for.

Crypto Long & Short: Crypto VCs are mistaking consensus for discipline


Source:CoinDesk

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来源https://www.coindesk.com/coindesk-indices/2026/09/02/crypto-long-and-short-crypto-vcs-are-mistaking-consensus-for-discipline