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Jay - Web3 Builder
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Degen offchain 🤣🤣🤣 whenever!
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🚀 Crypto VC Trends Revealed: Where the Smart Money is Flowing (And What’s Being Overlooked) 12 top crypto VCs (managing $50B+ combined) to uncover where institutional capital is moving. The patterns reveal a strategic long-game—but also a glaring gap that could be your opportunity. 1/ AI x Crypto is the New Meta (14-22% of Portfolios) Top backers: HashKey, Delphi, Pantera, Spartan, Dragonfly AI agents paying gas fees in crypto Decentralized GPU marketplaces (e.g., Render, Akash) ZK-proofs for verifiable AI models Why it matters: VCs are hedging the two biggest tech narratives of the decade. 2/ Builders > Consumers (Infrastructure Dominates) Dev tools (14-23%): Paradigm, Dragonfly backing "AWS for Web3" stacks Data (9-17%): VanEck, Coinbase investing in oracles & indexers L2s (10-19%): Polychain, HashKey doubling down on scaling The message: "We’re still laying rails." 3/ DePIN is Quietly Winning (12-26%) Multicoin’s 26% allocation leads the charge, with VanEck/Delphi close behind. Decentralized physical infra (WiFi, sensors, energy grids) Projects like Helium, Hivemapper, peaq Sleeper potential: Real-world use cases = easier adoption. 4/ Institutions Want Stability (Stablecoins + Payments: 6-17%) Polychain/Dragonfly betting on stablecoin protocols Multicoin, Circle pushing crypto-native payments Sign: TradFi wants crypto’s efficiency… without volatility. The Critical Insight: The Retail Gap Only 6-7% of VC $ targets consumer apps. Opportunity hiding in plain sight: Infrastructure is getting crowded, but apps that onboard normies are underserved. Think: SocialFi (Farcaster, https://t.co/YiNrPRQLKP clones) One-click DeFi (Robinhood for web3) "Stripe for crypto" onboarding 🔥 The Big Question Which overlooked use case will explode when infrastructure matures? A) Gaming x DePIN (decentralized asset ownership + real-world rewards) B) Crypto-native ads (pay users for attention, not platforms) C) Enterprise DAOs (onchain coordination for businesses) #Crypto #VC #DePIN #AI #Web3 #Investing
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Haha this is so true! Are you on this ?
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Today's crypto market has a total market capitalization of $2.83 trillion, with Bitcoin (BTC) holding a 60.6% share. Market Overview: The total market cap is $2.83 trillion.Bitcoin (BTC) accounts for $1.72 trillion of this total.Ethereum (ETH) is priced at $1,967.The crypto market has seen fluctuations, with BTC trading around $83,936. Market Sentiment: The overall market sentiment has shifted from extreme fear to fear.There is an increase in stablecoin issuance, indicating some caution among investors. Notable Events: CleanSpark, a Bitcoin miner, is set to join the S&P SmallCap 600 Index today.Bitcoin spot ETF inflows have reached $639.9 million, while Ethereum ETF outflows are around $91 million. Upcoming Events: Southeast Asia Blockchain Week 2025 is scheduled from March 30 to April 5 in Bangkok, Thailand.Celo will activate a hard fork on March 26 to transition to Ethereum L2, improving transaction times. Price Movements: BTC closed at $87,003.08 as of March 24, 2025, with a high of $87,300 and a low of $85,519.09 today.ETH closed at $2,064.80, with a high of $2,075.94 and a low of $1,977.67 during the same period. Investors should remain aware of the current volatility and consider risk factors associated with trading in the crypto market.
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