# Сопутствующие статьи по теме Liquidation

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Liquidation", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

VC "Dead"? No, the Industry is Undergoing a Brutal Shakeout

The article addresses the prevailing sentiment that "VC is dead" in the crypto industry, arguing that while some venture capital firms have indeed failed, the sector as a whole is not dying but undergoing a severe shakeout. The author, a former VC investor, states that many Asian VCs have been hit hardest, with top firms shutting down or scaling back significantly. Even second- and third-tier Western VCs are now facing similar challenges, marked by reduced investment pace and difficulty in exiting portfolios. This downturn is seen as a delayed effect of the 2022 market collapse, exacerbated by broken four-year cycle expectations, overvalued deals, and extended token lockups that strain returns. However, the piece contends that VCs won’t disappear entirely. They remain essential for funding early-stage projects and supporting innovation. Well-vetted VC backing has been behind nearly all major successful crypto projects, and quality ventures continue to attract interest. The industry is moving toward a maturity phase with higher barriers to entry—akin to Web2. VCs will need stronger reputations and expertise to compete. Projects are increasingly judged by real user adoption and revenue, not just narratives or token launches. Hyperliquid and Polymarket are cited as examples of projects that built sustainable traction before launching tokens. Despite current challenges, the author remains optimistic: top talent continues to enter the space, and foundational areas like stablecoins, prediction markets, and AI-driven economies hold promise. While the barrier to success is higher than in previous cycles, Web3 remains a land of opportunity—especially when compared to the hyper-competitive Web2 environment.

marsbit12/18 03:04

VC "Dead"? No, the Industry is Undergoing a Brutal Shakeout

marsbit12/18 03:04

DeFi Trend Shifts: Stablecoin Public Chains Recede, RWA Faces Critical Regulatory Window

Crypto market sentiment is currently bearish, with many traders predicting Bitcoin could fall below $50,000. Attention and capital are shifting toward AI, away from crypto. The author’s strategy has shifted toward holding mostly BTC and ETH, along with a few cash-flow-generating alts like AAVE and LINK, avoiding speculative public chains and L2s. Key topics discussed: - Aave faces governance tension between Aave DAO and Aave Labs, reflecting broader DeFi governance challenges. - Aave V4 introduces improved liquidation mechanisms. - Stablecoin-focused Layer 1 blockchains are struggling to gain market share against established chains like Ethereum and Tron. Their real potential lies in onboarding off-chain users, not competing internally. - RWA and stock tokenization gain momentum after the SEC approved DTCC’s tokenization plan. Ethereum and L2s are seen as compliant options. This development is viewed as a net positive for the sector, including projects like Ondo Finance. - Ondo uses a clever system with its own stablecoin, USDₒ, to enable large on-chain tokenized stock trades without relying on external liquidity. - Ethena’s Season 4 airdrop requires users to deposit and trade on HyENA to qualify, aiming to boost its perps trading platform. - Tempo, developed by Stripe and Paradigm, has launched its testnet, targeting efficient stablecoin payments with major enterprise partners.

比推12/17 07:09

DeFi Trend Shifts: Stablecoin Public Chains Recede, RWA Faces Critical Regulatory Window

比推12/17 07:09

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