# Сопутствующие статьи по теме VC

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

Crypto Funding Soars 50%, But Most Startups Are Getting Shut Out: Analysts

Cryptocurrency fundraising surged nearly 50% year-over-year through March 2026, but the number of individual deals dropped by 46%, according to Messari data. The average deal size soared 272% to $34 million, reflecting a trend of capital concentration in fewer, larger rounds. Three major deals in February alone accounted for 44% of the month’s total funding. While early-stage activity remains fragmented, late-stage and strategic mega-rounds dominate. A significant concern is the decline in new venture fund closures, with few major crypto VCs raising fresh capital beyond Dragonfly’s recent $650 million fund. This suggests that despite headline growth, the industry faces a potential future funding shortage.

bitcoinist03/10 09:01

Crypto Funding Soars 50%, But Most Startups Are Getting Shut Out: Analysts

bitcoinist03/10 09:01

Helios Finance Secures $1M in Funding to Unlock On-Chain Bitcoin Liquidity

Helios Finance has raised $1 million in a funding round from investors including Draper Associates, Draper Dragon, and 3Commas Capital. The company is building a Bitcoin-native lending protocol and credit card to unlock on-chain liquidity, allowing long-term Bitcoin holders to access spending power without selling their BTC and triggering tax events. Unlike wrapped-asset solutions, Helios maintains a "Bitcoin-first" experience on its MIDL execution layer. The goal is to transform Bitcoin into a productive, programmable asset. The funding will be used to scale infrastructure and accelerate the global rollout of its Bitcoin-backed credit card.

TheNewsCrypto03/06 17:51

Helios Finance Secures $1M in Funding to Unlock On-Chain Bitcoin Liquidity

TheNewsCrypto03/06 17:51

a16z Crypto Fund Shrinks by 55% but Still Raising Capital; As Paradigm Shifts to AI, Who Will Guard Web3?

a16z crypto, the blockchain-focused arm of Andreessen Horowitz, is raising its fifth fund targeting approximately $2 billion, according to Fortune. This is significantly less than its 2022 fund of $4.5 billion. Led by Chris Dixon, a16z crypto remains fully committed to blockchain investments, even as the market has cooled from recent highs and some major players are diversifying. In contrast, other prominent crypto VCs are shifting focus. Paradigm is reportedly raising a new fund that will include AI and robotics, and Multicoin Capital's co-founder has left to explore other tech sectors. Despite this industry divergence, a16z continues to invest based on Dixon's "read, write, own" philosophy, which posits blockchain as the foundation for a decentralized internet. While some of its high-profile bets, like the decentralized social media project Farcaster, have struggled, a16z maintains that the current "financial era" of crypto is a necessary foundational phase. The firm has recently invested in projects like Bitcoin staking protocol Babylon, prediction market tool Kairos, and Solana staking protocol Jito.

marsbit03/05 04:11

a16z Crypto Fund Shrinks by 55% but Still Raising Capital; As Paradigm Shifts to AI, Who Will Guard Web3?

marsbit03/05 04:11

Opinion Almost Entirely Flipped, Airdrop Value Less Than Platform Fee Revenue?

Opinion, a prediction market platform once hailed as one of the most anticipated airdrops of 2026, has sparked significant community backlash following its Token Generation Event (TGE). Despite raising over $25 million from top VCs and being deeply integrated with the Binance ecosystem, the project repeatedly delayed its TGE, causing its points' OTC value to drop from a peak of $45 to around $6. The controversy intensified when the tokenomics were revealed: only 3.5% of the airdropped tokens (23.5% of total supply) were unlocked at TGE, with the rest vested over 7 months. In contrast, the marketing allocation saw 7.7% unlocked immediately. This, combined with large allocations to investors, team, and advisors (totaling over 54%), angered early users who had paid high transaction fees to earn points. Many users reported losses, with one notable example being an investment of $200,000 yielding only around $1,000 worth of tokens at launch. Ironically, the platform’s cumulative fee revenue exceeded $17 million, surpassing the initial airdrop’s value. As a result, user activity and TVL plummeted, raising questions about the future of prediction markets on BNB Chain.

Odaily星球日报03/05 02:48

Opinion Almost Entirely Flipped, Airdrop Value Less Than Platform Fee Revenue?

Odaily星球日报03/05 02:48

Crypto Morning Brief: Bitcoin Breaks Through $70,000, Kraken Granted Access to Fed's Core Payment System

Crypto Daily: Bitcoin Surpasses $70,000, Kraken Gains Access to Fed Payment System Key market developments include Bitcoin breaking $70,000 and Kraken becoming the first crypto company approved to access the Federal Reserve’s core payment system. In U.S. economic updates, February ADP employment rose to 63,000, exceeding expectations. President Trump nominated Kevin Warsh as Federal Reserve Chair; Warsh has previously expressed that Bitcoin is better suited as a store of value than a currency. Major U.S. regulators submitted a crypto industry oversight plan to the White House. Notable industry moves: Coinbase launched stock trading with extended hours, Backpack introduced on-chain IPO subscriptions on Solana, and Sui’s native stablecoin USDsui went live, with yields benefiting the Sui ecosystem. Corporate Bitcoin strategies clarified: MARA Holdings denied plans to sell its 53,822 BTC, while Chinese firm JZXN announced intent to acquire 10,000 BTC despite its small market cap. Venture firm a16z is raising $2 billion for its fifth crypto fund. Recommended reads cover topics including AI’s market impact, gold and crypto as hedges, semiconductor market volatility, and SpaceX’s potential IPO. Amid traditional market declines, cryptocurrencies demonstrated resilience, reinforcing Bitcoin’s role as digital gold in uncertain geopolitical climates.

marsbit03/05 02:07

Crypto Morning Brief: Bitcoin Breaks Through $70,000, Kraken Granted Access to Fed's Core Payment System

marsbit03/05 02:07

YZi Labs Portfolio Data Analysis: 229 Investments, 95 Listed on Binance

YZi Labs Portfolio Data Insight: 229 Investments, 95 Listed on Binance In March 2026, YZi Labs investment partner Dana Hou departed after four years, witnessing the crypto VC industry's cycle from frenzy to contraction. RootData recorded 229 YZi Labs investments, involving 218 unique projects. Among them, 154 have issued tokens: - 150 are listed on at least one exchange - 95 are listed on Binance - 22 have a market cap below $500K - 20 have ceased operations Approximately 45% of the listed projects (69) are considered relatively healthy, including successes like Ethena ($920M market cap), Aster ($1.73B), Sui ($3.54B), and Aptos ($790M). These primarily focus on DeFi infrastructure and L1/L2 solutions. Half of the tradable projects (76) have a market cap below 50% of their fully diluted valuation (FDV), with 26 projects below 20%. Notable pivots include STEPN (to lifestyle platform), MyShell (AI Agent infrastructure), and Open Campus (education solutions ecosystem). YZi Labs maintained investment pace during bear markets, with 49 deals in 2022 versus 44 in the 2021 bull market. However, lead investment rates dropped from 36% in bull markets to 16-27% in bear markets, indicating a more cautious approach. DeFi has become YZi Labs' preferred sector, while game investments declined significantly. A notable characteristic is the non-disclosure of investment amounts in 45.6% of deals (104), particularly during bear markets and strategic rounds. The firm is strategically expanding into AI and stablecoins, aiming to rebuild its portfolio and upgrade its research capabilities for cross-cycle performance.

marsbit03/04 13:09

YZi Labs Portfolio Data Analysis: 229 Investments, 95 Listed on Binance

marsbit03/04 13:09

HongKongDoll Reveals Conditions of Opinion's $100 Million Valuation KOL Round; Hot Project Mired in 'Rug' Controversy

The prediction market project Opinion (OPN), one of the most anticipated TGEs in early 2026, faced significant backlash from the community following its token distribution announcement. Despite strong backing from top VCs including YZi Labs (formerly Binance Labs), Hack VC, and Jump Crypto, and its position as a leading platform in the prediction market niche, the airdrop allocation disappointed many users. Although 23.5% of the total 1 billion OPN supply was designated for airdrops, only 3.5% was unlocked at TGE, with the remainder vested over 7 months. In contrast, insiders—including the team, advisors, and investors—collectively held over 54% of tokens. Many users reported losses, with some estimating that their airdropped tokens were worth far less than their initial investment. High-profile KOLs like HongKongDoll publicly shared their negative returns, further fueling community anger. Additional frustration arose from last-minute Sybil account purges and the perception that Binance received disproportionately favorable treatment, with its Launchpool allocation fully unlocked at TGE. While the project's fundamentals remain strong, the incident has severely damaged community trust, with many labeling the event a "rug" or "scam." Rebuilding user confidence is now Opinion's most pressing challenge.

marsbit03/04 10:26

HongKongDoll Reveals Conditions of Opinion's $100 Million Valuation KOL Round; Hot Project Mired in 'Rug' Controversy

marsbit03/04 10:26

Is Opinion Really Worth Paying Attention To?

The article "Is Opinion Really Worth Paying Attention To?" examines the newly launched prediction market platform Opinion and its native token OPN, which was recently listed on Binance Launchpool. While the project has gained attention due to its rapid growth and AI-driven automation for creating prediction markets, it faces significant criticism. Key concerns include suspicious on-chain data showing disproportionately high trading volume relative to transaction count, suggesting possible wash trading. For instance, in January, Opinion generated 31% of the prediction market industry’s volume with less than 3% of total transactions, with average trades far exceeding those on established platforms like Polymarket. User activity also showed unusual volatility, spiking during holiday periods and dropping sharply afterward. Additionally, the tokenomics and airdrop allocation have drawn backlash. Only 3.5% of the total airdropped supply will be unlocked at TGE, with the rest vested over seven months, leading many early participants to feel shortchanged. The project’s A-round funding reportedly included investor protection clauses, resembling a "pricing round" aimed at exchange listing rather than organic growth. Despite its technological innovations—such as AI oracles enabling instant market creation—Opinion’s legitimacy and sustainability are in question. The platform must prove it can retain users and attract institutional participation after the incentive-driven trading phase ends.

marsbit03/03 13:58

Is Opinion Really Worth Paying Attention To?

marsbit03/03 13:58

When OpenClaw Founder Advises Young People to Stay Away from Crypto

A prominent AI founder, Peter Steinberger of OpenClaw, recently advised young people to "not waste time on crypto," a statement that resonated deeply and sparked self-reflection within the cryptocurrency industry. This sentiment highlights a growing anxiety: crypto may no longer be the optimal path for the next generation. The article details a significant migration of talent, capital, and attention from crypto to AI. Key industry figures, including Cobo's CEO Shenyu and Multicoin Capital's Kyle Samani, are publicly focusing on or transitioning to AI. Native crypto venture capital firms like Paradigm are also raising new funds dedicated to AI and robotics, signaling a strategic shift as the crypto sector faces a downturn in innovative, high-potential early-stage projects. Furthermore, the crypto community's engagement with AI has evolved from merely creating crypto-themed AI memes to genuinely adopting AI tools like OpenClaw to enhance personal productivity. This shift is driven by AI's superior efficiency gains and its current status as a source of technological excitement, filling a void left by a crypto market lacking in native innovation and significant wealth effect. The piece concludes that the core issue is a reallocation of time and resources. In an era where AI is dramatically compressing the time required to solve problems and generate output, the future may belong to those who focus on building uniquely human skills: judgment, creativity, and the pursuit of meaning beyond mere efficiency and profit.

Odaily星球日报03/01 14:30

When OpenClaw Founder Advises Young People to Stay Away from Crypto

Odaily星球日报03/01 14:30

When the Founder of OpenClaw Advises Young People to Stay Away from Crypto

Peter Steinberger, founder of the popular AI product OpenClaw, recently advised young people to “not waste time on cryptocurrency,” sparking widespread discussion and self-reflection within the crypto community. His comments highlighted a growing anxiety: crypto may no longer be the most promising path for the next generation. This sentiment is reflected in several ongoing shifts. Key figures in crypto, such as Cobo CEO Shenyu, are increasingly focusing on AI, with some like zkSync’s Anthony Rose and Multicoin Capital’s Kyle Samani publicly transitioning to AI-related ventures. Established crypto-native VC firms like Paradigm are also raising new funds aimed at AI and robotics, signaling a strategic reallocation of capital amid a slowdown in high-quality crypto investment opportunities. Moreover, the crypto community’s attention is shifting from mere speculative interest in AI-themed tokens to genuine engagement with AI tools like OpenClaw. Crypto influencers are sharing practical AI workflows and hosting well-attended offline events focused on AI agents and applications. The underlying reasons include shrinking alpha in crypto, a lack of groundbreaking innovation, and AI’s compelling utility in enhancing personal productivity. As AI accelerates problem-solving and reduces manual effort, it offers a more tangible value proposition for technically-minded individuals. The article concludes that in an era of AI-driven efficiency, what may truly distinguish individuals are creativity, independent thinking, and the pursuit of meaning beyond pure financial gain.

marsbit03/01 12:39

When the Founder of OpenClaw Advises Young People to Stay Away from Crypto

marsbit03/01 12:39

活动图片

Популярные категорииright-arrow

Популярные тегиright-arrow

Market Analysis