# 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.

For Web3, This Time Cai Wensheng Is Determined to Get His Hands Dirty

Cai Wenshou, a prominent Chinese internet entrepreneur and investor, is making a significant push into the Web3 space with a hands-on approach, moving beyond his previous role as a financial backer. Despite early successes in domains and internet companies like Meitu, his advocacy for Meitu's $100 million cryptocurrency investment in 2021 led to substantial paper losses and public criticism, eventually resulting in his departure as chairman. After stepping down, he reduced his stake in Meitu and invested personal funds into Web3 initiatives. He purchased a 25-story commercial building in Hong Kong, renamed it "CAI Tower" (representing Crypto and AI), offering free rent to Web3 and AI startups in exchange for first investment rights. He also acquired two Hong Kong-listed companies, rebranding them as CAI Holdings and LONG Investment Group, to build a Web3 and AI asset management platform. Additionally, he integrated a licensed virtual asset exchange, EXIO, into his ecosystem, creating a full-cycle support system from incubation to trading. Cai believes in the long-term potential of Web3, comparing its growth trajectory to AI's gradual rise. He remains optimistic about Bitcoin's future, predicting it could reach $1.1 million. Unlike some early crypto figures who have exited the industry, Cai is deepening his involvement, aiming to foster tangible projects and ecosystems. His commitment reflects a broader need for established leaders to drive real-world adoption and achieve a credible, impactful victory for the crypto space.

marsbit03/16 09:45

For Web3, This Time Cai Wensheng Is Determined to Get His Hands Dirty

marsbit03/16 09:45

Conversation with CoinGecko CEO: Building a Crypto Data Platform from Scratch with $200, Regularly Evaluating Acquisition Intentions

Bobby Ong, co-founder and CEO of CoinGecko, built the cryptocurrency data platform from scratch with just $200 over 12 years, without venture capital. In a recent interview, he shared his journey into crypto in 2013, driven by an economics background and interest in Bitcoin's fixed supply and self-custody model. He remains optimistic about NFTs, viewing them as essential for tokenizing real-world assets, though he believes future crypto winners have yet to emerge. Ong discussed CoinGecko’s origins, including its name choice for being adaptable and fun, and highlighted the 2021 DeFi boom as a key growth driver, as the platform was early to track DeFi tokens. He explained the company’s decision to avoid VC funding, which fostered creativity and disciplined, low-cost marketing like SEO optimization. When comparing CoinGecko to competitor CoinMarketCap, Ong acknowledged CoinMarketCap’s stronger SEO due to earlier market entry but emphasized CoinGecko’s broader token coverage and data accuracy. He also addressed rumors about a potential $500 million sale, stating that while CoinGecko regularly evaluates strategic options, including acquisitions, there is no perfect timing for such decisions—it depends on the team and circumstances.

marsbit03/15 07:15

Conversation with CoinGecko CEO: Building a Crypto Data Platform from Scratch with $200, Regularly Evaluating Acquisition Intentions

marsbit03/15 07:15

VCs Have Bet $200 Billion That AI Will Disrupt Everything, But Are They Ready for AI to Disrupt Them?

Venture capitalists invested over $200 billion in AI last year, but the industry now faces a dual disruption from the very technology it champions. The article highlights ADIN, an AI-powered platform that automates investment analysis, using specialized agents to evaluate pitch decks, conduct due diligence, and suggest valuations in about an hour—a task that typically takes human analysts days or weeks. While some VCs, like Marc Andreessen, argue that venture investing is an irreplaceable "art" reliant on human intuition and relationships, others acknowledge AI's potential to improve efficiency in sourcing deals and administrative tasks. A more existential threat emerges as AI drastically lowers startup costs, enabling companies to achieve scale with minimal funding, potentially making traditional large VC investments unnecessary. Examples like Midjourney, a highly profitable AI company with a small team, illustrate this shift. The industry may contract, leaving VCs competing for fewer deals and fundamentally challenging their role. The central question remains: as AI transforms entrepreneurship, will VCs adapt, or become obsolete?

marsbit03/11 09:33

VCs Have Bet $200 Billion That AI Will Disrupt Everything, But Are They Ready for AI to Disrupt Them?

marsbit03/11 09:33

Sequoia Capital: The Next Trillion-Dollar Company Doesn't Sell Software, It Sells Outcomes

Sequoia Capital partner Julien Bek argues that the next trillion-dollar company will not sell software tools, but will instead sell outcomes directly. For every dollar spent on software, companies spend six dollars on services. As AI drives the cost of "doing" toward zero, the real opportunity lies not in Copilots (assistive tools) but in Autopilots (fully automated work delivery). The key distinction is between "intelligence" (rule-based tasks like coding or data translation) and "judgement" (tasks requiring experience and intuition). AI is increasingly capable of autonomous intelligence work, leaving judgement to humans. While Copilots sell tools to professionals, Autopilots sell the final result to the end customer. The optimal strategy is to target outsourced, intelligence-intensive tasks first. Outsourcing indicates a company is already comfortable with external party handling the work, has a dedicated budget, and buys results. Replacing an outsourced contract is a vendor change; replacing internal staff is a reorganization. The article maps high-opportunity verticals by their intelligence/judgement mix and outsourcing prevalence. Major opportunities include: - Insurance brokering ($140-200B): Highly standardized,智力-intensive. - Accounting & Auditing ($50-80B outsourced in US): Facing a structural labor shortage. - Medical billing ($50-80B outsourced): Rules-based medical coding. - Claims adjusting ($50-80B): Often outsourced to third-party administrators. - Tax preparation ($30-35B): High智力-work, with regulatory moats. - Legal transactional work ($20-25B): Contract drafting, NDAs. - IT Managed Services ($100B+): Routine, repetitive tasks across many SMEs. - Procurement ($200B+): Automating neglected tail-spend supplier management. - Recruitment ($200B+): Target high-volume, low-judgement role matching. - Management Consulting ($300-400B): Harder to automate due to high judgement component. The conclusion is that while 2025's fastest-growing AI companies were Copilots, 2026 will see a shift toward Autopilots. Pure Autopilot companies have a window to capture vast service budgets by delivering work directly, unlike incumbents who may hesitate to automate their own customers' jobs.

marsbit03/11 04:46

Sequoia Capital: The Next Trillion-Dollar Company Doesn't Sell Software, It Sells Outcomes

marsbit03/11 04:46

a16z: Betting $2 Billion on the Next Dawn of Web3

a16z, known as one of Silicon Valley's most aggressive venture capital firms, is raising $2 billion for its fifth crypto-focused fund, according to a Fortune report. This move comes amid a prolonged crypto market downturn, contrasting with the cautious stance of many other investors. The firm has a history of bold, contrarian bets. Founded in 2009 during the financial crisis, a16z built its reputation by "hunting elephants" – making large, early bets on transformative technology that others deemed too risky. This strategy led to massive wins, including an early investment in Coinbase. a16z's crypto investment arm began in 2018 with a $300 million fund. It proceeded to make prescient, early investments in foundational Web3 projects like MakerDAO, Uniswap, Solana, and OpenSea, establishing itself as a dominant force in crypto venture capital. The firm's unique approach extends beyond capital. It operates a robust media and content strategy, aiming to help its portfolio companies "win the narrative war," a capability it views as increasingly critical in the AI era. While the specific focus of the new $2 billion fund is not detailed, it signals a strong conviction in blockchain's long-term future. General partner Chris Dixon has framed blockchain as the next foundational architecture of the internet, suggesting the industry is in a long "foundational period." The fund is expected to continue backing core infrastructure and potentially new, non-financial applications that emerge as the ecosystem matures.

marsbit03/10 10:08

a16z: Betting $2 Billion on the Next Dawn of Web3

marsbit03/10 10:08

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