# 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.

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

Anthropic Ban Controversy, OpenAI's Hundred-Billion Financing Dispute: What Is the Overseas Crypto Circle Discussing Today?

In the past 24 hours, the crypto market has witnessed a range of discussions from macro trends to ecosystem-specific developments. Key topics include the controversy over AI and national security boundaries, debates around OpenAI's record $110 billion private fundraising, and the potential impact of AI tools on tech employment. Anthropic refused a Pentagon request to remove safety restrictions on autonomous weapons and mass surveillance in its models, leading to a terminated $200M government contract and a divided public response. OpenAI secured massive funding from investors like NVIDIA and Amazon, though its significant losses sparked concerns about a potential tech bubble. Block's 70% engineering team layoffs, attributed to AI efficiency gains, intensified debates on AI's effect on jobs. In ecosystem news, Ethereum community showed optimism as Vitalik Buterin outlined a roadmap with specific timelines for ZK-EVM integration by 2026-2027. Morpho outperformed AAVE, with some attributing it to simpler governance. Solana integrated with SoFi bank, enabling 13.7M users to hold SOL directly. Base ecosystem saw experiments with AI Agents for trading and social interactions. Other notable events included Paradigm's planned $1.5B fund expansion into AI and robotics, Bitwise's XRP ETF application, and OpenAI firing an employee for insider trading on prediction markets. Hyperliquid emerged as the only profitable Digital Asset Treasury project, and regulatory discussions around prediction markets continued.

marsbit02/28 16:13

Anthropic Ban Controversy, OpenAI's Hundred-Billion Financing Dispute: What Is the Overseas Crypto Circle Discussing Today?

marsbit02/28 16:13

Paradigm's New Arithmetic: When Crypto Can't Hold $12.7 Billion, AI Becomes the Answer

Paradigm, a major crypto-focused VC managing $12.7 billion in assets, is raising a new $1.5 billion fund to expand into AI, robotics, and frontier tech. This shift follows a contraction in its crypto-only strategy—its third fund was $850 million, down from $2.5 billion in 2021—reflecting a lack of sufficiently large and early-stage crypto opportunities. The 2022 FTX collapse, which cost Paradigm $278 million, prompted internal reevaluation. By 2023, the firm had quietly removing “crypto” and “Web3” from its website, signaling a broader investment focus. Co-founder Matt Huang later clarified that Paradigm remains excited about crypto but sees AI as too significant to ignore. Paradigm’s move isn’t a full pivot to AI; rather, it targets the intersection of AI and crypto. Investments like $50 million in AI infrastructure firm Nous Research and the development of Tempo—a stablecoin payment platform—highlight this strategy. The firm believes AI agents will require programmable money and on-chain execution, creating synergies between both fields. The new fund also serves a narrative purpose: offering LPs a compelling growth story amid crypto’s concentration of capital and AI’s dominance in venture funding (61% of global VC investments in 2025). Paradigm aims to leverage its crypto expertise to capture value at the convergence of AI and decentralized technologies.

marsbit02/28 04:16

Paradigm's New Arithmetic: When Crypto Can't Hold $12.7 Billion, AI Becomes the Answer

marsbit02/28 04:16

UK AI Agent Hack Ep4: The World's First University Hackathon with OpenClaw Theme is About to Begin

UK AI Agent Hackathon Ep4 with OpenClaw, co-hosted by Imperial AI Group and Imperial Blockchain Society, will take place from March 1st to 7th at Imperial College London. The event brings together industry leaders, investors, and policymakers to explore the integration of AI agents and decentralized infrastructure. Featured speakers include Robby Yung (Animoca Brands CEO) and former Stability AI CEO Emad Mostaque, alongside founders and executives from SuperCell, Compression Company, z.ai, and others. Venture capital firms such as BackedVC, Animoca Brands, and AdaVentures will discuss investment opportunities in AI and Web3. The hackathon is supported by sponsors including BGA, Virtual Protocol, Flock.io, and Animoca Brands. Winning teams will receive continued support from investors like Delphi Ventures and X Ventures. Registration is available via: https://luma.com/54b06cos

marsbit02/27 08:31

UK AI Agent Hack Ep4: The World's First University Hackathon with OpenClaw Theme is About to Begin

marsbit02/27 08:31

Financing Weekly Report | 10 Public Financing Events, Sports Prediction Market Novig Completes $75 Million Series B Financing Led by Pantera Capital

Last week (Feb 16-22) saw 10 disclosed blockchain funding rounds totaling over $143 million. Key highlights include Novig's $75 million Series B led by Pantera Capital for its sports prediction market, valuing the company at $500 million. In DeFi, derivatives protocol MYX secured a strategic investment from Consensys. Web3+AI firm Unicity Labs raised $3 million in seed funding. Infrastructure investments included $13 million for wallet infrastructure Kresus Labs and $8 million for API infrastructure Monark Markets. CeFi saw Stake raise $31 million in a Series B for its real estate tokenization platform, and Newity raised $11 million to explore on-chain small business lending. Other prediction market deals included PRED's $2.5 million seed round and a strategic investment in Kalshi by Tradeweb. Additionally, Dragonfly closed a $650 million crypto venture fund.

marsbit02/23 03:06

Financing Weekly Report | 10 Public Financing Events, Sports Prediction Market Novig Completes $75 Million Series B Financing Led by Pantera Capital

marsbit02/23 03:06

a16z Partner's Account: Boutique VC is Dead, Scaling Up is the Endgame for VC

In a counterpoint to traditional VC narratives, a16z partner Erik Torenberg argues that the "boutique" VC model is dying and that scaling is the ultimate endgame for venture capital. As software becomes the core of the U.S. economy and the AI era accelerates, startups now require far more capital and comprehensive support. The industry is shifting from a "judgment-driven" model to one where "winning deals" is paramount. Only scaled platforms like a16z—with extensive resources, networks, and operational support—can compete in a trillion-dollar landscape. Torenberg refutes the idea that the number of successful startups is fixed, pointing to the dramatic increase in companies reaching $100M+ in revenue and the rise of capital-intensive giants like OpenAI and Anduril. VC must scale to match the growing opportunity set. The best founders now seek partners who offer full-spectrum support—capital, talent access, GTM strategy, and global reach—not just checks. The future of VC is a "barbell": a few scaled firms and many specialized boutiques coexisting. Mid-sized firms are at risk. Scaled VC isn’t a corruption of the model but its evolution, mirroring the disruption seen in the industries VCs invest in.

marsbit02/21 04:11

a16z Partner's Account: Boutique VC is Dead, Scaling Up is the Endgame for VC

marsbit02/21 04:11

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