EconomyCrypto Long & Short: Crypto VCs are mistaking consensus for discipline

Varun Datta of Truth Ventures argues that crypto venture capital’s shift toward later-stage deals is a consensus trade disguised as discipline. Proven companies received 57% of last quarter’s funding, while he sees the founding-stage gap as the source of returns and identifies three things to watch.

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CCoinDesk★★☆☆☆2026-09-02 15:15Original