Stabledash(@stabledash):.@AlexLWitt shares how @VerdaVentures is currently looking at investing in stablecoin companies > The hottest sector in the US is AI, and most venture capital dollars right now are going there > When everything in a sector is hot, the valuations that get bid up include the lower quality businesses in it > Verda believes in being fearful when others are greedy and greedy when others are fearful, which is why the fund moves against the crowd "Revenues growing 300% year over year, 2x revenue, we're buying in at 16 million. The same business in AI is 10x, 20x that valuation."

2026.08.15 19:10

.@AlexLWitt shares how @VerdaVentures is currently looking at investing in stablecoin companies > The hottest sector in the US is AI, and most venture capital dollars right now are going there > When everything in a sector is hot, the valuations that get bid up include the lower quality businesses in it > Verda believes in being fearful when others are greedy and greedy when others are fearful, which is why the fund moves against the crowd "Revenues growing 300% year over year, 2x revenue, we're buying in at 16 million. The same business in AI is 10x, 20x that valuation."