Simon Dedic(@sjdedic):mega VC circle-jerk infra rounds are dead. long live onchain businesses and investable liquid tokens. we’re not going back to a “rising tide lifts all boats” mode for crypto, where you can throw a dart at Coingecko and look like a genius. but I’m pretty convinced that if you’re throwing that dart at a list of actual onchain businesses with investable tokens, it’s not at all unlikely you hit several 100xs over the next few years. smaller board, bigger prizes.

2026.08.28 06:17

mega VC circle-jerk infra rounds are dead. long live onchain businesses and investable liquid tokens. we’re not going back to a “rising tide lifts all boats” mode for crypto, where you can throw a dart at Coingecko and look like a genius. but I’m pretty convinced that if you’re throwing that dart at a list of actual onchain businesses with investable tokens, it’s not at all unlikely you hit several 100xs over the next few years. smaller board, bigger prizes.

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