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Crypto Long & Short: Crypto VCs are mistaking consensus for discipline
In this week's Crypto Long & Short, Varun Datta of Truth Ventures writes that crypto venture capital's retreat to later-stage deals is a consensus trade dressed as discipline. With proven companies taking 57% of last quarter's capital, he argues the founding-stage gap is where the returns are, and lays out three things to look for.
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coindesk.com
Crypto Long & Short: Crypto VCs are mistaking consensus for discipline
In this week's Crypto Long & Short, Varun Datta of Truth Ventures writes that crypto venture capital's retreat to later-stage deals is a consensus trade dressed as discipline.…
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cryptobriefing.com
Crypto VCs are all making the same 'safe' bet, and that's the real risk
Later-stage deals took 57% of crypto VC capital in Q1 2026 while new fund launches hit a six-year low, raising concerns about herd behavior