I鈥檒l take the other side of crypto VC doomers.
- Sentiment in the gutter will keep valuations reasonable
- Bear market is washing out tourist founders & mercenary capital, leaving behind stronger signal
- AI accelerating GTM
- Wallet installed bases at ATHs
- New distribution being build via tradfi & mega cap tech
As a consequences, I believe many category defining crypto companies will be funded over the next 24 months
