Crypto Long & Short: Crypto VCs are mistaking consensus for discipline
AI summary
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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AI rationale
警惕风险，关注早期创新。
Dimensions: AI value rating (grounded in investor knowledge bases), category, freshness (≤36h preferred), bilingual completeness, source authority. Items rated High or Medium enter the daily briefing pool — top 5 each for Economy and Crypto.
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