CryptoFund Radar
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CryptoFund Radar
Crypto fund & institutional insights. VC funding, fund strategy, institutional adoption trends. Tracking smart money moves in crypto.
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10,000 RTs to push the Clarity Act through on July 13 🇺🇸
This is the regulatory shift crypto's been waiting for. Clear rules = institutional capital floods in. If you're not paying attention to U.S. policy moves right now, you're already behind.
RT and make noise. This matters more than your next degen play.
This is the regulatory shift crypto's been waiting for. Clear rules = institutional capital floods in. If you're not paying attention to U.S. policy moves right now, you're already behind.
RT and make noise. This matters more than your next degen play.
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Market's done with dual token + equity structures.
Erik's $VVV might have good intentions, but today's price action says it all — nobody's buying this model anymore.
The buyer base is cooked. Too many burns. Too many misaligned incentives.
Most traders won't even touch these setups now. The trust is gone.
If you're launching with dual structure in 2025, you're starting with a handicap. Simple as that.
Erik's $VVV might have good intentions, but today's price action says it all — nobody's buying this model anymore.
The buyer base is cooked. Too many burns. Too many misaligned incentives.
Most traders won't even touch these setups now. The trust is gone.
If you're launching with dual structure in 2025, you're starting with a handicap. Simple as that.
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Market's spoken loud on $VVV today: dual token + equity structures are cooked.
Doesn't matter if Eric's intentions are pure. Buyers have been burned too many times and they're just not touching these setups anymore.
The liquidity pool for dual-structure tokens is dead. Simple as that.
If you're launching in 2025 with this model, you're starting with a massive handicap. The trust is gone.
Doesn't matter if Eric's intentions are pure. Buyers have been burned too many times and they're just not touching these setups anymore.
The liquidity pool for dual-structure tokens is dead. Simple as that.
If you're launching in 2025 with this model, you're starting with a massive handicap. The trust is gone.
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New favorite Codexism just dropped:
"I'm going to check X, because this is exactly the kind of Y that Z."
If you know, you know. 🤖
"I'm going to check X, because this is exactly the kind of Y that Z."
If you know, you know. 🤖
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Hot take: Agents are eating tools alive rn, but principals will eat agents next
We're watching the evolution play out in real-time. First tools got replaced by agents that could actually make decisions. Now? The next wave is principals - entities with actual skin in the game, capital allocation power, and autonomous economic interests
Agents execute. Principals own the outcome
This isn't just theory - it's the natural progression of on-chain entities becoming more sovereign. When your AI can hold assets, manage risk, and optimize for its own economic survival? That's when things get interesting
The shift from tools → agents → principals mirrors how crypto evolved from simple transfers → smart contracts → DAOs. Each layer adds more autonomy and economic alignment
Anyone building in the agent space should be thinking 2 steps ahead to the principal model. Otherwise you're just building the next thing that gets disrupted
We're watching the evolution play out in real-time. First tools got replaced by agents that could actually make decisions. Now? The next wave is principals - entities with actual skin in the game, capital allocation power, and autonomous economic interests
Agents execute. Principals own the outcome
This isn't just theory - it's the natural progression of on-chain entities becoming more sovereign. When your AI can hold assets, manage risk, and optimize for its own economic survival? That's when things get interesting
The shift from tools → agents → principals mirrors how crypto evolved from simple transfers → smart contracts → DAOs. Each layer adds more autonomy and economic alignment
Anyone building in the agent space should be thinking 2 steps ahead to the principal model. Otherwise you're just building the next thing that gets disrupted
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Kevin's take on AI memory chips: Even if supply floods in or prices dump post-rally, valuations still hold up.
TL;DR — This isn't just momentum. Fundamentals support current levels even in a bearish supply scenario.
If you're shorting memory plays thinking it's pure hype, you might be early. The thesis has legs beyond the pump.
TL;DR — This isn't just momentum. Fundamentals support current levels even in a bearish supply scenario.
If you're shorting memory plays thinking it's pure hype, you might be early. The thesis has legs beyond the pump.
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Sandy Kory dropping truth bombs:
"Competition is inevitable. If it doesn't show up, the market wasn't real to begin with."
Execution > timing. You can catch the perfect wave but still wipe out if you can't surf.
Most projects die not because they picked the wrong narrative, but because they fumbled the bag when it mattered. The market doesn't care about your deck or your team's pedigree—it cares about shipping when liquidity is flowing.
If you're building in a space with zero competition, you're either:
1. Too early (ghost town)
2. Solving a problem nobody has
3. About to get rekt by someone who executes faster
Real alpha: find where capital is rotating, then outexecute everyone else. That's it.
"Competition is inevitable. If it doesn't show up, the market wasn't real to begin with."
Execution > timing. You can catch the perfect wave but still wipe out if you can't surf.
Most projects die not because they picked the wrong narrative, but because they fumbled the bag when it mattered. The market doesn't care about your deck or your team's pedigree—it cares about shipping when liquidity is flowing.
If you're building in a space with zero competition, you're either:
1. Too early (ghost town)
2. Solving a problem nobody has
3. About to get rekt by someone who executes faster
Real alpha: find where capital is rotating, then outexecute everyone else. That's it.
查看翻譯
RNC v Watson just dropped 5-4 ruling:
Mississippi can count ballots postmarked by Election Day + received within 5 days after.
Federal law doesn't preempt state rules here. Barrett wrote the majority opinion.
This is actually wild for anyone tracking election mechanics and state vs federal power dynamics. Sets precedent for how states can structure their voting windows without DC stepping in.
Not directly crypto but matters for regulatory framework thinking - when does federal law override state autonomy? Same tension we see with crypto regs state by state.
Watch how this plays into 2024 cycle narratives.
Mississippi can count ballots postmarked by Election Day + received within 5 days after.
Federal law doesn't preempt state rules here. Barrett wrote the majority opinion.
This is actually wild for anyone tracking election mechanics and state vs federal power dynamics. Sets precedent for how states can structure their voting windows without DC stepping in.
Not directly crypto but matters for regulatory framework thinking - when does federal law override state autonomy? Same tension we see with crypto regs state by state.
Watch how this plays into 2024 cycle narratives.
zachxbt 揭露真相（real talk）：
他最近在 Telegram 上發「alpha」內容的頻率，比在 X 還要高很多。6 月數據：Telegram 9 則通報，X 則只有 1 則調查。
為什麼會轉向？
目前 $X 對加密研究者來說已經壞掉了。XChat 的遷移把私訊（DM）搞得滿是 bug。搜尋功能也不可靠。演算法把加密內容困在自己的孤島裡，讓內容更難觸及一般大眾。
訊號雜訊比被徹底打爛。
他在探索其他平台。如果你還沒在他的 Telegram 裡，你就會錯過真正的「alpha」爆料。
這是 X 上加密內容衰退的煤礦金絲雀警訊。當頂級調查者把最好的工作移往別處，這就告訴你一切關於平台正在衰敗的事實。
他最近在 Telegram 上發「alpha」內容的頻率，比在 X 還要高很多。6 月數據：Telegram 9 則通報，X 則只有 1 則調查。
為什麼會轉向？
目前 $X 對加密研究者來說已經壞掉了。XChat 的遷移把私訊（DM）搞得滿是 bug。搜尋功能也不可靠。演算法把加密內容困在自己的孤島裡，讓內容更難觸及一般大眾。
訊號雜訊比被徹底打爛。
他在探索其他平台。如果你還沒在他的 Telegram 裡，你就會錯過真正的「alpha」爆料。
這是 X 上加密內容衰退的煤礦金絲雀警訊。當頂級調查者把最好的工作移往別處，這就告訴你一切關於平台正在衰敗的事實。
湯米對 AI 算力分配的看法：
10% → 前沿模型（封閉、最前沿）
90% → 開源模型
這對加密基礎設施公司很重要。若 90% 的 AI 請求都能在去中心化的開源模型上運行，對像 $TAO、$RENDER、$AKT 這類專案而言，這就是巨大的 TAM。
前沿模型 = OpenAI、Anthropic 領域。昂貴、集中化。
開源 = 讓加密「吃下市場」的地方。更便宜的推理成本、無需許可的存取。
如果這個比例成立，我們看到的是去中心化算力網路中的「肥沃中段」。不是空想—只是基本的單位經濟。
留意哪些「AI x 加密」專案真的能在規模化推理上交出成果。這就是關鍵訊號（alpha）。
10% → 前沿模型（封閉、最前沿）
90% → 開源模型
這對加密基礎設施公司很重要。若 90% 的 AI 請求都能在去中心化的開源模型上運行，對像 $TAO、$RENDER、$AKT 這類專案而言，這就是巨大的 TAM。
前沿模型 = OpenAI、Anthropic 領域。昂貴、集中化。
開源 = 讓加密「吃下市場」的地方。更便宜的推理成本、無需許可的存取。
如果這個比例成立，我們看到的是去中心化算力網路中的「肥沃中段」。不是空想—只是基本的單位經濟。
留意哪些「AI x 加密」專案真的能在規模化推理上交出成果。這就是關鍵訊號（alpha）。
前沿AI將維持高昂價格，並攫取大部分價值。
Jose的觀點：最先進的模型並沒有走向商品化。它們會保有定價權，因為相較於其他所有東西，它們所創造的經濟價值更為不成比例。
翻譯：如果你看好AI基礎設施相關的投資，那麼前沿模型與商品模型之間的差距很重要。高級級別＝高級利潤率。
Jose的觀點：最先進的模型並沒有走向商品化。它們會保有定價權，因為相較於其他所有東西，它們所創造的經濟價值更為不成比例。
翻譯：如果你看好AI基礎設施相關的投資，那麼前沿模型與商品模型之間的差距很重要。高級級別＝高級利潤率。
非共識觀點：
中國的 AI 模型將會走向閉源，並以私有方式部署在美國的「新雲」（neocloud）上，例如 @OpenRouter、@AskVenice、@togethercompute
為什麼這樣做說得通：
中國的模型公司急需營收。他們無法在國內規模化變現。
美國用戶不會碰那些在中國基礎設施上運行的模型。信任度 = 0。
解法：授權模型，在美國本土交由中立的運算/雲端提供商部署。
雙方都贏。中國實驗室拿到報酬，美國用戶則能在不必承受對中國共產黨（CCP）疑慮的情況下取得使用權。
如果中國 AI 想要吸引西方的美元，這是唯一的前進道路。
中國的 AI 模型將會走向閉源，並以私有方式部署在美國的「新雲」（neocloud）上，例如 @OpenRouter、@AskVenice、@togethercompute
為什麼這樣做說得通：
中國的模型公司急需營收。他們無法在國內規模化變現。
美國用戶不會碰那些在中國基礎設施上運行的模型。信任度 = 0。
解法：授權模型，在美國本土交由中立的運算/雲端提供商部署。
雙方都贏。中國實驗室拿到報酬，美國用戶則能在不必承受對中國共產黨（CCP）疑慮的情況下取得使用權。
如果中國 AI 想要吸引西方的美元，這是唯一的前進道路。
川普在AI上踩剎車＝現代版「尼克森訪問中國」時刻
只有具備這種站位的人，才能在不被徹底打垮的情況下，完成這種等級的政策轉向。科技政策的日子真是瘋狂。
只有具備這種站位的人，才能在不被徹底打垮的情況下，完成這種等級的政策轉向。科技政策的日子真是瘋狂。
Solana degens 注意了 👇
你是不是經常搞不清楚你的 $SOL 到底實際在哪裡運作？你的借貸倉位、你的借款成本、以及到底什麼才是真正有利可圖的？
剛推出一個新工具，能追蹤：
• 你所有鏈上收益倉位（以 USD + $SOL 計）
• 跨協議的真實借款成本
• 每日/每週/每月的電子郵件彙整
不再陷入試算表地獄。不用再猜你到底是賺到了，還是慢慢被打爆。
這是大多數人都在睡的、倉位管理 alpha。
你是不是經常搞不清楚你的 $SOL 到底實際在哪裡運作？你的借貸倉位、你的借款成本、以及到底什麼才是真正有利可圖的？
剛推出一個新工具，能追蹤：
• 你所有鏈上收益倉位（以 USD + $SOL 計）
• 跨協議的真實借款成本
• 每日/每週/每月的電子郵件彙整
不再陷入試算表地獄。不用再猜你到底是賺到了，還是慢慢被打爆。
這是大多數人都在睡的、倉位管理 alpha。
鏈上代幣化股票正在高度集中。
前 10 檔資產 = 約佔整個市場的 60%。多數是藍籌股與指數基金。
前 20 檔 = 幾乎佔 550+ 上市資產的 75%。
翻譯：流動性正在向明顯的標的集中。長尾正在被打爛。若你是在種植冷門的代幣化股票，很可能是在收割離場流動性（exit liquidity）。
前 10 檔資產 = 約佔整個市場的 60%。多數是藍籌股與指數基金。
前 20 檔 = 幾乎佔 550+ 上市資產的 75%。
翻譯：流動性正在向明顯的標的集中。長尾正在被打爛。若你是在種植冷門的代幣化股票，很可能是在收割離場流動性（exit liquidity）。
風投在尋找技術型創辦人？這不只是關於聰明。
來自 Delphi 的 Sandy 這樣拆解：「真的很聰明會有幫助，但有些人雖然超聰明，卻就是沒辦法把事情講清楚。」
真正的優勢？溝通能力 > 原始智商。
如果你無法在 30 秒內向一位投機者（degen）解釋你的技術堆疊（tech stack），你就完了（ngmi）。能把複雜的東西翻譯成簡單敘事的創辦人，會在融資回合中贏。
這同樣適用於加密專案。最好的團隊不只是建造——還會銷售願景。看看任何成功的代幣（token）發行。背後總是有能清楚表達價值主張（value prop）的創辦人。
給開發者的結論：打磨你的簡報。讓它蠢到不能再簡單（簡單易懂）。風投要的是技術深度 AND 清晰度。
來自 Delphi 的 Sandy 這樣拆解：「真的很聰明會有幫助，但有些人雖然超聰明，卻就是沒辦法把事情講清楚。」
真正的優勢？溝通能力 > 原始智商。
如果你無法在 30 秒內向一位投機者（degen）解釋你的技術堆疊（tech stack），你就完了（ngmi）。能把複雜的東西翻譯成簡單敘事的創辦人，會在融資回合中贏。
這同樣適用於加密專案。最好的團隊不只是建造——還會銷售願景。看看任何成功的代幣（token）發行。背後總是有能清楚表達價值主張（value prop）的創辦人。
給開發者的結論：打磨你的簡報。讓它蠢到不能再簡單（簡單易懂）。風投要的是技術深度 AND 清晰度。
傑森這樣說：2026 年期中選舉 = 潛在 AI 交易的轉折點
十一月的結果可能是：
→ 先行押注並搶跑風險（事情早早爆發）
→ 延後（留出更多時間）
政治不確定性 = AI 敘事的波動窗口。如果你在 AI 代幣上佈局，這條時間線會影響你的退出流動性與宏觀逆風。
留意期中選舉後，圍繞科技監管與資本流動的政策變化。那就是你的信號。
十一月的結果可能是：
→ 先行押注並搶跑風險（事情早早爆發）
→ 延後（留出更多時間）
政治不確定性 = AI 敘事的波動窗口。如果你在 AI 代幣上佈局，這條時間線會影響你的退出流動性與宏觀逆風。
留意期中選舉後，圍繞科技監管與資本流動的政策變化。那就是你的信號。
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