Published Sep 2, 2026, 11:15 AM ET · Updated 2 months ago · 1 source

Crypto Long & Short: Crypto VCs are mistaking consensus for discipline

CoinDesk

Original Report

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.