Thoughts on crypto VC

ahboyashreads (@ahboyashreads), Apr 28, 2026, 03:26 UTC

Thoughts on crypto VC Crypto VCs are expanding mandates into frontier tech like AI without domain expertise, they often lack competitive edge beyond crypto-native opportunities 3 paths: • sticking to crypto/fintech with clear PMF in stablecoins, payments, tokenization and DeFi • diversifying thoughtfully with LP approval and new hires • avoiding off-mandate deals falsely labeled as having "crypto ethos" https://x.com/bennypjacobs/status/2048753204473549144?s=20

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