• Many crypto-native VCs will put investments on hold. • Many startups from 2024-2025 will be wiped out. • Many emerging creators will give up and stop posting. • Many users will exit.
And this is good.
The last few years inflated this space with low-value, mercenary capital.
VCs invested to sell early. Projects were built to raise and launch tokens. Users were testing things to win an airdrop. Bloggers were posting to get farm yaps/snaps/xeets. The life cycle of a protocol shortened from years to months.
We've built a factory of hidden exit liquidity and legal scams where real value simply could not find its way through the noise.
We're in the era of disillusionment now. And after disillusionment comes efficiency. And it is good.
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My forecast for 2026:
• Many crypto-native VCs will put investments on hold.
• Many startups from 2024-2025 will be wiped out.
• Many emerging creators will give up and stop posting.
• Many users will exit.
And this is good.
The last few years inflated this space with low-value, mercenary capital.
VCs invested to sell early.
Projects were built to raise and launch tokens.
Users were testing things to win an airdrop.
Bloggers were posting to get farm yaps/snaps/xeets.
The life cycle of a protocol shortened from years to months.
We've built a factory of hidden exit liquidity and legal scams where real value simply could not find its way through the noise.
We're in the era of disillusionment now.
And after disillusionment comes efficiency.
And it is good.