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Post #87 146

Forwarded from Shoal Research Hub

Crypto Is Transitioning From a Venture Market to a Liquid Asset Market

> Most infra has been built, most chains we need exist.

> There is less need for massive vc rounds for infra slop + most funding is now focused on the app layer.

> Crypto is transitioning from a VC-dominated infra buildout to a liquid market era

> Where revenue-generating app-layer protocols are rewarded, mega-funds are no longer needed, and healthy token economics are finally emerging.

Source: https://x.com/ceterispar1bus/status/2092990793665348095
X (formerly Twitter) ceteris (@ceterispar1bus) on X crypto is going through its venture --> liquid transition as an investible asset class. most infra has been built, most chains we need exist. there is less of a need for massive vc rounds for inf…
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