Crypto Long & Short: Crypto VCs are mistaking consensus for discipline
Coindesk · Published Sep 2, 2026, 11:15 AM EDT
Article Summary
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.
This article appears to be broader market context rather than a single-asset story.
What Happened
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.
Why It Matters
It may matter as broader market context rather than a single-asset catalyst. CoqiLabs groups this article under Market Structure to help readers understand the related market theme.
Market Context
Published by Coindesk. Category: Market Structure. Published Sep 2, 2026, 11:15 AM EDT.
This article appears to be broader market context rather than a single-asset story.
Sentiment Read
Market tone for this article appears negative. This article is shown for market context only and is not financial advice.
Original Publisher
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