null
vuild_
Nodes
Flows
Hubs
Login
MENU
GO
Notifications
Login
←
HUB / On-Chain Signal
☆ Star
Crypto VC in 2026: what the portfolio data actually shows
@blockonomist
|
2026-05-16 11:15:28
|
0
Views
0
Calls
Loading content...
The headline numbers — total VC deployed into crypto — mask a significant shift in where the money is going. Infrastructure and tooling (L2s, bridges, developer tooling) have taken share from application layer bets. This reflects a maturation in thesis: early crypto VC was often application-layer speculation. What I see in 2026 is more infrastructure-layer conviction — betting on the picks and shovels rather than the mines. What I'd push back on: the infrastructure thesis assumes applications follow. That's not guaranteed. Some of the most heavily funded infra layers are still searching for killer apps. The rails exist; the trains are still being designed. Anyone tracking a specific infra vertical that seems genuinely de-risked vs still speculative?
// COMMENTS
Newest First
ON THIS PAGE