CRIPTO VCS, which is an invalid defiance, still invest in three promising trends – DL News
- Defial investments flattened.
- Cripto Venture Capitalists still see a lot of action.
- They described three key areas of investment.
When Bitcoin caused over $ 100,000 in December in December, he definitely failed to go in tandem, as it was in the past.
He didn’t come without a boom. Since interest is missing, dozens of sometimes popular burns, they are great more than 70% of their High.
Even so, Venturi capitalists in three firms said DL News They are still excited about the image of the growth of the sector.
“Liquid opportunities start becoming extremely attractive with recent price reduction,” said Gleb Dudka, the Capitolished Greenfield capital, said DL News.
He said Greenfield wants to add both liquid and private investments in his books.
The value of the deposit on the Protocols of the Defial Deficiency for Investor Interest – Sits around $ 118 billion, from 38% of high tall four years ago.
In the middle of stagnation, investment investments has also slowed down.
In 2021. year they invested for CRIPTO for CRIPTO recorded 36 billion dollars. In 2024. year, that amount fell 73% to only $ 9.5 billion.
Here are three definitive companies in the period of definiteness.
Mew game
MEV or maximum value of extractible value is a manufacturer technique specific to blockages with sophisticated trade bots.
Bots pay the reorganization of Orchain Trades in the most profitable way. This helps prices of property on decentralized exchange accurate. But bots can also negatively affect merchants through Sandwich attacks.
MEV is a big market. A 2025 joint report From the European banking authority and European authorities for securities and markets, they discovered that Mev Bots made as many as $ 3 billion in the Ethereum of 2020. Years.
It leaves a lot of money on the table, Dudka said.
Greenfield is interested in investing in the defects of the Defecting the transaction chain, allowing them to order their own transactions.
This means that the application of the DEFs can begin profit from Mev instead of bots, and also protects users of applications from negative forms of MEV.
“Applications could start simplifying hundred million dollars that are currently leaking from the system,” Dudka said.
‘Convergence’ Bet
Other undertaking companies want to invest in projects that together bind the traditional financial world and definitely.
Alek Felik, the main investment officer at Coinfund, calls this type of investment “Convergence bets”.
“We are really looking for opportunities where there is a kind of company or institutional angle, as well as retail angle,” he said DL News.
Felix said that the best way to grow was growing by opening products and liquidity in several investors – especially institutions.
This can take a lot of forms. Felix said that coinfund offers bids that facilitate the movement of operating systems and allow users to move between traditional financial markets and crypto.
Some protocols are already working on initiatives to attract institutional investors.
Aave, recently leading lender announced The new initiative called the horizon that requires sophisticated investors. Lido, Etherum Liquid cleaning protocol, is courtship Institutional investors with production products.
Decentralized derivatives
Permual futures, type of futures contracts that never expire, the most popular is a way to betting on the price of prices on the CRIPTO.
Hyperliquid, permanent futures platform, is one of the most successful defects of Defy.
After the beginning at the beginning of 2023. years, the vehicle was a wave of the permanent future of the hype and now the largest such market in definiteness is $ 187 billion In the scope of trade in February.
Tom Schmidt, a partner in the Crupto Venture Fund Dragonfly, said his firm would bet that the trend would still grow.
“Decentralized perspectives finally have their moment,” he said DL News. “We finally have technology to adapt to the performance and user experience of trading at centralized exchange.”
Decentralized permetual futures exchange have several advantages over their centralized colleagues. Speak debate They offer better prices, more flexibility and are more transparent.
Schmidt said Dragonfly is focused on investing in similar products that believes that can further grow market size.
Such products, said Schmidt, diversified further than the old norms of users who connect the wallets in the search engine to the desktop.
“We see propassing terminals, talegrams of bots and mobile applications, everything hit their step and stretching in a big way, also expands in several basic customer bases,” he said.
The CRAIG team is DL News’ Edinburgh correspondent based on Edinburgh. Reach with the tops on tim@dlnevs.com.
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2025-03-24 18:05:00
