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Crypto Long & Short: Crypto VCs are mistaking consensus for discipline

CoinDesk 2 Sept 2026 1 views

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.

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