Episode Details

Institutional Adoption in Crypto: From Narrative to Reality | Roundup
3/28/2025
Bell Curve

Key Insights

Bullish:

  • 🟢 $CRYPTOVC - Crypto venture capital has outperformed traditional VC, with all distributions over the past seven years coming from crypto investments, leading to increased interest from limited partners.
    • Over the last seven years, if you had any distributions from a venture fund, 100% of that came from crypto, which is why a lot of these LPs are excited about crypto right now.” - Vance (1:04:37)
  • 🟢 $STABLES - 🔒
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  • 🟢 $ETH - 🔒
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Bearish:

  • 🔻 $VC - 🔒
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