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三分之二的加密基金表现糟糕。 @mdudas 在 #GSR 的播客节目《加密货币磁带》中，他分析了当前 #加密货币领域的恐慌情绪。

https://x.com/fintechfrank/status/2038996720919396653?s=20

中文 English

0:00 加密风投是一类真正能回报资金的风险投资

0:06 历史上

0:08 比传统风投快，但仍远慢于加密市场

0:14 参与者

0:14 习惯的速度。最大担忧是，嘿，我们在

0:23 2020-21-22年期间投入了很多资金，

0:26 但还没收回多少。如果我们把钱投进了

0:30 比特币或以太坊

0:32 或Solana，我们就能经历涨跌，获得选择权。

0:36 我们本来

0:36 能做出选择，撤出资金。我们想要控制权和流动性。

0:41 这是

0:42 目前大资本最想要的，就是选择权，

0:50 但大多数风投

0:52 表现不佳。这不代表总资金的表现

0:56 不好，

0:57 因为你会发现，你提到龙飞的Rob，我之前在这里说过。

1:01 顶尖的，

1:01 我提了60年代。顶级基金表现不错，就总金额而言。

1:06 就基金数量而言，

1:08 我会说大约三分之二的加密基金表现

1:12 很差。

0:00 Crypto VC is a class of venture capital that actually returns money to

0:06 investors historically

0:08 faster than traditional VC, but it still returns much slower than crypto market

0:14 participants are

0:14 used to. The biggest fear was, hey, we put money into a bunch of funds in the

0:23 2020-21-22 period,

0:26 and we just haven't gotten a lot of money back. If we had put that money into

0:30 Bitcoin or Ethereum

0:32 or Solana, we would have weathered ups down, so we would have had optionality.

0:36 We would have

0:36 been able to make choices, pull it out. We want control and we want liquidity.

0:41 That's the biggest

0:42 thing that folks with significant capital want right now is just optionality,

0:50 and the most VCs

0:52 perform poorly. That doesn't mean the most in aggregate of the money performed

0:56 poorly,

0:57 because what you find is, you mentioned Rob from Dragonfly, I was here earlier.

1:01 The top,

1:01 I mentioned a 60s. The top funds have done well, so in terms of total dollars.

1:06 In terms of funds,

1:08 I would say the number of funds, two-thirds or something of crypto funds to

1:12 terrible.