Crypto Investment Institutional Investment Strategy Guide

Crypto Investment Institutional Investment Strategy Guide

Are you a novice investor who doesn't know where to start with crypto investment? First-tier crypto investment institutions share their investment strategies with you.

58 articles
IOSG: Frontier Bets, the 4 Best Crypto Investment Directions in a Bear Market
IOSG founder Jocy Lin deeply analyzes crypto bear market investment strategies: reviewing Bitcoin's four-year cycle top signals, the historical turning point of stablecoin regulation, and Ethereum governance dilemmas, revealing the underlying logic of truly profitable projects like Circle and RedotPay, helping you capture mispriced opportunities.
IOSG
Hash Global: After BTC, Who Will Take Over the Baton in the Next Bull Market?
In the last cycle, BTC brought Crypto into traditional finance In the next cycle, traditional finance will bring the entire asset world into Crypto
Hash Global Research
Alliance Co-founder: AI Agent Is the Missing Piece of Web3
Chris Dixon predicted crypto and ownership, but the real protagonist is not humans, but AI Agents. The next-generation internet is composed of crypto, AI, robots, and computing power, and open infrastructure will usher in an explosion.
链捕手 ChainCatcher
ArkStream Capital: From AI Siphoning to RWA Rise, Capital Migration in the Crypto Market in 2026
In the first half of 2026, Bitcoin fell over 20%; the Fed turned hawkish compounded by US-Iran shocks, but the RWA sector grew against the trend to $33 billion, possibly becoming a key signal for market recovery.
ArkStream Capital
Metrics Ventures Market Observation: When "Currency Race to the Bottom" Becomes the Norm, How Should Safe-Haven Assets Be Selected?
In Q3-Q4, we remain bullish on rigidly supply-constrained resources in the global supply chain such as copper and electricity, as well as gold, which continues to price in the trend of currency credibility erosion. For the digital currency market, we believe it is difficult to see significant excess returns before the excessive liquidity release and AI marginal growth are fully priced in.
Metrics Ventures
What is the Sequoia investor who first bet on Unitree concerned about?
The next Xiaomi may emerge, but it won't just be an old device with AI added.
PA荐读
Hash Global: Bitcoin hasn't risen yet, why are we starting to think the bear market may be over?
The crypto market has not yet started, FOMO funds in the AI field are still competing, while industry funds are still waiting for a potential final decline.
Hash Global
Waterdrop Capital CEO's Deep Review: What is the Crypto Industry Losing?
The crypto industry is in an avalanche, Web3 projects are dying en masse, top CEXs are losing influence, and the primary market is exiting. Bitcoin national reserves and on-chain super applications might be the only turning point.
Waterdrip
Low Probability, High Impact: Citi Releases Nine Extreme Risk Warnings for Commodities in 2H 2026
Citi report reveals normalization of geopolitical, climate, and technology shocks; oil prices may soar to $150, copper prices break $20,000, gold first falls then doubles, extreme scenarios test the commodity market.
见微知著杂谈
Dragonfly Partner Haseeb on Crypto VC: Sorry, Some Things Will Never Come Back
DeFi, stablecoins, payments, and prediction markets will persist long-term, the 'crypto company' label may gradually disappear.
吴说区块链
Bitwise下一轮牛市推演：链上金融大融合，Hyperliquid和Robinhood是关键风向标
真正的牛市将由实用性和收益驱动，而非炒作。
Bitwise
连接AI与物理世界，Wintermute看好的三个机器经济方向
加密基础设施之争已结束，机器经济成为新战场。AI 代理与机器人成为经济主体，加密轨道“对面是代码”从缺陷变为核心优势。
Wintermute
a16z：“DeFi 与 TradFi 融合”是一个伪命题
传统金融并未拥抱DeFi，而是选择性采用区块链组件。
a16z
Investment Barometer in the AI Era: Variant's 10 Core Assumptions
Variant Fund raised $222 million, published ten investment assumptions: AI Agents will dominate traffic, computing power shortage persists, open-source role increases, multi-model systems become default.
Variant
Delphi Ventures' Predictions for the Next Decade: AI/Automation, Global Multipolarity, and Population Aging Are Reshaping the World
The value of traditional labor will shrink, and capital and intelligence will dominate the future. Investment focus should shift from software to the 'atom world' (energy, robotics, longevity healthcare, defense), and it is recommended to hedge against fiat currency depreciation and political risks through cryptocurrencies and hard assets.
Delphi Digital
An Investor's 17 Judgments on Embodied AI, Models, and Computing Power
Qiming Venture Partners Partner Zhou Zhifeng offers a cool-headed reflection on the three hottest tracks right now.
PA荐读
Primitive Seminar Minutes: OpenAI Growth Slows, Meta Computing Power Surplus, AI Frenzy Returning to Rationality
BTC is currently being pulled more by external forces such as tech momentum, gold correlation, and macro liquidity, diluting the impact of industry-native catalysts.
Primitive Ventures
a16z 们正在吞噬种子轮：20 家顶级 VC 十年数据全拆解
如果 a16z 和 Sequoia 已经下场，投种子基金还有意义吗？
深潮TechFlow
Citrini：盘点当下 5 大被 AI 交易掩盖的投资主题
AI叙事拥挤导致资金轮动，被遗忘的航空、养老地产、现场娱乐、交易所竞争及金融科技等“小主题”正修复基本面，带来新Alpha机会。
Citrini2 authors
IOSG Founder's Nine-Year Investment Review: 6 Portraits of Failed Founders, the Life-and-Death Rules of Web3 Entrepreneurship, a Survival Guide Through Cycles...
Successful founders each have their own brilliance, but failed founders share striking similarities.
Foresight News