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.

49 articles
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 Ventures
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
2026 Crypto VC Shakeup: Fundraising Thresholds Narrow, LPs Focus on Distributions, New Money Flows to AI and RWA
Top-tier funds are massive in scale, but the overall number of new funds hits a five-year low. LPs shift their demands from AUM to DPI, with stablecoins, RWA, and AI emerging as core sectors.
Foresight News
Pantera Capital Recap: The Largest Liquidation Wave in History, Token Plunge of 60%, What's Next for the Market in 2026?
Pantera has made nine optimistic predictions for 2026, including the takeoff of RWA, AI-driven security, the entry of institutional stablecoins, and the largest wave of crypto IPOs in history.
Pantera Capital
Mint Ventures: Why I lowered my expectations for the next BTC bull run?
The potential for the next bull market in BTC is not as great as before.
Mint Ventures
DWF Ventures: AI accounts for 19% of DeFi trading volume, but performs less than 1/5 of human performance in complex transactions.
AI outperforms humans in yield optimization (such as ARMA generating an annualized return of 9.75%).
DWF Ventures
Variant: Entry Points equal Revenue; YouTubes are Becoming De facto Neobanks
"Revenue sources" are replacing "product arbitrage" as the new moat for modern banks.
链捕手 ChainCatcher
Silicon Valley Observer: Finding Certainty Amidst the AI ​​Wave
While acknowledging that "AI does not need Web3 for the time being," stablecoins have become the native payment layer for AI agents.
ScalingX Labs
Dragonfly: Venture capital can only achieve stable and sustainable growth by listening to investors, investing in reliable people, and adapting to market trends.
If investors want liquidity, VCs must invest in companies that can exit; if investors want a good reputation, VCs cannot invest in companies embroiled in scandals.
Dragonfly2 authors
How can crypto VCs survive when top projects no longer need institutional funding?
Crypto venture capital is facing a reshaping of token exit mechanisms. Cases like HYPE and PUMP have disrupted the market's framework for evaluating token value, with on-chain revenue becoming the new benchmark. This article provides an in-depth analysis of how VCs can cope with industry reshuffling and find new survival strategies amidst token lifecycle compression and dramatic changes in valuation logic.
链捕手 ChainCatcher