Asian Web3 venture capitalists are facing a challenging period as the market cools significantly, with many investors exiting the space. Over half of the VCs contacted by industry insiders have left the crypto sector, shifting focus to AI or other ventures. The once-booming market, which saw multiple funding announcements daily, has slowed to a trickle, with only one announcement per day on average.
Jocy, founder of IOSG, highlights the shift in investment strategy, noting a move towards post-token generation event (Post-TGE) and over-the-counter (OTC) projects. Despite the downturn, IOSG continues to invest in Web3 projects, emphasizing the importance of aligning tokens with protocol incentives to capture real value. The current market conditions are seen as an opportunity for research-driven funds to conduct thorough due diligence and invest in high-quality projects.
The crypto industry is undergoing a transformation, with a focus on projects that generate real revenue and align token incentives with protocol success. As the market evolves, VCs are urged to adapt by investing in projects with genuine value capture mechanisms, ensuring long-term sustainability and growth.
Asian Web3 VCs Struggle as Market Enters 'Hell Mode'
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