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The midlife crisis of Crypto GP: Without PMF, there is no next check from LP
After losing the vastness of the stars and the sea, most Crypto GPs that failed to earn excess returns in this cycle must pragmatically launch a product with PMF, either by proving their ability to help LPs earn excess returns through some niche market, or by solving specific problems for LPs/partne...
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Palantir, political risk, and the self-preservation of technological oligarchs.
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HYPE surge sparks a battle of giants. Solana's leader angrily criticizes Hyperliquid for being too centralized, while Arthur Hayes counters with a strong rebuttal, betting $100,000.
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When global assets reach new highs, cryptocurrency becomes the only uninvited guest.
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