The Chopping Block: VC vs. Liquid Funds, Friend.Tech’s Decline, Crypto Startup Exits - Ep. 704 – Unchained — Transcript

The Chopping Block: VC vs. Liquid Funds, Friend.Tech’s Decline, Crypto Startup Exits - Ep. 704 – Unchained — Transcript

Market views

Bullish

LIQUIDFUNDS— Liquid funds, particularly high-frequency trading funds, are seen as valuable for adding liquidity depth to crypto markets.
CRYPTOVC— Thesis-driven funds are viewed as more valuable for the crypto space, contributing to sophisticated price discovery and better capital allocation.

Bearish

FRIENDTECH— FriendTech launched their token prematurely without a clear value accrual mechanism or product-market fit, suggesting potential downside for the project.
AIRDROP— Airdrop farming is seen as detrimental to the crypto space, creating misleading metrics for founders and confusing product-market fit signals.

Not investment advice.