Whenever prices collapse, most people tend to think it's over.
I tend to focus my attention on the capital markets for queues into where we are in the market cycle.
A few factors stand out to me:
- Compared to the lows of 2024, capital ventures are up 3x
- July 2025 was the 2nd strongest in terms of VC raises -$2.7b- was raised.
- AI, DeFi, and Stablecoins led the rounds
Some notable raises:
- OSL Group: $300m
- Plasma: $50m
- ETH Strategy: $46.5m
- xTAO: $22.8m
Obviously, the space is maturing; however, we are far from the bear market lows of 2020.
Cues* not queues*
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