ChainFeeds on July 19 published a new “VC Says” roundup covering recent crypto venture commentary, research output and primary-market funding activity. The edition pulls together discussion around the AI sector pullback, FalconX’s acquisition of bloXroute, and fresh reports from IOSG Ventures, Multicoin Capital and Tiger Research.
Three sections in this edition
The post is organized into three parts: what crypto VCs are talking about, what research they have published recently, and a funding roundup for the week of July 6 to July 12.
Under the discussion section, ChainFeeds highlighted two topics. One is the recent pullback in AI-related stocks. The other is FalconX’s acquisition of blockchain infrastructure provider bloXroute.
VC comments on the AI pullback
ChainFeeds framed the first topic around a sharp recent correction in AI and semiconductor stocks, with the market debating whether the AI trade has already peaked.
Arthur of DeFiance Capital said that, based on recent information, he is strongly inclined to view the latest correction in the AI and semiconductor sectors as a mid-cycle adjustment rather than the top of the cycle. He said positioning and leverage in AI and semiconductor stocks had become too high, leading to heavy selling, and added that he expects a strong rebound once the summer lull ends.
Arthur also said that if investors still believe the AI capital expenditure cycle remains in force, the current moment may be the best buying opportunity. He added that “Black Friday” may be approaching.
Tommy of Delphi Ventures offered a different angle. He said his intuition is that AI carries larger downside risk, while Bitcoin is a “safe haven,” and suggested going long AI again in late summer.
FalconX-bloXroute deal enters the discussion
The second topic listed by ChainFeeds is FalconX’s acquisition of bloXroute. The post describes FalconX as an institutional crypto broker and bloXroute as a blockchain infrastructure provider, then raises a question tied to the deal: whether traditional finance really needs to embrace DeFi or blockchain itself.
No further details from that discussion are included in the provided text.
Research highlights from IOSG, Multicoin and Tiger Research
The research section names three recent outputs.
- IOSG Ventures: “AI at the Crossroads: Why Wall Street Is Saying ‘No’ to ChatGPT and Claude”
- Multicoin Capital: “A conversation with a Multicoin partner: the crypto market has bottomed, and three cryptocurrencies stand out in this cycle”
- Tiger Research: “Are crypto VCs entering an era of control? Capital is flowing to a small number of winners”
From the titles provided by ChainFeeds, the IOSG piece focuses on AI-related infrastructure and Wall Street’s attitude toward products such as ChatGPT and Claude. The Multicoin item centers on a market-bottom call and three cryptocurrencies the firm favors in the current cycle. Tiger Research, for its part, looks at a 2026 venture landscape in which capital is concentrating among fewer winners.
10 publicly disclosed funding rounds in one week
For the period from July 6 to July 12, ChainFeeds said 10 funding events were publicly disclosed, with aggregate financing exceeding $381 million.
The names listed in the roundup are Prime Intellect, Gauntlet, EDX Markets, Mercado Bitcoin, QIZ Security, KOR Protocol, M1X Global, Elliptic, Nium and 01.xyz.
The “VC Says” post was published by ChainFeeds Research under the byline chunzhen on July 19, 2026.