ChainFeeds Research published a new edition of its "VC Talk" roundup on Aug. 23, collecting market views from crypto investors and operators across several firms. The piece centered on a recent rebound in crypto prices and highlighted how different participants are framing the move. Among the views cited, HashKey Capital’s Rui discussed macro and market structure factors, including long-duration bonds, the Federal Reserve’s unclear rate path, Trump’s midterm election considerations, stablecoin buyers of bonds, elevated exchange open interest, and a futures-led move in ETH. Waterdrip Capital’s Jademont pointed to two widely discussed triggers behind Bitcoin’s jump: falling 30-year U.S. Treasury yields and a new U.S. Securities and Exchange Commission proposal on token issuance, which he said was the main reason in his view. The roundup also included positioning comments from Amber Group, Syncracy Capital, DeFiance Capital, Delphi Ventures, 1confirmation, Generative Ventures, and Placeholder. In a separate section, ChainFeeds listed three recent research topics: Arthur Hayes’ new AI Agent experiment for BitMEX, IOSG Ventures’ work on what it called the demand illusion of Model Fusion, and Metrics Ventures’ market note "Talk is Cheap." The article also noted 10 publicly disclosed fundraising events from Aug. 9 to Aug. 16 totaling more than $19.5 million.

ChainFeeds Research published a new edition of its "VC Talk" series on Aug. 16, collecting recent venture-capital views on crypto markets, AI, research output, and primary-market fundraising. The issue frames a simple question: as capital starts to rotate again between crypto and AI, which side are investors choosing. On the crypto side, the roundup cites Ryan Watkins of Syncracy Capital, Tommy of Delphi Ventures, and Nick Tomaino of 1confirmation. Their comments point to optimism around Bitcoin and broader crypto participation, with references to retail activity in perpetuals, meme-related trading, and other on-chain speculative markets. Tommy argues that a string of negative headlines, including Saylor selling, MARA selling, a delay of the Clarity bill to Sept. 15, and quantum-related fears, failed to push BTC lower. The AI case comes from Arthur of DeFiance Capital, who said Leopold had fully exited positions by June 30, 2026, after being heavily concentrated in memory and NeoClouds stocks. He linked that positioning to the sharp July drawdown and the quick V-shaped rebound. The post also highlights recent research from IOSG Ventures, a16z, and Amber Group, and says 10 public fundraising events were disclosed from Aug. 3 to Aug. 9 for a combined total of more than $90.64 million.

ChainFeeds Research on Aug. 2 published a new edition of its "VC Talk" roundup, collecting what crypto venture investors have been discussing, researching and funding. The issue centers on three threads: market rumors around heavy losses at Situational Awareness, the AI investment fund founded by former OpenAI researcher Leopold Aschenbrenner; Ethereum’s 11th anniversary on July 30, 2026; and IOSG Ventures’ framing of decentralized storage in the AI era. On the Situational Awareness story, the roundup compiles comments from Folius Ventures, Amber Group, Tangent, DeFiance Capital, Delphi Ventures and Kay Capital. Views diverged sharply. Some focused on the possibility that Leopold could still raise fresh capital if the AGI trend remains intact, while others pointed to the limits of 13F disclosures and the uncertainty around put protection in the fund’s options book. Tangent’s Jason was cited as saying Leopold was still up 80% year to date, with net asset value in the 10-digit range, while Kay Capital argued the fund would still be profitable and could walk away with $900 million even if liquidated now. The piece also lists recent research from Dragonfly’s Haseeb, Real Vision’s founder and IOSG Ventures. For primary-market activity, ChainFeeds said 14 financing rounds were disclosed between July 20 and July 26, with total funding above $249 million.

ChainFeeds’ July 12 VC roundup highlighted Robinhood Chain’s mainnet launch, Zapper’s planned shutdown, new research on quantum threats to Web3, and a busy week for private fundraising. Robinhood Chain drew sharply different reactions from investors. Syncracy Capital’s Ryan Watkins said he sees little reason for users to replay the same zero-sum trading activity on a 2/3 multisig L2 built around forked protocols, adding that Robinhood could have done more than try to revive a 2024-style trend. He did, however, praise Robinhood’s integration of Morpho and Ethena into the app’s Earn feature. Pantera Capital’s Mason Nystrom said the chain’s sequencer has already reached a revenue run rate of more than $10 million on an annualized basis, assuming recent trading volume holds, and argued that Robinhood’s distribution should not be underestimated. Pantera’s Danning focused on product design, saying the chain offers a smooth way for users to move capital between onchain markets and stocks. The roundup also noted that DeFi portfolio platform Zapper will shut down zapper.xyz, its mobile app, and API services on Aug. 3. Separately, ChainFeeds listed IOSG Ventures’ work on quantum risk, a Variant Fund piece on where new crypto inflows are going during the AI boom, and a Glassnode report saying crypto market bottoming is still incomplete.