venturecapital

各位讀者好，我是大叔。
​在幣圈，看一個項目的死活，不能只看代碼，更要看誰在為它買單。如果說iFinex的注資是為了流動性霸權，那麼@Dusk 背後的其他股東，則代表了傳統金融對這場「合規革命」的終極認可。
​今天，大叔就來帶大家拆解這份神祕的股東清單，看看老錢們（Old Money）到底在想什麼。

​1.Maven 11 Capital：歐洲基建的獵人
​Maven 11是來自阿姆斯特丹的專業基金，在歐洲加密圈享有極高聲譽。
​投資邏輯：他們從不投短期炒作的山寨幣，專投「Layer 1」基礎設施。​深度價值：Maven 11不只是出錢，他們更是DUSK與歐洲銀行、證券經紀商之間的橋樑。他們看中的是DUSK在MiCA法規下的絕對優勢。

​2.Wentworth Hall Family Office：神祕的老錢力量
這是我認為整份清單中最有層次的一環。Wentworth Hall是一家家族辦公室（Family Office）。
​老錢的焦慮：這些掌管著地產、製造業與傳統財富的巨頭，急需一個既能保持私密、又能在監管框架下運行的資產管理工具。​為何選Dusk：因為Citadel（身分層）與Haults（資產層）的組合，剛好給了這些老錢最完美的避風港——平時絕對隱私，審計時絕對合規。
​3.CMCC Global與Outlier Ventures：全球視野的佈局
除了歐洲本土勢力，來自亞洲的CMCC Global（曾早期投資Ethereum、Solana）與英國的Outlier Ventures也早早卡位。
​卡位心態：他們賭的是$DUSK 能在RWA這個垂直賽道，成為像Solana在高性能賽道一樣的唯一標準。
​大叔觀點：這不是VC的「割肉盤」
​大叔研究了這麼多項目，$DUSK 的資本結構最特別的一點是：它幾乎沒有那些「拉高出貨」的二流風投。
​背後撐腰的是交易所巨頭、專業基建基金與神祕的家族辦公室。這說明了一件事：這群人不是來賺幾倍漲幅就走的，他們是在打造一個未來能承載萬億資產的數位保險庫。

​$DUSK #dusk #VentureCapital #RWA #MiCA #fintech

Follow the Smart Money: Why the $140M Walrus Foundation Raise Changes Everything

‎The decentralized storage landscape just shifted. With the recent announcement that the Walrus Foundation raised $140 million in a private token sale, the industry has sent a clear message: @Walrus 🦭/acc is the institutional choice for Web3 data.

‎While other projects struggle with legacy tech, #Walrus is using this capital to scale its Sui-based infrastructure. This isn't just "funding"; it’s the war chest needed to challenge centralized giants like AWS and Google Cloud. For holders of $WAL , this represents a massive validation of the protocol's long-term roadmap.

‎As we move through 2026, expect this liquidity to fuel aggressive developer grants and global node expansion. If you aren't watching the $WAL cointag yet, you’re missing the biggest infrastructure play of the year. The future of data isn't just decentralized—it's well-funded and unstoppable.

‎#Walrus #CryptoFunding #VentureCapital #Sui #Web3 $WAL

Even seasoned crypto investors aren't immune to the bear market blues. Fenbushi Capital, one of the industry's oldest and most respected venture capital firms, recently disclosed a $5.14 million loss from selling off a portion of its crypto holdings.
Portfolio Purge:
According to a recent financial report, Fenbushi offloaded assets in two tranches:
January 2023: The firm sold an undisclosed amount of crypto, resulting in a $1.4 million loss.March 2023: A larger sale followed, leading to a more substantial $3.74 million loss.
Strategic Move or Distress Signal?
While the exact reasons behind the sale remain under wraps, several factors could be at play:
Bear Market Pressures: The prolonged crypto winter has put a dent in portfolio valuations across the board, and Fenbushi may be feeling the heat.Liquidity Concerns: Venture capital firms need cash on hand to fund new investments and cover operational expenses. Selling crypto holdings could be a way to shore up liquidity during lean times.Portfolio Rebalancing: Fenbushi may be strategically adjusting its holdings, taking profits on some assets while doubling down on others they believe in for the long term.
Industry Impact:
Fenbushi's losses serve as a stark reminder that even the savviest investors are navigating a challenging market. The news could further dampen sentiment in an already skittish market, potentially leading to further sell-offs.
The Bigger Picture:
Despite the recent losses, Fenbushi remains a major player in the crypto VC space. The firm has a long track record of successful investments and continues to deploy capital into promising blockchain startups.
Key Takeaway:
Fenbushi's experience underscores the inherent volatility of the crypto market. Even seasoned investors can experience losses, highlighting the importance of risk management, diversification, and a long-term perspective.
#venturecapital #cryptowinter #PortfolioManagement #TheMute