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I have been a VC in Web3 for nine years: Asian funds are experiencing “hell mode” | Bee Network

Login热门新闻人工智能代理备忘录启动板德西TopChainExplorer给 Newbee100 倍金币蜜蜂游戏重要网站必备应用程序加密货币名人德平新手必备陷阱探测器基本工具高级网站交流NFT 工具Web3 宇宙游戏DApp蜂巢成长平台生态充值金币登录Web3 大学游戏DApp蜂巢生态分析分析lywt蜜蜂加密代币定义市场I have been a VC in Web3 for nine years: Asian funds are experiencing “hell mode”Related: Ten-Year Bet on Cerebras: How a “Wafer-Scale AI Chip” Made It to Nasdaq Original Author: Steve Vassallo Original Translation: Peggy, BlockBeats Editor’s Note: On May 14, Cerebras officially listed on Nasdaq under the ticker CBRS. Its closing price on the first day represented an increase of approximately 68% from the offering price, making it one of the most anticipated AI hardware IPOs since 2026. This article, written by Cerebras early investor Steve Vassallo, reflects on his nearly two-decade-long partnership with Andrew Feldman, spanning from SeaMicro to Cerebras. On the surface, it tells the venture capital story from term sheet to IPO, but it actually chronicles how a cutting-edge hardware company, during a period when consensus was unfavorable, bet on a fundamental restructuring of AI computing architecture. From wafer-scale chips and memory bandwidth bottlenecks to a series of engineering challenges including power delivery, cooling,…#分析# 比特币# 加密# 定义# 以太坊# 市场# 代币# 工具# web3上一篇 Cango Releases Q1 Financial Report: Total Revenue of $102 Million, Business Expanded to AI Computing Infrastructure下一篇 Solana and Hyperliquid's most loyal defenders are now at each other's throatsUniSwap推出Unichain,UNI将获得赋能吗?6086cf14eb90bc67ca4fc62b4DeFi Under Strict Scrutiny: In-Depth Analysis of the USDX Stablecoin Crash6086cf14eb90bc67ca4fc62b2热门选举之夜即将来临,选举结果将如何影响加密货币市场?6086cf14eb90bc67ca4fc62b4In-depth analysis of Fluid: The king of lending + DEX fusion, a severely underestimated crypto infrastructure.6086cf14eb90bc67ca4fc62b1Bitget Report: Earnings Season Frenzy – Analyzing the Explosive Growth in Demand for Tokenized US Stocks6086cf14eb90bc67ca4fc62b16A single-day bloodbath wiped out $200 million in short positions, with ETH breaking through $4,200 to hit a 45-month hig6086cf14eb90bc67ca4fc62b5无评论立即登录DAT failed? The listed company betting on HYPE has an unrealized profit of $1.25 billionBitget Research Weekly (Excerpt): SpaceX’s Mega IPO is Coming, Will the Market Face a Liquidity Drain?Solana and Hyperliquid’s most loyal defenders are now at each other’s throatsCango Releases Q1 Financial Report: Total Revenue of $102 Million, Business Expanded to AI Computing InfrastructureAnother Bitcoin treasury company exits the stage: 11 months, from a high-profile entry to a clearance sale with huge lossesDifyOllamaFabric FoundationCrewAILetsExchangeHermes AgentEtherscanRoboForce硬币卡BinanceCoinMarketCapCoinGeckoCoinlive装甲白皮书角色常见问题隐私政策服务条款CoinCarpBinanceCoinMarketCapCoinGeckoCoinliveArmors白皮书角色常见问题隐私政策服务条款空投猎人数据分析加密货币名人陷阱探测器English繁體中文日本語Tiếng Việtالعربية한국어Bahasa Indonesiaहिन्दीاردوРусский

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    A large number of Asian Crypto VCs have disappeared. In the past week, I reached out to over twenty investor friends in my contacts, and more than half of them have already left. Some have shifted ...