Jason Kam said Crypto VC will disappear in the future, and stated that he has shifted to buying BTC and other assets on dips.
Article
Folius Ventures founder:Crypto VC will disappear! Stop looking for 100x new narratives next cycle; buy the winners directly
Crypto has moved from the Wild West into the Fintech era. Folius Ventures founder Jason Kam asserts that in the future Crypto VC will disappear, with major opportunities converging around “everything on-chain” and “USD enters everything.” He revealed that he has 2 not invested in the primary market for years, instead buying BTC on dips and betting on AI, semiconductors, and Chinese technology stocks, explaining that the real Alpha lies in buying Winner。
The article refers to Jason Kam as the founder of Folius Ventures.
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Jason Kam asserts that Crypto VC will disappear in the future.
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He believes major opportunities are converging around “everything on-chain” and “USD enters everything.”
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He revealed that he has 2 not invested in the primary market for years, instead buying at lows BTC。
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The article says he is betting on AI, semiconductors, and Chinese technology stocks.
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He believes the real Alpha lies in buying at undervalued prices Winner。
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This content primarily relays Jason Kam’s personal assessment of crypto investing: he believes the industry has moved from its early high-risk exploration stage into the fintech stage, and therefore no longer seeks new narratives that may rise 100 times, instead preferring to buy winners he identifies when prices are lower.
Why it matters to readers
These statements reflect a crypto investor’s thinking in shifting from primary-market investing to BTC and other technology assets, and may prompt discussion about the outlook for Crypto VC; however, they are only personal views and self-reported statements and cannot demonstrate that the entire industry has undergone the same change.
Beginners can treat this as an investment view rather than a buy signal. The article provides no holdings, trading records, or industry financing data, so it cannot be used to assess BTC price movements or whether Crypto VC will truly disappear.
Risks and unknowns
The evidence is a summary relay by the PANews channel; it does not provide the original Jason Kam interview.
“Having 2 not invested in the primary market for years” and the related asset bets both lack verifiable investment disclosures.
“Crypto VC will disappear” is a prediction, and the article provides no industry data to support it.
The specific scope of “everything on-chain,” “USD enters everything,” and “Winner” is not explained.
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Crypto VC
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The earliest runnable stage in the software release lifecycle, used for internal testing, identifying major issues, and collecting feedback for improvement.
