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Green But Red
757 Twitter followers
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Not selling at -20%, not tweeting “I knew it” when it hits +200%. Web3 research + data + highlights + 1% moaning. TG channel: http://t.me/curatedcrypt0
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Green But Red
03-07
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VC money is getting concentrated into a small handful of brands. @a16zcrypto is reportedly raising its fifth crypto fund. Target: ~$2B. Close: end of 1st half of 2026 That’s a lot smaller than their 2022 fund (~$4.5B). Less: deploy at all costs More: pick fewer, higher quality bets A VC fund pushes you into one big story for years. You raise it, then you spend lots of time placing bets that fit that story. So you can see why the “apps will save us” narrative cooled off. @farcaster_xyz reportedly repaid the full $180M it raised after selling its infrastructure, basically handing investors their money back once the protocol changed hands. And it’s not only a16z. @paradigm is reportedly raising up to ~$1.5B too. I think this looks like a rotation back to crypto’s finance core: stables, trading infra, rails. The stuff people keep using every day.
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Green But Red
02-19
It looks like @monad is stagnating after its mainnet launch. Sharing some numbers below to compare mainnet launch on Nov 24, and today, Feb 18: • Active addresses: 145k → 12.5k (-91%) • New addresses: 145k → 4k (-97%) • Daily unique users: 155k → 15k (-90%) • Chain fees: $42k → $5k (-88%) • Chain revenue: $21.5k → $2.3k (-89%) (values are approximate) Monad had years of buildup, significant VC backing, a dedicated community – and it still couldn't retain its users after launch. The market could be dictating current activity and price action, as the decline is seen across the entire crypto sector. Nonetheless, signs point to a typical post-launch decay, and until Monad finds a proper use case for its chain, I don't see it competing well with other L1s. twitter.com/green_but_red/stat...
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