2025-12-30 13:21:06

I recently noticed an interesting phenomenon. Traditional tech companies raising funds often have top-tier institutions collectively endorsing them. Take a certain AI unicorn as an example, its Hong Kong IPO alone attracted top global investors, with a single round of funding exceeding $600 million, and the entire process was incredibly smooth.

On the other hand, in the crypto space? Institutional financing has been ongoing, but in terms of endorsement strength and market recognition, it still seems to fall short. It's not that major institutions aren't investing, but the compliant financing pathways are indeed fraught with obstacles, making it hard to achieve the same consensus effect as in traditional industries.

What does this reflect? It’s still a matter of policy and industry maturity. Once the crypto industry's compliance framework becomes more robust, perhaps we will see a scene where institutions pile on endorsements and financing is conducted openly and legitimately. By then, the landscape of this market could change dramatically.

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SleepTrader

· 3h ago

The compliance framework is not yet clear, and those rushing to raise funds are all betting on policy trends... The day institutions really step in, retail investors' days will be even harder. The traditional financing logic can't be directly applied here; our rules change daily. Basically, we're still waiting for policy relaxation; everything is just exploratory. Wait, if policies are truly relaxed, will institutions start to "suck blood" directly? It's not that simple; the underlying interests are too complex. Easier financing might actually be more dangerous; these obstacles now serve as protection.

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StablecoinArbitrageur

· 16h ago

actually, if you run the numbers on institutional capital allocation... the correlation between regulatory clarity and funding velocity is *chef's kiss* statistically significant. the 6B raise isn't really the flex here—it's the signaling effect, yeah?

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LiquiditySurfer

· 16h ago

Is the compliance framework sound? Ha, first we need to see when the regulators truly understand this logic. The traditional VC approach is essentially a game of information asymmetry and leverage. On our side, the transparency is actually too high, so no one dares to casually take sides. Wait, a single round of $600 million? That number sounds outrageous, like it's just the final endorsement of a bubble. Institutions flock together mainly to pursue the most optimized capital efficiency. When LP returns are not satisfactory, they naturally disperse—that's the surfing rule. The real issue is that crypto is still being demonized. Having a solid framework is useless; these institutions need to overcome their psychological barriers first. It's called a change in perspective, but actually it's about who can maximize gains before the policy dividends arrive.

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Rekt_Recovery

· 16h ago

honestly the compliance copium hits different when you're the one holding bags through regulatory whiplash... seen too many projects get liquidated on policy changes alone. traditional tech had their decade head start, we're still learning position sizing in an industry that moves 10x faster. patience is just another word for survival at this point ngl

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potentially_notable

· 16h ago

Basically, it's still the compliance wall. Once we truly get past this hurdle, cryptocurrencies can turn around. --- On the day the compliance framework is完善, institutions will flock in. Right now, we're just waiting for this trend to blow over. --- Traditional tech financing is so smooth because the regulatory framework was established long ago. Cryptocurrency is still in the wild growth stage. --- A $600 million financing isn't surprising, but in the crypto world, it requires all kinds of scrutiny. The differences are huge. --- Actually, institutions have wanted to enter for a long time; they're just afraid of policy reversals. Once regulations truly loosen, institutions will rush in immediately. --- The bumps and stalls in crypto financing are because there’s no consensus yet. Once everyone认可, they'll naturally come to invest. --- The problem isn't the lack of institutions, but the absence of compliant game rules to give everyone confidence to bet.

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YieldChaser

· 16h ago

In simple terms, the crypto industry just needs that one compliance document. We still have to wait for policy relaxation. The major players in the institutional sector are still observing, waiting to see who will be the first to take the plunge. If the compliance hurdle is cleared, funding amounts could double in no time, that's for sure. Currently, with funding coming in and out intermittently, it's better to just wait for the right opportunity. Institutional funds have been ready to go for a while; the key is to have a legitimate reason to step in. The issue isn't a lack of funds, but that this industry hasn't yet been "officially recognized." Once the compliance framework is established, a turning point could be just around the corner.

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DeFiGrayling

· 16h ago

Honestly, compliance is now the ceiling of the crypto space. We can't adopt the traditional VC approach for now, but don't be too pessimistic—the institutional entry bell has already rung. If policies don't cause trouble in this bull market, we might see a turnaround next year. Wait, $600 million? AI projects aren't worth as much as we thought, haha. After completing the compliance framework, the industry landscape is probably about to be reshuffled.

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TokenDustCollector

· 16h ago

The compliance path has been full of bumps and setbacks. To be honest, we haven't reached that critical point yet. Traditional finance systems are well-established, and it's indeed much harder to navigate the crypto world in the dark. However, once the mechanisms are truly streamlined... that's when the real show begins.

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