Crypto's degen phase is over... @VarrockVC's @richardchen39 explains the most exciting side of blockchain in a discussion on the @dealflowpodcast with @RealMissAI. The institutions have arrived.

What happened

Crypto's degen phase is over... @VarrockVC's @richardchen39 explains the most exciting side of blockchain in a discussion on the @dealflowpodcast with @RealMissAI. The institutions have arrived.

Confirmed

Global impact / market context

The shift from speculative, high‑risk trading to institutional involvement suggests blockchain projects may receive steadier funding, more professional oversight, and broader adoption, which could change how investors evaluate crypto assets.

Analyst inference

After a period dominated by retail hype and volatile price swings, large financial firms are now entering the blockchain space, bringing capital and credibility that could stabilize markets and attract new participants.

Analyst inference

What to watch

1. Institutional capital allocations to blockchain startups – watch for announced fund sizes and target sectors, as this will indicate where professional money expects growth. Proposed
2. Regulatory developments affecting institutional crypto participation – new rules or guidance can either enable or restrict large‑scale investment in blockchain projects. Proposed
3. Adoption of blockchain solutions by traditional industries – partnerships or pilots announced by banks, insurers, or supply‑chain firms will signal practical use cases driving demand. Proposed

Evidence

• x.com