Has the "broad net" era of crypto venture capital come to an end? In February 2026, $883 million was raised, with stablecoins and AI becoming the core tracks

February 28 News: Despite the market sentiment remaining low, venture capital firms still invested approximately $883 million in cryptocurrency startups in February. According to DefiLlama, this figure is about 13% lower than the same period in 2025, when the bull market saw funding surpass $1 billion. Funds have not exited, but investment logic has clearly become more cautious.

Andrei Grachev, Managing Partner of DWF Labs, stated that investors are now more focused on a project’s actual revenue, user growth curve, and its ability to operate sustainably in a bear market environment, rather than just the concept. He pointed out that in 2026, venture capital will focus on stablecoins and payment infrastructure, AI agents, and compliance and fund management tools for institutions. Before large-scale institutional capital enters, these underlying infrastructures will be prioritized.

Looking at specific cases, Andre Cronje’s Flying Tulip raised $206 million through token sales, focusing on integrated DeFi financial architecture and native stablecoin ftUSD, with structured downside protection mechanisms. Whop received a strategic investment of $200 million from Tether to promote stablecoin self-custody payments and expand the global creator economy. U.S. digital asset bank Anchorage Digital also completed $100 million in equity financing to strengthen compliant stablecoin issuance and institutional custody capabilities.

Cryptocurrency financing data indicates that in 2026, capital will prefer projects with real cash flow, compliant frameworks, and stablecoin payment scenarios. The market is gradually shifting from narrative-driven to a new stage emphasizing fundamentals and sustainable development.

View Original
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Related Articles

XRP Ledger XLS-65 Amendment Introduces Native Single Asset Vaults for DeFi

XLS-65 enables integration of single-asset vaults on the XRP Ledger, allowing users to pool XRP, IOU, or MPT and obtain proportional shares of MPT. XRPL Commons backed the amendment after 257 Devnet tests, which covered exchange logic, access controls, and asset safeguards. The XRP Ledger ha

CryptoNewsFlash49m ago

62% of Indian Women Very Likely to Invest in Crypto: CoinSwitch Survey

A CoinSwitch survey shows that 85% of women in India are likely to invest in cryptocurrency soon, highlighting increased financial independence and interest in digital assets. Key factors include awareness, access to crypto platforms, and preference for established cryptocurrencies.

TodayqNews3h ago

IOTA Co-Founder Highlights Trade Finance Innovation With TWIN

IOTA founder Dominik Schiener says TWIN supports digital trade records, faster checks, and smoother data sharing across cross-border finance networks. TWIN has been linked to Kenyan pilots, Rwanda trade finance use cases, and live consignments on the IOTA mainnet. IOTA co-founder Dominik Sch

CryptoNewsFlash3h ago

Aon completes the first stablecoin insurance premium payment pilot, involving Ethereum USDC and Solana PYUSD

Aon completes the first stablecoin insurance premium payment pilot, utilizing stablecoin technology to improve capital flow efficiency. The pilot collaborates with crypto exchanges and stablecoin issuers to demonstrate flexibility across multiple blockchains, aiming to evaluate the application of regulated stablecoins in insurance services.

GateNews3h ago

Sharplink Releases Annual Report: ETH Holdings Increase to 868,700 Coins, Staking Rewards of 14,500 Coins

Sharplink released its 2025 financial report, showing its Ethereum holdings increased to 868,699 tokens, making it the second-largest publicly traded company globally in ETH holdings. It also holds $28.5 million in cash and $1.9 million in USDC, with plans to continue increasing its ETH holdings.

GateNews5h ago

Sharplink releases 2025 financial report: ETH holdings reach 868,700 tokens, staking rewards amount to 14,500 tokens

Sharplink released its 2025 financial report, showing an Ethereum holding of 868,699 tokens, making it the second-largest publicly listed holder worldwide. The company's total cash and USDC amount to $30.4 million, and it plans to continue increasing its ETH holdings and expand its staking business.

GateNews5h ago
Comment
0/400
No comments