100s of side chats, panels, and meetings, we’re seeing clear shifts in the market:



Startups
- Startups are going lean. Teams are trimming down and prioritizing business models that generate real revenue over hype.

- Valuations have compressed across the board. Traction is softer, marketing budgets are tighter, and the focus has shifted back to building over storytelling.

VCs
- Traditional VCs are mostly on the sidelines. Pure venture strategies are deep underwater, pushing funds to adopt hybrid models. Running both liquid funds and participating in OTC deals is becoming the norm.

- Long-term conviction plays are rare. Few breakout narratives are expected to last beyond six months, so funds are increasingly rotating into short-term opportunities.

Solana Ecosystem
- Still a lot of building, but the focus has evolved: less DeFi, more experiments with AI, UX improvements, and infra plays.

- Developer energy remains strong. While some older teams are retreating toward Web2, there’s still a steady stream of new builders chasing the next big idea on Solana.

Solana is evolving. So is the market.

We’re here to build, and we’ll see you at the next one 🫡
CLEAR-4.79%
OVER-2.17%
HYPE5.01%
DEEP-1.73%
post-image
post-image
post-image
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate app
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)