Crypto investing: Expectation vs Reality.
By Maxime Laurent · 2025-12-25 19:59
Crypto investing: Expectation vs Reality.
VC valuations vs real market caps show a brutal gap — hype-priced futures meeting today’s cold numbers.
I’ve seen this movie too many times. At the peak of a narrative, valuations float like yachts in Monaco. Then the tide goes out… and suddenly you see what’s actually swimming. On the charts, the overvaluation is obvious, almost uncomfortable.
Take Bubblemaps:
$1B valuation vs ~$6M market cap. That’s a 166x gap. Madness? Not exactly.
Bubblemaps is a solid Web3 analytics tool, visualizing token distribution in a clean, intuitive way. The problem isn’t the product. The problem is timing. VCs priced it for a future scenario — massive adoption, dominant narrative, explosive demand — that simply didn’t materialize.
This is how it often goes: valuation based on dreams, market cap based on reality. When the dream fades, reality hits. Hard.
So yeah, even the so-called pros get it wrong. Frequently. That’s why blind trust is dangerous, and personal due diligence is non-negotiable. Protect your capital, manage risk, and don’t let glossy decks define your decisions — sinon tu te fais rincer. 🧊
#crypto #investing #VC #valuation #riskmanagement #web3
VC valuations vs real market caps show a brutal gap — hype-priced futures meeting today’s cold numbers.
I’ve seen this movie too many times. At the peak of a narrative, valuations float like yachts in Monaco. Then the tide goes out… and suddenly you see what’s actually swimming. On the charts, the overvaluation is obvious, almost uncomfortable.
Take Bubblemaps:
$1B valuation vs ~$6M market cap. That’s a 166x gap. Madness? Not exactly.
Bubblemaps is a solid Web3 analytics tool, visualizing token distribution in a clean, intuitive way. The problem isn’t the product. The problem is timing. VCs priced it for a future scenario — massive adoption, dominant narrative, explosive demand — that simply didn’t materialize.
This is how it often goes: valuation based on dreams, market cap based on reality. When the dream fades, reality hits. Hard.
So yeah, even the so-called pros get it wrong. Frequently. That’s why blind trust is dangerous, and personal due diligence is non-negotiable. Protect your capital, manage risk, and don’t let glossy decks define your decisions — sinon tu te fais rincer. 🧊
#crypto #investing #VC #valuation #riskmanagement #web3
Disclaimer: This content is for informational purposes only and not financial advice.