Before the Breakout: How Capital Repriced Crypto for 2026 — From Winter to Infrastructure
2025 wasn’t a “bull-market reset”—it was a quality-driven recapitalization. Funding surged to $30B+ YTD by Q4(with ~$13B in Q3) after the 2024 trough (~$9B), but deal count didn’t expand meaningfully, implying larger, more selective checks and a fat-tail headline. Investors crowded into compliance-ready rails—payments/stablecoins/RWA, infrastructure, regulated trading, and info markets—while consumer narratives stayed lighter. Geography...
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