ArkStream Capital

Looking ahead to 2026, the industry's slope is more likely to depend on three variables: whether institutional channels can be sustained, whether capital accumulation is sustainable, and the resilience of leverage and risk control under pressure scenarios.

Entering the fourth quarter, the market simultaneously faced shocks from macroeconomic uncertainties and the outbreak of structural risks within the cryptocurrency market, leading to a sharp reversal in market momentum and the disruption of previous optimistic expectations.

From data analysis, the returns, mortality rates of top VCs, and the dilemma of Shansai coins.

The advantage of application chains lies in facilitating more high-frequency on-chain transactions through low-cost transactions, leveraging data accumulation to enhance user product experience, creating user stickiness, and thus achieving network effects. Therefore, the core of application chain development still rests on its unique application barriers and traffic.

Fully Homomorphic Encryption (FHE), regarded as one of the holy grails of cryptography, has unique properties that allow third parties to perform arbitrary computations and operations on encrypted data without decryption, thereby enabling composable on-chain privacy computing and bringing new possibilities to various fields and scenarios.

ArkStream Capital invested in a total of 6 projects in the first quarter of 2024. We will announce the project details and explain why we invested in these projects.

ArkStream Capital recently successfully completed a Series A investment in IO.Net. This round of financing was led by Hack VC, with participation from over 20 well-known VCs and angel investors both domestically and internationally, raising a total of 30 million USD.

TH L2, Restaking, BTCfi, Gamefi...

How Lens Will Stand Out in the Competitive Social Arena

Currently, the stable development of Bitcoin and Ethereum, along with the rapid growth of layer two networks, is clearly putting pressure on the once bustling Alt-L1 market.