Long-Term Bets vs. Market Reality in Web3

[tradelikepro]

Chris Dixon of a16z argues that building new Web3 industries takes time — their funds operate on a 10-year horizon. Projects in decentralized social media, gaming, and digital identity may not pay off immediately but could reshape markets over the next decade.

Haseeb Qureshi of Dragonfly disagrees: “They failed the market test. No one wanted them.”

Nic Carter reminds VCs that you need to be right during your fund deployment window, not decades later. The conversation underscores a key tension in crypto venture investing: long-term vision versus short-term product-market fit.

[madtrader]

lol classic vcs fight: vision vs immediate returns