Early-stage VC backing Web3 & blockchain founders since 2017. Seed–Series A ($250k–$2M). Protocols, infra & dev tooling. Pitches open.
London
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Crypto market structure is becoming more legible.
With the SEC’s new interpretation, joined by the CFTC, the industry now has clearer lines around digital commodities, stablecoins, and tokenized securities.
For serious builders, clarity is not just policy.
It’s infrastructure for long-term growth. @consensusvcfund
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Stablecoins are becoming infrastructure, not just market plumbing.
With the FDIC advancing new GENIUS Act rules and the Fed pointing to remittances and treasury use cases, the market is shifting from hype to standards, redemption, and real utility.
That’s where we stay focused.
@consensusvcfund
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Narratives in Web3 move fast.
But long-term value is built differently: through resilient infrastructure, strong teams, and products with real utility.
At @consensusvcfund, we stay focused on the builders creating what will matter long after the noise fades.
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Web3 markets rebound as institutional inflows rise and tokenized assets gain traction. Our fund is scaling exposure to high-growth protocols and real-world asset bridges.
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CDP unlock liquidity without selling, powering overcollateralized stablecoins & onchain credit.
🔹 $8B in TVL
🔸 $8.37M in weekly fees
🔹 $4.37M in weekly revenue
Onchain credit is scaling into a revenue-generating infrastructure layer.
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📊 RWA Adoption Breaks Records
Solana’s real-world asset tokenization ecosystem just hit a major milestone.
Record $1.66B+ tokenized RWA value on Solana this quarter, driven by institutional demand for tokenized Treasuries and yield products - a clear signal traditional capital is finding on-chain utility. RWAs continue to bridge TradFi ↔ DeFi.
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JPMorgan: Bitcoin Futures Oversold, Gold to $8,500 Long-Term
JPMorgan analysts: Bitcoin futures appear oversold while gold & silver futures are overbought, as investors favor precious metals over BTC across retail & institutional channels.
Retail "debasement trade" boosted both in 2025 but BTC ETF flows stalled in Aug & declined in Q4.
#Bitcoin #BTC #SOL
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Liquidations knock Bitcoin from top 10 assets
Bitcoin’s sharp reversal this week knocked it out of the top 10 global assets by market cap amid tough price action and crypto’s largest forced liquidation ever.
At ~$83K, BTC’s $1.65T cap now ranks 11th, behind Saudi Aramco and below TSMC.
#Bitcoin #BTC #Crypto
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Trump Selects Crypto-Friendly Kevin Warsh as Fed Chair
President Trump said he will nominate Kevin Warsh to succeed Jerome Powell as Fed Chair, saying he has "no doubt" Warsh will be "one of the GREAT Fed chairmen, maybe the best."
#Crypto #KevinWarsh #FederalReserve
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Who Is Kevin Warsh? Why His Fed Odds Shake Bitcoin
Kevin Warsh is rising as the frontrunner for next Fed Chair, worrying crypto investors due to his hawkish history seen as bearish for Bitcoin.
Trump says the pick will be announced next week and again slammed Powell, calling for 2-3 point rate cuts.
#Bitcoin #Crypto #KevinWarsh
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Cathie Wood Says Gold Has Peaked as $9T Unwinds
Cathie Wood warns gold's surge shows late-cycle bubble signs, now clashing with leverage and crowded trades amid a violent $9T market shakeout. High odds of a sharp fall ahead.
#Inflation #Banks #Microsoft
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Bitcoin falls to $81K, triggering $1.7B in liquidations
Bitcoin has fallen to a nine-month low of $81,000, causing billions in liquidations over the past day as escalating tensions in the Middle East and US President Donald Trump’s fresh threats of tariffs caused traders to sell off.
Bitcoin (BTC) fell to a low of $81,058 on Coinbase in early trading on Friday, its lowest point since April, according to TradingView. The cryptocurrency has dropped 35% from its all-time high of $126,000 in October.
CoinGlass data shows 270,000 traders were liquidated in the past 24 hours, with total liquidations hitting $1.68 billion. The majority of those liquidations, or 93%, were levered long positions predominantly in BTC and Ether (ETH).
Bitcoin is now at a crucial support zone on the monthly time frame, having hit a nine-month low. A wider crypto market rout has wiped $200 billion from total capitalization over the past 24 hours.
Geopolitical tensions and tariffs tank markets
The drop comes as the US dispatched another warship to the Middle East amid the country’s rising tensions with Iran, with Trump stating that he plans to speak with Tehran.
“We have a lot of very big, very powerful ships sailing to Iran right now, and it would be great if we didn’t have to use them,” Trump told reporters Thursday.
Related: Gold nearly adds Bitcoin’s entire market cap in a single day
Trump also declared a national emergency and signed an executive order on Thursday that would impose tariffs on any goods from countries that sell or provide oil to Cuba, causing further concerns for traders.
Gold also sold off with a 9% decline since its all-time high of $5,600 per ounce on Thursday, while silver has corrected 11.5%.
Tech earnings and AI market fears add to selloff
Jeff Mei, chief operations officer at the BTSE exchange, thinks that disappointing tech revenue reports had an impact.
“Last night’s market dip had a clear correlation to Microsoft’s earnings flop,” he told Cointelegraph.
Microsoft’s stock tanked 10% on Thursday in the sharpest daily decline since March 2020 after reporting record spending and slowing cloud sales growth.
“Investors are worried that a broader pullback in AI-related tech stocks will affect the market as a whole, and some are derisking their portfolios,” he said.
“We think the dip was relatively overblown as cryptocurrencies have already declined since October, and that Bitcoin and other cryptocurrencies remain at an attractive price with limited downside.”
Magazine: Hong Kong stablecoins in Q1, BitConnect kidnapping arrests: Asia Express
#Bitcoin #BTC #ETH
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Bitcoin: Money of the AI Economy: CryptoQuant CEO
CryptoQuant CEO Ki Young Ju revives “Bitcoin = energy” thesis: PoW makes BTC the settlement layer for an AI economy where power, not narratives, constrains. “Energy is money. Bitcoin precisely measures energy value,” unlike gold.
#Bitcoin #BTC #Crypto
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US Govt Heads for Shutdown; Bitcoin Set to Drop Further
US shutdown nears Friday. Senate blocked House spending package 45-55 after Democrats + 7 Republicans opposed unchecked DHS funding without ICE policy reforms.
#Bitcoin #7Republicans #Democrats
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Crypto Loves Clawdbot: AI Agent Ratings
The crypto community is more excited about Clawdbot than anything since ChatGPT's 2022 launch.
This 3-month-old open-source personal AI assistant by Austrian Peter Steinberger hit 70k GitHub stars—one of the fastest-growing ever.
Named after Claude, it outranked Claude Code in searches, so Anthropic forced a rename. Now it's Moltbot: "Molt is what lobsters do to grow."
#UNI #Crypto #Agent
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US regulators coordinate on crypto oversight
CFTC Chair Michael Selig announced the agency will join the SEC’s Project Crypto to advance a clear crypto taxonomy, clarify jurisdiction, cut duplicative compliance, and reduce regulatory fragmentation.
#Crypto #SenateAgricultureCommittee #Klobuchar
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Gold’s Market Value Surges 4.4% in the Past 24 Hours, Gaining $1.64 Trillion and Hitting a Record High
The global market capitalization of gold has surpassed USD 35 trillion, firmly maintaining its position as the world’s largest asset. This is equivalent to approximately 7.5 times Nvidia’s or 10 times Microsoft’s total market value, and about 17 times Bitcoin’s, which currently stands around USD 2 trillion.
Silver’s global market cap has climbed to roughly USD 6 trillion, surpassing Nvidia, Apple, and Microsoft, making it the second-largest asset worldwide, just behind gold.
Gold-silver ratio: Currently around 46:1, down dramatically from 85:1 at the start of 2025. The historical average is about 60:1. This sharp contraction indicates that silver has significantly outperformed gold, often a sign of strong industrial demand and catch-up effects. It suggests silver is entering a historically strong performance cycle, with far greater price elasticity than gold.
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On-chain Data Analysis
Tokenized Gold: As of January 29, 2026, total market capitalization reached an all-time high of USD 5.814 billion.
1. Tether Gold (XAUT): Market cap around USD 2.6 billion, with a 50% market share. It remains the most liquid and largest gold-backed token, circulating mainly on Ethereum and the TON network.
2. Paxos Gold (PAXG): Market cap around USD 1.6 billion, with a 40% market share. Backed by regulatory oversight from the NYDFS, it plays a key role in institutional lending and DeFi collateral markets.
Tokenized Silver: The total market capitalization stands at approximately USD 434 million.
1. Kinesis Silver (KAG): Valued around USD 400 million, with early-mover advantages in both market share and liquidity on Kinesis Chain (a Stellar fork).
2. Ondo Finance’s SLV Token: Over the past 30 days, on-chain transfer volume exceeded USD 100 million, and the number of holders grew by 300%, signaling rapidly expanding liquidity for silver on Ethereum.
Blockchain Ecosystem Distribution
1. Over 90% of tokenized gold (PAXG, XAUT) resides on the Ethereum mainnet.
2. In DeFi lending markets (e.g., Aave, Compound), PAXG serves as the primary precious metal collateral asset.
3. XAUT issuance on the TON blockchain is growing the fastest, primarily used for payments and transfers within the Telegram ecosystem.
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Opportunity Analysis
1. Infrastructure gap in tokenized silver: There is a notable absence of compliance-grade, institutionally recognized silver tokens comparable to PAXG for gold within major DeFi ecosystems (Ethereum/Solana/Monad). This represents a substantial infrastructure opportunity.
2. Full release of asset liquidity: On-chain gold can be deposited into lending protocols (e.g., Aave) and used as collateral to borrow USDT for other investments. This enables investors to enjoy gold’s price appreciation while retaining liquidity—something impossible with physical gold.
3. Shift in trust mechanism: Blockchain-based RWAs (real-world assets) offer on-chain transparency and instant redemption, gradually replacing reliance on traditional over-the-counter gold trading. For users in regions with underdeveloped financial infrastructure, tokenized gold becomes the only practical asset for accessing real-time, global gold exposure.
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