{"id":21904,"date":"2026-01-27T11:49:09","date_gmt":"2026-01-27T11:49:09","guid":{"rendered":"https:\/\/businessprofittoday.com\/index.php\/2026\/01\/27\/coinbase-ventures-head-reveals-where-smart-money-is-investing-today\/"},"modified":"2026-01-27T11:49:09","modified_gmt":"2026-01-27T11:49:09","slug":"coinbase-ventures-head-reveals-where-smart-money-is-investing-today","status":"publish","type":"post","link":"https:\/\/businessprofittoday.com\/index.php\/2026\/01\/27\/coinbase-ventures-head-reveals-where-smart-money-is-investing-today\/","title":{"rendered":"Coinbase Ventures Head Reveals Where Smart Money Is Investing Today"},"content":{"rendered":"

The post Coinbase Ventures Head Reveals Where Smart Money Is Investing Today<\/a> appeared first on Coinpedia Fintech News<\/a><\/p>\n

Hoolie Tejwani, Head of Coinbase Ventures, said in a recent Milk Road interview<\/a> that the classic 4-year crypto cycle might not work anymore. Coinbase Ventures has made over 600 investments and is one of the most active crypto investors in the industry.<\/strong><\/p>\n

So what changed? Bitcoin ETFs<\/a> brought in a new type of holder. People are now putting Bitcoin in their 401k. These aren’t traders looking to flip in 18 months, but are holding for decades.<\/p>\n

On top of that, liquidity is spread thin. There are now over 10,000 assets launching constantly. Prediction markets and perpetual trading are pulling attention away from spot markets.<\/p>\n

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“I really question whether there is such thing as a four-year crypto cycle anymore,” <\/em>Tejwani said.<\/p>\n<\/blockquote>\n

Also Read: Is Bitcoin\u2019s 4-Year Cycle Breaking Down? Ran Neuner Points to Liquidity Shift<\/a><\/strong><\/p>\n

A Token Picker’s Market<\/h2>\n

If cycles are dead, what replaces them? Tejwani called it a “long-term token picker market.” That means the focus shifts to projects with real revenue, actual users, and clear value capture.<\/p>\n

He also said that down markets like this one are where the serious builders show up.<\/p>\n

\n

“We’re looking for missionaries, not mercenaries. We’re looking for folks who are signed up for like a 5-10 year vision,” <\/em>he added.<\/p>\n<\/blockquote>\n

Where Is Coinbase Ventures Investing?<\/h2>\n

The firm is active in five areas: stablecoin infrastructure (which Tejwani described as having 100x potential), perpetuals and real-world asset tokenization, DeFi, privacy, and crypto x AI.<\/p>\n

On AI, he drew a clear line. Agent tokens that trade for you are likely “AI slop.” The real opportunity is in infrastructure: payment rails for machine-to-machine transactions, identity systems for agents, and decentralized AI training.<\/p>\n

Retail Could Get Access to Private Deals<\/h2>\n

Coinbase acquired Echo<\/a> as part of a plan to open up early-stage investing to everyday users. Tejwani called current accredited investor rules “incredibly archaic.”<\/p>\n

With the Genius Act passed and the Clarity Act still pending, more products could be on the way soon.<\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

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