Let’s take a look at some VCs that have scored high on my impression list recently. You’ve got great vision, picked amazing projects—keep it up! 1. **Polychain Capital** Showing a strategic preference for zero-knowledge proofs and DeFi infrastructure. This firm led the rounds for @Brevis ($7.5M seed round, November 2024), @Lombard_Finance ($16M seed round, July 2024), and @Talus_Labs (multiple rounds totaling over $10M, 2024–2025), with a total investment exceeding $29.5M. These three projects focus on ZK coprocessors, Bitcoin liquid staking, and AI agent blockchain, representing Polychain’s forward-looking judgment on next-gen blockchain infrastructure. 2. **Nomad Capital** Specializing in investments in professional trading infrastructure, they participated in @OrderlyNetwork ($5M strategic round, August 2024) and @skate_chain ($3.75M seed round, September 2023). These two projects share the same story but follow different technical paths. Nomad is also an investor in Brevis and Lombardy mentioned above! Their investment logic revolves around building "CME-level" Web3 trading tools and cross-chain liquidity solutions. 3. **Founders Fund** Excelling in AI and consumer-grade blockchain applications, they made heavy investments in @AbstractChain ($11M+, July 2024) and @SentientAGI ($85M seed round, July 2024), with a combined investment scale of nearly $100M. This reflects founder Peter Thiel’s deep strategic bet on the convergence of AI and blockchain and its mass adoption potential. 4. **Framework Ventures** By participating in @infinex’s $67.7M Patron NFT sale (October 2024), they’ve demonstrated confidence in user experience-driven decentralized trading infrastructure. This project was created by Synthetix founder Kain Warwick. Top-tier firms are laying the groundwork for the next wave of technological upgrades and market cycles. Infrastructure-first has become a shared characteristic—whether it’s Polychain’s ZK+DeFi combo or Nomad’s trading infrastructure cluster, they prioritize investing in foundational tech platforms and then support compatible application-layer projects. With a total cross-investment scale exceeding $350M, this not only reflects institutional capital’s deep confidence in crypto innovation but also hints at the potential technical synergy and ecosystem integration among these projects, which will be key drivers shaping the future of Web3 development. This portfolio clustering effect showcases top-tier firms’ systematic, long-term bets on specific tech stacks and application scenarios.