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Deal Flow Digest
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May ‘26: Ethereum’s Ballmer Era
Welcome to the May Deal Flow Digest.
Jun 3
•
Ben Lakoff
3
Apr '26: The Honeypot Problem
Your snapshot of every crypto / web3 funding round we tracked last month, plus some reckoning on the worst stretch DeFi has had in a long time.
Apr 30
•
Ben Lakoff
6
1
Mar'26: AI is Eating Crypto's Lunch (For Now)
Gm!
Apr 1
•
Ben Lakoff
5
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Jan'2025: Recap of Venture Capital in 2024
Feb 5, 2025
•
Ben Lakoff
6
Feb'2025: ETHDenver 2025 Reflections
Mar 5, 2025
•
Ben Lakoff
4
Deal Flow Digest November 2022
Dec 5, 2022
•
Ben Lakoff
and
Brady Anderson
12
3
Dec’25: Crypto 2026 Predictions Roundup
Dec 29, 2025
•
Ben Lakoff
8
2
Deal Flow Digest November 2024
Dec 3, 2024
•
Ben Lakoff
3
Deal Flow Digest June 2023
Jul 6, 2023
•
Ben Lakoff
8
2
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Feb’26: The State of Venture Fund Performance & Crypto VC
Hello Welcome to the February Deal Flow Digest, including every crypto / web3 funding round we tracked last month, as well as the ALL the deals, and the…
Mar 3
•
Ben Lakoff
5
1
Jan’26: On Exponential Growth & Startups
If you haven’t spent time with coding agents, I’d encourage you to go down the rabbit hole. Understanding how fast “idea > product” is compressing is…
Feb 1
•
Ben Lakoff
7
Dec’25: Crypto 2026 Predictions Roundup
The crypto industry does the same ritual EOY: publish “predictions." After reading 26 2026 Predictions: 2026 consensus is that it’s “crypto’s grown-up…
Dec 29, 2025
•
Ben Lakoff
8
2
Nov’25: Picking Winners, Power Laws in Crypto and Public Markets
From the outside, it looks like crypto got everything it wanted, but not for all market participants. Similar to other markets, you don’t need to own…
Dec 2, 2025
•
Ben Lakoff
2
Oct'25: 3Q25 State of Venture & BTC
3Q25 Venture: TLDR not running out of capital, just more concentrated to AI leaders and decacorns; checks are bigger to fewer companies. Where are we in…
Oct 31, 2025
•
Ben Lakoff
1
Sep'25: Debasement, Demographics & Liquidity
Everything’s up… in dollars. What if the denominator is the variable? Price the same assets in gold or BTC and the picture flips: equities and housing…
Oct 7, 2025
•
Ben Lakoff
2
August'25: US Crypto Regulatory Developments
The U.S. is reshaping its approach to crypto oversight. Since July, the House passed the CLARITY Act, the SEC launched “Project Crypto”, & the Senate…
Sep 4, 2025
•
Ben Lakoff
3
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Deal Flow Digest
A monthly newsletter recapping recent crypto funding rounds, hackathons & demo days.
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