Why Crypto VCs Are Pivoting to Infrastructure in 2026

Episode 99 of The Crypto Investing Podcast with Fexingo. Lucas and Luna explore why venture capital in crypto is shifting from DeFi and gaming to infrastructure—layer-1 blockchains, zero-knowledge proofs, and modular stacks. They break down how the flat Fed funds rate at 3.63% is changing risk appetite, and why Bitcoin at $62,020 and Ethereum at $1,734 are creating a different fundraising environment. The hosts discuss the rise of 'infrastructure over application' thesis, the role of a16z and Paradigm, and what this means for retail investors looking at the next cycle. Specific examples include the trend toward ZK-rollups and data availability layers. No fluff—just a focused look at where the smart money is going in mid-2026. #CryptoVC #Infrastructure #Layer1 #ZeroKnowledge #ZKProofs #ModularBlockchain #Ethereum #Bitcoin #Solana #a16z #Paradigm #FedFundsRate #CryptoInvesting #FexingoBusiness #BusinessPodcast #Finance #Crypto #Summer2026 Keep every episode free: buymeacoffee.com/fexingo