Written on the occasion of the 2026 start of construction. Most people may not yet realize that the crypto world will experience an unprecedented reshuffle this year.

From VCs to retail traders, everyone cannot escape this upheaval unless you have already pressed the "EXIT" button!
VCs are the source of liquidity for the entire industry. Over the past few decades, whether in bull or bear markets, their involvement has been visible to some extent, organizing investments and financing various types of crypto projects.
However, in this cycle, VCs are almost nowhere to be seen. Two days ago, I had a call with a well-known VC investment manager. Curious, I asked him, "What are VCs doing these days?"
He said, "Everyone is finishing up their 'post-investment' work from the last round because many invested crypto projects can't issue tokens, and there's endless back-and-forth.
Now, most have shifted to MM/OTC and DAT treasury investments. But after October 11, even these sectors are struggling. Honestly, I feel very confused right now."
With no liquidity upstream, the retail "shredding" studios definitely have no new projects to work on. In the past few days, I contacted several studios, and they all complained that they have no projects this year. In previous years, they would already have a project list lined up and be busy working on them. This year, if things continue like this, they will be forced to pivot and lay off staff.
Those middle-tier shredding KOLs are even more awkward—they have no tutorials or content to post, only fragments of daily life and crypto speculation to maintain some activity on their accounts.
Against this backdrop, it’s understandable why everyone is shouting "Crypto is dead." Nihilism has quietly infiltrated the core of the crypto community.
Then, Openclaw and Web4.0 suddenly exploded in popularity, naturally becoming the new lifeline. As long as you seize this opportunity, you can survive the big reshuffle and even make a fortune.
So, the question is, how to seize it? So far, there doesn’t seem to be a standard answer. I personally feel quite lost too...
If you have any good suggestions, welcome to share and discuss.