IOSG cuts initial investment and tracks actual revenue and cash flow
Original headlineIOSG, 초기 투자 줄이고 실제 매출·현금흐름 따진다
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IOSG Ventures is shifting its crypto investment strategy away from early-stage projects toward OTC deals, secondary markets, and incubation, with founding partner Jocy Lin saying at the Money Frontier 2026 conference in Hong Kong (July 27–28, 2026) that the firm will evaluate businesses on real customer demand and sustainable cash flow. Lin emphasized that projects must be able to answer "who pays, why they pay, and how much they pay" — a signal that crypto VC due diligence is moving from token narratives toward revenue fundamentals. The firm is reducing its share of early-stage token investments while expanding into off-exchange OTC trading and trading of already-circulating assets. The move reflects broader pressure on crypto venture funds as early-stage valuations decouple from actual usage. What to watch: whether other crypto VCs follow IOSG's pivot toward cash-flow-based evaluation, and how incubation-stage deals reshape the firm's portfolio composition going forward.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
IOSG Ventures, Jocy Lin, Money Frontier 2026