Harsh Agarwal

Liquid and Hedge Fund @cypher_capital, Asset management & DeFi. Previously @Jpmorgan @Kyberventures @0xpolygon

[Harsh Agarwal @HarsAgarwal]

@HandlePay0 💸✨

[Harsh Agarwal @HarsAgarwal]

@buntyverse Currency depreciation + Bank ac freezing + IT notices attached.

[Harsh Agarwal @HarsAgarwal]

I’ve used ONE rule to buy Bitcoin for 12 years.

It’s stupidly simple:
Price < mining cost = Buy & Hold.

Why it works:
2023 Machines avg cost → $58,800
2024 Machines avg cost → $55,200
2025 Machines avg cost → $53,400

BTC rarely stays below these levels for long.
Below cost = discount.

Act accordingly.

[Harsh Agarwal @HarsAgarwal]

@Saram_ath Yes

[Harsh Agarwal @HarsAgarwal]

@TarunMangukiya @k4komaaaal @koshmoney @solana @0xPolygon @moonpay @privy_io More power to you guys ✨

[Daos hub Dubai @Daoshub]

💰 Closing out Monday's incredible lineup:
What Makes an RWA Deal Investable in 2026?

Our case panel is breaking down exactly what VCs and institutions look for before committing capital.

Featuring @alenka_on_x (Atom Real Token),
Pranav Agarwal (Ajna Capital),
and @HarsAgarwal (Cypher Capital).

🔥 Final call! Spots are running out completely! Hurry up to take a place for our concluding session: https://t.co/ejRq807oJu

#VentureCapital #Investing #RWA2026 #DAOS

[Harsh Agarwal @HarsAgarwal]

@alenka_on_x @0xPolygon @0xAishwary @AleaResearch 👏👏👏

[Harsh Agarwal @HarsAgarwal]

@arifkazi_ @reflectmoney Congrats Bhai ✨

[Harsh Agarwal @HarsAgarwal]

@circle @StaniKulechov We at Cypher are also joining hands.

Defi United 🙌

[Harsh Agarwal @HarsAgarwal]

@CryptooIndia Smart move from both sides.

[Harsh Agarwal @HarsAgarwal]

@gametheorizing @zachxbt @bwenews Yeah It's USD-MARGINED. They are delisting VINE and AI.

[Harsh Agarwal @HarsAgarwal]

@zachxbt @bitget @MemeCore_M @binance is ADGM regulated and hosting 45B FDV memecoin with this size of liquidity.

@_RichardTeng

[Harsh Agarwal @HarsAgarwal]

@StaniKulechov Heard Tether offer is on table.
Why AAVE can't be USDT native only?

[Harsh Agarwal @HarsAgarwal]

@zachxbt @CryptoTetsugan @RaveDAO @bitget @binance @Gate @heyibinance @GracyBitget How about $M?

[Harsh Agarwal @HarsAgarwal]

Most of the ripple effect came from unsustainable tokenomics. We’ve evolved, moved to liquid, and upgraded to a hedge fund structure, but still writing checks for the right deals with much higher bar.

[Tom Dunleavy @dunleavy89]

The shift in the crypto fundraising landscape the past 6 months has been insane.

Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks.

Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high.

Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success).

Deals that used to close in 2-3 weeks now close in 2-3 months.

Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!).

There are now realistically <20 firms writing checks in pre-seed/seed.

VCs basically have the pick of any deal they want, with more time to do DD.

IMHO 25/26 are going to be historic vintages for those who stick around.

[Harsh Agarwal @HarsAgarwal]

@alicharts If you take miner's cost and STRC buy pressure into account. These price range will justify more.

[Harsh Agarwal @HarsAgarwal]

@0xPolygon What's @0xAishwary agent?

[Harsh Agarwal @HarsAgarwal]

@0xAbhiP Getting Dubai vibes in Bangkok.