According to @LexSokolin, crypto projects are again rivaling large AI startups in seed round sizes and valuations, pointing to renewed competitiveness for venture capital in 2025, source: @LexSokolin on X, Oct 17, 2025. According to @LexSokolin, he frames a timing decision for capital allocation by asking whether to bet on Tempo or Thinking Machines at this point in the cycle, source: @LexSokolin on X, Oct 17, 2025.