Crypto fundraising fell 46% month-over-month to $866 million in February 2026, while AI pulled in $242 billion, claiming 80% of global VC funding. The USD.AI FDV market on Polymarket prices YES at 96.4% for achieving an FDV over $300M one day post-launch, unchanged from yesterday.

Market reaction

YES shares in the USD.AI FDV market are priced at 96¢, with order book depth at $112,690. The MegaETH market faces similar questions, with post-launch market cap expectations potentially adjusting downward as VC dollars keep flowing toward AI instead of crypto.

Why it matters

The 80/20 split between AI and everything else in VC funding is a concrete problem for crypto project valuations. If new crypto launches can’t…