加密货币风险投资在第二季度有所上升，但交易数量有所减少：报告

币界网2024-08-12 tarihinde yayınlandı2024-08-12 tarihinde güncellendi

币界网报道：

PitchBook的数据显示，2024年第二季度，加密货币初创公司吸引了27亿美元的风险投资。

据彭博社报道，这比上一季度增长了2.5%，但与去年相比下降了近10%。

然而，交易活动比第一季度下降了12.5%。

数字资产市场在早些时候的高点之后面临着重大挑战，这些高点主要是由美国比特币交易所交易基金（ETF）的推出推动的。彭博社的估计显示，第二季度流入这些ETF的投资者暴跌了80%，

Dragonfly加密货币风险基金合伙人Rob Hadick表示，

“虽然风险投资在3月和4月达到顶峰，但随着4月底和5月大盘转为负值，活动放缓。”

根据该报告，尽管存在这些挑战，但一些分析师对未来的融资持乐观态度，理由是代币价格和机构采用率的潜在改善。

Folius Ventures的创始人Jason Kam说，

“项目估值的上升反映了创始人试图占领一个更乐观的二级市场。”

投资继续集中在基础设施项目上，风险投资公司对消费者应用持谨慎态度。第二季度只记录了一轮加密货币应用的主要融资，突显出向基于应用的投资的转变。

退出活动达到了自2022年初以来的最高水平，报告了26次退出，这表明加密货币交易所和基础设施提供商正在进行整合。

不要错过任何节拍-订阅以直接将电子邮件提醒发送到您的收件箱

检查价格操作

在X、Facebook和Telegram上关注我们

冲浪每日Hodl混合

生成图像：DALLE3

İlgili Okumalar

With Labour Changing Leaders, Is the Long-Suppressed UK Crypto Market About to Turn Around?

Labour leader change: Hope for UK crypto market? With Keir Starmer's resignation as Prime Minister and Labour leader, a leadership contest has begun. Andy Burnham, the former Mayor of Greater Manchester and now the overwhelming favourite to succeed, has sparked cautious optimism within the UK cryptocurrency industry. Industry figures hope Burnham, seen as more receptive to digital assets than much of the Labour establishment, could shift the party's traditionally harder line. The leadership transition is expected to be swift, with prediction markets like Polymarket assigning a 97% probability to Burnham becoming the next Prime Minister. However, this political shift comes as a comprehensive regulatory framework for crypto, established by law earlier this year, is in its final implementation phase. The Financial Conduct Authority (FCA) is finalizing detailed rules covering trading, custody, stablecoins, and market abuse, with the full regime set to go live in October 2027. While a new Prime Minister can reshuffle ministers and adjust policy priorities, the core regulatory architecture is now law and unlikely to be fundamentally overturned without significant, deliberate government intervention. The main industry hope is that a Burnham government, focusing on economic growth, will ensure the FCA's implementation is pragmatic and growth-oriented. Industry advocates seek proportionate capital requirements, a streamlined licensing process, and clear rules for staking and stablecoins. They argue that embracing the crypto sector could attract investment and listings to London's struggling markets. Despite the optimism, concerns remain that regulatory implementation may still be influenced by more sceptical factions within the Labour party.

Foresight News13 dk önce

With Labour Changing Leaders, Is the Long-Suppressed UK Crypto Market About to Turn Around?

Foresight News13 dk önce

The US Dollar Challenges Japan's Intervention Threshold: Will the Carry Trade Collapse Again?

The U.S. dollar remains strong, with the Dollar Index holding above 101 as Federal Reserve policy expectations turn more hawkish. The 2-year Treasury yield is near highs from early 2025, boosting the dollar's appeal against currencies like the euro and pound. The USD/JPY pair is approaching a critical level near 161.96, which would mark the yen's weakest point since December 1986. This pressure stems from the widening interest rate differential between the U.S. and Japan. Japanese authorities have issued verbal warnings about potential intervention to support the yen, but uncertainty remains over if and when action will be taken. Oil prices rebounded after a recent drop, introducing renewed inflation concerns. While not the main driver, higher oil prices could further fuel expectations that the Fed will maintain a restrictive policy. Market focus centers on three key issues: whether the Fed will follow through on rate hike expectations, the possibility of Japanese FX intervention, and the trajectory of oil prices. The resolution of these factors will determine whether the current strong dollar trend persists or gives way to increased volatility.

marsbit18 dk önce

The US Dollar Challenges Japan's Intervention Threshold: Will the Carry Trade Collapse Again?

marsbit18 dk önce

A 60-Day Window Depresses Oil Prices, So Why Is the Market Falling Instead?

International oil prices continued to decline on June 23, extending significant losses from the previous session. The market shifted focus from Middle East military risks to actual supply changes following a temporary U.S.-Iran arrangement. The immediate trigger was the resumption of traffic through the Strait of Hormuz, a critical oil shipping chokepoint, with two tankers passing through, signaling eased near-term supply disruption fears. Prices retreated as the "worst-case scenario" was temporarily averted. A reported 60-day window in a U.S.-Iran understanding allows Iran to sell oil during this period, further dampening supply concerns. However, this arrangement is temporary, linked to nuclear talks, and does not guarantee a long-term solution. Market sentiment remains cautious because the deal could still unravel, potentially reinstating sanctions or disrupting shipping. While these developments have lowered immediate risk premiums, prices have not fully returned to pre-conflict levels. Geopolitical news, particularly regarding the stability of the Strait of Hormuz or the progress of negotiations, could quickly reverse the price drop. Additionally, low U.S. strategic petroleum reserves limit the emergency buffer available if supply shocks reemerge. Therefore, the current price decline reflects a reduction in near-term panic, not a complete elimination of Middle East supply risks.

marsbit29 dk önce

A 60-Day Window Depresses Oil Prices, So Why Is the Market Falling Instead?

marsbit29 dk önce

SK Hynix Market Cap Exceeds Samsung for First Time in 26 Years, Korean Broker Calls for 50% More Upside

SK Hynix's market capitalization surpassed Samsung Electronics for the first time in 26 years on June 22, reaching 208.1 trillion won. The shift reflects a market trend where companies directly benefiting from AI infrastructure, like SK Hynix, are receiving higher valuation premiums than diversified giants. The surge is driven by AI-driven demand for High Bandwidth Memory (HBM), where SK Hynix holds a dominant 70-80% market share. Its Q1 2026 revenue exceeded 50 trillion won for the first time, with an operating profit margin of 72%. Hanwha Investment & Securities significantly raised its price target for SK Hynix to 430,000 won, the highest among Korean brokerages. The key rationale is that Long-Term Supply Agreements (LTAs) and robust HBM demand have fundamentally reduced the company's historical profit volatility. Several other brokers have also raised targets, arguing the valuation framework for memory semiconductors is being rewritten, moving away from a cyclical model. Despite the bullish outlook, the stock experienced a pullback of over 5% in regular trading on June 23 after briefly surpassing 3 million won pre-market, amid broader tech sector weakness. Some analysts caution that the市值 overtaking Samsung, whose profit scale and growth forecasts remain higher, could signal short-term overheating. However, high-return investors viewed the dip as a buying opportunity.

marsbit47 dk önce

SK Hynix Market Cap Exceeds Samsung for First Time in 26 Years, Korean Broker Calls for 50% More Upside

marsbit47 dk önce

GPU Rental Prices Drop 30% in Three Weeks: AI Value Chain Migrating from Nvidia to Memory Chips

GPU rental prices for Nvidia's flagship B200 chip have fallen by approximately 30% over three weeks, dropping from a high of $6.11/hour to $4.22/hour. This decline signals a potential easing of the "compute scarcity" narrative that has long supported AI hardware valuations. Concurrently, the semiconductor market is witnessing a significant divergence: while the VanEck Semiconductor ETF (SMH) has risen 15% in the past month, with memory giants Micron and SanDisk each surging nearly 60%, Nvidia's stock has declined about 3% over the same period. Analysts suggest this shift indicates that the AI value chain's bottleneck and profits are migrating from compute (GPUs) to memory. Demand for high-bandwidth memory (HBM) remains intensely strong, with contract prices soaring over 100% in H1 2026, granting memory manufacturers significant pricing power. In contrast, increased B200 supply from improved manufacturing yields and competitive pressure from new cloud providers are softening GPU rental rates. While long-term contracts, like SpaceX's $30 billion deal with Google, show sustained large-scale demand for Nvidia hardware, the softening spot prices pressure the margins of cloud providers and could eventually impact Nvidia's order flow if chip prices don't adjust. The key takeaway for investors is not a weakening AI thesis, but a recalibration within the sector: pricing power appears to be strengthening for memory chipmakers while showing signs of strain for leading GPU suppliers.

marsbit56 dk önce

GPU Rental Prices Drop 30% in Three Weeks: AI Value Chain Migrating from Nvidia to Memory Chips

marsbit56 dk önce

İşlemler

Spot
Futures
活动图片