a16z 布局下一轮牛市的押注项目一览

MarsBitPublicado em 2023-06-07Última atualização em 2023-06-07

Resumo

a16z在主要的协议上进行了大量的投资,例如:$COMP $LDO $UNI $MKR $ETH $OP $SOL $AVAX

想知道加密货币的下一步是什么吗?
以下是@a16z对下一轮牛市的押注。
1/ @dYdX
dYdX是DeFi中最早推出的永续DEX之一。目前,dYdX的日交易量仍然超过所有其他竞争对手的总和。
募集金额:87,500,000美元
共同投资人:@paradigm、@polychaincap、@Dragonfly_xyz以及其他。

a16z


2/ @alongsidefi
AMKT是一种加密指数代币,旨在为25种资产的市值加权篮提供市场风险,每月进行重新平衡,每季度进行重组。
募集金额:11,000,000美元
共同投资人:@coinbase、@FTI_Global以及其他。

a16z


3/ @LayerZero_Labs
LayerZero是一个全能链的互操作协议,通过链上的光节点实现跨链应用。
募集金额:263,000,000美元
共同投资人:@Binance、@Circle、@coinbase、@sequoia以及其他。
4/ @stelolabs
Stelo是一个浏览器扩展,通过进行预测性风险评估和提供一个易于阅读的界面,帮助保护加密货币资产免受Web3钓鱼的影响。
募集金额:600万美元
共同投资人:@opensea 及其他。

a16z


5/ 展望未来,新手将进入Web3空间,并可能随时失去他们的资金,显然需要像Stelo这样的协议。
不要在它上面睡觉。
去安装它,保证你的资金安全。
6/ @zksync
zkSync是一个Layer 2协议,通过增加以太坊的吞吐量并保持其分散性和安全性来扩展以太坊。
募集金额:458,000,000美元
共同投资人:@BitDAO_Official、@ConsenSys以及其他。
7/ @goldfinch_fi
Goldfinch是一个去中心化的信贷平台,为区块链提供真实世界的借贷,由真实世界的资产而不是加密货币作为抵押。
募集金额:37,000,000美元
共同投资人:@coinbase、@OrangeDAOxyz以及其他。
8/ 随着RWAs的叙述获得牵引力,并预计会有更多的增长,值得关注$GFI,即使其图表看起来像过山车。
9/ @aztecnetwork
Aztec与zkSync类似,是以太坊上的一个私有ZK-rollup,使去中心化的应用程序能够获得隐私和规模。
募集金额:119,000,000美元
共同投资人:@coinbase、@paradigm以及其他。
10/ @syndicateio
Syndicate允许用户创建一个由大约99名参与者组成的DAO,汇集他们的资本,然后作为一个团体投票决定资金的投资方向。
募集金额:28,000,000美元
共同投资人:@coinbase、@paradigm以及其他。
11/ 这个背后的概念对我来说相当有趣,特别是考虑到风险DAO的日益流行。
想象一下,你有可能在几分钟内与你的亲密朋友一起开设一个DAO,并集体投资于早期项目。
12/ @weareflowcarbon
Flowcarbon提供投资策略和解决方案,从碳项目的发起和融资到信贷销售和企业碳组合管理。
募集金额:70,000,000美元
共同投资人:@CeloOrg以及其他。
13/ @TrueFiDAO
TrueFi是一个由TRU持有人管理的现实世界和加密货币原生贷款的信贷协议。
到目前为止,TrueFi已经发放了17亿美元的贷款,并收到了15亿美元的还款。
募集金额:32,500,000美元
共同投资人:@BlockTower、@Jumpcapital以及其他。
14/ 蓝筹股
最后,a16z在主要的协议上进行了大量的投资,例如:
$COMP $LDO $UNI $MKR $ETH $OP $SOL $AVAX

Leituras Relacionadas

How Blockchain Fills the Identity, Payment, and Trust Gaps for AI Agents?

AI Agents are rapidly evolving into autonomous economic participants, but they face critical gaps in identity, payment, and trust infrastructure. They currently lack standardized ways to prove who they are, what they are authorized to do, and how they should be compensated across different environments. Blockchain technology is emerging as a solution to these challenges by providing a neutral coordination layer. Public ledgers offer auditable credentials, wallets enable portable identities, and stablecoins serve as a programmable settlement layer. A key bottleneck is the absence of a universal identity standard for non-human entities—akin to "Know Your Agent" (KYA)—which would allow Agents to operate with verifiable, cryptographically signed credentials. Without this, Agents remain fragmented and face barriers to interoperability. Additionally, as AI systems take on governance roles, there is a risk that centralized control over models could undermine decentralized governance in practice. Cryptographic guarantees on training data, prompts, and behavior logs are essential to ensure Agents act in users' interests. Stablecoins and crypto-native payment rails are becoming the default for Agent-to-Agent commerce, enabling seamless, low-cost transactions for AI-native services. These systems support permissionless, programmable payments without traditional merchant onboarding. Finally, as AI scales, human oversight becomes impractical. Trust must be built into system architecture through verifiable provenance, on-chain attestations, and decentralized identity systems. The future of Agent economies depends on cryptographically enforced accountability, allowing users to delegate tasks with clearly defined constraints and transparent operation logs.

marsbitHá 12m

How Blockchain Fills the Identity, Payment, and Trust Gaps for AI Agents?

marsbitHá 12m

Six Years Since DeFi Summer, How Will the Decentralized Financial Revolution Continue?

In 2026, the DeFi sector faces a severe trust crisis following a series of high-profile security breaches, including a $292 million theft from KelpDAO’s rsETH, a $2.85 million exploit at Drift Protocol due to permission vulnerabilities, and a $14.9 million lending failure at Venus Protocol. These incidents triggered a withdrawal of approximately $10 billion from DeFi over a single weekend, highlighting systemic risks beyond smart contract flaws—such as governance, cross-chain complexity, and operational weaknesses. Despite these challenges, on-chain finance continues to grow, with capital shifting toward safer, regulated products. Stablecoins like USDT ($185B) and USDC ($78B) have reached a combined market cap of $263 billion, while tokenized U.S. Treasuries surged to $10.93 billion. Visa’s growing USDC settlement volume, now annualized at $3.5 billion, signals increasing institutional adoption of compliant blockchain-based financial infrastructure. The competition for the future of on-chain finance is intensifying. While native DeFi struggles with trust and capital outflows, regulated products—stablecoins, tokenized assets, and ETFs—are gaining dominance by offering programmable, 24/7 settlement without high DeFi risks. Over 80 crypto projects shut down in Q1 2026, reflecting dwindling patience for speculative ventures. The core challenge for open DeFi is to rebuild trust and demonstrate irreplaceable value—or risk ceding its role as the primary entry point to on-chain finance.

marsbitHá 22m

Six Years Since DeFi Summer, How Will the Decentralized Financial Revolution Continue?

marsbitHá 22m

Trading

Spot
Futuros
活动图片