13 张图看懂 2022 年一季度区块链行业投融资趋势

Foresight ResearchОпубликовано 2022-05-14Обновлено 2022-05-14

Введение

平均每个工作日有 7 笔以上融资,超过 1 亿美元的大额融资有 28 笔。

CB Insights 在发布 2022 年一季度区块链领域投融资报告,从投资机构、投资规模、趋势、地区以及被投领域等角度梳理了全球行业内投资概况,并进行了详细的数据呈现。对此,Foresight News 对报告重点内容进行了汇总整理。
区块链初创公司融资额连续 7 个季度稳步增长,2022 年一季度融资额为 920 亿美元,环比增加 3.6%。

投资

区块链公司融资笔数持续增加,一季度发生 461 笔融资,平均每个工作日有 7 笔以上融资,平均单笔交易规模达到 2000 万美元,中位数为 400 万美元。

投资

上一季度中超过 1 亿美元的大额融资有 28 笔,占该季度融资笔数的 6% 和总融资额的 63%。

投资

区块链独角兽公司从 49 家增加到 62 家。一季度出现的新独角兽公司包括 Yuga Labs、Immutable、Optimism、Apto 等。

投资

全球范围内估值超百亿美元的区块链相关独角兽公司共 7 家,分别是 FTX、Ripple、Blockchain.com、OpenSea、Bitmain Technologies、Alchemy、Digital Currency Group。

投资

从投资笔数来看,Animoca Brands 最为活跃,一季度投资 34 笔,其次为 Coinbase Ventures 和 Pantera Venture 等。

投资

26% 的投资资金(约合 24 亿美元)流向 NFT 初创公司,如 NFT 市场、游戏和基础设施提供方。

投资

DeFi 领域内融资额达到 21 亿美元创下季度新高(不包括 DAO 代币销售),同比增加超 5 倍,大部分流向 DeFi 基础设施和开发提供方。最大的一笔为 ConsenSys 的 4.5 亿美元融资。

投资

按地区来看,上季度美国区块链相关融资笔数占比达到 43%,其次是亚洲和欧洲。

投资

2022 年一季度美国区块链初创公司的总融资额达 580 亿美元,与前一季度基本持平。

投资

在美国,纽约再次以超 21 亿美元的区块链领域融资额位居第一,超过一半的资金流向 Fireblocks、ConsenSys 和 OpenSea。硅谷以 16 亿美元的融资额排列第二。

投资

亚洲范围内一季度区块链融资额达到 15 亿美元,同比增加 275%。其中 85% 的被投公司当前还处于早期发展阶段。

投资

下图列举了一季度在全球范围内按筹集金额排序的区块链领域相关公司,Fireblocks 在今年 1 月 27 日完成的 5.5 亿美元 E 轮融资,为一季度区块链领域金额最大的单笔融资。

投资

Похожее

Autonomy or Compatibility: The Choice Facing China's AI Ecosystem Behind the Delay of DeepSeek V4

DeepSeek V4's repeated delay in early 2026 has sparked global discussions on "de-CUDA-ization" in AI. The highly anticipated trillion-parameter open-source model is undergoing deep adaptation to Huawei’s Ascend chips using the CANN framework, representing China’s first systematic attempt to run a core AI model outside the CUDA ecosystem. This shift, however, comes with significant engineering challenges. While the model uses a MoE architecture to reduce computational load, it places extreme demands on memory bandwidth, chip interconnects, and system scheduling—areas where NVIDIA’s mature CUDA ecosystem currently excels. Migrating to Ascend introduces complexities in hardware topology, communication latency, and software optimization due to CANN’s relative immaturity compared to CUDA. The move highlights a broader strategic dilemma: short-term compatibility with CUDA offers practical benefits and faster adoption, as seen in CANN’s efforts to emulate CUDA interfaces. Yet, long-term over-reliance on compatibility risks inheriting CUDA’s limitations and stifling native innovation. If global AI shifts away from transformer-based architectures, strict compatibility could lead to technological obsolescence. Despite these challenges, DeepSeek V4’s eventual release could demonstrate the viability of a full domestic AI stack and accelerate CANN’s ecosystem growth. However, true technological independence will require building an original software-hardware paradigm beyond compatibility—a critical task for China’s AI ambitions in the next 3-5 years.

marsbit12 мин. назад

Autonomy or Compatibility: The Choice Facing China's AI Ecosystem Behind the Delay of DeepSeek V4

marsbit12 мин. назад

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.

marsbit1 ч. назад

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

marsbit1 ч. назад

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.

marsbit1 ч. назад

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

marsbit1 ч. назад

Торговля

Спот
Фьючерсы
活动图片