盘点2024加密融资情形与潜力赛道预期

币界网Опубликовано 2024-08-01Обновлено 2024-08-01

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作者：WOO Research

背景

加密市场于 2022 年走进冰点，2023 Q4 开始复苏， 2024 在币价方面，比特币也突破上轮牛市 69,000 美元高点。随着市场回暖，除了关注币价表现，我们认为整体加密市场融资情形也至关重要。

融资活动兴盛与否代表产业发展的动力，将体现在：

  • 推动技术创新：融资是技术创新的重要驱动力，资金支持新技术的研发和应用，才能促进了整个行业的技术进步。

  • 市场信心指标：风险投资代表投资者对于加密市场前景的预期，若整体融资情形金额、数量减少，则可视为外界投资人对市场前景看法趋于保守，甚至看衰。

融资活动带来的正向飞轮效应尤为明显：

  1. 融资案增加：大量的资金流入吸引了更多的投资者和风险资本，推动了更多融资案的出现。

  2. 吸引新创团队：随着融资机会增加，更多的新创团队和企业被吸引进入加密市场，投入开发新技术和应用。

  3. 整体生态变好：新技术和应用的出现改善了市场生态，带来更多元化和创新。

  4. 投资人兴趣增加：良好的市场生态和持续的技术创新吸引了更多投资人的兴趣，进一步增强了市场信心。

WOO X Research将在本文将检视 2024 的整体融资情形，再看看一些知名 VC 投资细分板块的趋势，最后我们会由融资数据预测未来潜力板块。

2024 整体融资情形

  • 融资金额与次数：可以看到整体融资市场于2023 年11 月开始回暖，2024 单月融资次数基本维持在120 笔以上(7 月还没过完)，单月融资金额落在700 亿~ 1000 亿之间，无论金额与融资次数相比2023 皆有显著的成长。

  • 赛道表现：以基础设施最受投资方青睐，共融得 24 亿美元，远超第二名的 DeFi 8.6 亿美元。当中也能看到 VC 对 DAO 以及 NFT 兴趣缺缺，排在融资金额最后两位。

  • 单笔融资规模：100 ~ 300 万规模占比 40% 为最高，500 ~ 1000 万占比 22% 次之。 300 ~ 500 万规模融资相比 2023 年有所减少，减少的部分增加在 100 ~300 万以及 500- 1000 万区间，也代表 2024 项目融得金额中间地带减少，较为分化。

头部 VC 投资情形

本文选择 A16Z、Coinbase Ventures、Binance Lasbs、Pantera Capital 以及 Dragonfly 做为参考对象。

从以上数据可以得出以下观点：

  • A16Z (Andreessen Horowitz)：主要投资于基础设施、DeFi 和游戏，也有一些投资于 NFT 和社交娱乐。

  • Coinbase Ventures：投资领域多元，DeFi 和基础设施是重点，并且也涉足工具与信息、社交娱乐和 DAO。

  • Binance Labs：大部分投资集中于 DeFi 和基础设施，其次是社交娱乐和游戏。

  • Pantera Capital：主要关注 DeFi 和基础设施，亦有部分资金投入 NFT 和其他领域。

  • Dragonfly：投资范围广泛，基础设施、DeFi、NFT 和工具与信息占较大比例。

与最一开始观察 2024 整体融资情形一样，这五间头部 VC 也是投资重点仍是以基础设施与 DeFi 为大宗。接下来开始盘点他们的投资项目：

  • A16Z：对外投资共 13 笔，当中三笔领投(Friends With Benefits、EigenLayer、Espresso System)。

  • 投资项目中拿到最高融资金额的项目是 Web 3 社交应用 Farcaster，在 A 轮融得 1.5 亿美元，估值 10 亿美元。

  • 值得一提的是，虽然 A16Z 并没有在 A 轮领投 Farcaster，但在2022 年种子轮时担任 Farcaster 角色。

  • Coinbase Ventures：对外投资 24 笔，当中两笔领投(El Dorado、WITNESS)

  • 投资项目中拿到最高融资金额的项目是基础设施平台 Conduit，在 A 轮融得 3700 万美元，目的是提供工具包给开发者使用。

  • Binance Labs：对外投资 24 笔，领投部分则偏好自行与项目方联络，单独投资，大多都不揭露金额，较少与其他团队共同投资。

  • 投资项目中有披露，拿到最高融资金额的项目是 Ethena，在拓展种子轮融得 1400 万美元。

  • 其他单独投资的项目包含：Catizen、Zircuit、Infrared、Rango、Aevo、Movement、BounceBit、StakeStone、Cellula、Derivio、Babylon、RENZO、NFPrompt、Puffer Finance、Shogun、BracketX Protocol、Memeland，占了绝大多数，当中有超过8 成的项目尚未发币，若发币未来期望有机会上线币安。

  • Pantera Capital：对外投资 18 笔，当中 9 笔领投，2024 领投率高达 50%。投资项目中拿到最高融资金额的项目是开源 AI 模型 Sentient，在种子轮融得 8500 万美元，目标是直接与 OpenAI 竞争。

  • Dragonfly：对外投资 14 笔，当中 11 笔领投，2024 领投率高达 79%，为五间投资机构之冠。投资项目中拿到最高融资金额的项目是连 V 神都称赞的对赌项目 Polymarket，在 B 轮融得 4500 万美元。

盘点以上五间 VC 的投资项目，只有三个项目有两间投资机构共同投资：

  • Neynar：Farcaster 的开发平台

  • 投资机构：A16Z、Coinbase Ventures

  • 投资轮次：A轮

  • 投资金额：1100万美元

  • 投资日期：5月30日

  • Nexus：模块化 zkVM 项目

  • 投资机构：Dragonfly、Pantera Capital

  • 投资轮次：A轮

  • 投资金额：2500万美元

  • 投资日期：6月10日

  • Morph：结合 optimistic & ZK 技术的 L2

  • 投资机构：Dragonfly、Pantera Capital

  • 投资轮次：种子轮

  • 投资金额：2000万美元

  • 投资日期：3月20日

值得注意的是，Binance Labs 没有与其他四间投资机构共同投资相同项目。

潜力板块预期：以意图为中心、模块化区块链、并行 EVM

全球加密货币市场的总市值约为 2.5 兆美元。还占据非常小的份额，甚至比不上 NVDIA，足见加密货币市场整体上涨潜力仍大。而本文不断提及基础设施与 去中心化金融 为 VC 所偏好投资赛道，原因是这两个赛道为加密市场发展的底层逻辑。

基础设施意味着支持整个生态系统的发展，通常具有较长的生命周期，能够带来较为稳定的收益；DeFi 则是整体市场流动性的基石，若能创造高流动性将吸引更多流动性进驻，形成正向飞轮效应。

目前基础设施与DeFi 赛道的币价表现都远输迷因币，原因可以归咎于当前市场尚未降息，缺乏流动性进驻，且迷因币的兴起更多展现的是对恶劣VC 币的反对票，但真正优秀的项目仍会留存于市场之中，现在币价不涨不等于没有价值。

而从基础设施中我们看好以意图为中心、模块化区块链、并行 EVM，这三个赛道。这三者的共同点是尝试解决现有区块链技术问题：以意图为中心增进了使用者体验，模块化区块链能打破不可能三角、并行 EVM突破传统 EVM 处理速度限制。

就让我们忽略短期噪音，跟着加密市场一起长期发展吧。

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