拆解头部KOL投资列表，寻找新的Alpha

Odaily星球日报2024-05-08 tarihinde yayınlandı2024-05-08 tarihinde güncellendi

Özet

投资标的主要集中于游戏、社交、BTC L2网络等热门赛道。

原创｜Odaily星球日报

作者｜Wenser

拆解头部KOL投资列表，寻找新的Alpha

2024 年 4 月，Web3 资产数据平台 RootData 发布 KOL 近半年参与项目融资情况统计数据，其中 dingaling 以参与 21 个项目融资排名第一，GmoneyNFT、DCF GOD 分列第二和第三位。今天，Odaily星球日报将和大家一起，从这份表格中拆解一下 KOL 们的投资策略并找寻新的 Alpha。

拆解头部KOL投资列表，寻找新的Alpha

https://d1x7dwosqaosdj.cloudfront.net/images/2024-05-08/2b3bf0d7ef5fae676e03bc68824717e2

热门赛道：游戏、BTC L2、社交

根据以上表格信息及 Rootdata 官网信息，众多 KOL 主要投资标的集中于游戏、社交、BTC L2 网络等热门赛道，其中，以下项目获得了较多 KOL 的认可与投资：

  • eesee 共有 7 位 KOL 投资，Blast 生态的一个去中化聚合交易和彩票平台，主要通过为数字资产、代币和 RWA 提供额外的流动性和交易市场服务于买卖双方，并借助特殊的 token cash-back 的形式来抵消掉用户未能中奖的负和效应，获胜者获得彩票池奖励，失败者则获得积分，与未来的奖励挂钩。代币 ESE 目前价格为 0.08 美元， 24 小时交易量为 182 万美元。

  • Mezo 共有 4 位 KOL 投资，最新的比特币 L2 网络之一，由开发商 Thesis 团队创建，此前曾完成由 Pantera Capital 领投、Multicoin、Hack VC、Draper Associates 等参投的 2100 万美元 A 轮融资，Mezo 通过“HODL 证明（Proof of HODL）”积分计划利用持币者的闲置比特币，存放时间越长，用户的“HODL 得分乘数”越多。目前未发币。

  • GAM 3 S.GG 共有 4 位 KOL 投资，Web3 游戏内容平台。据其官方简介信息，目前已上线 400+ 游戏，其使命是通过游戏发现、内容、直播、社区活动等方式让游戏玩家加入 web3。GAM 3 S.GG 超级应用程序通过简化用户体验、提供抢先体验的机会，策划内容以突出热门 web3 游戏，消除新手入门障碍。代币 G 3 目前价格为 0.177 美元，总市值 1.7 亿美元。

  • Scallop 共有 4 位 KOL 投资，Sui 生态系统的借贷市场。其致力于构建一个动态的货币市场，在统一平台提供高利率借贷、低费用借贷、AMM 和资产管理工具，并为专业交易员提供 SDK，代币 SCA 目前价格为 0.61 美元，流通市值 1854 万美元。

  • MetaStreet 共有 4 位 KOL 投资，Blast 生态 NFT 信用市场的流动性扩展协议。其主要产品是一个资本金库，可为 NFT 支持的票据提供二级市场流动性，参与者可以存入资金，以便从 NFT 支持的票据的多元化投资组合中赚取收益，投资机构还包括 Dragonfly, DCG, OpenSea, Nascent 等明星资本，此前曾完成 2500 万美元融资。目前未发币。

  • Reach 共有 4 位 KOL 投资，SocialFi 协作平台，专为 Web3 社区内的创建者和贡献者而设计。Reach 使任何希望推广其内容的人都能利用参与、验证和审计的用户群，并为他们对网络效果的贡献支付报酬。作为 Discord Bot 开发，它允许创作者轻松地设立任务来推广他们的内容。任务可以根据目标受众进行定制，包括 X.com 平台上的关注、点赞、转发和推文评论。某些任务也有奖励（ETH），由创建者选择并资助，其他任务则有排行榜积分奖励，可用于购买任务。代币 REACH 目前价格为 0.045 美元，总市值 488.8 万美元。

除此以外，Defi 赛道也是众多 KOL 关注的重点，Kodiak、Orbit Protocol、Particle 等产品也受到了诸多关注。

KOL 特点：多数为 NFT 玩家

值得一提的是，此次统计的 KOL 名单中， NFT 玩家占比相对较高。如 dingaling、Gmoney、区块先生、Grail.eth、Zeneca、0x Sun 等人，头像或 ID 都是 NFT 相关元素，也是 NFT 市场中为众人所熟知的 KOL。

无独有偶，此前 Memecoin 热潮也是从 NFT 玩家开始，逐步扩散到加密市场的不同群体之中，个人看来， NFT 玩家在投资市场表现活跃的原因主要有以下 3 点：

  • 社区影响力较大。 NFT 赛道的 KOL 所处的社区一般凝聚力较强，且在社区中影响力较大，因此具备较强的内容营销价值，获得投资项目的认可；

  • 文化审美较好。区别于其他赛道的 KOL， NFT 赛道的 KOL 对于项目质量的判断不仅仅局限于团队背景、资本支持、项目资源，对一个项目的文化背景、项目审美以及运营手法也较为看重，因此更倾向于投资有一定审美能力的团队和项目，粗制滥造的项目很难得到他们的青睐；

  • NFT 市场遇冷，寻求新的突破口。受到流动性问题影响， NFT 市场近年来一直表现欠佳，因而相比较而言，NFT 赛道的 KOL 更有动力寻求新的增长点和突破口，这也是很多 NFT 玩家大批量涌入一级市场、二级市场的原因之一。当然，某种程度上而言，这也是迫不得已的选择。

标的共性：新兴生态+成熟模式

除此以外，通过对 KOL 投资项目的分析，我们也可以看到，除了 Ethena、Ether.fi 等以太坊再质押赛道，他们选择的投资标的多集中于已有成熟模式可以借鉴参考的新兴生态，如：

  • Blast：作为背靠“积分制集大成者” Blur 的 L2 网络，通过积分体系、黄金积分奖励、Big Bang 赛事等步步为营的运营活动，Blast 逐渐成长为一个生态越发丰富的“应用型网络”，无论是游戏，还是社交、Defi、NFTFi，Blast 的积分就是产品的“最佳卖点”，因而吸引众多团队与包括 KOL 在内的投资人争相涌入。

  • Berachain：作为此前完成 1 亿美元 B 轮融资、估值至少为 10 亿美金的 L1 公链，Berachain 的生态系统也在逐渐发展当中，尤其是其定位为“社区驱动型区块链网络”，且具备极强的 Meme 属性，因而也使得众多 KOL 成为这一生态的先行者和布道者。

  • Sui Network：作为由 Move 语言提供支持的区块链网络，Sui 的高吞吐量、低延迟和面向资产的编程模型也受到了不少项目方的认可，而根据最近 Artemis 平台的数据显示，Sui 链上日均交易量曾短时超越 Solana 网络，高达 4100 万次，长期来看，休闲类小游戏是 Sui 的一大优势赛道，之前巴黎 Sui Basecamp 活动也向市场展示了这一生态的高度活跃现状，因而也为成熟模式的落地提供了较好的土壤。

小结：KOL 轮是常态，平常心看待

此前，KOL 轮融资成为加密行业的阶段性讨论热点。很多人对此持否定态度，认为 KOL 轮融资将导致 KOL 对影响力的滥用，促使普通用户 FOMO、跟风。有些人认为，KOL 轮融资是市场力量更迭的表现，在一定程度上取代了以往的机构投资的重要作用。当然，也有人对此不屑一顾，认为 KOL 轮融资弊端不小，而且很多时候 KOL 拿到的额度并不一定能得到高收益回报，毕竟还有着“项目 Rug、安全风险、市场情绪遇冷”等高风险因素的存在，很容易导致 KOL 成为“免费劳动力”，甚至“又出钱又出力，最后却竹篮打水一场空”。

针对这一问题，海外 KOL 的态度更为平和，Endless Clouds 创始人 Loopify 和海外知名 KOL OSF 都曾经发表过相关言论，从一文不名，到通过自己的努力和内容输出，他们逐渐在加密行业获得了一定的资源积累，进而成为很多项目抛去橄榄枝的选择，虽然看起来像是鸡汤，但事实确实如此。

所以，与其抱怨，不如接受，然后寻找属于自己的 Alpha。或许，下一个名动加密圈的，就是你。

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