9月Web3.0市场共融资17.71亿美元,区块链领域7.22亿美元

元宇宙内参2022-10-14 tarihinde yayınlandı2022-10-14 tarihinde güncellendi

Özet

9月份全球Web3.0领域融资总数量为111笔,较8月份的103笔环比上升7.77%。

据财联社创投通不完全统计,9月份全球Web3.0领域融资总数量为111笔,较8月份的103笔环比上升7.77%。9月份融资总额为17.71亿美元,较8月份的12.91亿美元环比上升37.18%。

从细分赛道来看,区块链基础设施领域获得7.22亿美元融资,成为9月获得融资总额最多的赛道。此外,Gamefi赛道获得融资的项目数量最多。

从轮次来看,9月份的融资主要集中在种子轮,占比达到38.73%;其次A轮和战略融资也占有一定比例。

从地区来看,美国项目的融资数量和总额都是最多的,中国9月份有12个项目获得1.73亿美元,不过中国项目中数字藏品领域最多。

1、9月份融资总额环比增长37.18%

9月份全球Web3.0领域融资总数量为111笔,较8月份的103笔环比上升7.77%。9月份融资总额为17.71亿美元,较8月份的12.91亿美元增加4.8亿美元,环比增长37.18%。

其中,上亿美元的融资有2笔,共融资4.1亿美元。9月9日,位于中国香港的元宇宙游戏公司Animoca Brands宣布已获得1.1亿美元融资,由淡马锡、博裕资本和GGV Capital参投。这使得Animoca Brands迄今为止的总融资额超过6亿美元。

9月14日,Layer 1公链项目Sui开发商Mysten Labs宣布获得超3亿美元B轮融资,由FIX风投公司领投,a16z crypto、Apollo、Circle Ventures、Lightspeed Venture Partners、Sino Global等多家机构参投。Mysten Labs总部位于美国加利福尼亚州,去年12月该公司曾经获得了由a16z领投的3600万美元A轮融资。

9月份完成融资的111个项目中,有22个来自Gamefi赛道,成为获得融资数量最多的赛道,占该月融资项目的19.82%。其中Gamefi领域的融资总额为4.17亿美元,占9月份融资总额的23.47%。

9月份,区块链基础设施领域有19笔获得7.22亿美元融资,是融资金额最多的赛道。去中心化金融DeFi领域有15个项目获得1.41亿美元融资。NFT赛道有13个项目获得1.17亿美元融资。中心化金融CeFi领域有8个项目获得1.01亿美元融资。

此外,在具体的应用层面,支付赛道有14个项目获得9045万美元;数据分析赛道有10个项目8290万美元;隐私赛道有5个项目获得4430万美元。

2、数藏项目多数未公布投资机构

从轮次来看,9月份的融资主要集中在种子轮,占比达到38.73%;其次A轮和战略轮占有一定的比例,分别为18.92%和8.11%。

从投资机构出手次数看:Coinbase Ventures继续保持高频出手,继在7月份出手10次、8月份出手9次后,9月份继续出手9次。

FTX这个月保持较高的出手,该机构在8月份只出手了3次,在9月份出手了9次。此前FTX首席执行官Sam Bankman-Fried在接受媒体采访时表示,FTX交易所至少有10亿美元可用于收购。

Dragonfly Capital在9月份共出手6次,其中有2次投向区块链的基础设施,NFT、隐私、数据等赛道也有布局。

值得注意的是,今年4月份Dragonfly Capital宣布已为旗下第三支加密基金“Dragonfly Ventures III”筹集6.5亿美元。据悉,该基金将专注于区块链和加密公司创建“新数字经济”的所有阶段,有限合伙人包括全球投资巨头Tiger Global、KKR和红杉中国等。

值得注意的是,9月份国内有6个数字藏品项目公布获得融资,但而多数数藏项目并未公布投资机构。其中,“灵境数字科技”在9月19日宣布完成数千万元A轮融资,由光云基金独家投资。

据了解,光云基金是由光大控股和网易联合发起设立的股权投资基金,参与投资布局了科技、消费和文娱等多个产业领域,基金出资方还包括中金启元国家新兴产业创业投资引导基金、浙江出版联合集团和杭州高科技创业投资管理有限公司等机构。

3、港股元宇宙第一股将挂牌上市

从地区来看,在9月份融资的111个项目中,其中未公布具体国家的有37个。在74个公布了国家的项目中,有33个项目来自美国,12个项目来自中国,8个来自英国,5个来自新加坡;

另外,印度、瑞士各有3个项目。

其中美国的项目共获得融资5.57亿美元,在33个项目中有12个是区块链基础设施领域,6个是Gamefi领域,5个是关于数据领域,3个是隐私领域。

12个来自中国的项目共获得融资1.73亿美元,其中有6个是数字藏品领域。

值得注意的是,作为冲刺港股“元宇宙第一股”的飞天云动日前宣布获得约1.67亿港元基石投资,投资者包括浙江安吉国资旗下安吉国融、商汤科技旗下SensePower和捷利交易宝等5名基石投资者。

飞天云动前身是掌中飞天科技,刚开始主营业务为手机游戏,而后转向AR/VR内容及服务业务,2021年12月更名为飞天云动后,重点布局元宇宙业务。公司目前为元宇宙场景应用层(或AR/VR内容及服务市场)的领先供应商,并已开始建立自己的元宇宙平台。预计10月18日在港交所挂牌上市。

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