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Traditional VCs mainly invest in the two subdivisions of blockchain technology services and mining machine production, while blockchain VCs are all rushing to invest in DeFi.
Original title: “Detailed third quarter investment: 32 institutions made more than 3 shots, and the DeFi field was heavily stocked”
Written by: Carol, Popsicle
In the third quarter, investment and financing in the global pan-blockchain field maintained the rapid growth trend this year. 127 projects disclosed financing information (excluding acquisitions), and the number of financing projects increased by 76.39% compared with the second quarter. Among them, 93 projects (excluding acquisitions) disclosed the amount of financing, totaling approximately US$768 million, a slight drop of 2.67% from the second quarter and basically the same.
Judging from the hot track of investment, DeFi is the largest segment of financing other than investment funds. The total amount of financing disclosed in the third quarter was about 131 million US dollars, which was an increase of 84 million US dollars from the second quarter, an increase of about 178.72%. .
So, in the hot market, which projects have all the capitalists “shot”? Which areas are you optimistic about?
According to statistics, 108 of the 127 investment and financing events in the third quarter disclosed investors, covering 287 investors (including institutions and individuals), of which 32 investment institutions invested in more than 3 projects. The largest investment projects are NGC Ventures, IOSG Ventures and Parafi Capital, each investing in 8 projects. Secondly, BKEX Capital, Dragonfly Capital Partners, Alameda Research, SNZ Holding, Polychain Capital, Three Arrows Capital, Framework Ventures, HashKey Capital, and Pantera Capital are also active investment institutions in the third quarter, with more than 5 investment projects.
Regardless of the difference in investment behavior such as lead investment and follow-up investment, the average investment amount of each investor is estimated by the total financing/number of investors to estimate the investment amount of each investor in the third quarter. However, it must be emphasized that this is only an estimated value. Because the difference is ignored, the estimated result can only provide a certain degree of reference for understanding the investment behavior of the investor.
According to statistics, in the third quarter, a total of 17 investment institutions invested more than US$5 million in the pan-blockchain field. Among them, Thai Fund, Coinbase Ventures and Koyin Capital are the three investment institutions with the highest total investment, all exceeding US$10 million.
It is worth noting that Thai Fund’s US$15 million invested in only one project, and ECOChain disclosed in July that it had obtained Thai Fund’s US$15 million financing to support its technology research and development and application. Coinbase Ventures and Koyin Capital invested in 3 and 4 projects, respectively. The former invested in Audius, Dapper Labs, and Dune Analytics, and the latter invested in BitWell, Deipool, Farmland Protocol, and Chuangyou.
According to the classification of investment institutions, in the third quarter, well-known enterprises and well-known traditional VCs have reduced their investment in the pan-blockchain field, while block chain VCs and exchanges have participated more widely in the pan-blockchain field investment.
In the third quarter, traditional VCs mainly invested in the two sub-fields of blockchain technology services and mining machine production, but did not involve industry hotspot DeFi. On the contrary, blockchain VCs are rushing to invest in DeFi. According to incomplete statistics, 12 well-known blockchain VCs invested in DeFi projects in the third quarter. Among them, Framework Ventures invests in the most DeFi projects, with a total of 4, involving Aave, Teller, Zapper Finance and DODO. In addition, Parafi Capital, Polychain Capital, Three Arrows Capital and Consensus Labs are also very keen to invest in the DeFi track.
In addition to DeFi, blockchain VCs have also shown wide-ranging interest in exchanges and data fields. Ten well-known blockchain VCs have invested in exchanges, and another four have invested in data fields. In the third quarter, the “consensus” of blockchain VCs on the blockchain investment track was strengthened, and the investment field showed a certain degree of concentration.
It is worth noting that a number of relatively emerging blockchain VCs emerged in the third quarter, such as Three Arrows Capital, Parafi Capital, and Framework Ventures. These emerging funds were highly active in the third quarter, and the number of “shots” was more than 6 times. , The estimated investment amount is higher than 4 million US dollars.
In addition, in addition to continuing to be keen on investing in exchanges, many exchanges began to invest in the DeFi field in the third quarter. BKEX, FTX and MXC have all invested in DeFi projects, of which BKEX has invested in 3 more.
Source link: mp.weixin.qq.com
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