Cryptocurrency VC Dynamics and Research

Strive to find new narratives.

How to build a powerful Web3 protocol network?

Beyond Token Economics

Paradigm is once again experiencing a paradigm shift, no longer focusing solely on cryptocurrency/Web3, and is beginning to expand its areas of interest to AI.

What are the common characteristics of major defeats? Why do they happen and how can they be avoided?

8 major holdings and recent investments of venture capital firms.

How to understand the user experience, security, and opportunities of wallets.

Multicoin hedge fund has dropped 55% this month, primarily due to their irresponsible long positions in $SOL.

The CeFi sector has the highest financing amount at 10.2 billion dollars, followed by infrastructure with 9.7 billion dollars.

This issue of Space focuses on the pause of ABCDE, delving into the current challenges in the primary market, the structural dilemmas faced by crypto VCs, and the changes in investment logic and survival strategies at this new cycle node.

Spring belongs to those who can tell stories.

BlackRock, half of financial history

How did a newly established company with only 520 employees, founded just seven years ago, achieve annual revenue that exceeds that of the world's largest asset management company, BlackRock, by two times?

VC should shift from a passive "arbitrage intermediary" to an active "value enabler."

VCs always love to hype up founders about improving adaptability, but now it's their turn to adapt.

Maven 11's growth is unique. This article will delve into its distinctive investment style, team composition, and investment landscape, revealing the legendary journey of Maven 11.

The output of foreign VC investments is higher than that of domestic VC, while the output of VC investments under exchanges ranks between the two.

In this rapidly changing field, which projects and tracks are becoming the focus of VCs? Let us step into the perspective of VCs and explore the "yesterday, today, and tomorrow" of the crypto industry.

We are in a low liquidity period, near the bottom of the market cycle.

The total financing amount in the Web3 industry reached $2.75 billion in Q2 2024, a year-on-year increase of 38.9%, with the total number of mid-to-late stage financings growing by 20.7% quarter-on-quarter. In the first half of the year, the total fundraising amount for Web3 investment funds reached $1.38 billion. The competition for Binance List Tokens has become intense, and high valuations combined with low circulation models may suppress token price performance.

If these venture capitalists invest in the project, then the project "guarantees" that there will be an airdrop.

This year marks a new round of bull market. How to re-understand Ethscriptions in the context of this bull market trend?

The team should focus on attracting high-value contributors who believe in the project vision and are willing to provide financial and energetic support.

Some VCs are complaining, and even retail investors believe that KOLs are entities that can more easily gain profits in a bull market. But is this really the case?

PANews interviewed 20 well-known crypto institutions including Animoca Brands, HashKey Capital, Binance Labs, NGC, C Squared Ventures, Cobo, Generative Ventures, and Newman Group to discuss topics such as market trends, narrative themes, and potential sectors.

The exploration of interoperability is shifting from early efforts to promote the interconnection of different chains, ecosystems, and applications towards achieving better UI/UX, which will also be one of the narratives of the crypto industry for a long time to come.

a16z listed several exciting trends in the cryptocurrency industry for 2024.

Instead of thinking every day about the business world and internet models, it is better to consider what public goods exist in today's world that have significant social value but are not priced? Although they are very valuable, their circulation efficiency is extremely low, and there is a lot of friction?

We have seen many difficult problems, but still intuitively believe that full-chain games can leverage blockchain to create unique and novel outcomes.

Although Temasek announced that it would not invest in cryptocurrency companies for the time being, its early Web3 investment fund may not have paused its investment pace.