发布: 2024/05/05 01:42 阅读: 679
Key Points
关键点
Crypto venture capital funding has witnessed a resurgence, with over $4 billion invested in startups. Four key areas attracting investments are Ethereum restaking, DePINs, the Bitcoin ecosystem, and RWA tokenization.
加密风险投资出现复苏,对初创企业的投资超过 40 亿美元。吸引投资的四个关键领域是以太坊重新抵押、DePIN、比特币生态系统和 RWA 代币化。
Venture Capital Investments in the Crypto Sector
加密货币领域的风险投资
Venture capital investments in the cryptocurrency sector have experienced a significant revival this year, with over $4 billion being poured into various startups. The primary areas attracting these investments include Ethereum restaking, decentralized physical infrastructure networks (DePINs), the Bitcoin ecosystem, and real-world asset (RWA) tokenization.
今年,加密货币领域的风险投资经历了显着复苏,超过 40 亿美元投入到了各种初创企业中。吸引这些投资的主要领域包括以太坊重新抵押、去中心化物理基础设施网络(DePIN)、比特币生态系统和现实世界资产(RWA)代币化。
Ethereum Restaking and DePINs
以太坊重新抵押和 DePIN
Ethereum restaking is a relatively new area that has witnessed substantial growth this year, thanks to the pioneering protocol, EigenLayer. This protocol allows for the restaking of ether and liquid staking tokens with validators in other blockchain networks, enabling users to earn additional rewards. In less than a year, nearly $15 billion worth of assets has been accumulated through this protocol, leading to the launch of several EigenLayer-based liquid restaking platforms.
以太坊重新抵押是一个相对较新的领域,由于开创性的协议 EigenLayer,今年已经出现了大幅增长。该协议允许使用其他区块链网络中的验证器重新抵押以太币和流动性抵押代币,从而使用户能够获得额外的奖励。在不到一年的时间里,通过该协议积累了价值近 150 亿美元的资产,导致多个基于 EigenLayer 的流动性重新抵押平台的推出。
Leading platforms such as Ether.Fi, Renzo, and Puffer Finance have all raised funding this year. Ether.Fi raised a $27 million round in February, co-led by Bullish and CoinFund. This was followed by Puffer Finance raising an $18 million Series A round in April, valuing it at $200 million. Renzo raised $3.2 million in seed funding in January, and both Puffer and Renzo received additional funding from Binance Labs.
Ether.Fi、Renzo 和 Puffer Finance 等领先平台今年都筹集了资金。 Ether.Fi 在 2 月份筹集了 2700 万美元的资金,由 Bullish 和 CoinFund 共同领投。随后,Puffer Finance 在 4 月份筹集了 1800 万美元的 A 轮融资,估值为 2 亿美元。 Renzo 在 1 月份筹集了 320 万美元的种子资金,Puffer 和 Renzo 都获得了币安实验室的额外资金。
DePIN projects, particularly those operating on the Solana blockchain, are also gaining traction. Projects like Io.net, peaq, IoTex, Natix, and SendingNetwork have all raised funding recently. These projects use blockchain technology to decentralize their physical hardware infrastructure and reward users with tokens for expanding their networks.
DePIN 项目,特别是那些在 Solana 区块链上运行的项目,也越来越受到关注。 Io.net、peaq、IoTex、Natix 和 SendingNetwork 等项目最近都筹集了资金。这些项目使用区块链技术来分散其物理硬件基础设施,并用代币奖励用户以扩展其网络。
Bitcoin Ecosystem and RWA Tokenization
比特币生态系统和 RWA 代币化
The Bitcoin ecosystem is also experiencing rapid growth, with startups in the network receiving increased investment. So far, there have been more Bitcoin-related deals in 2024 than all of 2023.
比特币生态系统也正在经历快速增长,网络中的初创公司获得了越来越多的投资。到目前为止,2024 年与比特币相关的交易数量比 2023 年全年还要多。
Tokenization is another area gaining popularity, with startups like Securitize, Centrifuge, and Backed securing funding recently. Over 25 tokenization-related startups have raised a total of $80 million this year. This indicates a growing interest in the potential of tokenizing real-world assets.
代币化是另一个越来越受欢迎的领域,Securitize、Centrifuge 和 Backed 等初创公司最近获得了融资。今年已有超过 25 家与代币化相关的初创公司筹集了总计 8000 万美元的资金。这表明人们对现实世界资产代币化的潜力越来越感兴趣。