前沿資訊: 24億美元的風(fēng)險(xiǎn)投資注入加密貨幣初創(chuàng)公司

Crypto startup funding surged to $2.4 billion in the first quarter of 2024, marking a second consecutive quarter of growth, according to data from PitchBook. Expectations of lower interest rates and the launch of the first US bitcoin spot ETF fueled this 40.3% increase from the previous quarter. Despite the global venture capital investments hitting a near five-year low, the crypto sector saw substantial investor interest spread across 518 deals.

PitchBook 的數(shù)據(jù)顯示，2024年第一季度加密貨幣初創(chuàng)公司融資額飆升至24億美元，連續(xù)第二個(gè)季度實(shí)現(xiàn)增長(zhǎng)。利率下降的預(yù)期以及美國首個(gè)比特幣現(xiàn)貨ETF的推出推動(dòng)了這一季度較上一季度 40.3% 的增長(zhǎng)。盡管全球風(fēng)險(xiǎn)投資達(dá)到了近五年的最低點(diǎn)，但從518筆交易中可以看出，投資者對(duì)加密貨幣行業(yè)表現(xiàn)出了濃厚的興趣。

The rise in funding comes after a significant downturn from the peak of over $10 billion in early 2022, driven by economic uncertainties and the collapse of major market players. However, the approval of spot bitcoin ETFs by US regulators, with offerings from financial giants like BlackRock and Fidelity, has bolstered the credibility of digital assets, pushing bitcoin to an all-time high of $73,803 in March. This renewed confidence is expected to continue driving venture capital into the sector, as PitchBook analyst Robert Le noted.

在經(jīng)濟(jì)不確定性和主要市場(chǎng)參與者崩潰的推動(dòng)下，融資額在2022年初超過100億美元的峰值后大幅下滑。然而，美國監(jiān)管機(jī)構(gòu)批準(zhǔn)了現(xiàn)貨比特幣ETF，以及貝萊德 (BlackRock) 和富達(dá) (Fidelity) 等金融巨頭的產(chǎn)品，增強(qiáng)了數(shù)字資產(chǎn)的可信度，將比特幣在3 月份的資額推升至73,803美元的歷史新高。PitchBook 分析師Robert Le指出，這種新的信心預(yù)計(jì)將繼續(xù)推動(dòng)風(fēng)險(xiǎn)資本投資該行業(yè)。

Infrastructure-focused crypto and blockchain startups attracted the most funding during this period, with the largest deal being decentralised cloud platform Together AI’s $106 million early-stage round led by Salesforce Ventures, valuing the company at $1.1 billion. According to Le, early-stage deals are becoming increasingly competitive and often receive higher valuations than their late-stage counterparts. While exits remain low, mergers, particularly among exchanges, custodians, and infrastructure providers, are anticipated to increase as the market evolves.

在此期間，專注于基礎(chǔ)設(shè)施的加密貨幣和區(qū)塊鏈初創(chuàng)公司吸引了最多的資金，其中最大的一筆交易是由Salesforce Ventures早期融資領(lǐng)投1.06億美元的去中心化云平臺(tái)Together AI，該公司估值為11億美元。Le 表示，早期交易的競(jìng)爭(zhēng)越來越激烈，并且往往比后期交易獲得更高的估值。盡管退出率仍然較低，但隨著市場(chǎng)的發(fā)展，預(yù)計(jì)合并將會(huì)增加，尤其是交易所、托管機(jī)構(gòu)和基礎(chǔ)設(shè)施提供商之間的合并。