自唐納德·川普當選總統以來，加密新創公司已從創投公司籌集了超過 10 億美元的資金

新數據展示了川普的勝利如何影響加密貨幣交易。

Crypto startups have raised more than $1 billion in funding from venture capital firms since Donald Trump was elected President, according to data from Defillama. The new data showcases just how Trump’s victory has impacted crypto deal-making.

根據 Defillama 的數據，自唐納德·川普當選總統以來，加密新創公司已從風險投資公司籌集了超過 10 億美元的資金。新數據展示了川普的勝利如何影響加密貨幣交易。

Defillama data shows that VC funding for crypto startups in November was $796.41 million, while December is already at $511.48 million. Thus, the amount of funds raised by crypto startups in Q4 has already crossed $2 billion, more than the $1.7 billion that startups raised in Q3.

Defillama 數據顯示，11 月加密新創公司的創投資金為 7.9641 億美元，而 12 月已達到 5.1148 億美元。因此，第四季加密新創公司籌集的資金金額已經超過 20 億美元，超過第三季新創公司籌集的 17 億美元。

While this marks a resurgence in crypto fundraising per quarter, it remains to be seen whether Trump’s momentum will be enough to make Q4 the biggest quarter for crypto startups in 2024. So far, Q1 has seen the biggest fundraising at $2.85 billion. Whether Q4 will beat that mark remains uncertain, but it looks to be on track.

雖然這標誌著每季加密貨幣融資量的復甦，但川普的勢頭是否足以使第四季度成為2024 年加密貨幣新創公司最大的季度，仍有待觀察。額為28.5 億美元。第四季是否會超過這一目標仍不確定，但看起來已步入正軌。

Nevertheless, VC interest in crypto remains low compared to the peak in 2022. Crypto startup fundraising peaked at $11.22 billion in Q1 of 2022. Since then, interest has declined due to the crypto industry’s struggles, including regulatory challenges.

儘管如此，與2022 年的高峰相比，創投對加密貨幣的興趣仍然較低。 （包括監管挑戰），興趣下降。

VCs bullish in expectation of regulatory clarity

創投公司看好監管的明確性

The rise in crypto funding is not completely surprising. It started in October and mirrors the general reaction of the crypto industry, first to the likelihood of Trump winning and, after the election, to his victory. With prices pumping and Bitcoin crossing $100,000, VCs are bullish on the crypto industry again and look forward to investing.

加密貨幣融資的成長並不完全令人驚訝。它始於 10 月份，反映了加密貨幣行業的整體反應，首先是對川普獲勝的可能性，然後是對他的勝利的反應。隨著價格上漲和比特幣突破 10 萬美元，創投家再次看好加密產業並期待投資。

This positive sentiment is fueled by the expected regulatory clarity that many believe the Trump administration will bring to the industry. With Trump already replacing the Securities Exchange Commission (SEC) chair Gary Gensler and several pro-crypto people expected to join his cabinet, many believe the administration will allow the industry to thrive.

許多人認為川普政府將為該行業帶來監管明確性，這加劇了這種正面情緒。由於川普已經取代了美國證券交易委員會（SEC）主席加里·詹斯勒（Gary Gensler）以及幾位支持加密貨幣的人士預計將加入他的內閣，許多人相信政府將允許該行業蓬勃發展。

Even crypto founders, including Solana’s co-founder Anatoly Yakovenko, have called on crypto startups to move to the US for the upside. Coinfund managing partner Chris Perkins also noted that regulatory overhaul will increase the number of startup deals.

就連包括 Solana 聯合創始人 Anatoly Yakovenko 在內的加密貨幣創始人也呼籲加密貨幣新創公司遷往美國尋求發展機會。 Coinfund 管理合夥人 Chris Perkins 也指出，監管改革將增加新創企業交易的數量。

Perkins said:

帕金斯說：

“It’s going to be a lot of cleanup. … People don’t realize how big a deal regulatory derisking is. It’s the biggest impediment to institutional adoption.”

「這將需要大量的清理工作。 ……人們沒有意識到監管降低風險有多麼重要。這是機構採用的最大障礙。

VCs are interested in other high-potential crypto sectors, such as tokenization, DeFi, stablecoins, infrastructure, and AI, which they consider the most attractive. Meanwhile, a few concerns remain about the Trump administration and whether he could achieve all his promises.

創投家對其他高潛力的加密領域感興趣，例如代幣化、DeFi、穩定幣、基礎設施和人工智慧，他們認為這些領域最具吸引力。與此同時，人們對川普政府以及他能否實現所有承諾仍然存在一些擔憂。

This is not the first time that VCs and traditional finance have shown strong interest in the crypto sector, but many believe this episode will be different. For one, Trump appears very committed to achieving his pro-crypto plans and has a willing Congress backing him.

這並不是創投和傳統金融第一次對加密貨幣領域表現出濃厚的興趣，但許多人認為這一集會有所不同。其一，川普似乎非常致力於實現他的支持加密貨幣的計劃，並且有願意支持他的國會。

Still, there are concerns that reality could fall below expectations.

儘管如此，人們仍然擔心現實可能會低於預期。

Avalanche and OG Foundation’s $250M raises lead Q4 deals

Avalanche 和 OG Foundation 在第四季度籌集了 2.5 億美元資金

Meanwhile, Layer-1 blockchain Avalanche still remains the biggest raiser of Q4, receiving $250 million in a private, locked token sale led by Galaxy Digital, ParaFi Capital, and Dragonfly. Over 40 firms were involved in the token sale.

與此同時，Layer-1 區塊鏈 Avalanche 仍然是第四季度最大的融資者，在由 Galaxy Digital、ParaFi Capital 和 Dragonfly 牽頭的私人鎖定代幣銷售中籌集了 2.5 億美元。超過 40 家公司參與了代幣銷售。

Crypto-AI startup OG Foundation also raised $250 million in November in a token presale, while the affiliated developer OG Labs also raised $40 million in seed funding led by Hack VC, Delphi Digital, OKX Ventures, and Samsung Next.

加密人工智慧新創公司OG Foundation 也在11 月的代幣預售中籌集了2.5 億美元，而附屬開發商OG Labs 也籌集了由Hack VC、Delphi Digital、OKX Ventures 和Samsung Next 領投的4000 萬美元種子資金。

Beyond these two, most of the fundraising in this quarter has been for below $40 million, with Trump-backed World Liberty Financial raising $30 million, Klickl with $25 million, USDX Money with $45 million, and StakeStone with $22 million.

除了這兩家公司之外，本季的大部分籌款金額都在4000 萬美元以下，其中川普支持的World Liberty Financial 籌集了3000 萬美元，Klickl 籌集了2500 萬美元，USDX Money 籌集了4500萬美元，StakeStone 籌集了2,200 萬美元。

Projects attracting investment fall into AI-crypto, real-world assets (RWA), DeFi, L1 and L2 networks, DePIN, and payments.

吸引投資的項目分為人工智慧加密、現實世界資產（RWA）、DeFi、L1和L2網路、DePIN和支付。