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但根據 Lattice VC 的報告,融資困難和產品市場適應性問題可能會危及他們的未來。
Despite the turmoil and crises of crypto's "winter" era, the majority of early-stage startups that announced seed rounds in 2022 have managed to persist, a new report from Lattice VC has revealed.
Lattice VC 的一份新報告顯示,儘管加密貨幣「冬天」時代充滿了動盪和危機,但大多數宣佈在 2022 年進行種子輪融資的早期新創公司都成功堅持了下來。
Over 80% of these teams are still building today, even as they face challenges in fundraising and achieving product-market fit.
這些團隊中超過 80% 的團隊至今仍在建設中,儘管他們在融資和實現產品市場契合方面面臨挑戰。
VCs deployed over $5 billion into 1,200 teams that announced their seed rounds in 2022, 2.5 times more capital than in 2021.
創投公司向 2022 年宣布種子輪融資的 1,200 個團隊投入了超過 50 億美元,是 2021 年的 2.5 倍。
"Because of the massive influx of capital for 2022, there was just a natural expectation" of a higher fail rate, said Mike Zajko, co-founder at Lattice. "The prediction hasn't really come to fruition."
萊迪思聯合創辦人 Mike Zajko 表示,「由於 2022 年資本大量湧入,人們自然而然地預期」失敗率會更高。 “這個預測還沒有真正實現。”
Eigen Labs led the class of 2022 with its invention of restaking, a narrative that continues to anchor many incoming startups in Ethereum and beyond.
Eigen Labs 憑藉其重新抵押的發明在 2022 屆畢業生中處於領先地位,這種說法繼續為以太坊及其他領域的許多新興新創公司奠定基礎。
However, such success is not representative of the whole: Only 1% of teams found product-market fit, and just 12% of the teams have raised follow-on rounds.
然而,這樣的成功並不能代表整體:只有 1% 的團隊發現產品與市場契合,只有 12% 的團隊籌集了後續資金。
That reality bodes ill for teams that continue to hope for a home run, especially in an era of less exuberance and retail inflows. At some point, their runways may run out.
對於那些繼續希望打出全壘打的球隊來說,這一現實預示著不妙,尤其是在一個經濟繁榮和零售資金流入較少的時代。在某些時候,他們的跑道可能會耗盡。
"Teams have been able to stretch it to try to get to the other side," Zajko said.
「團隊已經能夠將其延伸到另一邊,」扎伊科說。
2022-era startups saw notably fewer token launches than teams of 2021, according to Lattice: 15% in 2022 compared to 2021.
根據 Lattice 的數據,2022 年的新創公司的代幣發行量明顯少於 2021 年的團隊:與 2021 年相比,2022 年的代幣發行量為 15%。
This may be explained by teams missing the “bull market window,” said Zajko, as well as centralized exchanges becoming “choosier” about which assets to list.
Zajko 表示,這可能是因為團隊錯過了“牛市窗口”,以及中心化交易所對列出哪些資產變得“更加挑剔”。
Platform appears to be as important as product, if not more so: Teams that launched on NEAR, Flow and StarkNet – three ecosystems that raised nine-figure sums in 2021 and 2022 – have completely failed to raise follow-ons, the report said.
平台似乎與產品一樣重要,甚至更重要:報告稱,在NEAR、Flow 和StarkNet(這三個生態系統在2021 年和2022 年籌集了九位數資金的三個生態系統)上推出的團隊完全未能籌集到後續資金。
Crypto’s gaming sub-sector provides a useful explainer case: In 2022, that pack raised $700 million from venture firms betting on crypto-powered video games as the lucrative future.
加密貨幣的遊戲子產業提供了一個有用的解釋案例:2022 年,該組合從創投公司籌集了 7 億美元,押注加密貨幣電玩遊戲是利潤豐厚的未來。
That hasn't happened yet. The big ideas of crypto gaming – NFTs and the metaverse – are mostly afterthoughts in 2024 despite dominating media and investor attention in 2022.
那還沒有發生。儘管在 2022 年佔據了媒體和投資者的注意力,但加密貨幣遊戲的重大想法——NFT 和元宇宙——在 2024 年大多是事後的想法。
"Whatever the hot trend is during that year is not likely to be what people are talking about or excited about 1-2 years later," said Zajko.
「無論當年的熱門趨勢是什麼,一兩年後都不太可能成為人們談論或興奮的內容,」扎伊科說。
Meanwhile, the two big trends of this year – AI and decentralized physical infrastructure (DePIN) – saw little cap table action in 2022. In two years the market will get a better sense of whether the 2024 narratives have more staying power than those of 2022.
同時,今年的兩大趨勢——人工智慧和去中心化實體基礎設施(DePIN)——在2022 年幾乎沒有出現任何資本表行動。是否比2022 年的敘述更有持久力。
EDITED BY
編輯者
Danny Nelson
丹尼·納爾遜
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