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加密貨幣新聞文章

創投趨勢 (2024) - DeFi Edge

2024/10/15 20:24

這是迄今為止最奇怪的循環------沒有人能預測接下來會發生什麼事。在這種時候,了解別人在做什麼會很有幫助。

創投趨勢 (2024) - DeFi Edge

This is the strangest cycle yet - no one can predict what will happen next

這是迄今為止最奇怪的循環——沒有人能預測接下來會發生什麼

At times like this, it can be helpful to understand what others are doing. So, I spent the entire weekend researching the recent movements of those venture capital bigwigs.

在這種時候,了解別人在做什麼會很有幫助。於是,我花了整個週末的時間來研究那些風投大佬最近的動向。

I know some of you might be thinking, "They are just casting a wide net and profiting from early investments."

我知道你們中的一些人可能會想,“他們只是廣泛撒網並從早期投資中獲利。”

In fact, I don't think they are the smartest people, especially after experiencing the last cycle. But we should still pay attention to them: because they do have an information advantage, ample funds, and are closer to the project developers than we are.

事實上,我不認為他們是最聰明的人,尤其是在經歷了上一個週期之後。但我們還是應該關注他們:因為他們確實有資訊優勢,資金充裕,而且比我們更接近專案開發商。

I wonder:

我想知道:

Are they making any interesting moves?

他們有什麼有趣的舉動嗎?

Are they as enthusiastic about altcoins as we are?

他們和我們一樣對山寨幣充滿熱情嗎?

Or do they still hold some legacy coins?

或者他們還持有一些遺留硬幣嗎?

So, my friend Edgy condensed hours of research into a simple five-minute read.

因此,我的朋友 Edgy 將數小時的研究濃縮為簡單的五分鐘閱讀。

Let's take a look at what these suited speculators are up to.

讓我們看看這些同花順的投機者在做什麼。

Notes:

筆記:

Do not simply mimic the actions of venture capitalists. They have better trading opportunities, and their strategies differ from ours. The information here is just to help us better understand other participants in the field.

不要簡單地模仿創投家的行為。他們有更好的交易機會,他們的策略與我們不同。這裡的資訊只是為了幫助我們更好地了解該領域的其他參與者。

We cannot track all wallets. We have done our best through crowdsourced tagging and our own on-chain analysis, but it is impossible to capture all movements.

我們無法追蹤所有錢包。我們已經透過眾包標籤和我們自己的鏈上分析盡了最大努力,但不可能捕捉所有動作。

We selected some funds and ranked them by size. We will introduce each fund's total balance, major assets, smaller assets, and some interesting recent actions.

我們選擇了一些基金並按規模對它們進行排名。我們將介紹每個基金的總餘額、主要資產、較小資產以及近期一些有趣的動作。

Top Crypto Venture Capital Firms and Their Holdings

頂級加密創投公司及其持股

1.

1.

a16z ($482.3 million)

a16z(4.823 億美元)

Major Assets:

主要資產:

UNI: $436 million

UNI:4.36億美元

OP: $31 million

營運成本:3100萬美元

COMP: $14 million

補償金:1400萬美元

Smaller Assets: ETH ($14,000), COLLE ($6,000)

較小資產:ETH(14,000 美元)、COLLE(6,000 美元)

a16z is one of the largest holders of UNI in the market. They have enough influence to veto proposals, as their 4% UNI can reach the quorum. They have held UNI for years. Recently, a change in a16z's wallet was the initial unlocking of their OP, which they have held.

a16z 是市場上最大的 UNI 持有者之一。他們有足夠的影響力來否決提案,因為他們的 4% UNI 可以達到法定人數。他們舉辦UNI已經很多年了。最近,a16z錢包的一個變化是他們持有的OP的初步解鎖。

2.

2.

Galaxy Digital ($364.5 million)

Galaxy Digital(3.645 億美元)

Major Assets:

主要資產:

BTC: $194 million

比特幣:1.94 億美元

ETH: $115 million

以太坊:1.15 億美元

USDC: $40 million

USDC:4000 萬美元

USDT: $5 million

USDT:500萬美元

AVAX: $4 million

AVAX:400萬美元

USDC: $1.3 million

USDC:130 萬美元

AAVE: $1.14 million

AAVE:114萬美元

Notable Smaller Assets ($100,000 - $150,000): MKR, OXT, UNI, TOKE

值得注意的小型資產(100,000 美元 - 150,000 美元):MKR、OXT、UNI、TOKE

They generated a large volume of trades, primarily for stablecoins and BTC. Possibly diversifying tokens and engaging in some arbitrage strategies. Recently, they withdrew $3.3 million worth of AVAX from Binance.

他們產生了大量交易,主要是穩定幣和比特幣。可能會多樣化代幣並參與一些套利策略。最近,他們從幣安撤回了價值 330 萬美元的 AVAX。

3.

3.

Jump Trading ($286.4 million)

Jump Trading(2.864 億美元)

Major Assets:

主要資產:

USDC: $78 million

USDC:7,800 萬美元

USDT: $70.38 million

USDT:7038萬美元

stETH: $70.38 million

stETH:7038萬美元

ETH: $54.9 million

以太坊:5,490 萬美元

T: $2.15 million

T:215萬美元

WETH: $1.24 million

資金:124萬美元

SHIB: $1.2 million

SHIB:120萬美元

SNX: $1.16 million

SNX:116萬美元

Smaller Holdings: ($200,000 - $700,000) including MKR, LDO, GRT, DAI, UNI, KNC, HMT, BNB, CVX, COMP, INJ, MNT.

較小的控股:(200,000 美元 - 700,000 美元)包括 MKR、LDO、GRT、DAI、UNI、KNC、HMT、BNB、CVX、COMP、INJ、MNT。

Jump's portfolio is primarily composed of ETH and stablecoins, which is common in venture capital. Notably, they also hold Threshold Network, SHIB, and SNX.

Jump 的投資組合主要由 ETH 和穩定幣組成,這在創投中很常見。值得注意的是,他們還持有 Threshold Network、SHIB 和 SNX。

While some claim Jump has exited the crypto space, they are still actively engaged in various operations. They have also started depositing ETH into LMAX, a crypto exchange catering to institutions.

儘管有些人聲稱 Jump 已退出加密貨幣領域,但他們仍在積極參與各種業務。他們也開始將 ETH 存入 LMAX,這是為機構服務的加密貨幣交易所。

4.

4.

Wintermute ($159.8 million)

Wintermute(1.598 億美元)

Major Assets:

主要資產:

USDC: $16.6 million

USDC:1,660 萬美元

WBTC: $11.15 million

WBTC:1115萬美元

PEPECOIN: $10.52 million

PEPECOIN:1052萬美元

ETH: $10.39 million

以太坊:1,039 萬美元

USDT: $9.11 million

USDT:911萬美元

TKO: $4.67 million

世界衛生組織:467萬美元

CBBTC: $4.63 million

CBBTC:463萬美元

MATIC: $4.41 million

MATIC:441萬美元

BMC: $4.36 million

BMC:436萬美元

NEIRO: $3.48 million

NEIRO:348萬美元

Smaller Assets: ($200,000 - $3 million) including BASEDAI, TON, ZK, MOG, stETH, ARB, ENA, ARKM, APE, LDO, ONDO, etc.

較小資產:(20萬-300萬美元)包括BASEDAI、TON、ZK、MOG、stETH、ARB、ENA、ARKM、APE、LDO、ONDO等。

Wintermute stands out in the meme coin space. Their largest holding is PEPECOIN (not PEPE, but another meme coin), and they also have significant investments in meme coins like

Wintermute 在模因幣領域中脫穎而出。他們最大的持有量是 PEPECOIN(不是 PEPE,而是另一種 meme 幣),他們也對 meme 幣進行了大量投資,例如

新聞來源:www.chaincatcher.com

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