隨著市場情緒轉好，創投重拾了對 Web3 的興趣

2024 年第一季度，Web3 投資激增 55%，反映出創投公司重新燃起了興趣。在人工智慧和遊戲協議的引領下，種子輪和 A 輪融資經歷了顯著增長，顯示對早期投資的興趣增加。值得注意的交易包括 Paradigm 對 Monad Labs 的 2.25 億美元投資和 Mezo 的 2,100 萬美元 A 輪融資。 Web3 投資的復甦恰逢 4 月即將到來的比特幣減半，進一步表明創投情緒向加密產業的積極轉變。

Venture Capital Rekindles Interest in Web3, Signaling a Positive Shift in Sentiment

創投重新點燃了對 Web3 的興趣，標誌著情緒的積極轉變

The cryptocurrency industry has witnessed a notable resurgence in venture capital (VC) investments during the first quarter of 2024, signaling a renewed interest among investors in the potential of Web3 technologies. Total investment in Web3 companies surged by an impressive 55% compared to the previous quarter, according to a recent report published by QuickNode and Artemis.

2024 年第一季度，加密貨幣行業風險投資 (VC) 投資顯著復甦，這表明投資者對 Web3 技術的潛力重新產生了興趣。 QuickNode 和 Artemis 最近發布的一份報告顯示，與上一季相比，Web3 公司的總投資激增了 55%，令人印象深刻。

This upswing in investment is not limited to mere financial growth but also extends to the number of Web3 VC investment deals, which experienced a substantial 36% increase in the first quarter of 2024 compared to the previous quarter. The report highlights that artificial intelligence (AI) and gaming-related Web3 protocols have attracted the lion's share of these investments.

這種投資的上升不僅限於單純的財務成長，還延伸到 Web3 VC 投資交易的數量，2024 年第一季與上一季相比大幅成長 36%。該報告強調，人工智慧 (AI) 和遊戲相關的 Web3 協議吸引了這些投資的大部分。

"These figures indicate that investments in Web3 are on the rise for the first time in over a year, suggesting a favorable shift in VC sentiment towards this emerging sector," the report states. "AI and gaming have emerged as particularly attractive areas, garnering considerable enthusiasm among venture capitalists."

報告指出：“這些數據表明，對 Web3 的投資一年多以來首次出現增長，這表明風險投資情緒向這一新興領域發生了有利的轉變。” “人工智慧和遊戲已成為特別有吸引力的領域，在風險投資家中引起了相當大的熱情。”

Further underscoring the renewed interest in Web3, crypto-focused VC firm Paradigm spearheaded a $225 million funding round for Monad Labs, a company developing a new layer-1 blockchain network designed to rival Solana. The funding round was officially announced on April 9, 2024.

專注於加密貨幣的創投公司Paradigm 牽頭為Monad Labs 提供2.25 億美元的融資，這進一步凸顯了人們對Web3 的新興趣。與Solana 競爭。該輪融資於2024年4月9日正式宣布。

Among the notable early-stage funding rounds during the quarter were a $42 million Series B round for Berachain and a $35 million pre-seed round for 0G Labs, a data availability blockchain tailored for AI protocols.

本季值得注意的早期融資包括 Berachain 的 4,200 萬美元 B 輪融資和 0G Labs 的 3,500 萬美元種子前融資，0G Labs 是一個為人工智慧協議量身定制的數據可用性區塊鏈。

Seed round deals witnessed the most significant growth, with a 53% increase quarter-on-quarter. This surge suggests an increased appetite among investors for early-stage Web3 projects. Series A and seed funding rounds experienced a near-doubling in capital inflows compared to the previous quarter, "reflecting VCs' renewed willingness to invest in Web3," as per the report.

種子輪交易成長最為顯著，季增 53%。這種激增表明投資者對早期 Web3 項目的興趣增加。報告稱，與上一季相比，A 輪和種子輪融資的資本流入量幾乎翻了一番，「反映出創投公司重新願意投資 Web3」。

VC Interest Reignites Ahead of Bitcoin Halving

風投興趣在比特幣減半前重新燃起

In the lead-up to the highly anticipated 2024 Bitcoin halving, several significant investment deals have been announced, further bolstering the positive sentiment surrounding Web3.

在備受期待的 2024 年比特幣減半之前，已經宣布了幾項重大投資交易，進一步增強了圍繞 Web3 的積極情緒。

On April 9, Mezo, a layer-2 network for Bitcoin, announced the successful completion of a $21 million Series A funding round led by Pantera Capital. Mezo offers investors the opportunity to generate yield based on the duration they hold their tokens, effectively creating a "Bitcoin Economic Layer."

4 月 9 日，比特幣二層網路 Mezo 宣布成功完成 Pantera Capital 領投的 2,100 萬美元 A 輪融資。 Mezo 為投資者提供了根據持有代幣的期限產生收益的機會，從而有效地創建了「比特幣經濟層」。

Reports emerged on April 3 that Paradigm is in discussions to raise up to $850 million for a new fund. If successful, this would represent the largest capital raise in the crypto industry since May 2022, when Andreessen Horowitz, a prominent Silicon Valley-based VC firm, secured a record-breaking $4.5 billion.

4 月 3 日有報導稱，Paradigm 正在討論為新基金籌集最多 8.5 億美元。如果成功，這將成為自 2022 年 5 月以來加密貨幣行業最大的融資規模，當時總部位於矽谷的著名風險投資公司 Andreessen Horowitz 獲得了創紀錄的 45 億美元資金。

Conclusion

結論

The resurgence in VC interest in Web3 is a testament to the growing recognition of the potential of this nascent technology ecosystem. As the Bitcoin halving approaches, investors are increasingly seeking opportunities to capitalize on the anticipated surge in demand for cryptocurrencies and related technologies. The recent funding rounds and the positive sentiment surrounding Web3 suggest that the industry is on the cusp of a new era of growth and innovation.

創投對 Web3 興趣的復甦證明了人們越來越認識到這個新興技術生態系統的潛力。隨著比特幣減半的臨近，投資者越來越多地尋找機會來利用對加密貨幣和相關技術的預期需求激增。最近的幾輪融資和圍繞 Web3 的積極情緒表明，該行業正處於成長和創新新時代的風口浪尖。