自唐纳德·特朗普当选总统以来，加密初创公司已从风险投资公司筹集了超过 10 亿美元的资金

新数据展示了特朗普的胜利如何影响加密货币交易。

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.

根据 Defillama 的数据，自唐纳德·特朗普当选总统以来，加密初创公司已从风险投资公司筹集了超过 10 亿美元的资金。新数据展示了特朗普的胜利如何影响加密货币交易。

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 数据显示，11 月份加密初创公司的风险投资资金为 7.9641 亿美元，而 12 月份已经达到 5.1148 亿美元。因此，第四季度加密初创公司筹集的资金金额已经超过 20 亿美元，超过第三季度初创公司筹集的 17 亿美元。

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.

虽然这标志着每季度加密货币融资的复苏，但特朗普的势头是否足以使第四季度成为 2024 年加密货币初创公司最大的季度，仍有待观察。到目前为止，第一季度的最大融资额为 28.5 亿美元。第四季度是否会超过这一目标仍不确定，但看起来已步入正轨。

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.

尽管如此，与 2022 年的峰值相比，风险投资对加密货币的兴趣仍然较低。加密货币初创公司的融资额在 2022 年第一季度达到 112.2 亿美元的峰值。此后，由于加密货币行业的困境（包括监管挑战），兴趣有所下降。

VCs bullish in expectation of regulatory clarity

风险投资公司看好监管的明确性

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.

加密货币融资的增长并不完全令人惊讶。它始于 10 月份，反映了加密货币行业的总体反应，首先是对特朗普获胜的可能性，然后是对他的胜利的反应。随着价格上涨和比特币突破 10 万美元，风险投资家再次看好加密行业并期待投资。

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.

许多人认为特朗普政府将为该行业带来监管明确性，这加剧了这种积极情绪。由于特朗普已经取代了美国证券交易委员会（SEC）主席加里·詹斯勒（Gary Gensler）以及几位支持加密货币的人士预计将加入他的内阁，许多人相信政府将允许该行业蓬勃发展。

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.

就连包括 Solana 联合创始人 Anatoly Yakovenko 在内的加密货币创始人也呼吁加密货币初创公司迁往美国以寻求发展机会。 Coinfund 管理合伙人 Chris Perkins 也指出，监管改革将增加初创企业交易的数量。

Perkins said:

帕金斯说：

“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.”

“这将需要大量的清理工作。 ……人们没有意识到监管降低风险有多么重要。这是机构采用的最大障碍。”

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.

风险投资家对其他高潜力的加密领域感兴趣，例如代币化、DeFi、稳定币、基础设施和人工智能，他们认为这些领域最具吸引力。与此同时，对于特朗普政府以及他能否实现所有承诺仍然存在一些担忧。

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.

这并不是风险投资和传统金融第一次对加密货币领域表现出浓厚的兴趣，但许多人认为这一集会有所不同。其一，特朗普似乎非常致力于实现他的支持加密货币的计划，并且有愿意支持他的国会。

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

尽管如此，人们仍然担心现实可能会低于预期。

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

Avalanche 和 OG Foundation 在第四季度筹集了 2.5 亿美元资金

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.

与此同时，Layer-1 区块链 Avalanche 仍然是第四季度最大的融资者，在由 Galaxy Digital、ParaFi Capital 和 Dragonfly 牵头的私人锁定代币销售中筹集了 2.5 亿美元。超过 40 家公司参与了代币销售。

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.

加密人工智能初创公司 OG Foundation 也在 11 月的代币预售中筹集了 2.5 亿美元，而附属开发商 OG Labs 也筹集了由 Hack VC、Delphi Digital、OKX Ventures 和 Samsung Next 领投的 4000 万美元种子资金。

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.

除了这两家公司之外，本季度的大部分筹款金额都在 4000 万美元以下，其中特朗普支持的 World Liberty Financial 筹集了 3000 万美元，Klickl 筹集了 2500 万美元，USDX Money 筹集了 4500 万美元，StakeStone 筹集了 2200 万美元。

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

吸引投资的项目分为人工智能加密、现实世界资产（RWA）、DeFi、L1和L2网络、DePIN和支付。