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但根据 Lattice VC 的一份报告,融资困难和产品市场适应性问题可能会危及他们的未来。
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 的一份新报告显示,尽管加密货币“冬天”时代充满了动荡和危机,但大多数宣布在 2022 年进行种子轮融资的早期初创公司都成功坚持了下来。
Over 80% of these teams are still building today, even as they face challenges in fundraising and achieving product-market fit.
这些团队中超过 80% 的团队至今仍在建设中,尽管他们在融资和实现产品市场契合方面面临挑战。
VCs deployed over $5 billion into 1,200 teams that announced their seed rounds in 2022, 2.5 times more capital than in 2021.
风险投资公司向 2022 年宣布种子轮融资的 1,200 个团队投入了超过 50 亿美元,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."
莱迪思联合创始人 Mike Zajko 表示,“由于 2022 年资本大量涌入,人们自然而然地预期”失败率会更高。 “这个预测还没有真正实现。”
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 凭借其重新抵押的发明在 2022 届毕业生中处于领先地位,这种说法继续为以太坊及其他领域的许多新兴初创公司奠定基础。
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,这样的成功并不能代表整体:只有 1% 的团队发现产品与市场契合,只有 12% 的团队筹集了后续资金。
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.
对于那些继续希望打出本垒打的球队来说,这一现实预示着不妙,尤其是在一个经济繁荣和零售资金流入较少的时代。在某些时候,他们的跑道可能会耗尽。
"Teams have been able to stretch it to try to get to the other side," Zajko said.
“团队已经能够将其延伸到另一边,”扎伊科说。
2022-era startups saw notably fewer token launches than teams of 2021, according to Lattice: 15% in 2022 compared to 2021.
根据 Lattice 的数据,2022 年的初创公司的代币发行量明显少于 2021 年的团队:与 2021 年相比,2022 年的代币发行量为 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,这可能是因为团队错过了“牛市窗口”,以及中心化交易所对列出哪些资产变得“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.
平台似乎与产品一样重要,甚至更重要:报告称,在 NEAR、Flow 和 StarkNet(这三个生态系统在 2021 年和 2022 年筹集了九位数资金的三个生态系统)上推出的团队完全未能筹集到后续资金。
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.
加密货币的游戏子行业提供了一个有用的解释案例:2022 年,该组合从风险投资公司筹集了 7 亿美元,押注加密货币视频游戏是利润丰厚的未来。
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.
那还没有发生。尽管在 2022 年占据了媒体和投资者的注意力,但加密货币游戏的重大想法——NFT 和元宇宙——在 2024 年大多是事后的想法。
"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.
“无论当年的热门趋势是什么,一两年后都不太可能成为人们谈论或兴奋的内容,”扎伊科说。
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.
与此同时,今年的两大趋势——人工智能和去中心化物理基础设施(DePIN)——在 2022 年几乎没有出现什么资本表行动。两年后,市场将更好地了解 2024 年的叙述是否比 2022 年的叙述更有持久力。
EDITED BY
编辑者
Danny Nelson
丹尼·纳尔逊
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