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这是迄今为止最奇怪的循环------没有人能预测接下来会发生什么。在这种时候,了解别人在做什么会很有帮助。
This is the strangest cycle yet - no one can predict what will happen next
这是迄今为止最奇怪的循环——没有人能预测接下来会发生什么
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.
在这种时候,了解别人在做什么会很有帮助。于是,我花了整个周末的时间研究那些风投大佬们最近的动向。
I know some of you might be thinking, "They are just casting a wide net and profiting from early investments."
我知道你们中的一些人可能会想,“他们只是广泛撒网并从早期投资中获利。”
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.
事实上,我不认为他们是最聪明的人,尤其是经历了上一个周期之后。但我们还是应该关注他们:因为他们确实有信息优势,资金充裕,而且比我们更接近项目开发商。
I wonder:
我想知道:
Are they making any interesting moves?
他们有什么有趣的举动吗?
Are they as enthusiastic about altcoins as we are?
他们和我们一样对山寨币充满热情吗?
Or do they still hold some legacy coins?
或者他们还持有一些遗留硬币吗?
So, my friend Edgy condensed hours of research into a simple five-minute read.
因此,我的朋友 Edgy 将数小时的研究浓缩为简单的五分钟阅读。
Let's take a look at what these suited speculators are up to.
让我们看看这些同花顺的投机者在做什么。
Notes:
笔记:
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.
不要简单地模仿风险投资家的行为。他们有更好的交易机会,他们的策略与我们不同。这里的信息只是为了帮助我们更好地了解该领域的其他参与者。
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.
我们无法追踪所有钱包。我们已经通过众包标签和我们自己的链上分析尽了最大努力,但不可能捕获所有动作。
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.
我们选择了一些基金并按规模对它们进行排名。我们将介绍每只基金的总余额、主要资产、较小资产以及近期一些有趣的动作。
Top Crypto Venture Capital Firms and Their Holdings
顶级加密风险投资公司及其持股
1.
1.
a16z ($482.3 million)
a16z(4.823 亿美元)
Major Assets:
主要资产:
UNI: $436 million
UNI:4.36亿美元
OP: $31 million
运营成本:3100万美元
COMP: $14 million
补偿金:1400万美元
Smaller Assets: ETH ($14,000), COLLE ($6,000)
较小资产: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 是市场上最大的 UNI 持有者之一。他们有足够的影响力来否决提案,因为他们的 4% UNI 可以达到法定人数。他们举办UNI已经很多年了。最近,a16z钱包的一个变化是他们持有的OP的初步解锁。
2.
2.
Galaxy Digital ($364.5 million)
Galaxy Digital(3.645 亿美元)
Major Assets:
主要资产:
BTC: $194 million
比特币:1.94 亿美元
ETH: $115 million
以太坊:1.15 亿美元
USDC: $40 million
USDC:4000 万美元
USDT: $5 million
USDT:500万美元
AVAX: $4 million
AVAX:400万美元
USDC: $1.3 million
USDC:130 万美元
AAVE: $1.14 million
AAVE:114万美元
Notable Smaller Assets ($100,000 - $150,000): MKR, OXT, UNI, TOKE
值得注意的小型资产(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.
他们产生了大量交易,主要是稳定币和比特币。可能会多样化代币并参与一些套利策略。最近,他们从币安撤回了价值 330 万美元的 AVAX。
3.
3.
Jump Trading ($286.4 million)
Jump Trading(2.864 亿美元)
Major Assets:
主要资产:
USDC: $78 million
USDC:7800 万美元
USDT: $70.38 million
USDT:7038万美元
stETH: $70.38 million
stETH:7038万美元
ETH: $54.9 million
以太坊:5490 万美元
T: $2.15 million
T:215万美元
WETH: $1.24 million
资金:124万美元
SHIB: $1.2 million
SHIB:120万美元
SNX: $1.16 million
SNX:116万美元
Smaller Holdings: ($200,000 - $700,000) including MKR, LDO, GRT, DAI, UNI, KNC, HMT, BNB, CVX, COMP, INJ, MNT.
较小的控股:(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 的投资组合主要由 ETH 和稳定币组成,这在风险投资中很常见。值得注意的是,他们还持有 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.
尽管有些人声称 Jump 已退出加密货币领域,但他们仍在积极参与各种业务。他们还开始将 ETH 存入 LMAX,这是一家为机构服务的加密货币交易所。
4.
4.
Wintermute ($159.8 million)
Wintermute(1.598 亿美元)
Major Assets:
主要资产:
USDC: $16.6 million
USDC:1660 万美元
WBTC: $11.15 million
WBTC:1115万美元
PEPECOIN: $10.52 million
PEPECOIN:1052万美元
ETH: $10.39 million
以太坊:1039 万美元
USDT: $9.11 million
USDT:911万美元
TKO: $4.67 million
世界卫生组织:467万美元
CBBTC: $4.63 million
CBBTC:463万美元
MATIC: $4.41 million
MATIC:441万美元
BMC: $4.36 million
BMC:436万美元
NEIRO: $3.48 million
NEIRO:348万美元
Smaller Assets: ($200,000 - $3 million) including BASEDAI, TON, ZK, MOG, stETH, ARB, ENA, ARKM, APE, LDO, ONDO, etc.
较小资产:(20万-300万美元)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 在模因硬币领域脱颖而出。他们最大的持有量是 PEPECOIN(不是 PEPE,而是另一种 meme 币),并且他们还对 meme 币进行了大量投资,例如
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