Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Capital, as a barometer of industry development, has always been the most sensitive. When investment institutions conduct professional assessments and pre-judgment of the market, they often represent the general trend of the industry. In 2021, major investment institutions will continue to enter the blockchain world. As ordinary users, it is difficult to spend a lot of time for in-depth research, but we can analyze the trends of major investment institutions to determine the direction of the market, thereby providing our judgment Make a reference. This article will use the data available on Footprint Analytics to analyze the current overall investment and financing situation.

The total amount and number of financing continues to rise

Compared with 2020, the amount and number of financing in 2021 both doubled In the first quarter of 2021 alone, it surpassed the total financing amount of US$3.4 billion in 2020. As of press time, the financing amount was US$20.9 billion, which is more than 6 times that of the whole year of 2020, and the total number of financings has been 1014.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Monthly financing status (since January 2020)

Data source: Footprint Analytics

Since May, the total monthly financing amount has exceeded 2 billion U.S. dollars, and the average financing amount has exceeded 20 million U.S. dollars, and the average financing amount has gradually increased. Among them, the financing amount in June was as high as 3.3 billion U.S. dollars. Even in May, when the currency price plummeted, capital was not affected. It still maintained a financing amount of up to 2.1 billion U.S. dollars and continued until the entire blockchain investment in October. The market remains hot.

Although many countries have introduced policies to restrict cryptocurrencies to varying degrees this year, this has not affected capital’s optimism about the future of the blockchain, and funds are still pouring into it continuously.

The largest number of DeFi financing in the subdivision of the track, the amount of CeFi is crushed

Looking at the distribution of the number of financing in 2021 from the investment field, DeFi projects ranked first with 229 projects , followed by basic setting projects. It is worth noting that the NFT project, which almost no one favors in 2020, has been favored by a lot of capital in 2021, and the CeFi project is ranked third and has received 136 investments.

If you subdivide the financing situation of NFT projects this year, you can see that nearly half are game projects. The rapid increase of NFT projects this year makes the game rise from the bottom of the ranking in 2020 to the first in 2021. , Accounting for up to 12% of the overall subdivision of the track, trading and lending are also closely followed by the “sucking gold” track.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Distribution of financing volume in various fields (2020)

Data source: Footprint Analytics

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Distribution of financing volume in various fields (2021)

Data source: Footprint Analytics

Although the CeFi project ranks fourth in terms of the number of investments, it ranks first in terms of investment amount by an overwhelming amount, accounting for about 48% of the data disclosed in 2021. In terms of average investment amount, CeFi also far exceeds other areas, followed by NFT and infrastructure projects.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Average financing amount by field (since January 2021)

Data source: Footprint Analytics

It seems that the market’s investment in blockchain is still dominated by soundness, while exploration is concentrated in areas with higher enthusiasm. Investors’ investment first focuses on ensuring the basic operation of the blockchain, and CeFi, which is relatively endorsed and grasping, and secondly focuses on the game field and NFT field that have received more attention due to the concept of meta universe.

The financing process is still at an early stage, focusing on seed and strategic financing

The financing process in 2021 is still dominated by seed rounds and strategic investments , of which seed rounds accounted for about 57%, followed by strategic financing about 18%, round A about 17%, and round B and above less than 10%. Investment in the global blockchain field is still in the early stage of investment, and various new projects are constantly emerging.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Statistics on financing progress (2021)

Data source: Footprint Analytics

Among them, the highest financing process is the H round, and the only one is Robinhood, which is a stock brokerage company that allows customers to buy and sell stocks, options, ETFs and cryptocurrencies with zero commissions. The type of Robinhood is CeFi. When it was founded, the purpose was to allow many young and less funded users to participate in the stock market without worrying about stock income being swallowed by most brokers. In February Robinhood for Bitcoin , Ethernet Square after 24 hours without commission formally launched digital currency trade fair has been a lot of attention.

This year, the 3 companies that have received E round financing are CeFi except one for infrastructure. As the CeFi project that won the highest round, Chainanalysis is an infrastructure project and a data analysis platform.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Statistics on financing progress (2021)

Data source: Footprint Analytics

Although CeFi projects have received more rounds, DeFi and NFT are still more optimistic about the incubation market for new projects. These two types accounted for more than 60% of the investment in the seed round this year.

The E round that NFT gets the most is Dapper Labs, which brings CryptoKitties to the blockchain. It has congested and paralyzed the entire Ethereum network. It can be seen that the development of the NFT project cannot be underestimated.

The focus of each investor is slightly different, and AU21 has the largest number of investments

According to Footprint’s existing statistics, AU21 Capital currently invests the most among investors , with a total of 115 investments, and Coinbase Ventures has more than 100 investments .

The recently active investor a16z (Andreessen Horowitz) counted that 47 projects have been invested, of which more than 70% of the projects were invested in this year, and an average of 3 projects will be invested every month. a16z is also relatively average for investment types, with infrastructure, DeFi and NFT each accounting for about 25%.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Investor investment type statistics

Data source: Footprint Analytics

Among the top 20 agreements currently ranked by TVL, Polychain Capital has invested in up to 6 agreements ( Makerdao , Compound, Liquity, Orca, Dydx, and Badger dao), which have maintained an upward trend in the past 30 days. Tied for second place are Coinbase Ventures and Three Arrows Capital, both of which have invested in 5 top 20 TVL platforms.

Data: Blockchain investment blossoms everywhere, NFT becomes a new trend

Investment in the top 20 platforms of TVL

Data source: Footprint Analytics

The TVL of the recent MakerDao project has risen by 42% in one month. a16z is also one of the main investors. a16z completed the investment of 15 million US dollars in the MakerDao project as early as September 2018. In the past 3 years, MakerDao has become the leading project in DeFi with its unique stable currency lending model. It verifies the accuracy of a16z’s early judgment on blockchain projects.

in conclusion

Looking at the overall situation of financing, the prospects for blockchain projects this year are very good. Although CeFi has received the highest average financing amount, there are more financing for emerging projects such as DeFi and NFT. NFT projects have developed rapidly from last year to this year, and have received the most attention from the market. However, the entire market is still dominated by early-stage financing and is still in the blue ocean stage. It will have to go through more market tests before reaching the maturity stage.

As an ordinary user, you may wish to pay more attention to the latest trends of professional investors, understand the macro situation of the market, conduct in-depth research according to your own field of expertise, and find high-quality projects earlier before the next market boom.

The above content is only a personal opinion, for reference and communication only, and does not constitute investment advice. If there is an obvious understanding or data error, feedback is welcome.

The data used in this article comes from Footprint Analytics, which provides cross-chain, cross-platform analysis data and multi-angle analysis Dashboard. If you are interested, you can click on the relevant links to explore.

Posted by:CoinYuppie,Reprinted with attribution to:https://coinyuppie.com/data-blockchain-investment-blossoms-everywhere-nft-becomes-a-new-trend/
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