List of projects invested by leading venture capital institutions in the industry in 2021

In 2021, the growth momentum of DeFi will continue to maintain, the lock-up value will continue to hit new highs, and micro-innovations will continue to emerge; GameFi, Metaverse, and NFT will continue to be popular, and many brands, companies and investment institutions will enter the market one after another; Solana, Fantom, Avalanche, etc. The representative new public chain will perform well in 2021, greatly changing the ecological pattern of the public chain.

After experiencing the downturn in 2020, the blockchain industry investment and financing market will finally rebound in 2021, and the number of investment and financing in the first half of the year alone has exceeded that in the whole of 2020. In order to analyze in detail the performance of projects invested by leading venture capital institutions in the industry in 2021, 98KDAO conducted a comparative analysis of 14 investment institutions from different dimensions such as project growth, track distribution, and multiple distribution.

*The price unit involved in the data is USDT

List of projects invested by leading venture capital institutions in the industry in 2021

Overview

List of projects invested by leading venture capital institutions in the industry in 2021

From the overall data, the top three institutions with the most investment projects (online) are a16z, Three Arrows Capital and Binance Labs, and Animoca Brands has the least number of projects. The most outstanding performance in terms of ROI is GameFi’s leading project AXS. Five of the leading institutions invested in AXS and gained 20240% increase, followed by SOL and MATIC.

Investment performance of each institution at a glance

Andreessen Horowitz (a16z)

Institutional introduction: a16z is one of the most dazzling stars in the entire Internet investment industry. He has invested in well-known projects such as Facebook and Twitter. It has invested in several blockchain star projects and has become the vane of cryptocurrency investment. After Coinbase went public, a16z became its second-largest shareholder with a 14.8% stake, making it the biggest outside winner. In addition, a16z has also invested in Uniswap, MakerDAO, Compound, Dapper Labs, Arweave, Optimism, Solana, etc., which have almost all become the top blockchain projects. Today’s a16z, the size of the encrypted fund exceeds 3 billion US dollars. It is like a beacon of capital in the encrypted world, with high attention and strong appeal.

The following data is the currency price performance of a16z invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

List of projects invested by leading venture capital institutions in the industry in 2021

从统计的数据来看,a16z投资且已上线的币种数量为63个,在数量方面遥遥领先其他机构。同时今年其投资组合的的正涨幅率超过了75%,涨幅最高的是20240%的AXS,同时百倍币的数量有三个(AXS、MATIC、SOL)。

从项目分类来看,DeFi项目有36个,占比57.1%;公链项目有14个,占比22.2%;Web3项目有7个,占比11.1%。由此可看出,a16z的投资侧重于DeFi和公链领域,而对于NFT和GameFi项目的布局较少。

以下统计为a16z已投资但未发币项目:

List of projects invested by leading venture capital institutions in the industry in 2021

未发币项目总数量为37个,其中基础设施(17个)占比46%,其次是GameFi和Web3,各有8个。

DCG(Digitial Currency Group)

机构介绍:区块链创业公司孵化器,Coindesk、灰度母公司,是一家专注于加密与区块链行业的投资公司,投资组合超过100家公司。

以下数据为DCG所投资且已发币项目在2021年的币价表现:

List of projects invested by leading venture capital institutions in the industry in 2021

从数据维度来看,DCG作为头部的加密投资机构,其投资组合今年的表现也十分出色,正涨幅率超过了90%。投资组合中已上市的币种数近30家,仅次于a16z。其中涨幅最高的是12966%的SOL,涨幅10倍内的占比超过85%,且多集中在1-10倍,占比为55%。

从项目分类来看,DeFi项目有14个,占比56%;公链项目有7个,占比28%,DeFi和公链总计占比为84%。与a16z的投资偏好基本相同,更加侧重于DeFi和公链,NFT、GameFi、Web3等赛道投资较少。

以下统计为DCG已投资但未发币项目:

List of projects invested by leading venture capital institutions in the industry in 2021

List of projects invested by leading venture capital institutions in the industry in 2021

未发币项目总数量为55个,其中基础设施有34个,占比为61.8%,其次为Web3和DeFi。

Paradigm

机构介绍:Paradigm是由Coinbase 联合创始人、红杉前合伙人和 Pan-tera Capital 前员工联合创立。有消息称,此基金已经获得红杉资本和耶鲁大学注资。两位创始人的背景值得一提:Fred Ehrsam曾是 Coinbase 联合创始人之一。Matt Huang 从麻省理工毕业后在硅谷创业,公司被 Twitter 收购。从2011年开始陆续做一些早期投资,有着非常奢华的投资履历,其中最成功的的无疑是今日头条。

以下数据为Paradigm所投资且已发币项目在2021年的币价表现:

List of projects invested by leading venture capital institutions in the industry in 2021

Paradigm投资的项目超过30个,数据统计到今年已上市的10个项目,其投资组合的表现很不错,正涨幅率高达90%。涨幅最高的是635%的FTT,60%的涨幅比例集中在1-10倍,其中涨幅为负的币种跌幅是所有机构中最小的,为-20%。

从项目分类来看,DeFi项目为7个,占比63.6%,基础设施、公链和Web3也有涉足。

以下统计为Paradigm已投资但未发币项目:

List of projects invested by leading venture capital institutions in the industry in 2021

未发币项目总数量为27个,其中基础设施项目有20个,占比74%

Multicoin Capital

机构介绍:专注加密货币的投资基金,不仅获得币安投资,而且还得到多家组约和硅谷知名风投机构公司的支持。

以下数据为Multicoin Capital所投资且已发币项目在2021年的币价表现:

List of projects invested by leading venture capital institutions in the industry in 2021

Multicoin Capital投资且已上线的项目共24个,投资正涨幅率为75%,涨幅10倍以内的占比为54%。涨幅最高的是12966%的SOL,跌幅最大的是ICP,跌幅达89%。

从项目分类来看,DeFi项目有12个,占比48%;Web3和公链均为5个,各自占比20%。Multicoin Capital的投资风格和a16z很像,侧重于DeFi和公链项目。

以下统计为Multicoin Capital已投资但未发币项目:

List of projects invested by leading venture capital institutions in the industry in 2021

未发币项目数量为24个,其中DeFi项目有8个,占比33.3%,其次为Web3和基础设施,各有6个。

NGC Ventures

Institutional introduction: Established at the end of 2017, it is a blockchain technology venture capital fund composed of members from technology entrepreneurship, traditional capital markets, management consulting and other fields. There are two funds under it, NGC Fund I focuses on investment in the field of blockchain technology, and the other NEO Eco Fund is dedicated to the ecological layout of NEO blockchain. The total size of the two funds is about 500 million US dollars.

The following data is the currency price performance of NGC Ventures-invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

A total of 19 projects have been invested by NGC Ventures and have been launched. The positive investment growth rate is 73%, and the proportion of the increase within 50 times is 68%. The highest increase was 12,966% SOL, and the largest decrease was WSOTE, which fell by 99%, close to zero.

From the perspective of project classification, there are 8 public chain projects, accounting for 42%; 4 DeFi projects, accounting for 21%; the others are GameFi, Web3 and infrastructure.

The following statistics are projects that NGC Ventures has invested in but have not issued coins:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 6, including 5 infrastructure and 1 GameFi project.

Three Arrows Capital

Institutional introduction: A hedge fund registered in Singapore, focusing on providing excellent risk-adjusted returns. One of its founders, Su zhu, is very active on Twitter and has a certain influence.

The following data is the currency price performance of the projects invested by Three Arrows Capital and issued in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

Three Arrows Capital’s portfolio is second only to a16z in terms of portfolio size, but far below DCG’s 93% positive growth rate, only 69%. The proportion of Hundred Times in its investment portfolio is double that of DCG, and the number of projects in the range of 10-50 times is also three times that of DCG. Although the overall performance data of Three Arrows Capital is not particularly good, the performance of individual projects is still very bright. The project with the highest increase was AXS, which was 20240%, and the biggest drop was ROOK, which fell by 76%.

From the perspective of project classification, DeFi projects account for 82% of the total, with a total of 24 projects. Three Arrows Capital attaches great importance to the DeFi track.

The following statistics are projects that Three Arrows Capital has invested in but have not issued coins:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 8, with infrastructure and DeFi accounting for half.

Polychain Capital

Institution introduction: Founded in 2016, a16z, Danhua Capital and other investments focus on blockchain assets. It is the earliest native encryption hedge fund and has invested in many blockchain star projects.

The following data is the currency price performance of Polychain Capital invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

The positive growth rate of Polychain Capital’s investment portfolio is also close to 85%, and the currencies below ten times account for nearly 80%, which are also mostly concentrated in 1-10 times, accounting for 47%, and there are no hundred times currency. The biggest gainer was AVAX at 3217%, and the biggest drop was ICP at -89%.

From the perspective of project classification, there are 8 DeFi projects, accounting for 42.1%; there are 7 public chain projects, accounting for 36.8%, and the combined proportion of DeFi and public chains is 78.9%.

The following statistics are projects that Polychain Capital has invested in but have not issued coins:

List of projects invested by leading venture capital institutions in the industry in 2021

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 45, of which 23 are infrastructure projects, accounting for 51%; there are 15 DeFi projects, accounting for 33%.

Alameda Research

Institutional introduction: Alameda Research, founded by Sam Bankman-Fried, founder and CEO of FTX, has invested in several blockchain star projects, outperforming financial companies in traditional markets and long-term crypto funds.

The following data is the currency price performance of Polychain Capital invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

Alameda Research has the lowest positive growth rate of all institutions’ investment portfolios at only 48%, and the largest increase in the currency is also the lowest among all institutions at only 398%. The investment portfolio’s increase is concentrated in 1-3 times, accounting for 40% of the total, less than 1 times accounted for 8%.

From the perspective of project classification, there are 22 DeFi projects, accounting for 88%, and the remaining 12% are Web3 and infrastructure.

The following statistics are projects that Alameda Research has invested in but not issued:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 19, of which 8 are infrastructure projects, accounting for 42%, followed by DeFi and GameFi projects.

Coinbase Ventures

Institutional introduction: A venture capital fund affiliated with Coinbase, headquartered in San Francisco, mainly invests in early-stage cryptocurrency and blockchain startups, and the investment tendency is open financial solutions.

The following data is the currency price performance of Polychain Capital invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

The positive growth rate of Coinbase Ventures’ investment portfolio is only 61%. There are two 100 times coins (LUNA 124 times, MATIC 164 times), 10 times one (AUDIO), 1-10 times accounting for 28%, and less than 1 times accounting for 28%. 17%. The highest increase was MATIC at 16429%, and the biggest decrease was BTRST at -91%.

From the perspective of project classification, there are 11 DeFi projects, accounting for 61.1%, 4 Web3 projects, and 3 public chains, and DeFi still accounts for the highest proportion.

The following statistics are projects that Coinbase Ventures has invested in but have not issued coins:

List of projects invested by leading venture capital institutions in the industry in 2021

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 60, of which 43 are infrastructure projects, accounting for 71%, followed by DeFi and Web3, and NFT projects account for the least.

Blockchain Capital

Institutional introduction: The first venture capital fund dedicated to the Bitcoin and blockchain ecosystem. He has invested in financial technology companies such as Coinbase and Ripple, and is one of the top investment institutions in the blockchain industry.

The following data is the currency price performance of Blockchain Capital invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

The positive growth rate of Blockchain Capital’s investment portfolio is 100%. There is no 100 times currency, 78% of which are 1-10 times, and 33% are less than 1 times. The highest increase is 776% of ROSE, and the lowest is 42% of YFI.

From the perspective of project classification, the number of DeFi, public chain, and Web3 is basically the same, and the distribution is relatively even, but there are no GameFi, DAO and NFT projects.

The following statistics are projects that Blockchain Capital has invested in but have not issued coins:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 20, and there are 12 infrastructure projects, accounting for 60%, followed by DeFi, which accounts for 30%.

#HASHED

Institutional introduction: The largest digital currency and blockchain investment fund in South Korea, and one of the largest investors in many well-known blockchain projects. It mainly covers South Korea and Asia, and its influence radiates to Silicon Valley.

The following data is the price performance of #HASHED invested and issued projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

The positive growth rate of the #HASHED portfolio is 100%. There are two hundred times SAND (158 times), AXS (202 times), 10-50 times account for 11%, and less than 10 times account for more than 60%. The largest increase is AXS of 20240%, and the smallest increase is KRT of 3%.

From the perspective of project classification, there are 4 DeFi projects, accounting for 44.4%, 2 GameFi projects, one each for Web3, public chain, and infrastructure.

The following statistics are #HASHED invested but unissued projects:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 20. The investment projects are relatively distributed, and the highest proportion is infrastructure, accounting for 30%.

Sequoia Capital (Sequoia Capital)

Institutional introduction: The top venture capital investors in the global Internet are also the project-level VCs who have put China’s Internet industry on the altar. It has invested in several blockchain star projects. It is said that Sequoia China is preparing for All in Crypto.

The following data is the currency price performance of Sequoia Capital invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

The positive growth rate of Sequoia Capital’s investment portfolio is also 100%. There is only one 100 times currency MATIC (164 times), 10-50 times accounts for 25%, 1-10 times accounts for 25%, and less than 1 times accounts for 38%.The highest increase was MATIC at 16429%, and the lowest increase was CFX at 46%.

From the perspective of project classification, there are 3 DeFi and public chains each, and one each for Web3 and infrastructure projects.

The following statistics are projects that Sequoia Capital has invested in but have not issued coins:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 9, of which 5 are infrastructure projects, accounting for 55.5%.

Animoca Brands

Institutional introduction: A Hong Kong mobile game development company, a technology unicorn, listed on the Australian Stock Exchange, focusing on Metaverse and GameFi projects, and has invested in a number of star-level blockchain games.

The following data is the currency price performance of Animoca Brands invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

Animoca Brands has the smallest number of currencies in the portfolio of all institutions, and it has only a 57% positive investment growth rate, only higher than Alameda Research’s 48%. Investment preferences are more in the game with a winning rate of more than 80%, and there are two 100-fold currencies, and other returns are less than 1 times. The highest increase was AXS of 20240%, and the biggest decrease was MASK of -59%.

From the perspective of project classification, there are 5 GameFi projects, accounting for 71.4%, one each for the public chain and Web3, and none of the DeFi projects.

The following statistics are projects that Animoca Brands has invested in but not issued:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 5, of which Web3 projects account for 80%.

Binance Labs

Institutional introduction: The social impact fund of Binance, the world’s largest cryptocurrency exchange, aims to provide incubation and investment for blockchain and cryptocurrency entrepreneurs; projects and communities.

The following data is the currency price performance of Binance Labs invested and issued currency projects in 2021:

List of projects invested by leading venture capital institutions in the industry in 2021

The positive growth rate of Binance Labs’ investment portfolio is close to 90%. Among the 28 coins that have been listed, there are four hundred times coins, ALICE, LUNA, MATIC, and AXS, which are the most among all institutions; there are also coins with about 10 times. 4, 1-10 times accounted for more than 50%, and only two currencies were less than double, which was the least among all institutions.

From the perspective of project classification, Binance Labs’ investment style is relatively diversified. The number of infrastructure, public chain, DeFi, and GameFi is very close, and there is no excessive emphasis on a single track.

The following statistics are the projects that Binance Labs has invested in but not issued:

List of projects invested by leading venture capital institutions in the industry in 2021

The total number of unissued projects is 8, of which 4 are infrastructure projects, accounting for 50%, and the rest are NFT, Web3 and GameFi.

Comprehensive comparison

List of projects invested by leading venture capital institutions in the industry in 2021

From the overall data, the investment portfolios of various institutions have performed well this year. Three institutions have a positive growth rate of 100%, ten have a positive growth rate of over 70%, and only one has a positive growth rate lower than 50%, and the proportion of positive currency is nearly 80%.

List of projects invested by leading venture capital institutions in the industry in 2021

We divide the range into 1 times, 10 times and 100 times. The increase of less than 1 time accounts for 25%, the increase of 40% of the total currency is concentrated in 1-10 times, and the increase of 10-100 times only accounts for 25%. 10%, and more than 70% of the institutions have 1-3 hundred times coins appear.

In the ranking of the largest increasers, AXS ranks first with 202 times, and is also the project with the largest number of investment institutions, followed by MATIC (164 times) and SOL (129 times). There are 6 hundred times coins in total, which are 202 times of AXS, 164 times of MATIC, 129 times of SOL, 124 times of LUNA, 158 times of SAND, and 123 times of ALICE.

List of projects invested by leading venture capital institutions in the industry in 2021

Judging from the classification and comparison of investment projects, most institutions are still most optimistic about the DeFi track, followed by public chains and Web3. The institution with the highest proportion of DeFi is Three Arrows Capital, accounting for 83%. On the GameFi track, Animoca Brands has the most bets. It is far ahead of other institutions with a 71% share. The second-ranked #HASHED accounts for only 22%. It has to be said that in 2021, the GameFi and Metaverse fires, and investment institutions have also invested in many GameFi projects. However, due to the long development cycle of game projects, many projects have not yet reached the stage of issuing coins, so the proportion of GameFi is generally small.

Note: All the data obtained in this report are from public data, and there is no guarantee that there are no data errors. At the same time, the conclusions of the analysis should not be used as the basis for investment.

Posted by:CoinYuppie,Reprinted with attribution to:https://coinyuppie.com/list-of-projects-invested-by-leading-venture-capital-institutions-in-the-industry-in-2021/
Coinyuppie is an open information publishing platform, all information provided is not related to the views and positions of coinyuppie, and does not constitute any investment and financial advice. Users are expected to carefully screen and prevent risks.

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