Author: A poplar tree
In the traditional Internet investment world, there has always been a saying of "rain makers", such as single-handedly promoting the handshake cooperation between jd.com and Tencent, two heavyweight rivals in the industry, and ultimately achieving win-win business collaboration.
In short, "rainmakers" are "rainmakers" who can change the "weather" in a certain area of the industry, match, create new transactions or collaborations, and thus produce wonderful chemical reactions to achieve the effect of "1+1>2".
As an investment platform integrating capital, resources and post-investment services under the viabtc Group, the newly established viabtc capital aims to rely on viabtc's rich industry resources to aggregate technologies, talents, projects and funds from related industries around the world, thus becoming a "rain maker" of the underlying infrastructure of the blockchain world.
Blockdata statistics show that during the third quarter of 2021, the crypto industry has disclosed corporate financing of $6.586 billion, a number of 339 transactions, compared with the second quarter of the record high.
Correspondingly, the previous first and second quarters were $3.83 billion and $5.131 billion, respectively, although this is already a record high compared with last year - the financing amount in 2020 was only $3.802 billion, but compared with the third quarter, it is still a small witch, which shows the blowout trend of the entire industry's investment and financing track this year.
The most active investor in the third quarter was Coinbase Ventures, which participated in a total of 18 transactions, followed by Animoca Brands and Polychain Capital, with 10 and 11 transactions respectively.
Among them, the largest financing in the industry so far is naturally the $900 million B round of financing completed by ftx at a valuation of $18 billion in July (recently ftx completed a $420 million financing with a valuation of $25 billion, with 69 institutions such as Sequoia and Temasek participating), and it is difficult to make other projects look back in a short period of time.
In general, investment institutions not only show a significant upward trend in the total amount and frequency of shots, but also a single large amount of financing has begun to appear repeatedly, which also means that the original era of small troubles in the investment and financing field of the crypto industry is gradually shifting to the era of institutionalized "regular army".
Just as the crowdfunding platform republic recently completed a $150 million Series B round of financing, token issuance and financing platform Coinlist completed a round of financing of $100 million. Gales began at the end of Qingping, from republic, coinlist, two focus on investment and financing projects by the market popularity, you can also get a glimpse of the overall trend preference of industry investment and the layout of capital:
In the context of the development path of the encryption industry itself gradually docking with the mainstream financial world, with the continuous development and expansion of the encryption industry, for the industry innovation projects that emerge every day, the crypto investment field has become the forefront of directly sharing the industry development dividend.
On October 23, viabtc Capital, a wholly-owned investment institution of viabtc Group, was officially established and set up a special venture capital fund of US$50 million, mainly focusing on supporting infrastructure projects such as web3.0 and layer2 and application projects such as defi, nft and dao, aiming to achieve synergies and concept applications in infrastructure business.
As a veteran of the crypto world, viabtc Group itself was founded in 2015, mainly engaged in the cryptocurrency mining pool business in the early days, in recent years, in addition to deeply cultivating the cryptocurrency mining pool, it has also successively laid out in various segments of the blockchain industry, and built a blockchain industry ecology of mining pools, wallets and public chains, which is well known to the public.
This also accumulates rich resources and contacts in the industry, so as a wholly-owned investment brand of viabtc Group, viabtc capital is equivalent to a window for viabtc Group to invest and incubate blockchain projects, and realize the vision of Viabtc Group through investment:
viabtc capital aims to empower the invested projects by investing in innovative projects that create synergies between the company's existing businesses, while leveraging strong overseas communities and solid technology to empower the invested projects, help the portfolio grow and directly share the industry dividend.
This is also the differentiated positioning of viabtc capital compared with other traditional investment institutions - not just a simple investment institution, with the help of the "viabtc ecology" behind it, which means that viabtc capital connects almost a full-dimensional industry ecology covering the public chain ecology (csc), wallet (viawallet), etc., and can integrate its own multi-party resource advantages to provide one-stop investment and financing services that many traditional investment institutions do not have.
In short, it is not only to put money in place, but also to provide one-stop industry resources covering the entire development link of the project, which is also the biggest difference and advantage of viabtc capital compared to other investment institutions in the industry.
From last year's defi to this year's new public chain ecology, layer2 expansion solutions, web3.0 and meta-universe, the entire industry investment track has rapidly iterated, evolving from the earlier coin circle and chain circle battle to gradually linking the real world, and through defi to build a financial model, so that more people and institutions began to accept this virtual asset paradigm.
From this point of view, viabtc Capital's optimism about defi, gamefi and other tracks also has a clear logical context:
Since the second half of last year, the emergence of Ethereum expansion problems has made the new public chain led by Binance Smart Chain begin to emerge and blossom, which has exploded into competition public chains such as solana, matic, fantom and avax, while the official launch of the second-tier star arbitrum in August has also attracted a large amount of funds to the second floor.
The game industry has also explored the roblox model led by user creation and the economic system as the core, the game ugc model is widely recognized by the market, and the new style of nft is gradually popular with capital, while the game itself is a very mature track, and the combination of games and finance has natural advantages.
So Viabtc Capital is focused on investing in and tapping into early-stage potential projects such as Web 3.0, Layer2, DEFI Applications and Infrastructure, NFT, GameFi, and Dao.
As of public reports so far, viabtc Capital has also completed investments in Qredo, lunarcrush, Pianity, Solster and other projects, covering industry infrastructure such as web3.0 and layer2.
At the same time, viabtc capital also revealed that when investing in specific industry segments, viabtc capital is not only stuck in the early stage projects of discovering new models, but also includes popular projects recognized by the industry and relatively mature products.
That is to say, the criteria for viabtc capital to screen projects mainly look at the team and products, "investment projects are actually investors", followed by products and their innovation: for example, the decentralized cross-chain asset management protocol qredo that viabtc capital has invested, the cryptocurrency data platform lunarcrush and the music nft platform pianity, etc., are all teams with strong comprehensive backgrounds and relatively mature products.
In addition, viabtc Capital has invested in projects such as the nft browser, web3.0 indexing service and investment dao, although the product is relatively early, but the team's comprehensive background and industry experience are good.
In general, viabtc capital tends to explore the early stage projects of new models, and a good team is happy to support if it has good ideas, and once the goal is selected, it is committed to accompanying the project growth through the full ecological empowerment of the investment.
"Alone fast, the crowd is far away", after the encryption industry breaks through the trillion market value volume, the entire industry track is becoming more and more subdivided, various innovative projects emerge in an endless stream, the iteration speed is extremely fast, it is difficult to cover the project tracking research of the whole industry by one alone, and it is inevitable that there will be no arrest.
Therefore, recently, the investment pace of some head and star investment institutions has obviously tended to be consistent, and many times there is a trend of group investment. In this regard, viabtc Capital said it is also very willing to communicate and share with professional investors in the industry to capture market information in advance.
viabtc Capital believes that a strong investment relationship network is also a major advantage to help the growth of the portfolio, if you can jointly invest in a project with the cooperative investment institutions, you will exert your respective resources and advantages to empower the growth of the project.
Therefore, viabtc capital is also deepening and expanding its investment relationship network, and has reached strategic cooperation with pantera capital, iosg ventures, shima capital and other institutions, and established the viabtc capital global crypto ecological alliance, which is committed to providing capital support, economic model suggestions, international business resources and marketing construction services for the crypto ecological dark horse project.
In addition, although it is a rookie who has just been established, the institutional partners in viabtc capital's "circle of friends" are also gradually expanding, such as woo ventures, blofin, tokeninsight, foresight ventures, etc.:
The ecological end of the crypto industry, viabtc capital is widely aligned, committed to achieving a "hardcore investment alliance" that promotes industry innovation;
On the market side of the crypto industry, viabtc capita advocates building a decentralized capital market ecosystem, aggregating the strength of the industry and accelerating the birth of innovative projects;
On the application side of the encryption industry, viabtc capital focuses on laying out industry pain points to solve projects and explore potential dark horse applications;
According to the official reveal, viabtc Capital will also have a heavyweight cooperation expansion plan, which is currently being planned.
Although the "rain maker" is indispensable, it is not something that everyone can do, because if it wants to create new trading and collaboration opportunities, it must have its own ecological service support capabilities of the whole chain.
For viabtc Capital, perhaps relying on the one-stop industry resource support of viabtc Group, it can also do and is committed to being such a "rain maker" in the crypto world:
* On the one hand, it will make strategic investments to form a business synergy like Tencent's type;
* On the other hand, it will also have investment sectors like Hillhouse, Sequoia Capital, etc., with primary and secondary businesses;
In addition, viabtc Capital adheres to the two-wheel drive business model of "strategic investment + financial investment", and continues to pay attention to and layout the blockchain field.
Among them, the strategic investment is aimed at long-term holding, focusing on the strategic direction of purchase and construction and optimizing the asset portfolio, forming a synergistic effect on viabtc capital's existing business, while the financial investment is oriented to financial returns and selecting the appropriate target portfolio investment.
Finally, viabtc Capital also hopes to become one of the preferred capitals for entrepreneurship and creative implementation in the blockchain world, accelerating the ecological development of the entire crypto industry through investment empowerment.
Therefore, from this point of view, the core vision of viabtc capital is to rely on viabtc Group to deeply cultivate the basic track of investment in the industry and realize the synergy effect of infrastructure business, so as to become the "rain maker" of infrastructure in the blockchain world.
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