The list of jobs invested by the venture capital firm in 2021

instructions

In 2021, DeFi's growth momentum will continue, the cost of the stablecoin will continue to reach new heights, and micro-innovations will continue to happen. Companies and venture capitalists such as Solana, Phantom and Avalanche are gearing up to enter the market once.

After a recession in 2020, blockchain investments and financial markets finally came back in 2021. In the first half of the year alone, the number of investments and financings exceeded the 2020 total. In order to identify the performance of the venture capital market in 2021, 98KDAO compares and reviews 14 venture capital firms in various dimensions such as growth, distribution announcements and various distributions.

* The fees included in the document are in USDT.

Recipe

Our top campus with the largest full-file online resources are a16z, Our Ships, and Binance Labs, with Animoca Brands having the fewest operations. The biggest ROI gain was GameFi's flagship product, AXS, with five companies trading in AXS, up 20,240%, followed by SOL and MATIC.

Investments are well done by the organization at a glance

Andreessen Horowitz (a16z)

About the site: a16z is one of the most dazzling stars in the entire Internet industry, investing in businesses such as Facebook and Twitter. He has invested in many top blockchains and has become a fan of cryptocurrency investments. After the Coinbase IPO, a16z became the second largest owner with a 14.8% stake, making it the largest external gainer. Moreover, a16z has invested in almost every blockchain project including Uniswap, MakerDAO, Compound, Dapper Labs, Arweave, Optimism, Solana, etc. Today a16z cryptocurrency exceeds $3 billion. It is like the light of capital in a crypto world rich in interest and attractiveness.

The information below is the effective value of the 16z investment and the announced profit project in 2021.

Statistics show that a16z invested in 63 coins launched before other schools in the lineup. At the same time, the good growth in capital investment this year was over 75%, with the strongest growth being AXS of 20240%. rooms (AXS, MATIC, Sol) at the same time.

In terms of distribution plans, there are 36 DeFi projects (57.1%), 14 public channel projects (22.2%) and 7 (11.1%) Web3 projects. This shows that 16z investments are focused on DeFi and public chains, while the configuration of NFT and GameFi functions is less.

The stats below are the businesses that 16z has invested in but haven't given a penny.

There are a total of 37 unreleased projects, of which 46% are standard (17), and 8 are all GameFi and Web3.

DCG (Digital Currency Group)

About the company: Blockchain Startup Incubator, a parent company of Coindesk and Greyscale, is a venture capital firm focused on the crypto and blockchain industry with data from over 100 companies.

The data below is the working currency value of DCG's capital and reported earnings in 2021.

According to the data, DCG, the cryptocurrency trading company, has seen a strong growth of more than 90% in its market capitalization this year. The number of accounts listed in the case is almost 30, the second only for a16z. Among them, SOL, which shows the highest increase, is 12966%, accounting for more than 85% in 10 times, and most of them are concentrated in 1 to 10 times, accounting for 55%.

In terms of distribution plans, 14 DeFi projects account for 56%, 7 public chain projects account for 28%, and the total ratio of DeFi and public chains is 84%. Investment investing starts as 16z, with less investment in NFT, GameFi, Web3 and other tracks, focusing on DeFi and public chains.

Here is a list of projects that DCG has invested in but have not been awarded.

A total of 55 projects were unannounced, including 34 construction projects, accounting for 61.8%, after Web3 and DeFi.

paradigm

About the company: Paradigm was founded by the founder of Coinbase, a former Sequoia partner and former employee of Pan-tera Capital. The funds would be financed by Sequoia Capital and Yale University. The story of the two founders is worth mentioning. Fred Ehrsam is one of the co-founders of Coinbase. Matt Huang graduated from MIT and started a business in Silicon Valley, which the company acquired via Twitter. He made his first investment in the line since 2011 and has a very good investment, but the most successful is the incredible Toutiao.

The data below is Paradigm Investments and Announcements' value proposition for the year 2021.

Paradigm has invested in more than 30 projects, analysis shows that 10 jobs have been identified this year, and the capital performance has been very good, with a nice growth of 90%. The highest growth rate was 635% FTT, with a 60% increase in 1-1010x, with a negative growth rate of 2020%, the lowest of any organization.

In terms of distribution plans, there are 7 DeFi projects, representing 63.6%, and infrastructure, public channels and Web3 are also participating.

Here is a list of projects in which Paradigm has invested but has not donated coins.

A total of 27 projects were not declared, including 20 construction projects, representing 74%.

The multicoin pet peeve

About the school: Cryptocurrency-focused investments have not only been funded by Binance, but also sponsored by many Silicon Valley organizations and reputable companies.

The information below is the working capital value of an investment project by Multicoin Capital and commissioned in 2021.

There are 24 positions that Multicoin Capital has invested in and started with a good investment of 75%, starting from a 54% increase in 10 times. The highest gain was 12966% SOL and the lowest was ICP with an 89% reduction.

In terms of distribution networks, there are 12 DeFi projects, representing 48%, while Web3 and public channels are both 5, representing 20% ​​each. Multicoin Capital's capital is similar to a16z, which focuses on DeFi and public campaigns.

Here is a list of projects in which Multicoin Capital has invested but does not offer coins.

There are 24 unpublished projects, 8 of which are DeFi activities, accounting for 33.3%, following Web3 and standards with 6 each.

NGC Enterprises

Institution introduction: It is a blockchain technology venture capital venture developed in late 2017 and developed by members in sectors such as technology, traditional business and maintains consulting. There are two funds, NGC Fund I focuses on investing in the blockchain technology industry, the other NEO Eco Fund is dedicated to the ecological layout of the NEO blockchain, the total size of the two accounts is around $500 million.

The information below is the value of the investment portfolio provided by NGC Ventures in 2021.

NGC Ventures has invested and expanded a total of 19 positions, with a positive investment of 73%, of which 68% have a growth rate of less than 50 times. The biggest increase is 12,966% SOL and the smallest is WSOTE, which goes from 99% to near zero.

In terms of division plans, 8 public channel projects (42%), 4 DeFi projects (21%), the rest are GameFi, Web3 and Infrastructure.

Here is a list of projects in which NGC Ventures has invested but not funded.

There are a total of 6 new projects, including 5 construction sites and 1 cookie.

we invest first

About the school: A financial institution in Singapore focused on providing low-risk returns, one of its founders, Su zhu, very strong and influential on Twitter.

The information below is the value of the investment portfolio invested and published by Our Fund in 2021.

Our Arrows Capital data is just behind a16z on big data, but nowhere near DCG's 93% plus 69% growth. The ratio of the time period in its capacity is twice that of DCG, and the number of operations in the range of 10 to 50 times is three times that of DCG. While 3 Arrow Capital's overall data performance is not particularly good, the performance of its own operations is crucial. The project with the biggest increase was AXS by 20240%, and the project with the biggest loss was ROOK, which decreased by 76%.

In terms of distribution plans, DeFi projects a total of 24 projects, representing 82% of the total. Our Arrows Capital frequently uses DeFi tracking.

The stats below are the businesses that Our Arrows Capital has invested in but have not donated coins.

There are a total of eight unannounced projects, including construction and half DeFi included.

Peev polychaîne

About the site: Founded in 2016, a16z, Danhua Capital and other investment-focused blockchain assets, is the first native crypto hedge fund and has invested in several star blockchains.

The information below is the value of return on investment and provided by Polychain Capital in 2021.

Polychain Capital's positive business growth is also close to 85%, with sub-10x returns accounting for nearly 80%, with most concentrated in 1-10x, accounting for 47%, and none of the 100x. uh. The biggest loss was AVAX at 3217% and the biggest loss was ICP -89%.

In terms of distribution plans, there are 8 DeFi projects (42.1%), 7 public chain projects, 36.8%, and the ratio of DeFi and public chains is 78.9%.

Here is a list of projects in which Polychain Capital has invested but has not donated coins.

A total of 45 projects have not been announced, including 23 construction projects (51%) and 15 DeFi projects (33%).

Alameda Search

About the Company: Developed by FTX Founder and CEO Sam Bankman-Fried, Alameda Research has invested in a multi-star blockchain, making it one of the top financial services companies in the availability and long-term cryptocurrency.

The information below is the value of return on investment and provided by Polychain Capital in 2021.

Alameda Research had the lowest growth rate of just 48% of any venture capital firm and the highest earnings, recording the lowest overall profit of 398%. It represents around 40% of the total and accounts for 8% less than once.

In terms of distribution plans, there are 22 DeFi projects, accounting for 88%, with another 12% being Web3 and infrastructure.

The statistics below are investment projects from Alameda Research but did not yield coins.

A total of 19 projects were unannounced, including 8 construction projects, accounting for 42%, following DeFi and GameFi projects.

Coinbase Ventures

About the school: As Coinbase affiliates invest in San Francisco, they invest in early cryptocurrencies and blockchain startups, and its investment is an open financial solution.

The information below is the value of return on investment and provided by Polychain Capital in 2021.

The positive investment growth of Coinbase Ventures is 61%, and 2 coins 100x (124x LUNA, 164x MATIC), 1 coins 10x (AUDIO), 1 to 10x 28% or less once 28% and 17%. The highest gain was MATIC of 16429% and the lowest was BTRST of -91%.

In terms of distribution plans, there are 11 DeFi projects (61.1%), 4 Web3 projects and 3 public chains, with DeFi still accounting for the highest percentage. .

The stats below are the businesses that Coinbase Ventures has invested in but not donated coins.

A total of 60 projects were unannounced, including 43 construction projects, accounting for 71%, followed by DeFi and Web3, with at least NFT projects.

blockchain capital

About the school: The first investment firm was dedicated to Bitcoin and the blockchain ecosystem. It has invested in technology companies such as Coinbase and Ripple and is one of the leading investment companies in the blockchain industry.

Here is a list of the most successful currency pairs that were invested and published by Blockchain Capital in 2021.

The positive growth of the blockchain investment portfolio is 100%, 100 times less money, 78% 1-10 times and 33% less than once. The highest growth rate was 776% for ROSE and the lowest growth rate was 42% for YFI.

From the perspective of distribution networks, the number of DeFi, Public Chain and Web3 is similar and the distribution is similar, but without the GameFi, DAO and NFT functions.

Here is a list of projects in which Blockchain Capital has invested but has not provided.

There are a total of 20 undeclared projects, with 12 construction projects accounting for 60% and DeFi accounting for 30%.

#Chopped

About the school: It is the largest digital currency and blockchain investment company in Korea and one of the largest investors in many popular blockchain industries. It mainly includes North Korea and Asia, and its influence extends to the Silicon Valley region.

The information below is the actual value of the work invested and delivered by #HASHED in 2021.

#HASHED portfolio growth rate is 100%, with 200x SAND (158x), AXS (202x), 10-50x 11% and less than 10x accounting for over 60%. . The biggest increase is AXS of 20240% and the smallest gain is KRT of 3%.

In terms of distribution plans, there are 4 DeFi activities (44.4%) and 2 GameFi activities, one for Web3, public channels and process.

The statistics below are from projects invested by #HASHED but not published.

A total of 20 projects were not reported and investment plans were affected, with the real estate market accounting for 30%, accounting for the highest percentage.

Capital Sequoia

About the University: The world's leading internet investors are also venture capital firms that have exited Chinese internet business in the region. He has invested in several star blockchains, and Sequoia China is reportedly gearing up for Total In Crypto.

The information below is the value of the investment portfolio provided by Sequoia Capital in 2021.

Sequoia Capital's positive investment capital growth also includes 100% 100x 1 MATIC currency (164x), 10-50x 25%, 1-10x 25%, and less than 1x 38%. The highest gain was MATIC of 16429% and the lowest was CFX of 46%.

Structurally, there are three for DeFi and one for public chains, and one for Web3 and project development.

Below is a list of projects in which Sequoia Capital has invested but not offered.

A total of 9 projects were not declared, including 5 construction projects, representing 55.5%.

Animocha house

About the school: Technology Unicorn, a Hong Kong mobile game development company, is listed on the Australian Stock Exchange, with a focus on Metaverse and GameFi projects, and has invested in a number of ranked blockchain games by stars.

The information below is the value of the investment portfolio provided by Animoca Brands in 2021.

Animoca Brands has the lowest revenue per school record and growth potential of just 57%, higher than Alameda Research's 48%. With a win over 80%, the game has a higher ROI, double 100x returns and other returns below 1x. The highest gain was AXS at 20240%, and the lowest was MASK at -59%.

In terms of distribution plans, there are 5 GameFi projects, representing 71.4%, 1 each on the public channel and Web3, and no DeFi projects.

The statistics below are Animoca Brands investment projects but have not been announced.

There are a total of 5 new projects, 80% of which are Web3 projects.

Binance Laboratories

About University: The Social Impact Fund of Binance, the world's largest cryptocurrency exchange, aims to provide design and investment for blockchain and cryptocurrency markets, businesses, and communities. cash.

The information below is the value of the investment portfolio provided by Binance Labs in 2021.

Binance Labs' venture capital growth rate is close to 90%. Of the 28 coins listed, ALICE, LUNA, MATIC, and AXS, which are 400x coins, have the most of any organization. 4, 1 to 10 times is more than 50%, and only two results with less than 2 times, the lowest of all schools.

In terms of division plans, Binance Labs' investment style is different, the number of infrastructure, public chains, DeFi and GameFi are very close, and there is no excessive importance for a single race .

The statistics below are investment plans from Binance Labs but have not been announced.

There are a total of 8 unannounced projects, of which 4 are construction projects, accounting for 50%, and the rest are NFT, Web3 and GameFi.

Comparison

In all cases, the financial portfolios of the various organizations have been crowned with success this year. Our school has a growth rate of 100% and 10 has a growth rate of over 70%. It is less than 50% and the percentage of positive results is nearly 80%.

Divide the range by 1x, 10x and 100x, the gain of less than 1 is 25%, the gain of 40% of all currencies is concentrated in 1-10, and the gain of 10-100 is 25%, 10 % , and 70% of organizations with 1-300x coins appear.

In the list of biggest winners, AXS took first place with 202 times, followed by MATIC (164 times) and SOL (129 times) with the largest investment companies. Available in total 600x pieces: AXS 202x, MATIC 164x, SOL 129x, LUNA 124x, Sand 158x, ALICE 123x.

Judging from the distribution and comparison of capital plans, most facilities still have the highest level of DeFi tracking, followed by public channels and Web3. The school with the highest number of DeFi is 3 Arrow Capital (83%). On GameFi, Animoca mode was ahead of the others with 71% view, with #HASHED in second place at just 22%. In 2021, GameFi and Metaverse caught fire, and investment companies said they invested heavily in the GameFi project. Thus, the percentage of GameFi is generally low.

Note: All information received in this publication is public information and is not guaranteed to be free from misinformation, and at the same time, the conclusion of the review should not be used as a basis for investment.