Duk da koma bayan da aka samu a zagaye na kudade, Paradigm da Andreessen Horowitz (a16z) sun ci gaba da mamaye babban yankin babban birnin a cikin sashin crypto. Wadannan fitattun kudade guda biyu suna kan hanyar da za su rufe dala biliyan 1 a cikin yarjejeniyoyin a karshen shekara, suna tabbatar da tasirinsu kan manyan ayyukan blockchain.
Paradigm da a16z: Jagoran Tsarin Kasa na Crypto VC
Paradigm da a16z sun kasance masu mahimmanci wajen tsara haɓakar yanayin yanayin cryptocurrency, ba kawai ta hanyar samar da sabbin ayyuka ba, har ma ta hanyar yin tasiri mai yawa ta hanyar jefa ƙuri'a a cikin waɗanda ake da su. Ko da yake zuba jari na babban kamfani (VC) ba lallai ba ne ya nuna alamar amincewa, shigar su yana haɓaka haɓaka aikin - kodayake tare da yuwuwar siyar da mai ciki.
Tun daga Satumba 24, 2023, Paradigm da a16z sun sami sama da dala miliyan 856 a cikin alkawurran bayar da tallafi. Kamfanoni biyu suna da mayar da hankali sosai, musamman kan kayan aikin haɓakawa. Portfolio na Paradigm yana nuna sha'awar sa ga tsarin halittu kamar Base da Zora, yayin da a16z ke ci gaba da tallafawa ayyukan a cikin kafofin watsa labarun crypto, ba da lamuni mai rarraba, da kasuwanni.
Tallafin Crypto a cikin 2023: Sauya Tsarin Kasa
Gabaɗaya, tallafin crypto ya zarce dala biliyan 5 a farkon rabin 2023, tare da kwata na uku akan hanya don ƙara wani dala biliyan 2. Ƙarin ƙididdiga masu ra'ayin mazan jiya sun yi hasashen jimillar kuɗi na shekara zai kai kusan dala biliyan 3.2, yana nuna bambancin yanayin kasuwa da ma'auni. Duk da raguwar Bayarwar DEX ta farko (IDO) da sauran samfuran tattara kudade na tushen alamar, babban birnin VC yana ci gaba da gudana zuwa cikin kayan aikin blockchain da ƙirƙirar kayan aiki, yana motsawa daga NFT da ayyukan caca, waɗanda suka mamaye shekarun baya.
Yawancin yarjejeniyoyin a cikin 2023 an tattara su cikin zagaye iri ko tallafin Series A. Musamman ma, an ware sama da dala miliyan 360 ga zagayen tallafin da ba a bayyana ba a cikin watan da ya gabata kadai, wanda ke nuna ci gaba da sha'awar kasuwancin crypto na farko.
Maɓallin Mahimmancin Ƙarfafa Tsarin Mulki da Nasarar A16z
A cikin 2024, duka Paradigm da a16z sun mai da hankali kan ƙoƙarinsu akan ɗimbin manyan yarjejeniyoyin. Don a16z, manyan saka hannun jari sun haɗa da Eigen Layer, Espresso Systems, da Yarjejeniyar Labari, waɗanda ke ba da kuɗi dala miliyan 208 gabaɗaya. A16z ya fito ne a matsayin babban mai saka hannun jari a cikin Eigen Layer, bayan ya jagoranci zagayen dala miliyan 100. Tare da zagaye na kudade 179 da aka kammala zuwa yau, fayil ɗin a16z yana da ƙarfi, kodayake girman hannun jarin ɗaya yakan tashi daga dala miliyan 3 zuwa dala miliyan 10.
Paradigm, a halin yanzu, yana ci gaba da haɓaka tasirinsa tare da manyan yarjejeniyoyin. Fayil ɗin ta ya ga babban saka hannun jari a Monad da Farcaster, yana kawo jimlar dala miliyan 375. Baya ga waɗannan manyan yarjejeniyoyin, Paradigm ya kuma goyi bayan ayyuka kamar Axiom, Babila, da Conduit, tare da zagaye na kowane mutum gabaɗaya tsakanin dala miliyan 10 zuwa dala miliyan 20.
Robot Ventures da Polychain Capital: Haɓaka Gasa
Sauran fitattun kudade, da suka hada da Robot Ventures da Polychain Capital, su ma suna ci gaba da samun su. A hade, waɗannan kudade biyu sun rufe fiye da dala miliyan 860 a cikin yarjejeniyar 2023. Robot Ventures, musamman, ya haɓaka ayyukansa a cikin watan Agusta, wanda ya ƙare a cikin wani babban darajar dala miliyan 100 na Celestia (TIA), wani aikin da Bain Capital ya goyi bayan. Duka kuɗaɗen biyu sun fi mayar da hankali kan ƙananan saka hannun jari, yawanci a cikin dala miliyan 3 zuwa dala miliyan 10, musamman a zagayen iri na farko.
Amurka ta mamaye Tallafin Crypto na Duniya
Rarraba kuɗaɗen crypto na duniya ya kasance daidai gwargwado, tare da ayyukan tushen Amurka suna samun kaso na zaki. A cikin shekarar da ta gabata, sama da ayyukan Amurka 2,900 sun sami goyon bayan VC, wanda ya zarce takwarorinsu na Turai da Asiya. Wannan taro na yanki yana ci gaba da nuna babban rawar da Amurka ke takawa wajen tuki sabbin abubuwa a cikin sararin samaniyar toshewar.