Author: andrew.moh, crypto KOL
Compiled by: Felix, PANews
a16z is considered a top-tier VC. Following their investment footprints may be a wise strategy. The performance of tokens in the a16z portfolio is as follows:
Why choose a16z?
Marc Andreessen and Ben Horowitz are top entrepreneurs and investors. They have invested in major companies like Airbnb, Github, Skype, and Stripe, and their investment performance was outstanding even before the emergence of cryptocurrencies. a16z has over 100 team members, including notable figures like Tim Roughgarden.
According to CryptoRank statistics, a16z has invested in 184 crypto projects.
Led 106 investments
55% of the investment sizes are between $3 million and $10 million
The favorite joint investment institution is Coinbase Ventures (32 joint investments)
Return on Investment (Retail ROI): 508.81 times (+50,781%)
2021 and 2023 are their 'active investment' years:
Completed 128 investments
Led 84 investments
With the shift in the crypto market landscape in 2023, a16z's investment activities have significantly decreased. On September 24, they made a strong return with 11 investment activities.
Overall, a16z has participated in various rounds of investments. However, like most other crypto venture capital firms, seed rounds, Series A, and pre-seed investments still dominate. Seed round investments account for 35% of their investments, while Series A investments account for 25%. They start participating in projects early, providing steadfast support from the startup stage.
From a16z's portfolio, it can be seen:
L1 is one of their favorite fields
Although AI and RWA are the two hottest topics in 2024, they seem to be less interested in these.
Diversified portfolio includes LSD, gaming, and infrastructure
In 2024, a16z invested in 28 projects:
6 gaming projects
4 blockchain infrastructure projects
9 blockchain service projects
9 other projects
These include: EigenLayer, Story Protocol, Morpho Labs, Farcaster, etc.
The a16z portfolio is now valued at over $535 million, of which:
UNI is their largest holding, with 60.5 million UNI
OP is their second-largest holding, valued at $32.97 million
Source: Arkham
Summary
a16z has always been regarded as the top venture capital firm. They started engaging with projects early, providing unwavering support from the project's early stage. Their investment focus includes infrastructure projects like L1s/L2s, as well as many of the hottest trends like AI and RWA.
Following the investment footsteps of top VCs like a16z seems to be a wise strategy. However, it is also necessary to carefully study the current market conditions and trends. Let a calm mind and a warm heart guide investment decisions.
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