Web3当周融资概览（10.16-10.22）

加密DAO · 2023-10-26T11:17:16.000Z

据加密DAO 不完全统计，上周（10.16-10.22）全球加密行业有超 17 起投融资事件，总融资额约1.3亿美元，其中底层基础设施类完成融资的项目数量占比近 40%。通过梳理和筛选，加密DAO 从上周的众多融资信息中筛选出 10 个有代表性的融资项目并进行汇编成表格如下：此外，加密DAO 对上周融资趋势进行了总结，概况如下：机构持续加大布局基础设施 & 工具赛道，无论是融资数量还是融资总额均远超其他类型项目。其中，值得关注的项目有 Solana 生态多签管理工具 Squads、加密数据公司 Coin Metrics 和基于 opBNB 的 AI 平台 MyShell 等。DeFi 赛道热度有所下降，但出现了大额融资项目。最值得关注的有完成 2200 万美元融资的去中心化衍生品协议 SynFutures，以及估值高达 1 亿美元的 Elixir Protocol。区块链游戏赛道热度相较上周有所回暖，整体上并未出现有创新玩法的游戏项目。其中已推出基于 Solana 的赛马游戏 Photo Finish 的工作室Third Time Entertainment 完成 Seed+融资。NFT& Web3 创作 &元宇宙类项目上周宣布融资的数量仅为 1，有且仅有 Animoca Brands 的子公司 Darewise Entertainment 宣布完成融资。除上述赛道外，其他宣布完成融资的项目类型涵盖加密货币交易平台、数字身份解决方案提供商、链上协作应用程序等。其中值得关注的是，由 Coinbase 前 CTO Balaji 支持的链上协作应用程序 Fileverse 完成 150 万美元种子轮融资，领投方为 Gnosis Chain 和 Factor。更多投融资详情请看下文：一、基础设施 & 工具项目名称：Squads Labs 官网：https://www.sqds.io/ 关注度：高 10 月 17 日，Solana 生态多签管理工具 Squads 的主要开发公司 Squads Labs 完成 570 万美元战略融资，Placeholder VC 领投，Multicoin Capital、Solana Ventures、Jump Crypto、Solana Labs 联合创始人 Anatoly Yakovenko、Jito Labs 首席执行官 Lucas Bruder 以及 Helius Labs 首席执行官 Mert Mumtaz 等参投。值得注意的是，Squads Labs 的联合创始人 Stepan Simkin 透露，这是一轮带有代币认股权证的融资。项目名称：Celestia Lab 官网：https://celestia.org/ 关注度：高 10 月 16 日，OKX Ventures 宣布参与 Celestia Lab 的 B 轮融资。据了解，Celestia 是首个模块化区块链网络，开发人员可以使用 Celestia 作为共识和数据功能的基础层，然后选择虚拟机，例如以太坊、Solana、零知识汇总或任何其他兼容的智能合约执行层，构建和部署自己的新区块链。Celestia 预计将在今年晚些时候上线，成为第一个使用数据可用性采样（DAS）的区块链网络。项目名称：Coin Metrics 官网：https://coinmetrics.io/ 关注度：高 10 月 20 日，加密数据公司 Coin Metrics 完成约 670 万美元融资，具体投资者并未透露。据了解，Coin Metrics 主要提供有关加密货币市场、网络和价格的数据。此前，Coin Metrics 曾在纽约梅隆银行和 Acrew Capital 领投的一轮融资中筹集了 3500 万美元，另外还得到了高盛、Brevan Howard Digital、Cboe Global Market、Avon Ventures 等公司的支持。项目名称：MyShell 官网：https://myshell.ai/ 关注度：中 10 月 16 日，基于 opBNB 的 AI 平台 MyShell 宣布以 5700 万美元估值完成 560 万美元种子轮融资，本轮融资由 INCE Capital 领投，Hashkey Capital、Folius Ventures、SevenX Ventures、OP Crypto 等参投。据了解，MyShell 是一个支持 Web3 的人工智能平台，可让用户创建名为 Shells 的个性化聊天机器人。该平台面向内容创作者和消费者——创作者可以生成人工智能内容机器人，消费者可以找到并使用这些机器人。当内容机器人受到关注时，创作者将获得 MyShell 的原生代币。项目名称：Spheron 官网：https://spheron.network/ 关注度：中 10 月 18 日，Web3 基础设施 Spheron 开始其路线图的第二阶段，主要目标是解决用户体验、安全性和可靠性问题，该公司透露其已于 2022 年 8 月在一轮融资中筹集了 700 万美元，投资者包括 Alphawave Ventures、NexusVP、Zee Prime Capital、Protocol Labs、ConsenSys Mesh、Paradigm Shift Capital、Matrix Partners India 和 Tykhe Ventures。Sandeep Nailwal、Aniket Jindal Julian Traversa 等。项目名称：Ryder 官网：https://www.ryder.id/ 关注度：中 10 月 20 日，硬件加密钱包初创公司 Ryder 完成 120 万美元融资，Oak Grove Ventures、Bitcoin Frontier Fund、Trust Machines 的 Muneeb Ali 和 SBX Capital 等参投。据了解，Ryder 已推出其旗舰产品 Ryder One，支持创新的 TapSafe 恢复功能取代助记词。二、DeFi/Staking 项目名称：SynFutures 官网：https://www.synfutures.com/ 关注度：高 10 月 19 日，去中心化衍生品协议 SynFutures 宣布完成 2200 万美元融资，Pantera Capital 领投 Susquehanna International Group (SIG DTI) 子公司 SIG DT Investments 以及 HashKey Capital 参投，SynFutures 的总融资额已达到 3800 万美元。据了解，SynFutures 平台 V3 主网计划于 2023 年第四季度发布，升级后的 V3 平台纳入了 Oyster 自动化做市商（Oyster AMM），完全部署在链上。项目名称：Elixir Protocol 官网：https://elixir.finance/ 关注度：高 10 月 18 日，DeFi 协议 Elixir Protocol 以 1 亿美元估值完成 750 万美元 A 轮融资，本轮融资由 Hack VC 领投，NGC Ventures、AngelList Ventures、Bloccelerate、BODL Ventures 等参投。据了解，Elixir Protocol 曾于今年 1 月宣布完成 210 万美元种子轮融资，FalconX、Commonwealth、OP Crypto、ChapterOne 和 Bitmex 创始人 Arthur Hayes 参投了该轮融资。三、区块链游戏项目名称：Forge 官网：https://forge.gg/ 关注度：中 10 月 19 日，游戏初创公司 Forge 完成 1100 万美元种子轮融资，Makers Fund、Bitkraft Ventures 和 Animoca Brands 领投此轮融资。其他参与者包括 Hashkey Capital、Polygon Ventures、Formless Capital 和 Adaverse。据了解，Forge 的本轮融资将用于建立一个平台，连接和奖励游戏玩家的成就。项目名称：Third Time Entertainment 官网：https://photofinish.live/ 关注度：中 10 月 21 日，链游工作室 Third Time Entertainment 完成 200 万美元 Seed+ 轮融资，本轮融资由 Sfermion 领投，Reciprocal Ventures、Big Brain Holdings、32-Bit Ventures 和 6th Man Ventures 参投。据了解，Third Time 开发了基于 Solana 的赛马游戏 Photo Finish，本轮融资将用于加速游戏开发并推动与现实世界赛马比赛进行合作。项目名称：Upland 官网：https://www.upland.me/ 关注度：中 10 月 20 日，基于 NFT 的数字房产交易游戏 Upland 完成 700 万美元 A 轮扩展轮融资，EOS Network Ventures 领投。本轮融资将用于添加游戏功能，以支持玩家在现实世界地图上购买数字化土地。据了解，Upland 基于 EOS 开发，已计划在以太坊上推出代币。Upland 表示，其注册玩家总数超过 300 万，其中日活跃用户约 3 万名，并与国际足联和美国国家橄榄球联盟球员协会等大型体育组织签署了合作协议。四、NFT & Web3 创作 & 元宇宙项目名称：Darewise Entertainment 官网：https://www.lifebeyondstudios.com/ 关注度：中 10 月 18 日，Animoca Brands 的子公司 Darewise Entertainment 宣布已完成 350 万美元私募轮融资，Gamefi Ventures、London Real Ventures、Citizen Capital、Blocore、Animoca Ventures 以及 Animoca Brands 联合创始人兼执行主席 Yat Siu 等参投。据了解，Darewise 生态系统代币预计将在 2024 年初在比特币上发布，即将到来的 MMO 游戏 Life Beyond 将是其首个采用者。五、其他项目名称：Beluga 官网：https://heybeluga.com/ 关注度：中 10 月 20 日，用于新用户引导的加密货币平台 Beluga 完成 400 万美元种子轮融资。本轮融资由 Fin Capital 领投，Anagram、UDHC、Dispersion Capital、Aptos Labs、2 Punks Capital、Borderless Capital、Kyber Capital、186 Ventures、W11 Capital 和 Rubik Ventures 参投。据了解，Beluga 由来自 BitPay、Robinhood、Coupa Software 和 dYdX 的硅谷和加密货币资深人士创立，旨在提供软件工具套件允许用户管理他们的加密货币组合并使用新产品。项目名称：Prove Identity 官网：https://www.prove.com/ 关注度：中 10 月 18 日，数字身份解决方案提供商 Prove Identity 宣布完成由 MassMutual Ventures 和 Capital One Ventures 领投的 4000 万美元融资。据了解，本轮融资资金将用于该团队启动新的商业支持和反欺诈用例，继续 Prove 的全球扩张。项目名称：Fileverse 官网：https://fileverse.io/ 关注度：中 10 月 17 日，由 Coinbase 前 CTO Balaji 支持的链上协作应用程序 Fileverse 完成 150 万美元种子轮融资，本轮融资由 Gnosis Chain 和 Factor 领投，Safe、MaskNetwork、Arweave、Waterdrip Capital、Forward Research、Galxe 等参投。据了解，Fileverse 旨在构建去中心化的加密原生应用，以替代传统 Web2 互联网产品，例如 Google Workspace 和 Notion，从根本上解决了隐私侵犯、侵入式广告和用户所有权受限等问题。项目名称：DTCC 官网：https://www.dtcc.com/ 关注度：中 10 月 19 日，存款信托与清算公司 (DTCC)宣布收购数字资产服务商 Securrency，进一步布局区块链业务。据知情人士透露，DTCC 以约 5000 万美元的价格收购了 Securrency，不过该金额未获得官方确认。据了解，Securrency 为资产发行人、经纪商、交易所和银行提供合规的代币化和账户管理服务、流动性结算、分析和报告，为全球数字资产市场提供动力。项目名称：Takadao 官网：https://takadao.io/ 关注度：中 10 月 19 日，区块链金融服务商 Takadao 宣布完成 160 万美元种子轮融资，本轮融资由Draper Associates 领投，其他参投机构包括BIM、Core Vision Ventures等。据了解，Takadao 是一个区块链原生、符合伊斯兰教法的保险替代方案，只与符合伊斯兰教法的组织合作。它拥有储蓄&借贷与互助保险两大旗舰产品。

According to incomplete statistics from CryptoDAO, there were more than 17 investment and financing events in the global crypto industry last week (October 16-October 22), with a total financing amount of approximately US$130 million, of which the number of projects that completed financing in the underlying infrastructure category accounted for nearly 40%. Through sorting and screening, CryptoDAO selected 10 representative financing projects from the numerous financing information last week and compiled them into the following table:
In addition, Crypto DAO summarized the financing trends of last week, as follows:
Institutions continue to increase their layout in the infrastructure & tool track, and both the number of financing and the total amount of financing far exceed other types of projects. Among them, the projects worth noting include Solana ecosystem multi-signature management tool Squads, encryption data company Coin Metrics, and opBNB-based AI platform MyShell.
The DeFi track has become less popular, but there have been some large financing projects. The most noteworthy ones are SynFutures, a decentralized derivatives protocol that has raised $22 million, and Elixir Protocol, which is valued at $100 million.
The popularity of blockchain games has recovered compared to last week, but overall there are no innovative game projects. Among them, Third Time Entertainment, the studio that launched the Solana-based horse racing game Photo Finish, has completed Seed+ financing.
Last week, only one NFT & Web3 Creation & Metaverse project announced financing, and only Darewise Entertainment, a subsidiary of Animoca Brands, announced the completion of financing.
In addition to the above tracks, other project types that have announced the completion of financing include cryptocurrency trading platforms, digital identity solution providers, on-chain collaborative applications, etc. Among them, it is worth noting that Fileverse, an on-chain collaborative application supported by former Coinbase CTO Balaji, has completed a $1.5 million seed round of financing, led by Gnosis Chain and Factor.
For more investment and financing details, please see below:
1. Infrastructure & ToolsProject Name: Squads Labs
Official website: https://www.sqds.io/
Attention: High
On October 17, Squads Labs, the main developer of Solana's multi-signature management tool Squads, completed a $5.7 million strategic financing led by Placeholder VC, with participation from Multicoin Capital, Solana Ventures, Jump Crypto, Solana Labs co-founder Anatoly Yakovenko, Jito Labs CEO Lucas Bruder, and Helius Labs CEO Mert Mumtaz. It is worth noting that Stepan Simkin, co-founder of Squads Labs, revealed that this was a round of financing with token warrants.
Project name: Celestia Lab
Official website: https://celestia.org/
Attention: High
On October 16, OKX Ventures announced its participation in Celestia Lab's Series B financing. It is understood that Celestia is the first modular blockchain network. Developers can use Celestia as the base layer for consensus and data functions, and then choose a virtual machine such as Ethereum, Solana, zero-knowledge aggregation, or any other compatible smart contract execution layer to build and deploy their own new blockchain. Celestia is expected to go live later this year and become the first blockchain network to use Data Availability Sampling (DAS).
Project name: Coin Metrics
Official website: https://coinmetrics.io/
Attention: High
On October 20, crypto data company Coin Metrics completed a financing of approximately $6.7 million, and the specific investors were not disclosed. It is understood that Coin Metrics mainly provides data on cryptocurrency markets, networks, and prices. Previously, Coin Metrics raised $35 million in a round of financing led by Bank of New York Mellon and Acrew Capital, and also received support from Goldman Sachs, Brevan Howard Digital, Cboe Global Market, Avon Ventures and other companies.
Project name: MyShell
Official website: https://myshell.ai/
Attention: Medium
On October 16, the opBNB-based AI platform MyShell announced that it had completed a $5.6 million seed round of financing at a valuation of $57 million. This round of financing was led by INCE Capital, with participation from Hashkey Capital, Folius Ventures, SevenX Ventures, OP Crypto, etc. It is understood that MyShell is a Web3-enabled artificial intelligence platform that allows users to create personalized chatbots called Shells. The platform is aimed at content creators and consumers - creators can generate artificial intelligence content robots, and consumers can find and use these robots. When the content robot receives attention, the creator will receive MyShell's native token.
Project name: Spheron
Official website: https://spheron.network/
Attention: Medium
On October 18, Web3 infrastructure Spheron started the second phase of its roadmap, with the main goal of solving user experience, security and reliability issues. The company revealed that it had raised $7 million in a round of financing in August 2022. Investors include Alphawave Ventures, NexusVP, Zee Prime Capital, Protocol Labs, ConsenSys Mesh, Paradigm Shift Capital, Matrix Partners India and Tykhe Ventures. Sandeep Nailwal, Aniket Jindal Julian Traversa, etc.
Project name: Ryder
Official website: https://www.ryder.id/
Attention: Medium
On October 20, hardware crypto wallet startup Ryder completed a $1.2 million financing round, with participation from Oak Grove Ventures, Bitcoin Frontier Fund, Trust Machines' Muneeb Ali, and SBX Capital. It is understood that Ryder has launched its flagship product, Ryder One, which supports the innovative TapSafe recovery function to replace mnemonics.
2. DeFi/StakingProject Name: SynFutures
Official website: https://www.synfutures.com/
Attention: High
On October 19, the decentralized derivatives protocol SynFutures announced the completion of a $22 million financing round, led by Pantera Capital, with participation from SIG DT Investments, a subsidiary of Susquehanna International Group (SIG DTI), and HashKey Capital. SynFutures' total financing has reached $38 million. It is understood that the SynFutures platform V3 mainnet is scheduled to be released in the fourth quarter of 2023. The upgraded V3 platform incorporates the Oyster automated market maker (Oyster AMM) and is fully deployed on the chain.
Project Name: Elixir Protocol
Official website: https://elixir.finance/
Attention: High
On October 18, the DeFi protocol Elixir Protocol completed a $7.5 million Series A financing with a valuation of $100 million. This round of financing was led by Hack VC, and participated by NGC Ventures, AngelList Ventures, Bloccelerate, BODL Ventures, etc. It is understood that Elixir Protocol announced the completion of a $2.1 million seed round of financing in January this year, and FalconX, Commonwealth, OP Crypto, ChapterOne and Bitmex founder Arthur Hayes participated in this round of financing.
3. Blockchain GamesProject name: Forge
Official website: https://forge.gg/
Attention: Medium
On October 19, gaming startup Forge completed a $11 million seed round of financing, led by Makers Fund, Bitkraft Ventures, and Animoca Brands. Other participants include Hashkey Capital, Polygon Ventures, Formless Capital, and Adaverse. It is understood that Forge's current round of financing will be used to build a platform to connect and reward gamers' achievements.
Project Name: Third Time Entertainment
Official website: https://photofinish.live/
Attention: Medium
On October 21, blockchain game studio Third Time Entertainment completed a $2 million Seed+ round of financing, led by Sfermion, with participation from Reciprocal Ventures, Big Brain Holdings, 32-Bit Ventures, and 6th Man Ventures. It is understood that Third Time developed the Solana-based horse racing game Photo Finish, and this round of financing will be used to accelerate game development and promote cooperation with real-world horse racing competitions.
Project name: Upland
Official website: https://www.upland.me/
Attention: Medium
On October 20, the NFT-based digital real estate trading game Upland completed a $7 million Series A extension round of financing, led by EOS Network Ventures. This round of financing will be used to add game features to support players to purchase digital land on real-world maps. It is understood that Upland is developed based on EOS and has planned to launch tokens on Ethereum. Upland said that its total number of registered players exceeds 3 million, including about 30,000 daily active users, and has signed cooperation agreements with major sports organizations such as FIFA and the National Football League Players Association.
4. NFT & Web3 Creation & MetaverseProject Name: Darewise Entertainment
Official website: https://www.lifebeyondstudios.com/
Attention: Medium
On October 18, Animoca Brands' subsidiary Darewise Entertainment announced that it had completed a $3.5 million private round of financing, with Gamefi Ventures, London Real Ventures, Citizen Capital, Blocore, Animoca Ventures, and Animoca Brands co-founder and executive chairman Yat Siu participating. It is understood that the Darewise ecosystem token is expected to be released on Bitcoin in early 2024, and the upcoming MMO game Life Beyond will be its first adopter.
V. OthersProject name: Beluga
Official website: https://heybeluga.com/
Attention: Medium
On October 20, Beluga, a cryptocurrency platform for new user onboarding, completed a $4 million seed round of financing. This round of financing was led by Fin Capital, with participation from Anagram, UDHC, Dispersion Capital, Aptos Labs, 2 Punks Capital, Borderless Capital, Kyber Capital, 186 Ventures, W11 Capital and Rubik Ventures. It is understood that Beluga was founded by Silicon Valley and cryptocurrency veterans from BitPay, Robinhood, Coupa Software and dYdX, and aims to provide a software tool suite that allows users to manage their cryptocurrency portfolios and use new products.
Project Name: Prove Identity
Official website: https://www.prove.com/
Attention: Medium
On October 18, digital identity solution provider Prove Identity announced the completion of a $40 million financing led by MassMutual Ventures and Capital One Ventures. It is understood that the funds from this round of financing will be used by the team to launch new business support and anti-fraud use cases and continue Prove's global expansion.
Project name: Fileverse
Official website: https://fileverse.io/
Attention: Medium
On October 17, Fileverse, an on-chain collaboration application supported by former Coinbase CTO Balaji, completed a $1.5 million seed round of financing, led by Gnosis Chain and Factor, with participation from Safe, MaskNetwork, Arweave, Waterdrip Capital, Forward Research, Galxe, etc. It is understood that Fileverse aims to build decentralized crypto-native applications to replace traditional Web2 Internet products such as Google Workspace and Notion, fundamentally solving problems such as privacy violations, intrusive advertising, and limited user ownership.
Project Name: DTCC
Official website: https://www.dtcc.com/
Attention: Medium
On October 19, the Depository Trust & Clearing Corporation (DTCC) announced the acquisition of digital asset service provider Securrency to further expand its blockchain business. According to people familiar with the matter, DTCC acquired Securrency for approximately $50 million, but the amount has not been officially confirmed. It is understood that Securrency provides compliant tokenization and account management services, liquidity settlement, analysis and reporting to asset issuers, brokers, exchanges and banks, powering the global digital asset market.
Project name: Takadao
Official website: https://takadao.io/
Attention: Medium
On October 19, blockchain financial service provider Takadao announced the completion of a $1.6 million seed round of financing, led by Draper Associates, with other participating institutions including BIM and Core Vision Ventures. It is understood that Takadao is a blockchain-native, Sharia-compliant insurance alternative that only works with Sharia-compliant organizations. It has two flagship products: savings & lending and mutual insurance.