《Cbinsights-区块链状况2021年第三季度报告（英）-2021.11-176正式版.docx》由会员分享，可在线阅读，更多相关《Cbinsights-区块链状况2021年第三季度报告（英）-2021.11-176正式版.docx（261页珍藏版）》请在三一办公上搜索。
1、BscbinsightsStateofBlockchainGLOBALIQ32021WhatisCBInsights?SIGNUPFORAFREETRIALBscbinsightsCBInsightshelpstheworld,sleadingcompaniesmakesmartertechnologydecisionswithdata,notopinion.OurTechnoIogyInsightsPlatformprovidescompanieswithcomprehensivedata,expertinsights,andworkmanagementtoolsthatenablethem
2、todiscover,understand,andmaketechnologydecisions.Lookingformoreblockchainresearch?CHECKOUTBLOCKDATABLOCKDATABLOCKDATAISACBINSIGHTSCOMPANYBlockdatahelpstheworld,sleadingcompaniesmakesmarterblockchaindecisionswithdata,notopinion.Ourplatformandblockchainfocusedresearch,providescompanieswithcomprehensiv
3、edataandexpertinsightsonthehowthisfast-movingspaceisevolving.1CBINSIGHTS侬+BzcbinsightsCBInsightshelpsuscompressourtime-to-decisionwhengatheringandanalyzingdataandgettinganexternalviewonwhat,shappeninginthemarketsowecanquicklytakeaction.MerajMohammadVicePresident,VenturesGroup,ADPDigdeeper.CBInsights
4、clientscanfindandtrackcompaniesusingouranalyst-curatedExpertCollections.FinteChPaVmemSBankinaDiaitalLendinaWeaIthTeehInSUrteChCaPitalMarketSTeChSMBFintech三CscbinsightsQ口QBExpertCollectionCompaniesTensorFIightFlurosatCICategoriconSmartNewsEzoicWEBINARTheTL;DRLive:StateOfBlockchainNovember16thj2pmETRE
5、GISTERHEREChrisBendtsenIntelligenceAnalyst,StateofFintechOurMostPopularClient-ExclusiveBlockchainResearchOUrTOP2021BloCkChainRePOrtS80+COmParieSShaPinqTheBloCkChainLandSCaPeBloCkChainFUndinaHitArAll-TimeHiQhInHT21.HeresWhereTheTOPIrlVeStOrSArePlaCiraTheirBetSHOWBIOCkChainCoUldDiSrWtBankinaHoWBloCkCh
6、ainISDiSnJPtinaIrSUranCeBarkirgISOrlIyTheBeqirrirg:58BigIrdUStrieSBIoCkChairCOUldTranSfOnTlNFTs:ISTheSPOtliaht-SteaIinCBloCkChainTeChACaShGrabOrTheNeXtBigThing?NFTSAreTrendirqUp.HereAreTheC)PPOrtUnitieSForBrandSArdRetailerSDiqitalASSetCUStOdVESPVerdorMatriXCOirIbaSeStrateaVTeardown:HoWCOirbaSeGreWIr
7、toTheKinaMidaSOfCrVDtoTheToP50BlOCkChainComPanieSOf2020:WhereAreTheVNow?ContentsGlobalTrends21GeographicTrendsInvestmentTrends22USUnicorns&Valuations53CanadaExitTrends63AsiaInvestors69EuropeLatAmCollectionSpotlights78CryptoExchanges79Custody&Wallets92NFTs106DeFi118StateOfBlockchain131132141149158167
8、$15BGlobalblockchainfunding2021YTD.Up384%vs.2020.2021istheyearofcrypto.Globalventurefundingtoblockchain/cryptostartupsreached$15Binjustthefirst9monthsof2021.TheYTDtotalisalreadyup384%comparedto2020,s12-monthtotalof$3.1B.DealsperbusinessdayinQ3,21.286dealsintotal.Therewere286equitydealstoblockchain/c
9、ryptocompaniesinQ3,21.Thats4.5dealsperbusinessday.Thequarterlytotalhasincreased71%comparedto167dealsinQ3,20andisthesecond-highesttallyofall-timebehindthe291dealsraisedinQ2,21.$2.9BUSfundinginQ3,21.Recordquarter.Up15027%YoY-USblockchain/cryptofundingdollarshitnearly$3BinQ3,21,risingforthefifthconsecu
10、tivequarterandreachinganall-timequarterlyhigh.The$2.9Bisa1,027%increaseYoYcomparedtoQ3,20,s$263M.15Mega-rounds($100M+)inQ3,21.Thenumberofblockchain/cryptomegaroundsreachedanall-timehighforthethirdstraightquarterat15.Thisisupfromjust1inQ3,20.Mega-roundsaccountfor5%oftheglobaldealcountinQ3,21,but66%of
11、totalfundingdollars.31Blockchainunicorns.12addedinQ3,21.Theglobalblockchain/cryptounicornherdreached31inQ3,21after12newunicornswerebomthehighestbirthrateever.MorethanhalfofnewunicornsinQ321camefromtheUS.TheUSmakesupabouthalfofthetotalunicorncount,with15.e:Cbinsightse: Cbinsights1024DealsbyCoinbaseVe
12、nturesinQ3,21.CoinbaseVentureswasthemostactiveblockchain/cryptoinvestorinQ3,21with24deals.Thatsover2.5Xthatofthenexthighesttally.CMTDigitalandPolychainCapitaltieforsecondwith9dealseachinQ3,21.AndreessenHorowitzandDigitalCurrencyGroupeachhad8.25240%CryptoexchangefundinggrowthQ3,21vs.Q3,20.Cryptoexcha
13、ngesraisednearly$2BinventurefundinginQ3,21,arecordhighandmorethananyotherblockchain/cryptocategory.Thisisa2,240%increasefromthe$84MraisedinQ3,20.Q3,21alsosawthebirthof4cryptoexchangeunicorns,bringingthetotalto11.26%Custody&walletproviders1shareoftotalfundingYTD.Cryptocustodyandwalletprovidersraiseda
14、lmost$4Binfundingin2021sofar,makingup26%ofalldollarsraisedbyblockchain/cryptostartupsthisyear.CustodyandwalletfundingYTDisalreadyup333%from2020,syear-endtotal.6,523%NFTfundinggrowth2021YTDvs.2020.NFTfundingskyrocketedtoover$2Bin2021sofar,withagrowthrateof6,523%over2020,s12-monthtotal.Morethan90%ofNF
15、Tdealsthisyearhavebeenearly-stage.Therewere46dealstoNFTstartupsinQ3,21,3ofwhichweremega-rounds.191DeFidealsin2021YTD.Up57%vs.the2020total.Decentralizedfinancestartupssaw191equitydealsinthefirst9monthsof2021,up57%fromthe2020total.Totalfundingin2021YTDisat$2.1B,over6Xtheamountraisedin2020.Globalblockc
16、hainfundingsoarstoreach$15Binfirst9monthsof202133088873649S4.7B191187$3.1B$1.3B$0.6B$0.8B$3.1B202020152016201720182019StateofBlockchainGlobalTrendsInvestmentTrendsFunding15.B384%increase2021YTD$15BYTD2021Bcbnsights1126222921619622220821411671S1,477M63三r433M504746$1,117M$994M4036$566M$706M$61OM$699MF
17、unding$6,485M2015/S5,206Mt181i36167DealsQ32020-$928M$799M$882M$799M$482M$234M=Ci,cr.ZCd,$357M$271M$293MS157M$180M$71M$196M$154M$127M$174MQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q229126217617O87Deals286Q32021286Deals71%increaseStateofBlockchainGlobalTrendsInvestmentTrendsQ3scbinsights12USbl
18、ockchainfundingup11XYoY5risingforthefifthstraightquarterDeaIsFunding137$HIH$2,965M88578260322218$205M$134M忖$96M$137M3029302622151718$53M$105M$113M$87M$77M$60M$142M$324M$336MQ4Q1Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3201520162017$482M$528MQ2Q3201864655453e Cbinsights13StateofBlockchainGeographicTrendsUSTrendsBlockcha
19、inmega-rounds($100M+)up1,400%YoYStateofBlockchainGlobalTrendsInvestmentTrendsBscbinsights1412newblockchainunicornsborninQ3f21bringthetotalherdto3131unicornsO 000Q2 Q3 Q42016000Q1 Q2 Q3 Q42017State of Blockchain Global Trends Unicorns & ValuationsoQ1 Q2 Q3 Q42018o0-Q1 Q2 Q3 Q42019000-Q1 Q2 Q3 Q42020Q
20、1 Q2 Q32021ei Cbinsights15e: CbinsightsState of Blockchain Global Trends InvestorsCoinbaseVenturesisthemostactiveblockchaininvestorinQ3,21CompanyCompanyCountInvestorGroupCountry1CVCUnitedStates2CMTDigital9IAssetZinvestmentmanagementUnitedStates2PolychainCapital9AsseVinvestmentmanagementUnitedStates4
21、AndreessenHorowitz8VCUnitedStates4DigitalCurrencyGroup8OtherUnitedStates4JumpCapital8VCUnitedStates7LightspeedVenturePartners7VCUnitedStates7CoinFund7AsseVinvestmentmanagementUnitedStates9KeneticCapital6VCChina9ElectricCapital6VCUnitedStates9MulticoinCapital6VCUnitedStates9SoftBankGroup6OtherJapan16
22、21171710$80M1311$37M$11M$7M$7M$62M1$35MS14M$0M42Funding$1,966M$1,966MQ1Q2Q3Q42015Q1Q2Q3Q42016151310$396M$316M14$150M$148M$131M$45MQ1Q2Q3Q42017$12M$21M$46MQIQ2Q3Q42018$156M2019Q1Q2Q317StateofBlockchainCollectionSpotlightsExchangeseiCbinsightsCustody&walletsmakeup26%ofblockchainfundingin2021YTD5743262
23、0S1,017M11$337M$125M$87M2015201620172018$358M2019Deals Funding61 $3,954M$3,954MYTD 2021333%increase2020$913M20202021YTDCICBNSIGHTS 18StateofBlockchainCollectionSpotlightsCustody&WalletsNFTfundingisalreadyup65427%comparedto2020DealsFunding104$2,053M$2,053M159102S7M1S2M2S3M$40M$45M$31M2015201620172018
24、20192020YTD20212021YTD65427%increase$31M2020StateofBlockchainCollectionSpotlightsNFTseiCbinsights19DeFistartupsseenearly200fundingroundsin2021YTDS623M6551$349M14$52M3$71M4$10M20152016201720182019StateofBlockchainCollectionSpotlightsDeFiDealsFunding19152ealsYTD2021I、increaseI122DealsS329M202020202021
25、YTDe:Cbinsights20Q32021Bscbinsights21.OInvestmentTrendsQ32021B；CBINSIGHTS22Globalfundingisup384%fromlastyear,s12-monthtotal330/191187$0.6B$0-8B513b201520162017StateofBlockchainGlobalTrendsInvestmentTrendsFundingFU嗯ng3873$4.7B$3.1B$3.1B2018201920202021YTDe:Cbinsights23Globaldollarsreachanall-timehigh
26、inQ3,21Funding$6,485MBscbinsightsStateofBlockchainGlobalTrendsInvestmentTrendsTheUSleadsinblockchaindealsanddIollarsinQ3f21Cscbinsights25USleadsinglobalfundinginQ3,21,followedbyAsiaandEuropeUS$2,965MAsiaEurope1.atAmCanadaAllOtherRegions$1,430M$518M$135M$27M$17M$7M$8M$8M$16MQ1Q3Q1Q320202021USleadsglo
27、baldealshareinQ3,21atnearly50%All Other Regions, 6%Canada, 3%LatAm, 3%Europe, 18%Asia, 23%US, 48%VCsleadinvestordealshareinQ3l21Other,19%PrivateEquity,3%IncubatorZAcceIerator,7%Angel,11%AsseVInvestmentManagement,17%CorpandCVC,18%VC,26%Averageglobaldealsizereaches$21M$21MAverageSizeMedianSizeMediande
28、alsizeisupinnearlyallregionsin2021,withtheUSleadingAsiaEurope1.atAmCanadaAllOtherRegions$6MMediandealsizeisupforallinvest(AngelAsseVInvestmentManagementCorpandCVCrcategoriesin2021sofarPrivateEquityVCOtherrrecord$8.8BinfundingsofarthisyearDeals37Funding201820192020$8,847M2021YTDQ3,21mega-rounddollars
29、areup3,453%fromQ3,20FundingS4,264M Deals15$111MTheUSleadsmega-roundfundinganddealcountinQ3l21Canada1.atAm$200M1Deals$460M2Deals$1,661M9Deals2DealsEurope$943MAsia$1,000M1DealsUSraisesmoremega-roundsthantherestoftheworldcombinedinQ3,21Q1Q2Q3Q42015Mega-roundsaccountfor5%oftotalglobaldeals,anewhighNon-m
30、ega-rounds, 95%Mega-rounds, 5%dollarsinvestedgloballyQ2Q3Q4Q1Non-mega-rounds,34%201946%46%Mega-rounds,66%Q2Q3Q4Q1Q2Q320202021Global:Top10equitydealsinQ3f21CompanyRoundAmountRoundDate1FTX$1.0BSeriesB2021-07-202Sorare$680MSeriesB2021-09-213GenesisDigitalAssets$431MSeriesA2021-09-214Fireblocks$31OMSeri
31、esD202107-275Bitpanda$263MSeriesC2021-08-17Country%ofTotalFundingInsightPartners,Lightspeed$18.0BVenturePartners.SequoiaHongKongCapital,RibbitCapital.ParadigmBessemerVenturePartners,$4.3BAccel,Benchmark,FranceInstitutionalVenturePartners,Atomico15.4%10.5%RibbitCapital,Stoneridge,N/AElectricCapital,K
32、ingswayUnitedStatesCapitalPartners,Paradigm6.6%SparkCapital,SequoiaCapital,$2.0BStripesGroup,CoatueUnitedStatesManagement,DRWVentureCapital4.8%ValarVentures,JumpCapital,$4.1BAlanHoward,REDOVentures,Austria1.eadblockPartners4.1%Global:Top10equitydealsinQ3f21CompanyRoundRoundAmountDate6DapperLabs$250M
33、SeriesF202109227FaIconX$21OMSeriesC2021-08-107Blockstream$21OMSeriesB2021-08-249MercadoBitcoin$200MSeriesB2021-07-01ioBlockdaemon$155MSeriesB20210921%ofTotaljationSelectInvestorsCountryFundingGoogleVentures,Andreessen$7.6BHorowitz,GIC1VersionOneCanadaVentures.CoatueManagement1.ightspeedVenturePartne
34、rs,FlybridgeCapitalPartners,$3.8BAccel,TigerGlobalUnitedStatesManagement,American3.9%3.2%EXPreSSVentUreS$3.2BBaillieGifford&Co.,BitfinexCanada3.2%$2.1BSoftBankGroupBrazil3.1%MatrixCapitalManagement,$1.3BSapphireVentures,BOLDstartUnitedStatesVentures.CoinFund.Kenetic2.4%CaPitalEarly-Stageroundscontin
35、uetodominateat78%ofdealsYTDOther, 6%Late-stage, 6%Mid-stage, 10%Early-Stage, 78%TheUSleadsdealshareateverystageinQ3,21AllOtherRegionsCanadaLatAmEuropeAsiaUSEarly-StageMid-stage13%25%0%63%13%25%63%1.ate-stageOtherMediandealsizesformid-andIate-Stageroundsjumpto$50M+in2021YTDEarly-StageMid-stageLate-st
36、age$53MCompanyRoundAmountRoundDateSelectInvestorsCountry1EdenNetwork$17MSeedVC2021-09-08GSRVentures,JumpCapital,MulticoinCapital,AlamedaResearch,DeFianceCapitalUnitedKingdom1XREX$17MSeedVC2021-08-22SeraphGroup,SBIInvestment,Systex1GlobalFoundersCapital,AppWorksVenturesTaiwan3Royal$16MSeedVC2021-08-0
37、2FoundersFund,AtomicManagement,ParadigmUnitedStates4ZkTube$11MSeedVC2021-09-16ChainFirCapital,AmplioVentures,JulyCapital,DASHFoundation,OneUniCapitalAustralia5Nifty,s$10MSeedVC2021-07-12ForerunnerVentures,TheToppsCompany,SamsungNEXT,PolychainCapital,CoinbaseVenturesUnitedStates5Telcoin$10MSeed2021-0
38、7-02N/AJapanCompanyRoundAmountRoundDateSelectInvestorsCountry7SuperfluidFinance$9MSeedVC2021-07-13MulticoinCapital,SemanticVentures,DelphiDigital,DeFianceCapital,DivergenceVenturesUnitedKingdom7SubQuery$9MSeedVC2021-09-08DigitalCurrencyGroup,ArringtonXRPCapital,NGCVentures,HypersphereVentures,Skynet
39、TradingNewZealand9Nahmii$8MSeedVC2021-09-28CMTDigital,Quantstamp,FourthRevolutionCapital,DARMACapital,AlignedCapitalNorway9Chintai$8MSeedVC2021-07-08PeerVenturePartners,CryptologyAssetGroup,Block.one,ChimeraWealth,CollectiveCapitalSingaporeCompanyRoundRound Amount Date1Genesis Digital Assets$431M Se
40、ries A2021-09-212Eluvio$100M Series A2021-08-253Prime Trust$64M Series A2021-07-284RECUR$50M Series A2021-09-135Pintu$35M Series A2021-08-096Colendi$30M Series A2021-09-146MakersPIace$30M Series A2021-08-04Select InvestorsCountryRibbitCapital,Stoneridge,ElectricCapital,UnitedStatesKingSWayCaPitalPartners,ParadigmFOXCorporationUnitedStatesMercatoPartners,CommerceVentures,SevenPeaksVentures,SamsungNEXT,NationwideUnitedStatesVentIJreSDig
