Coinbase Ventures on Deal Activity a 2. negyedévben, hatalmas potenciál a Web3-ban, Solana ökoszisztéma

Coinbase Ventures, which is the venture capital arm of Coinbase (NASDAQ: COIN), talked about several interesting topics in a report released on Thursday (July 21).

egy blogbejegyzés published on July 21, Coinbase Ventures started by talking about the venture landscape:

"A szélesebb körű kockázati piac a lehűlés jeleit mutatta a harmadik negyedévben2 második negyedéve óta először csökkent a teljes finanszírozás. Ez a tendencia a második negyedévben is folytatódott, a teljes kockázati finanszírozás mellett 23%-os csökkenés, marking the largest dip in a decade… Crypto venture funding still saw a record Q1, but as we wrote in our utolsó levél, we’d already begun seeing signs of a slowdown that we expected to surface in Q2… Crypto venture funding still saw a record Q1, but as we wrote in our utolsó levél, we’d already begun seeing signs of a slowdown that we expected to surface in Q2."

They then talked about Web3:

"Becsült összeggel 3.2B+ játékosok a világon szilárdan hiszünk abban, hogy a Web3-as játékok beépítik a kripto-felhasználók következő hatalmas hullámát. A web3-as játékok továbbra is jelentős beruházások ágazata maradt a második negyedévben, a The Block becslése szerint 2.6 milliárd dollár + was raised. Our activity over the last few quarters only strengthens our conviction… As we saw in Q1, founders with strong track records in Web2 gaming continue to embrace this category… The space has also attracted Justin Kan, co-founder of the game streaming platform Twitch, which was 1 milliárd dollárért eladták az Amazonnak. Kan új cége, Fractal*, is building a marketplace for NFT gaming assets…

"It will take some time for this sector to mature, but it’s growing increasingly clear that blockchain gaming will be a massive category in the future… Beyond gaming, the next generation of Web3 user applications are working to upend the captive models of Web2 and to give users control over their audiences and communities. One company we’re particularly excited about is Farcaster*: a Coinbase öregdiákjai által alapított, kellően decentralizált közösségi hálózat Dan Romero és a Varun Srinivasan."

As for Solana ($SOL) and its ecosystem, they said:

"Noticeable in our Q2 activity was the continued momentum behind the Solana ecosystem. While Ethereum and the EVM remain king as far as developer traction and compatible apps, we’re noting a clear trend in early teams placing importance on Solana. All in, we did 10 deals building on Solana in Q2… Increasingly, we’re seeing teams opt to support both the EVM and Solana from the onset — like recent additions in Összefüggő és a Moralis… Add in the fact that multiple large funds have publicly expressed support for the ecosystem, and it suggests that Solana’s staying power is real."