Original compilation:
Original compilation:Xiao Pang classmate @0xthefool
Pitchbook aggregated nearly 10,000 financing records in the encryption industry and made industry mapping for the market.
Including 5 sections of blockchain network, user interaction, infrastructure, Web3 and decentralized finance, 22 tracks and 1203 leading companies.
I sorted out all the key information to help you study each sector of the encryption industryfirst level title
Section 1 - Blockchain Network
Total $80 billion invested
The blockchain network stores and calculates data through distributed nodes to form a decentralized ledger to support the operation of transactions/smart contracts/DAPPs.
Growth drivers:
1) The scalability of the two pioneers BTC and ETH is far below industry needs
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Track 1: Layer 1
In addition to the two chains of BTC and ETH, Layer 1 has a total of 63 leading projects such as APTOS and NEAR, with a total financing of 49 billion US dollars.
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Track 2: Layer 2
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Track 3: Cross-chain
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Section 2 - User Interaction
A total investment of US$166 billion
Most users cannot directly use the data on the blockchain, but need user interaction platforms/tools to complete crypto transactions, management and research.
Growth drivers:
1) In the bull market, a large number of individual and institutional exchanges with investment purposes poured in
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Track 1: Asset and Tax Management
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Track 2: Wallet and Exchange
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Track 3: Deposit and withdrawal and payment
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Track 4: Data and Research Tools
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Section 3: Infrastructure and Development Tools
Infrastructure and development tool products have laid the foundation for further establishing a prosperous on-chain ecosystem, allowing more Builders and Developers to advance the industry. Companies in this sector raised a total of $13.8 billion.
Growth drivers:
1. Although encryption was initially more grassroots individual participation, more and more large institutions have also joined it
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Track 1: Encrypted enterprise team/financial management tool
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Track 2: Data Storage and Recall
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Track 3: Development Platform
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Track 4: Institutional Fund Management Tools
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Track Five: Security and Compliance
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Section 4: Decentralized Finance
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Track 1: Asset Tokenization
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Track 2: Decentralized Insurance
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Track 3: Decentralized Lending and Yield Generator
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Track 4: Decentralized trading platform and derivatives
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The fifth block: Web3
The development of blockchain allows us to give the ownership of the network platform to every user. Compared with the web2 platform represented by Internet giants, the web3 platform will open source code, allow users to own their own data, and build and make decisions together with the community. As the outlet of the last bull market, a total of US$11.1 billion was raised.
Growth drivers:
1. Declining trust in the Web2 platform
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Track 1: Content and Social
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Track Two: DAO and DAO Tools
Decentralized autonomous organizations issue ownership of the organization to members through Token and NFT, and by holding tokens, members can manage, vote in DAO, and obtain rights and interests in other DAOs
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Track 3: Commercial and Consumer Platforms
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Track 4: Hardware Empowerment
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Track Five: Metaverse and Games
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Track 6: NFT and Collectibles Platform
Blockchain network:
Summarize:
Blockchain network:Layer 1, Layer 2,Cross-chain
User interaction:Asset tax management, wallet/exchange, deposit/withdrawal/payment, data analysis
infrastructure:Encryption organization management, data storage, development platform, fund management, security and compliance
Decentralized finance:Asset Tokenization, Decentralized Insurance, Decentralized Lending, Trading Platform
Web3:Social Content, DAO Tools, Market Platform, Hardware Empowerment, Metaverse, NFT
Because the content of PitchBook cannot be directly shared externally, the original link is not attached. The first author is the analyst Robert Le, and the content includes the translation and some adjustments of Xiao Pang.
In fact, there are more good cases that can be added to various industries. If there are more interested friends, I can make an in-depth analysis of various industries and top projects in the next issue.
