Tracking the top crypto VC portfolios

Tracking the top crypto VC portfolios

Track the investment portfolios of the world's most active crypto venture capital institutions, gain insights into industry trends, and be the first to grasp the code to wealth.

46 articles
不止于 Crypto：a16z 将基金更名为 Frontier，寻找下一个科技“物种”
a16z 加密基金管理合伙人 Chris Dixon自述为什么要将基金更名为 a16z Frontier。
a16z
Capital as Production Capacity: Where Did the Money of America's Top 100 VCs and CVCs Go in the First Three Quarters of 2026?
In 2026, the nature of American venture capital money changed: from a vote to a means of production that directly buys compute, electricity, and defense contracts. Three quarters, three kinds of money—labs, exits, and production capacity took turns in the relay. Twenty-seven billion-dollar financings pointed to data centers and GPUs; an AI chip company's valuation doubled in 26 days; CVCs took a record 87.9% of AI deals; and the moves of OpenAI, Anthropic, and SpaceX rippled across the whole landscape. The divergence between capital's frenzy and tightening interest rates reveals the production-capacity nature of AI financing and a massive market gap.
PA荐读
Bitwise 深度报告：机构投资加密的 10 个新趋势
加密市场回撤约 50% 期间，受访的持仓机构无一减少加密资产配置，而比特币是它们唯一的共同持仓。
Bitwise
Q2 Wall Street institutional crypto holdings: most institutions increased positions against the trend, ETH exposure comprehensively outperformed BTC
In Q2, ETF fund flows and institutional behavior decoupled, and the institutionalization of crypto assets is deepening; at the same time, institutions are increasingly divergent on crypto-related stock targets.
链捕手 ChainCatcher
“Non-consensus” decision in robotics track: Why did Sequoia increase its stake when Unitree was at its most difficult?
Sequoia Seed made its first investment in Unitree Technology, publicly releasing a one-page investment memo, revealing how Wang Xingxing grew from a controversial entrepreneur into a robotics unicorn.
PA荐读
Yi Lihua's New AI Fund Releases First Report: The Wave of AI Compute Assetization, Axe Compute May Become the Most Undervalued GPU Compute Gateway in U.S. Stocks
The most certain alpha in the compute power track, why is this AGPU with a market cap under $100 million?
Trend Research
Multicoin Capital上半年盈亏拆解：功成HYPE和ZEC，折戟AAVE和ENA
HYPE和ZEC抄底大赚超7000万美元，AAVE和ENA止损亏损超5500万美元，净利仅1500万美元。
Foresight News
Called for $319, but quietly offloaded at $60: What is Multicoin doing?
Two weeks after releasing a research report with a target price as high as $319, Multicoin unstaked and transferred a large amount of HYPE to Coinbase.
金色财经
H1 2026 Crypto VC Report: $13.3 Billion Invested in Only 435 Projects, Where Did the Money Go?
The crypto investment market is undergoing a major reshuffle. In H1 2026, $13.3 billion was raised but the number of deals plummeted 78%, with capital concentrating on a few mature projects. Traditional financial institutions dominated 54.5% of transactions, seed rounds collapsed, sectors like GameFi shrank sharply, and only projects with compliance licenses and auditable revenue could secure funding.
Tiger Research
加密老钱转身：Paradigm募资12亿美元，一半下注AI和机器人
Paradigm 募资 12 亿美元新基金，押注 AI、机器人与加密三条赛道，加密投资占比收缩，释放行业转向信号。
深潮TechFlow
Grayscale ：这 15 个赚钱的加密协议，价格被严重低估了
Grayscale研报揭示链上协议收入前15名，Pump.fun等市值仅等于年收入，估值低至1倍。CLARITY Act或下月通过，为DeFi打开机构资金通道，这些便宜协议能迎来价值重估吗？
Grayscale
Variant, a crypto VC that bet on Ethereum and Solana, has now staked $222 million on AI.
From Web3 to AI Agent, veteran crypto VC Variant bets 200 million yuan on transformation.
Variant
Bitwise: Why are top-tier investors betting heavily on new public chains like Arc, Canton, and Tempo?
Circle, Canton, and Tempo, three major public blockchains, have all raised funds. Giants such as BlackRock, a16z, and Stripe are betting on the stablecoin and asset tokenization track. Clearer regulations are creating new opportunities for privacy-focused public blockchains.
Foresight News
With $6 billion in funding raised in just three months, what exactly are the top crypto VCs betting on?
Raising over $6 billion against the bear market trend, top VCs such as a16z and Haun Ventures are heavily investing in stablecoins, RWA, prediction markets, and AI, accelerating the differentiation in the primary market and sending a significant signal.
Odaily星球日报
Hash Global Founder: Why is BNB the best target for institutional Web3 allocation?
In his speech at the Hong Kong Web3 Carnival, KK, founder of Hash Global, explained the investment logic of BNB as an institutional-grade asset.
Hash Global Research
Arthur Hayes: I refuse to trade in the "dead zone"; currently, I'm only bullish on gold and HYPE.
BitMEX founder Arthur Hayes provides an in-depth analysis of the two major risks: AI deflation and a war with Iran. He predicts that Bitcoin will initially fall before rising, ultimately outperforming mainstream assets. He focuses on key turning points in geopolitics and financial markets.
Arthur Hayes
The $59 billion dream: How did the female version of Buffett fall from grace?
How did "Sister Wood" fall from grace as a stock market guru? This article reveals the underlying reasons behind the 75% plunge in ARK Fund's size and analyzes the fatal flaws of its VC-style investment strategy in the secondary market.
深潮TechFlow
Crypto VCs Shift Focus to AI? How are 6 Major Institutions Betting on Artificial Intelligence?
Are venture capitalists really abandoning encryption and turning to AI?
TinTinLand
Primitive Ventures: Predicting the “East-West Divergence” in the Market – Why We Bets on Opinion Labs
The Prediction Market has entered its 2.0 phase. It is no longer a single, winner-takes-all market, but rather two different evolutionary paths shaped by culture.
Primitive Ventures
2026 Investment Bible: A Comprehensive Look at the Full-Year Outlooks of 12 Top Foreign Banks Including Goldman Sachs and Morgan Stanley
This article, compiled over 26 hours using AI Lobster, summarizes the 2026 outlooks released by multiple foreign investment banks and asset management institutions, including their outlooks on major asset classes, allocation logic for different regions, and economic data.
看不懂的SOL