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.

27 articles
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
AppWorks Ventures: Why Did We Invest in Sanctum?
AppWorks has invested in Sanctum's native token $CLOUD, recognizing its potential as a key infrastructure for Solana's liquidity staking tokens. The company manages over $2 billion in SOL through its unique liquidity layer design and aims to achieve 226% annual revenue growth by 2025.
AppWorks
Both GameStop and Saylor are experiencing paper losses, but while GameStop chose to exit and run away, Saylor is still adding to their positions.
GameStop liquidated its Bitcoin holdings, with the CEO claiming a more attractive strategy. From imitating MicroStrategy to exiting the market, this reveals its speculative nature.
深潮TechFlow
Primitive Ventures: Why are we bullish on on-chain perpetual US stocks?
The crypto market is absorbing traditional financial liquidity through on-chain equity perpetual contracts, offering 24/7 trading, high leverage, and cross-asset margin, reshaping the global trading landscape, but faces regulatory challenges ahead.
Primitive Ventures
To Founders: Electric Capital's 26 "Bounties" in Search of the Next User Sovereignty Unicorn
Electric Capital has released its 2026 investment roadmap, focusing on user-sovereign technologies and covering 26 opportunities across 6 major areas, including AI agents and stablecoin finance, aiming to address the challenges of institutional trust collapse and the concentration of AI power.
深潮TechFlow
IOSG Internal Memo (Part 1): How Do We Bet on Mainstream Assets in 2026?
2026 Cryptocurrency Outlook: Bitcoin relies on macroeconomic factors, Ethereum is best positioned due to its stablecoin and DeFi advantages, while Solana faces the aftermath of Memecoin and competitive pressure. Regulatory clarity and structural tailwinds will drive long-term growth in crypto.
IOSG
The 2026 investment scripts of four tech billionaires: bullish on copper mines, bearish on oil, and believing that new crypto assets will replace gold and BTC.
"California's wealth tax will be a topic of discussion all year. By 2040, there will be a global copper supply deficit of about 70%."
Yuliya
Cathie Wood's 2026 Macro & Technology Investment Roadmap
In the coming years, Bitcoin is expected to become an important diversification tool for asset allocators to improve "return per unit of risk".
哔哔News
Waterdrop Capital: Bitcoin in one hand, AI computing power in the other – the gold and oil of the digital age.
"In the next 2-3 years, the market's focus will no longer be limited to a single technology giant, but will further expand: digging deeper into AI infrastructure (such as power, computing hardware, and data centers), and looking upwards for generalized industry companies that have successfully transformed AI into profit growth."
Waterdrip
IOSG: A game with no winners, how can the altcoin market break the deadlock?
Low circulation issuance leads to oversupply, resulting in losses for exchanges, token holders, project teams, and venture capitalists alike. Market attempts to break through with Meme Coin and MetaDAO have failed, and the next 12 months will see the final supply shock.
IOSG
a16z's 8 Major Crypto Industry Trends Predicted for 2026: The Rise of Privacy Blockchains, Transaction Platform Transformation, etc.
a16z released its big ideas for the crypto space in 2026: focusing on exchange platform transformation, stablecoin innovation, AI agents and privacy moats, predicting that markets will become smarter, and expanding crypto technology to applications beyond blockchain.
深潮TechFlow
一文纵览红杉加密投资版图：推出加密专用基金标志着红杉全面拥抱加密领域
红杉资本、红杉印度和红杉中国都投资了哪些加密项目和公司？
Foresight News
5年时间，资金管理规模从70万做到40亿美元，Hashed为何成长这么快？
Hashed成立于2017年，四个来自韩国的工程师自发筹集了70万美元，进行加密投资。5年过去了，经过150多项投资，他们的资金管理规模总计超过40亿美元，而且没有任何外部LP。
深潮TechFlow
一文概览2021年行业头部风投机构所投项目表现
区块链产业投融资市场在经历2020年的低迷之后，终于在2021年迎来反弹，仅上半年的投融资数量就已经超过2020年全年。
PA研习社
PA图说 | 一览a16z、Multicoin和三箭的区块链投资组合
a16z、Multicoin和三箭投资有哪些交集？
PA图说
加密投资巨头a16z在2021年都做了哪些投资布局？
Andreessen Horowit基金（简称a16z），过去先后投资了Facebook、Groupon、Skype、Twitter、Zynga、Foursquare，是整个互联网投资界最为耀眼的明星之一，在美国仅次于红杉和Accel Partner，排名第三。
金色财经
一张图读懂风险投资公司 Ribbit Capital 投资版图
Ribbit Capital 是一家成立于 2012 年的美国风险投资公司，专注于个人金融、保险、软件与加密服务行业等领域。
链闻ChainNews
Multicoin Capital 成功的秘诀：重仓新公链
a16z是WEB3.0的总舵手，Paradigm在应用层孵化与创新，以论文驱动的Multicoin Capital则是新公链时代最大的VC赢家之一。
深潮TechFlow
Coinbase Ventures看好这些领域，你怎么看？
Coinbase Ventures 还总结了三季度关键主题，包括监管深入、多链趋势和 NFT 崛起等。
Odaily星球日报