1/ To wrap up Q3, we tracked down many of the top venture capital firms and hedge funds in crypto (e.g. @a16z, @AlamedaResearch, @fabric_vc) and recorded their liquid portfolios.
Our analysis shows that combined, 53 funds hold 228 unique assets across various sectors.
Our analysis shows that combined, 53 funds hold 228 unique assets across various sectors.
2/ Of the top invested assets, @solana possesses the highest-circulating market cap (with BTC and ETH omitted).
@BreederDodo possesses the lowest circulating market cap of the top 15 fund-owned assets while @ArweaveTeam possesses the lowest circulating market cap of the top 5.
@BreederDodo possesses the lowest circulating market cap of the top 15 fund-owned assets while @ArweaveTeam possesses the lowest circulating market cap of the top 5.
3/ Similar to Q2, venture investors clearly see large potential within the smart contract and DEX landscapes.
However, it’s worth noting that while file storage is a unique category, it has a strong market share compared to other niches.
However, it’s worth noting that while file storage is a unique category, it has a strong market share compared to other niches.
4/ Investing like a crypto fund – venture or hedge – has never been easier.
Get the full breakdown in the latest article from @masonnystrom messari.io/article/messar…
Get the full breakdown in the latest article from @masonnystrom messari.io/article/messar…
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