盘点:2019年最活跃的10支加密货币投资基金


根据Pitchbook的数据,盘点2019年在加密货币及区块链领域最活跃的10支基金。

作者:RYAN TODD

Mapping out the 10 most active crypto funds’ 2019 investments

PANews作为The Block中国授权方翻译并发布。

2019年最活跃的加密货币基金:

2019年加密货币行业,总计269笔的风险投资总额已降至15亿美元,同比下降约40%,同时,交易笔数也下降了60%。(该统计不包括低于100万美元的种子轮和其他轮投资)。通过Pitchbook,我们对2019年最活跃的基金(种子轮、早期阶段、后期阶段)的投资情况进行了分析,以确定是否有某个特定领域的基金比其他领域的投资更多。

2019年十大活跃基金及其投资如下:


有趣的是,Galaxy Digital以外的所有基金,要么热衷于投资区域性交易所(南美、欧洲、中东),要么热衷于投资交易相关服务,这个方向成为了2019年活跃投资机构的首要选择。在交易所或交易相关服务之外,钱包、开放融资平台,以及区块链游戏工作室是紧随其后受欢迎的投资类别。


o1 NGC Ventures

 

NGC Ventures是一个总部位于新加坡,专注于区块链产业投资的风险投资机构。


Solana:一家旨在通过可验证延迟函数(历史证明机制),创建一种无信任的分布式加密协议

Vid:一个基于区块链的视频社交媒体平台

Nash:一家不托管用户资产的去中心化交易所

CoinFLEX:一家提供期货交易的数字资产交易所

Dapix:一个支持钱包间互操作性的协议

Vega Protocol:在分布式网络上创建、交易衍生品的协议

Cere Network:基于区块链技术的CRM生态系统

Elrond:一个POS模式的高吞吐量的区块链网络

TEEX:利用可信执行环境(TEE)的第二层解决方案

Marlin Protocol:一种链间互操作性解决方案,旨在增加跨链时的吞吐量

Helis Network:一个企业DeFi聚合协议

POA Network:一个兼容以太坊,使用权威证明(Proof-of-Authority)的协议,是以太坊生态的一个扩展项目

 

o2 Coinbase Ventures

 

Coinbase Ventures是Coinbase一个分支投资机构,主要投资早期加密货币和区块链初创公司,倾向于开放金融解决方案,其总部位于旧金山。


Pinata:一个IPFS sdk/API工具包

InstaDApp:一个去中心化的金融“智能钱包”

Linen App:提供加密资产借贷服务,并计划推出其他金融科技产品

Securitize:一个STO项目平台

NEAR协议:一个POS机制的分片技术区块链网络

Textile :为开发者在IPFS上提供扩展应用工具

BlockFi:提供加密资产借贷及理财解决方案

BLADE:加密货币交易所

Alchemy:一个区块链开发人员和基础设施工具包

Torus:为DApps提供了安全的网关和“无缝”的登录

Horizon:基于以太坊的游戏平台

Cadence:一个提供高收益投资机会的平台

o(1)Labs:一个利用加密技术和加密货币构建计算系统的开发人员工作室

Commonwealth:一个多链治理门户

Bitski:是一款可以嵌入其他应用程序的数字钱包软件解决方案

 

o3 Digital Currency Group

 

DCG是专注于加密货币和区块链行业的投资公司,是该领域进行过最多次数的投资机构,其对100多家公司进行过投资。


Bitso:一家位于墨西哥的交易所

Flipside Crypto:提供加密货币数据和分析工具

Bitmark:使用专有系统将进行数字产权交易

Livepeer:提供基于以太坊的开源视频基础设施服务

Horizon:一个基于以太坊的电子游戏平台

Digital Assets Data:提供支持企业级加密分析的平台及数据源

Qohash:提供企业级数据安全解决方案

Merkle Science:提供风险监控解决方案,帮助区块链公司与执法部门发现并防止非法使用加密货币

Jackpot:一款移动端应用程序,允许用户使用加密货币购买彩票

Curv:一个由MCC提供支持的企业级数字资产钱包服务

Tagomi:加密货币电子经纪服务供应商

Figure:在其自有区块链上为用户提供房屋等值信贷额度的贷款

Horizen Labs:一家区块链技术公司,它使企业能够构建分布式账本解决方案Nivaura:一家区块链自动化金融工具提供商

Coinhouse:一家位于法国的加密货币交易所

Lucid Sight:区块链游戏开发商,创建了MLB加密冠军

Staked:数字资产管理平台

 

o4 分布式资本

 

Fenbushi Capital是亚洲第一家也是最活跃的专注于区块链的风险投资公司。该基金于2015年在上海成立,迄今已进行了60多项投资。


Amberdata:一家加密货币和及区块链数据公司

SIBEX:一家位于瑞士的加密货币交易所

Verady:一家为加密货币提供会计、税务和审计服务供应商

Cere Network:基于区块链技术的CRM生态系统

Securitize:一个STO项目平台

InfoCorp:一家农业金融科技公司公司,希望通过其FarmTrek区块链平台,为新兴市场的畜牧业提供包容性的金融服务

BlockApps:一家BaaS服务提供商

AlphaWallet:一款基于以太坊的移动钱包

Mythical Games:区块链游戏开发工作室

Edge:一个数字钱包和托管解决方案

Finector:一家致力于区块链和加密技术的研究咨询公司

Chronicled:一个企业区块链供应链解决方案

OceanEX:加密资产交易所

 

o5 Galaxy Digital

 

Galaxy Digital管理着一个多元化的早期投资组合,主要围绕着区块链基础设施、托管、交易所、生态布局和B2B软件解决方案。除了其主要投资团队自有资金外,Galaxy Digital还管理着3.25亿美元的风险基金,寻求直接投资基于EOS区块链的新兴项目和机会。


BlockApps:一家BaaS服务提供商

BlockFi:提供加密资产借贷及理财解决方案

Spring Labs:正在开发使用基于认证方法的解决方案,降低金融机构和消费者数据泄露的风险

CasperLabs:正在开发Casper PoS 区块链系统

Immutable:区块链游戏开发工作室,代表作Gods Unchained

Digital Assets Data:提供支持企业级加密分析的平台及数据源

Bitski:是一款可以嵌入其他应用程序的数字钱包软件解决方案

Flipside Crypto:提供加密货币数据和分析工具

Bison Trails:一家区块链基础设施服务提供商

Cipher Trace:一家区块链分析公司

Mythical Games:区块链游戏开发工作室

Ripple:数字货币瑞波币

Symbiont:一家企业区块链服务提供商

 

o6 Polychain Capital

 

Polychain Capital是一家总部位于旧金山的对冲基金,专注于区块链资产。


Coinlist:合规的加密资产发行平台

Juno:高收益的投资平台/NEO银行

Linen App:提供加密资产借贷服务,并计划推出其他金融科技产品

CoinFLEX:一家提供期货服务的加密货币交易所

Agoric:提供安全的智能合约解决方案

Horizon:基于以太坊上的电子游戏平台

Altonomy:加密货币市场做市商,提供场外交易服务

Fold:一款比特币返佣电子商务应用

o(1)Labs:一个利用加密技术和加密货币构建计算系统的开发人员工作室

Dharma Labs:一个开放的金融借贷聚合接口

Celo:提供稳定币借贷的支付网络

Ava:一个新兴资产、市场和去中心化应用的平台

Anchorage:提供加密货币托管解决方案

 

o7 CMT Digital

 

CMT Digital是CMT集团的一个分支,专注于加密资产交易、区块链技术投资和加密资产/区块链技术产业的法律/政策。迄今为止,CMT Digital的投资主要集中在基础设施方面。


Seed CX:面向机构的数字货币交易平台

Flipside Crypto:提供加密货币数据和分析工具

BlockFi:提供加密资产借贷及理财解决方案

Digital Assets Data:提供支持企业级加密分析的平台及数据源

ErisX:一个提供数字货币清算、托管和交易的平台

trueDIGITAL:一家致力于为银行提供数字资产解决方案的初创公司,其交易所的目标是在“提供机构级数字资产产品”并提供以实际比特币交割的期货。

PDAX:一家位于菲律宾的数字货币交易所

Abra:允许用户买入、卖出、存储及投资数字货币的一站式商店

 

o8 Robot Ventures

 

Robot Ventures是金融科技及加密公司的种子投资者,由Compound Finance项目的Robert Leshner领导。


Coinmine:为散户提供比特币挖矿设备

Po1nt:提供借记卡相关产品

Centrifuge:一个连接全球金融供应链的开放、去中心化的平台。它允许任何企业在保留其数据所有权的同时进行交易,包括其经过验证的公司细节、声誉、业务关系以及后续交易。Elementus:一个用于数据分析的区块链查询系统

Bitski:是一款可以嵌入其他应用程序的数字钱包软件解决方案

Ampleforth:人造商品货币

Compound:一个开源的,为开发者建立的协议。通过借贷打造开发金融生态系统无密钥是安全认证服务

Multis:一个提供借贷及资产增益的开放金融加密钱包

InstaDApp:一个去中心化的金融“智能钱包”

 

o9 Dragonfly Capital Partners

 

Dragonfly Capital Partners是一个设立在北京和旧金山的加密资产风险基金。


Compound:为开发者打造的一款开源协议

CoinFLEX:一家提供期货交易的数字资产交易所

Anchorage:提供加密资产托管解决方案

Sia:一个分布式的云存储平台

ErisX:一个提供数字货币清算、托管和交易的平台

Tendermint:为Cosmos网络提供开发工具

Tagomi:加密货币电子经纪服务供应商

Coin Metrics:提供加密货币及链上数据

Nuo:一家总部位于印度的开放金融借贷平台原文未盘点Pentera Capital PANews补充如下:

 

10 Pantera Capital

 

Pantera Capital成立于2013年,是美国领先的数字货币及区块链投资机构。团队在新兴技术领域及传统金融方面都有丰富的经验。

Staked:数字资产管理平台

The Block:加密货币及区块链技术分析机构

ErisX:一个提供数字货币清算、托管和交易的平台

Flexa:服务于企业的数字货币支付解决方案

Bloxroute Labs:区块链底层网络可扩展性解决方案的企业

Sparkswap:建立在闪电网络上的加密资产交易平台

Tagomi:加密货币电子经纪服务供应商

Offchain Labs:专注于企业级应用的区块链初创公司

PEGA:数字流程自动化平台

NEAR协议:一个POS机制的分片技术区块链网络

观察丨无证胜有证——虚拟与现实的身份结合

图1 来源:ITproToday

当前纸质身份的困境


 

出生证明、护照、户口簿、身份证—这一系列的身份证件,在人们的生活中扮演着越来越重要的角色。然而,在当今日益数字化的时代,这些证件因其纸质“身份”愈发显得“低效”;此外,纸质版身份证件的颁发和验证都依赖于一个强大的中心,因此面临单点故障的风险。事实上,据联合国2018年的数据表明,全世界大约有11亿人对他们自身的身份不具备所有权,而身份所有权的丧失意味着他们在整个社会面临边缘化。因此,如何解决当前纸质身份的困境,已成为当下讨论的热点之一。

图2:纸质身份 来源:Medium

数字身份


 

数字身份,根据KatalinFeher的定义,指的是基于用户和数字系统的数字数据库。基于区块链技术的数字身份因其去中心化的特性,可以降低对第三方中介的依赖,实现身份所有权;此外,区块链作为一个分布式的账本,每个节点都对整个区块链的数据进行备份。因此,与传统的纸质身份相比,基于区块链技术的数字身份有效地避免了单点故障,数据储存更具优势。

当然,数字身份的优势远不止于此。正如BanQu的创始人所言,“基于区块链的数字身份并不是什么新鲜事。区块链的真正价值在于为世界上十多亿基础群众提供并保障了一个经济性身份,而这是一个真正创新的机会。”

换而言之,区块链技术为身份自我归属的实现提供了一个平台。下文将通过两类人群的视角,来印证这一论点。

图3:数字身份 来源:Data Driven Investor


1. 无家可归者

 

对于无家可归者而言,因其居无定所的缘由,纸质身份维护的成本会变得非常高;并且,在服务提供方看来,此类人群信息的搜集会变得低效且不经济。相应的连锁反应表现为,这类弱势人群得不到诸如急救、就业援助等必要性的服务。相比之下,基于区块链技术的数字身份不仅可以更快、更容易地让用户对身份进行自我认证,而且服务提供方可以基于私链对用户的信息、交易情况等实现更好的追踪。因此,无家可归者的生存状况会得到相应的改善。

 

2. 难民

 

保守地估计,目前世界难民数已逾两千多万。饱受流离失所的痛苦之余,他们也面临着原有法定身份缺失的困境。有鉴于此,联合国和世界粮食计划署自2018年起开展了一项试验性项目。

整个项目基于权威证明共识机制(POA),通过Parity以太坊客户端运行在一条私链上。难民通过生物识别眼部扫描来获取自己的账户,并领取食物。虽然该项目尚处于试验阶段,但基于区块链技术的数字身份在法定身份重塑以及经济援助等方面均展现了不错的前景;此外,难民教育和技能方面的数据日后也有望记录在区块链上,有助于难民经济状况的改善。而这些优势在纸质身份体系内是无法实现的。

图4: 生物识别扫描 来源:Roland Berger

数字身份提高投票的公正性


 

除了赋予基础群众一个经济身份,数字身份也有助于提高投票参与度。每个数字身份持有者可以在一个电子投票平台上进行投票。基于区块链技术的不可篡改与去中心化的特性,每个投票参与者个人信息得到保护的同时,投票的记录也无法进行篡改,以实现公正。因此,数字身份投票的机制会大大提高投票参与度,在一定程度上让整个进程变得更公正、更民主。

目前而言,数字身份投票机制在瑞士、爱沙尼亚等小国家实现了一定程度的应用。

 

挑战:可扩展性、去中心化与安全性的抉择


 

数字身份,和区块链技术一样,面临着可扩展性、去中心化与安全性的经典三元悖论。为了提高安全性,许多试验性项目不得不在去中心化这一特性上做出一定程度的牺牲。此外,因受到可扩展性能力的制约,数字身份投票机制目前只能在一些小国家进行推广。

总体而言,绝大多数数字身份试验性项目在可扩展性、去中心化与安全性中以安全性为主,运用智能合约来确保敏感性数据的私密性。

 

结语


 

在日益数字化的今天,数字身份基于区块链技术有效地避免了单点故障,为身份自我归属的实现提供了一个平台。然而,也正因为区块链技术的原因,数字身份也面临着可扩展性、去中心化与安全性的经典三元悖论。关于数字身份的前景,正如YoshiyukiYamamoto所言:虽然区块链技术让数字身份有了质的飞跃,但我们仍处于非常初期的阶段。

 

作者:JustineHumenansky

Film Reveals Never-Before-Seen Information About the Silk Road Case

Film Reveals Never-Before-Seen Information About the Silk Road Case

Film Reveals Never-Before-Seen Information About the Silk Road Case

On November 26, a new Silk Road video was published that reveals underreported and never-before-seen information. The film called the “Silk Road Case: The Real, Untold Story” contains over 400 references to direct evidence from a wide range of sources. The organization Freeross.org published the video on Youtube and called it “the most comprehensive, researched narrative about Silk Road and Ross Ulbricht’s case.”

Also read: The Silk Road Investigation: A ‘Pattern of Bad Behavior and Double Agents’

New Silk Road Documentary Discusses How Ross Ulbricht Handed the Reins Over to Another Individual

Since the Silk Road marketplace was seized and Ross Ulbricht incarcerated, many facets of the case have remained a mystery to this day. The video published on Youtube on November 26 by the nonprofit organization Freeross.org tries to unravel some of the riddles behind the Silk Road investigation. “Silk Road Case: The Real, Untold Story” contains information that has never been publicly released before as well as underreported information from sources derived from various subjects, court filings, transcripts, trial exhibits, and affidavits.

The Silk Road investigation was dubbed the ‘Schumer’s case’ after New York Senator Chuck Schumer read the infamous gawker.com article. Chuck Schumer (left) and gawker.com article photo (right).

When Ross started the Silk Road, he called it a “free-market economic experiment” and he wholeheartedly believed “people should have the right to buy and sell whatever they wanted, so long as they weren’t hurting anyone else.” Just a few months after the market launch, the news outlet gawker.com published an article about the Silk Road, which went viral and eventually reached the ears of politicians and law enforcement. New York Senator Chuck Schumer called for immediate action against the Silk Road marketplace and at the time, it was called the ‘Schumer’s case.’

Ross Ulbricht’s laptop at a museum. Photo credit: Josephine Walsh

Because Ross lacked the technical knowledge and programming abilities to run a marketplace as large as the Silk Road, he started asking friends for help. A close friend didn’t want anything to do with the market, so Ross turned to an anonymous individual. “A stranger provided the needed help and eventually took control of the site entirely,” the video’s narrator highlights. Moreover, the unknown Silk Road leader did an interview with the press shortly after Ross handed the market over. “I was in his corner from early on and eventually it made sense for me to take the reins,” the new DPR explained during his interview. In November 2011 following the transition, Ross told his close friend in an online chat room:

Glad that’s not my problem anymore.

Most people are unaware that after Ross gave up the reins, the new unknown leader of the Silk Road announced his infamous screen name on February 6, 2012. The newly appointed administrator told the public his name was the “Dread Pirate Roberts” (DPR) from the film “The Princess Bride.” Similarly to the movie script, DPR passed his name down to each successor and with the Silk Road, it’s still unknown how many DPRs existed.

Magical Tux, Rogue Agents, and How the Justice System Failed Miserably

After detailing that there were other players who filled the DPR role, the recently published video also discussed how the former Mt Gox CEO Mark Karpeles was a top suspect in the Silk Road case. Lots of the film’s narration stems from public information sources and explains how Homeland Security Investigations (HSI) agent Jared Der-Yeghiayan thought that Mark Karpeles was involved with the market operations.

From left to right: Homeland Security Investigations (HSI) agent Jared Der-Yeghiayan, Mt Gox CEO Mark Karpeles and his assistant Ashley Barr.

Der-Yeghiayan discovered a website on the clearnet called silkroadmarket.org that taught people how to use the market. According to Der-Yeghiayan’s investigation, its URL was registered with XTA.net. Then subpoenas revealed that XTA.net was owned by Mark Karpeles’ firm Mutum Sigillum. Der-Yeghiayan stated that Karpeles operated “hundreds of websites,” which “[made him] well-suited to operating a site such as the Silk Road.” The HSI agent’s reports also found that Karpeles used similar software to program his websites. In April 2012, Der-Yeghiayan believed that Karpeles and one of his associates, Ashley Barr, operated the Silk Road and controlled the DPR handle.

The two rogue agents: DEA agent Carl Mark Force (left) and Secret Service agent Shaun Bridges (right).

The comprehensive film also explains how another federal agent took control of the Silk Road case and took all of Der-Yeghiayan’s evidence. The video details how the same federal agent “leaked investigation details to two Baltimore agents” who eventually went rogue. DEA agent Carl Mark Force and Secret Service agent Shaun Bridges were later found guilty for manipulating the case and stealing millions of dollars worth of bitcoins. The two-hour film contains a lot of information from the server takedown, the setup and arrest of Ross Ulbricht, the deletion of evidence during the investigation and how the entire case was an abomination of justice. If you are interested in watching the “Silk Road Case: The Real, Untold Story” in its entirety, check out the video below.

Have you seen the film “Silk Road Case: The Real, Untold Story”? What do you think about the fact there were multiple DPRs and the connection made with Karpeles? Let us know what you think about this subject in the comments section below.


Image credits: Shutterstock, Silk Road Case: The Real, Untold Story, Freeross.org, Josephine Walsh, Wiki Commons, and Fair Use.


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Jamie Redman

Jamie Redman is a financial tech journalist living in Florida. Redman has been an active member of the cryptocurrency community since 2011. He has a passion for Bitcoin, open source code, and decentralized applications. Redman has written thousands of articles for news.Bitcoin.com about the disruptive protocols emerging today.

Party is Over: Bitcoin Slips to $7,400, Making $6,000s a Possibility Again

After hitting $6,600, Bitcoin (BTC) saw a strong price bounce, returning to $7,800 just yesterday. This marked an increase of nearly 20% from the bottom, making some convinced that the bottom is in. Though, over the past 12 hours, the cryptocurrency has started to slip once again, eliciting bearish responses from an array of industry analysts.

Bitcoin Slips to $7,400

As of the time of writing this article, Bitcoin is trading for $7,400 on many major exchanges, having shed 3% of its value in the past 24 hours. While this wasn’t a decisively bearish movement that implies new lows are coming, analysts are convinced that it’s a precursor of pain to come.

Popular trader Inmortal Technique recently observed that the uptrend from the $6,600 level has been increasingly bearish, with each impulse higher (of which there were three) having less buying volume, implying bulls were losing momentum. That’s not to mention that the three impulses higher fell short of a clear support zone close to the $8,000s. He thus claimed that the “party is over.”

Jonny Moe noted that the recent price action satisfies a rising wedge he drew out on his chart. Rising wedges are bearish chart patterns seen in financial markets that often reject lower. A loss of the triangle could imply that BTC will reenter the $6,000s.

Fundamentals Back Bearish Narrative

It seems that the fundamentals back the bearish narrative, unfortunately enough. Earlier this week, Korean exchange UpBit revealed in an announcement that a 342,000 Ethereum (then valued at $50 million) transaction was suspicious. The translated version of a related release did not contain the word “hack,” though many have taken the statement as a sign that the $50 million worth of cryptocurrency has been misplaced and is currently unretrievable.

Upbit has confirmed that it will cover the funds with up to $51 million worth of its corporate funds, and has also revealed that it has moved all cryptocurrencies into its cold wallet to protect its customers.

Some suggest that the selling pressure from this event could depress the cryptocurrency market in the coming weeks.

Featured Image from Shutterstock