热钱纷纷涌入Web3.0 欧科云链：目前投资机构对概念仍存较大认知代差
来源：财联社
Source: FAFIA
Cryptopolitan数据显示，2022年第一季度，Web3.0初创公司已获得超1.73亿美元的投资。相较之下，Web3.0公司在2021年的93笔交易中获得了3.8亿美元资金，而这一数值2020年全年仅为2000万美元。
Cryptopolitan data show that, in the first quarter of 2022, Web3.0 had received more than $173 million in investment. By contrast, Web3.0 received $380 million out of 93 transactions in 2021, compared with $20 million in 2020.
Web3.0已逐渐成为越来越多基于区块链技术的应用程序的总称，尽管仍无针对该概念的确切定义，但Web3.0仍在吸引市场的极大关注，正在获得大量资本的投资。
Web3.0 has gradually become the overall term for an increasing number of block-chain-based applications and, although there is still no precise definition of the concept, Web3.0 continues to attract significant market interest and capital investment.
据区块链日报媒体的不完全统计，今年已有至少15家风投机构推出了Web3.0专项基金，规模超40亿美元。
According to incomplete statistics from the daily block chain media, at least 15 wind-spill agencies launched the Web3.0 special fund this year, amounting to over $4 billion.
欧科云链研究院高级研究员蒋照生表示，Web3.0正处于发展早期，多数Web3.0公司的未来发展空间巨大，增长潜力也更大；随着越来越多的热钱涌入Web3.0，整个产业也进入快速发展期，企业估值也会随之被抬高。
According to Chiang Seok, a senior researcher at the Ocoun chain institute, Web3.0 is in the early stages of development, and most Web3.0 companies have great potential for future development and greater growth potential; as more and more hot money is pouring into Web3.0, the entire industry is entering a period of rapid development, and the value of the enterprise will rise.
各机构纷纷押注Web3.0领域
"Strong" agencies are betting on the Web 3.0 area
Web3.0被普遍认为是互联网的下一阶段，一个基于加密和区块链技术的去中心化网络。
Web3.0 is widely recognized as the next phase of the Internet, a decentralized network based on encryption and block chain technology.
管理咨询公司麦肯锡将元宇宙和Web3.0称为2022年最大的两个技术趋势。今年一季度刚过去不久，已有越来越多的资本专注于Web3.0生态系统。
McKinsey, a management consulting firm, described the Yuan cosmos and Web3.0 as the two largest technological trends in 2022. Just before the end of the first quarter of this year, more and more capital has focused on the Web3.0 ecosystem.
一方面，针对Web3.0领域的风险基金陆续推出。3月份，专注于游戏的风险投资公司Griffin Gaming Partners、世界最大的创投公司之一贝恩资本都宣布成立以支持Web3.0建设者的基金，价值分别为7.5亿美元和5.6亿美元。
On the one hand, risk funds are being introduced for the Web3.0 area. In March, the venture capital company Griffin Gaming Partners, one of the world’s largest venturers, was announced to be a fund to support the Web3.0 builders, valued at $750 million and $560 million, respectively.
3月23日，a16z前合伙人Katie Haun领导的风投机构Haun Ventures宣布已为其Web3.0风投基金筹集了15亿美元。Haun表示，该公司将投资“Web3.0技术堆栈的每一层”。
On 23 March, Haun Ventures, a former partner of a16z, Katie Haun, announced that it had raised $1.5 billion for its Web3.0 wind deposit fund. Haun stated that it would invest in “each level of the Web3.0 technological stack”.
实际上，在Web3.0相关项目或公司披露的融资主体中，不论是领投还是参投方，都不乏众多知名VC的身影，包括红杉资本、Coinbase Ventures、Animoca Brands等等。
In fact, there are many well-known VC figures in the web3.0-related projects or in the financing subjects disclosed by the company, both in the lead and in the contributors, including Redwood Capital, Coinbase Ventures, Animoca Brands and others.
据路透社报道，软银愿景基金2至今已对Web3.0业务进行了14次投资。
According to Reuters, the Soft and Silver Vision Fund2 has so far invested 14 times in Web3.0 operations.
另一方面，Web3.0领域内数量众多的初创公司也在不断收获VC的关注和资金投入。例如红杉印度在2021年通过股权和代币投资方式相结合，对Betafinance、Clearpool等Web3.0初创公司进行了约20笔投资，而这个趋势仍在持续。
On the other hand, a large number of start-ups in the Web3.0 area are also gaining attention and funding from VC. In 2021, for example, Redwood India, through a combination of equity and token investments, made about 20 investments in Web3.0 start-ups such as Betafinance, Clearpool, and so forth, a trend that continues.
此外，科技巨头也开始加码Web3.0，并加快了相关的人才招聘。加密货币钱包MetaMask母公司ConsenSys上月在由微软、软银和淡马锡等公司支持的一轮融资中筹集了4.5亿美元，ConsenSys的估值已超70亿美元。
In addition, the tech giant has started adding the code Web3.0 and has accelerated the recruitment of the relevant talent. The encrypted currency wallet, MetaMask's parent company, ConsenSys, raised $450 million last month in a round of finance supported by Microsoft, Silver and Lightmassy, with ConsenSys estimated to be over $7 billion.
其他探索Web3.0的科技公司包括Meta和Twitter，前者在今年3月提交了8项数字资产和Web3.0商标申请。流媒体巨头Spotify、YouTube等也都竞相招聘Web3.0人才。转眼国内，腾讯游戏部门则于近日发布了多个Web3.0区块链相关等职位招聘信息。
Other technology companies exploring Web3.0 include Meta, who submitted eight digital asset applications and Web3.0 trademark applications in March this year.
Web3.0领域融资现状：估值高、涵盖各大基础设施
Status of financing in the area of
目前来看，不论是已获融资的Web3.0初创公司还是独角兽企业，估值相较而言都处于较高的状态下。
At present, valuations are higher in comparison to those of the funded Web3.0 start-up company and the Licorne enterprise.
近日，据媒体报道，美国区块链初创公司bloXroute以4.1亿美元的估值获得了7000万美元B轮融资；另外，由印度裔人士创立的，旨在成为Web3.0的亚马逊网络服务、以太坊扩容方案Polygon在2月份新一轮融资中筹集了4.5亿美元，估值为130亿美元。
In recent days, according to media reports, the United States Block Chain Starter, BloXroute, received $70 million in round B financing for a $410 million valuation; in addition, it was created by people of Indian origin to become Web3.0 of the Amazon web service, with Polygon, a Pacific outreach programme, raised $450 million in a new round of financing in February, valued at $13 billion.
红杉印度董事总经理Shailesh Lakhani此前在接受媒体采访时曾表示，针对Web3.0公司的估值“非常高”。他表示，“五年前的web2.0公司的估值、融资规模等都远不如目前的web3.0公司。”
In an earlier media interview, Shailesh Lakhani, the Managing Director of Redwood India, stated that the valuation of Web3.0 was “very high”. He stated that “Web 2.0 five years ago was much less than the current Web3.0.”
针对估值较高的原因，欧科云链研究院高级研究员蒋照生表示，由于当前传统互联网产业的发展进入瓶颈期，资本市场亟需新的叙事逻辑，而Web3.0所带来的巨大刺激，让企业可以展现出更宏大的未来图景，给资本讲出“更好的故事”。
In response to the reasons for the higher valuations, Chiang, Senior Researcher at the Okoun Chain Institute, stated that, given the current bottlenecks in the development of the traditional Internet industry, new narrative logic was urgently needed in capital markets, and the huge stimulus of Web3.0 allowed businesses to present a more ambitious picture of the future and “better stories” for capital.
“其次，Web3.0正处于发展早期，多数Web3.0公司的未来发展空间巨大，增长潜力也更大；再者就是随着越来越多的热钱涌入Web3.0，整个产业也进入快速发展期，企业估值也会随之被抬高。”他补充道。
“Secondly, Web3.0 is in its early stages of development, and most Web3.0 companies have great potential for future development and greater growth potential; then, with more and more hot money pouring into Web3.0, the entire industry is entering a period of rapid development, and the value of the business will rise.” He added.
另外值得一提的是，当下围绕Web3.0的投资涵盖了从基础设施到游戏、社交应用到和创造者经济工具等多个领域。
It is also worth mentioning that the current investments around Web3.0 cover a wide range of areas ranging from infrastructure to games, social applications to economic tools for creators.
随着越来越多的资金自由流入Web领域，除了加剧风投机构间的竞争外，投资风险以及未来是否能从中获得回报也是值得关注的问题。
As more and more funds are freely flowing into the Web area, in addition to intensifying competition between the winding agencies, investment risks and future returns are also a matter of concern.
“Web3.0仍处在非常早期的探索阶段，试验的项目很多，真正走到成功的很少，绝大部分是创新试错中必要的代价，因此，投资风险也非常大。”鲸平台智库专家、重庆工商大学区块链经济研究中心主任刘昌用认为，“投资获得回报的关键是活得足够久，这样就有很大概率在3-10年的中长期获得巨大回报。”
“Web3.0 is still at a very early stage of exploration, with many pilot projects and very few real success, mostly at the necessary cost of innovation error, and therefore investment risks are very high.” Liu Chang, an expert in the think tank of the Whale Platform and Director of the Centre for Block Chain Economic Research at Chongqing University of Commerce and Industry, argued that “the key to the return on investment is long enough, so that there is a high probability of significant returns in the medium to long term in the 3-10 years.”
蒋照生表达了同样的看法，他指出，“Web3.0的迭代速度非常快。对投资机构而言，由于目前不同机构对Web3.0概念存在较大的认知代差，如果能在这一时期发掘到真正的好企业和好项目，趁早投资并能长期持有，将有望获得令人满人的回报。”
Chiang echoed the same view, noting that “Web 3.0 is going at a very fast pace. For investment agencies, given the current large cognitive gap between different institutions over the Web 3.0 concept, it is possible to expect a full return if real good business and good projects can be discovered during this period, invested early and held over the long term.”
不过，据TechCrunch报道，Web3.0的一位投资者——Eden Block创始人兼管理合伙人Lior Messika指出，（注入Web3.0的）资金最终必须与人才和人力资源相匹配，才能更大化利益。
However, according to TechCrunch, Lior Messika, a founder and management partner of Web3.0, Eden Block, stated that the funds (injected to Web3.0) must ultimately match human and human resources in order to maximize the benefits.
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