2022-03-16-CBInsights-2021_年区块链现状报告（EN）_170页_4mb

2021 Blockchain Global Market Analysis

Key Highlights:

• Global blockchain funding surged 713% YoY to $25.2B, set a new record.
• Blockchain deals surpassed 1,000 for the first time, driven by mega-rounds and increased consumer/institutional interest.
• Exchange & brokerages absorbed $6.4B (25% of all funding), signaling development in crypto infrastructure.

Geographic Distribution:

• US dominated global funding with $14.1B (56% share) and a record quarter of $6.3B in Q4'21.
• New York emerged as a financial hub, with $6.5B in funding, particularly in crypto infrastructure.

Investment Trends:

• Coinbase Ventures, Animoca Brands, and Andreessen Horowitz were top investors.
• NFT funding exploded 130x YoY to $4.8B, reflecting enthusiasm for digital collectibles.
• DeFi funding reached $3.4B, with median deal size doubling due to maturation of infrastructure.

Industry Outlook:

• Market maturation: Focus shifting from infrastructure to application.
• Regulatory challenges increasing, especially around Bitcoin ETFs.
• Real-world utility and adoption driving future growth; DeFi 2.0 transitioning beyond initial hype.

Investment Signal:

• Crypto bridges North America’s infrastructure gap.
• Regulatory noise creates opportunities via consumer products and traditional finance integration.
• Build resilient systems amid tokenization booms and utility focus.

Market Disruption Points:

1. Scalable platforms with real-world use cases will capture value.
2. Genuine dApps demonstrating non-crypto utility beyond speculation.
3. Security infrastructure essential for institutional adoption.

Threat: Regulatory uncertainty and slow user adoption adoption.