过去6个月中，元宇宙一词在主流词典越发流行。我们也意识到我们在多个领域的投资：Web3基础设施、DeFi、资产分类账、数据网络等，都能为中立的元宇宙项目提供基础设施支持。
我们投资的首个 Web3基础设施是2018年1月投资的Livepeer 。自那时起，我们就进行了许多此类投资，包括 The Graph、Arweave, Ceramic、 Render Network和 Fluence。
同时，我们也观察到了几个趋势：
- 大家对元宇宙还没有普遍通用的定义。
- 我们每天都会收到以元宇宙为主题的项目推介——这个领域非常拥挤、日新月异而且十分复杂。
- 投资者也越来越多地询问我们对元宇宙投资的看法。
我们认为是时候认真回答这些问题了，于是我们与 Matthew Ball （他在网络上是元宇宙方面的权威）和Bitwise（最著名的加密货币资产管理公司，主要关注被动投资）合作，共同创建了 Ball Multicoin Bitwise Metaverse指数。
该指数仅包括加密货币资产（无股票），这些资产将支撑起一个欣欣向荣的元宇宙世界。我们认为该指数将解决几个问题：
- 该指数结合了被许可人发行的金融产品，投资者可以更加轻松地了解不断兴起但非常复杂的科技大趋势。它可以帮助投资者更加轻松将资产分配至该领域，从而增加流向该领域的资金，进一步促进发展。
- 它可以帮助教育市场，让市场了解元宇宙的概念以及如何看待元宇宙中的各个组成部分。
- 它将定期更新，反映元宇宙大趋势的演进发展。
从表面上看可能非常奇怪。为什么Multicoin Capital——一家以主动性、高集中性、非共识性投资而闻名的公司）会帮助别人建立被动投资指数？我们认为加快元宇宙生态系统发展义不容辞。从更广泛的意义上来看，云宇宙的生态系统是整个加密货币生态系统的一部分。我们认为，精心设计的被动指数可以显著增加流入该行业的总资本，并加速元宇宙理论的发展。随着元宇宙的持续发展，我们认为元宇宙将创造很多投资机会。作为一家公司，我们也希望能够尽可能地靠近行业核心。我们也意识到了投资者对这一概念的兴趣和市场上普遍存在的困惑，我们相信自己与Matthew Ball和Bitwise已经创建了将被动投资引领到这一领域的方法。
虽然我们对Ball Multicoin Bitwise Metaverse指数做出了贡献，但是我们不是Bitwise投资工具或该指数的任何其他被许可人的顾问。我们的咨询工作仍然集中在我们的核心流动基金和风险基金上。这些 策略保持不变，而且会继续在许多主题上进行投资——元宇宙、DataDAO、支付、消费者应用程序、开放金融、创造者变现、电信等等。
同时，我们对我们为Ball Multicoin Bitwise Metaverse指数做出的贡献也非常兴奋。我们正处于未来十年决定性大趋势的早期阶段，希望能够尽最大的努力加速实现这一愿景。
免责声明： Multicoin已建立、维护和执行合理设计的书面政策和程序，以识别和有效管理与其投资活动相关的利益冲突以及与Multicoin参与创建Ball Multicoin Bitwise Metaverse指数相关的任何潜在冲突。 Multicoin不承担投资顾问的角色，也不向任何将Ball Multicoin Bitwise Metaverse指数用于集合投资工具或其他投资计划的经理或被许可人提供投资建议。如需了解更重要的声明，请参阅此处的披露和使用条款。
Disclosure: Unless otherwise indicated, the views expressed in this post are solely those of the author(s) in their individual capacity and are not the views of Multicoin Capital Management, LLC or its affiliates (together with its affiliates, “Multicoin”). Certain information contained herein may have been obtained from third-party sources, including from portfolio companies of funds managed by Multicoin. Multicoin believes that the information provided is reliable and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This post may contain links to third-party websites (“External Websites”). The existence of any such link does not constitute an endorsement of such websites, the content of the websites, or the operators of the websites.These links are provided solely as a convenience to you and not as an endorsement by us of the content on such External Websites. The content of such External Websites is developed and provided by others and Multicoin takes no responsibility for any content therein. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in this blog are subject to change without notice and may differ or be contrary to opinions expressed by others.
The content is provided for informational purposes only, and should not be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The contents herein are not to be construed as legal, business, or tax advice. You should consult your own advisors for those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by Multicoin, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Multicoin is available here: https://multicoin.capital/portfolio/. Excluded from this list are investments that have not yet been announced (1) for strategic reasons (e.g., undisclosed positions in publicly traded digital assets) or (2) due to coordination with the development team or issuer on the timing and nature of public disclosure.
This blog does not constitute investment advice or an offer to sell or a solicitation of an offer to purchase any limited partner interests in any investment vehicle managed by Multicoin. An offer or solicitation of an investment in any Multicoin investment vehicle will only be made pursuant to an offering memorandum, limited partnership agreement and subscription documents, and only the information in such documents should be relied upon when making a decision to invest.
Past performance does not guarantee future results. There can be no guarantee that any Multicoin investment vehicle’s investment objectives will be achieved, and the investment results may vary substantially from year to year or even from month to month. As a result, an investor could lose all or a substantial amount of its investment. Investments or products referenced in this blog may not be suitable for you or any other party.
Multicoin has established, maintains and enforces written policies and procedures reasonably designed to identify and effectively manage conflicts of interest related to its investment activities. For more important disclosures, please see the Disclosures and Terms of Use available at https://multicoin.capital/disclosures and https://multicoin.capital/terms.