Alpha Zone
My Reading List
Log in
DeFiGaming & MetaverseInfrastructureMarketsNFTs
Funds & On-chain Behavior
Sandra Leow

Special thanks to Cristian and Darren from Attributions Team who helped with the initial datasets for the research piece

Part 1: Funds & Recent Raises


  • Look at the round date, capital raised, project category, and investors in the last 3 months.
  • Scale down on which funds have the appetite to raise in the sideway/ bear market.
  • Investigate the projects and categories and look at which project categories are VCs & funds focusing on recently.
  • Note that this process is largely manual and requires drilling down on each fund entity and mapping their recent raises.

Active Funds

  • Based on the funds and their investments over the last 3 months, it is evident that most funds have a diversified portfolio and...