✅컴퓨터 과학자이자 디파이리서쳐인 토르가 VC의 지갑들을 분석해봤다합니다. 아래는 VC지갑의 코인수량 및 종류인데 모든지갑을 분석한게 아니라 수량과 종류가 100% 정확한게 아니라네요

1️⃣ Jump Trading

Total Balance💰$3.8bn

• $3.25bn $ETH
• $328m $SHIB
• 81m $MATIC
• $50m $USDC
• 50m $wBTC
• $20m $LINK
• $14m $COMP

Smaller positions ($1m-$10m) include: $HFT, $AVAX, $SNX, $CHZ, $MASK, $AAVE, $LDO.

2️⃣ Blockchain Capital

Total Balance💰$87.2m

• $21.7m $MATIC
• $18.4m $AAVE
• $15.7m $UNI
• $11m $ETH
• $5m $RPL
• $3.6m $LDO
• $3m $1INCH

Smaller positions ($100k-$1m) include: $SUSHI, $NXM, $BAL, $GAMMA, $OHM, $PERP

3️⃣ a16z

Total Balance💰 $310m

• $257m $UNI
• $15.5m USDC/ETH LP
• $13.7m $COMP
• $7.5m $BTC supplied on Venus Protocol ($2.5m ETH borrowed)
• 7.5m $USDC supplied on Aave
• $3m $MKR
• $1.8m $wETH supplied on Radiant

4️⃣ Amber Group

Total Balance💰 $245m

• $119m $ETH
• $74m $USDC/$USDT
• $21.5m $FET
• $8.3m $DYDX
• $3.6m $wBTC
• $2.2m $SWISE
• $1.8m $CVX

Smaller positions ($100k-$1m) include: $MATIC, $AAVE, $LINK, $GRT, $LDO, $SYN, $FTM

5️⃣ Wintermute

Total Balance💰 $401m

• $301m $wETH
• $47m $OP
• $22.2m $LDO
• $17m $ETH
• $7.5m $GALA (most acquired this month)
• $7.3m $FTM
• $6.6m $DYDX
• $6m $BLUR
• $5.7m $HFT
• $5.1m $MATIC

🐦 더 보기는 트위터에서

#VC #지갑분석