隨著加密貨幣從過度擁擠的人工智慧中奪回注意力，創投公司將注意力轉向區塊鏈基礎設施

M^0 Labs 執行長 Luca Prosperi 預計，隨著技術的發展，對人工智慧基礎設施、中介軟體和應用程式的持續投資。

As cryptocurrency markets experienced a sluggish summer, venture capital (VC) investments began to rebound. According to data from DeFiLlama, crypto VC funding rose to $633 million in August, marking a 15% increase from the $550 million recorded in July. This reflects a renewed interest from investors despite the recent challenges faced by the markets.

隨著加密貨幣市場經歷了一個低迷的夏季，創投（VC）投資開始反彈。根據 DeFiLlama 的數據，8 月加密貨幣 VC 資金升至 6.33 億美元，較 7 月的 5.5 億美元成長 15%。儘管市場最近面臨挑戰，但反映出投資者重新燃起興趣。

VCs are now shifting their focus to blockchain infrastructure development firms, a trend that is likely to continue, with investments flowing across different layers of the blockchain ecosystem, according to Luca Prosperi, the CEO and co-founder of M0 Labs, a payments protocol that bridges on-chain and off-chain transactions.

支付協議M0 Labs 的執行長兼聯合創始人Luca Prosperi 表示，創投公司現在將重點轉向區塊鏈基礎設施開發公司，這一趨勢可能會持續下去，投資會流向區塊鏈生態系統的不同層面。

“Given the early stage of development, we anticipate continued investment at various levels: the infrastructure level, the middleware level, and the application layer itself, where everything can be reimagined as it was during the late 1990s and early 2000s,” said Prosperi.

「鑑於開發的早期階段，我們預計會在各個層面繼續進行投資：基礎設施層面、中間件層面和應用程式層本身，一切都可以像20 世紀90 年代末和2000 年代初那樣重新構想，」Prosperi 說。

The increasing interest in blockchain infrastructure highlights its significance in advancing the technology. Notably, the recent spike in investment, particularly in August, may also indicate a shift in VC interest, as cryptocurrency is making a comeback after losing attention to the artificial intelligence (AI) sector.

人們對區塊鏈基礎設施的興趣日益濃厚，凸顯了其在推進技術方面的重要性。值得注意的是，最近的投資激增，特別是在 8 月份，也可能表明風險投資興趣的轉變，因為加密貨幣在失去對人工智慧 (AI) 領域的關注後正在捲土重來。

Crypto Steals Back Attention from Overcrowded AI

加密貨幣從過度擁擠的人工智慧中奪回了注意力

Earlier this summer, VC activity in the crypto space started to wane in favor of AI-related startups, especially in June, as Sentient, an open-source AI platform developer, secured an $85 million funding round led by prominent venture capitalists like Peter Thiel’s Founders Fund, Pantera Capital, and Framework Ventures.

今年夏天早些時候，加密貨幣領域的創投活動開始減弱，轉而青睞人工智慧相關的新創公司，特別是在6 月份，開源人工智慧平台開發商Sentient 獲得了由Peter Thiel 等著名創投家領投下的8,500 萬美元融資。

However, the tables are turning once again. As Prosperi observes, “with the AI sector approaching saturation, some deep-tech investors are returning their focus to crypto, partially driven by the perception of a more favorable regulatory environment – a narrative that, to be fair, lacks concrete evidence.”

然而，形勢再次發生轉變。正如Prosperi 所觀察到的那樣，「隨著人工智慧產業接近飽和，一些深度科技投資者正在將注意力重新轉向加密貨幣，部分原因是對更有利的監管環境的看法——公平地說，這種說法缺乏具體證據。

While blockchain infrastructure is attracting significant VC interest, the technology still lacks a widely adopted, real-world use case that could trigger mass adoption. According to Ganesh Swami, the CEO and co-founder of Covalent, a blockchain data platform, more practical applications are needed to draw VC interest towards the application layer.

儘管區塊鏈基礎設施吸引了大量風險投資的興趣，但該技術仍然缺乏廣泛採用的、可以引發大規模採用的現實用例。區塊鏈數據平台 Covalent 的執行長兼聯合創始人 Ganesh Swami 表示，需要更多的實際應用來吸引 VC 對應用層的興趣。

Swami highlights the potential impact of approving the first Bitcoin and Ether-based exchange-traded funds (ETFs) as a major catalyst for the renewed VC interest shifting back from AI to the blockchain space.

Swami 強調了批准首個基於比特幣和以太幣的交易所交易基金 (ETF) 的潛在影響，作為風投興趣從人工智慧重新轉向區塊鏈領域的主要催化劑。

With over 3 years of crypto writing experience, Bena strives to make crypto, blockchain, Web3, and fintech accessible to all. Beyond cryptocurrencies, Bena also enjoys reading books in her spare time.

Bena 擁有超過 3 年的加密貨幣寫作經驗，致力於讓所有人都能接觸到加密貨幣、區塊鏈、Web3 和金融科技。除了加密貨幣之外，貝納還喜歡在空閒時間閱讀。