Blockchain industry analyst firm Messari has released its 2021 Q4 2021 Crypto Fund Liquid Portfolio Report.
The main contents include:
- Polkadot ’s DOT is the most asset held by crypto funds. Among the 57 funds in the market, 24 funds hold DOT, which means that 42% of the crypto funds “bet” on the Polkadot smart contract platform.
- Among the top 30 crypto assets, Terra (LUNA) has the highest circulating market capitalization, followed by SOL, AVAX and DOT.
- The investment targets of encrypted funds began to shift to smart contract platforms and DEXs. In terms of the investment ratio of encrypted funds, smart contract platforms received 36% of the investment. DEX accounted for 16%, lending agreements accounted for 11%, data management accounted for 9%, and derivatives accounted for 4%.