//tips
//smart contract
crypto1000社分析、カテゴリの統廃合完了。
カテゴリの圧縮を行った結果、有効値として集計した353社のうち49%がfinance系統で、トータルのraise額の割合が60%と想定していたよりも少なくでた。
これは有効値として絞っていることと、VCなども入っているinvestment platformをfinance系統に入れていないこともあるが、cryptoの事業幅も広がっていると考えることができる。幹の部分が大きく育ったので裾野が広がり始めている感じ。
ここからは、市場機会があり、興味がある下記に絞ってみていく。
・security and infrastructure solutions
・analytics platform
・payments and technology infrastructure
cryptoで事業をやる方には、まずtax and accounting市場はお勧めできそうだが、個人的にはそこまで興味がわかないので一旦は外した。
security and infrastructure solutionsのちょうどいいサイズのものをピックアップして見ていくことにする。
これらの内容をさらに細かく見ていきたい。
Iron Fish：消費情報をオープンにせずにデジタル通貨を使用するためのa private cryptocurrency及びブロックチェーンの提供
a decentralized blockchain network using zero-knowledge proofs to create a user-friendly, private cryptocurrency. Iron Fish is inspired by the Sapling protocol, a zk-SNARK-based solution that allows users to send transactions in a manner that is fully-shielded by design. The Iron Fish network is easy to use, and the protocol is architectured to be simple, giving users the same fundamental privacy benefits as an analogue currency like cash.
https://ironfish.network/about
Notabene：Travel Rule and non-custodial transactionsのマネジメント系
Tether will begin testing Notabene’s protocol-agnostic solution in order to combat money laundering and crime in cross-border VASP-to-VASP transactions.Notabene will enable Tether to test complex crypto use cases in a collaborative, low-risk environment. In order to ensure customer protection, specifically, as it pertains to transactions made by Virtual Asset Service Providers (VASPs), Tether will use Notabene’s solution to see how it can send other VASPs the required identifying information in respect of its customers in a secure manner.
Notabene helps businesses comply with crypto regulations that are coming into effect now. We are the first platform to provide full compliance with the Travel Rule.
Our current offering consists of a unified API and dashboard helping compliance officers at exchanges manage risk for both Travel Rule and non-custodial transactions.
We provide our customers with access to the widest reach of crypto businesses for them to interact with.
AnChain.ai：monitor transactions and detect suspicious activityのサイバーセキュリティサービス。モニタリングや監査
AnChain.AI is an AI-powered cybersecurity company enhancing blockchain security, risk, and compliance strategies. We are trusted by 100+ customers from over 10+ countries in these sectors: VASP, financial institutions, and government, including the SEC (Securities and Exchange Commission).
Argent：秘密鍵を書き留める必要がなくなるマルチシグwalletの構築
Argent is launching the first public version of its Ethereum wallet for iOS and Android. The company has been available as a limited beta for a few months with a few thousand users.
Built for wallets with $50K plus. Argent Vault gives you peace of mind with multisig security and no seed phrase.
Self custody without seed phrases
Only you can access your assets. Not Argent. Not anyone else. No more writing down recovery phrases and passwords.
Coincover：APIを利用して、Real-time KYC and AML compliance and 2FA security – with photo ID and facial biometrics checksなどのリアルタイム顧客動向情報系、アンチマネーロンダリング系、2要素認証系に対応させる技術を提供。
2要素認証は、ハッカーが個人のデバイスやオンラインアカウントにアクセスして個人情報を盗むのをより困難にするセキュリティの2次層を提供。
Our founding team is made up of finance, blockchain, technology and cybersecurity experts, who’ve worked with the UK Government, NASDAQ listed companies, the police, and armed forces. These are environments where safety measures can mean the difference between life and death – and where technology needs to be elegantly simple and scalable. Based on this experience, we have created the safety standard for cryptocurrency.
https://www.coincover.com/product
$10million——
PARSIQ：リアルタイムのブロックチェーントランザクション情報をオフチェーン情報に変換し、提供。
PARSIQ empowers our clients and users to utilise real-time blockchain activity to inform their decision making and actions. We’re pleased to expand this offering into the NFT space with this integration with the world’s largest NFT marketplace. PARSIQ is a blockchain monitoring and workflow automation platform which connects on-chain and off-chain applications in real time. This subsequently provides transaction notifications for end-users.
https://parsiq.net/en/
NuLink：目指す方向はIronfishと似ているがBtoBへの技術提供がメインか。
Our project aims to offer the world an out-of-the-box encryption solution that makes it easy for developers and product owners to implement best practices, modern and up-to-date security and privacy.
The solution will offer everything needed including data encryption, key & storage management, inter-blockchain deployment, and much more.
https://www.nulink.org/
https://www.nulink.org/about-us
Risk Harbor：Defiを対象にしたセキュリティマネジメントサービス。保証サービス。
Ethereum-based (ETH) decentralized finance, or DeFi, risk management marketplace Risk Harbor will soon take over control of Terra's Ozone Protocol, according to a press release published on Thursday.Risk management marketplace for Web3
An algorithmic, transparent, and impartial protocol that removes the need for trusted intermediaries.
Risk Harbor is a risk management marketplace for decentralized finance (DeFi) that utilizes a completely automated, transparent, and impartial claims process to protect liquidity providers and stakers against smart contract risks, hacks, and attacks.
https://github.com/Risk-Harbor/RiskHarbor-Whitepaper/blob/53c245f700780cda29203e8bff402f1144e870ea/Risk%20Harbor%20V2%20Whitepaper.pdf
Taurus Group SA：unified APIs and broadcasting algorithms to interface with multiple blockchain networksなどの複数ブロックチェーンへの接続及びセキュリティ技術提供
Taurus Group, which provides secure, compliant and reliable infrastructure and tools for digital assets, notes that it has helped many banks and other financial institutions with integrating crypto-assets into their existing business.
The Taurus Group provides the infrastructure and technology needed to support transactions with digital assets. It also assists businesses with integrating crypto-related solutions in different banking environments.
Sygnum, which is one of two B2B players that hold banking licenses from the Swiss Financial Market Supervisory Authority (FINMA), will utilize Taurus's Protect secure storage infrastructure, as well as leverage Taurus’ cluster of blockchain nodes, known as Taurus Explorer.
Taurus Explorer provides unified APIs and broadcasting algorithms to interface with multiple blockchain networks.
https://www.taurushq.com/company.html?lang=en
Dfnsは上記にて互換できるので省略。
Flipside Crypto:Defiベースの資金情報系
Create and share data insights on the crypto projects you care most about.
Explore what’s possible when the best analytical minds get unlimited access to blockchain data for free.
We love DeFi and want to support communities with on-chain analytics, including free structured and labeled data. We’ll even reward analysts with crypto bounties for the insights they create! Learn more about Flipside
https://www.flipsidecrypto.com/finest
https://www.notion.so/teamflipside/Flipside-Crypto-Bounty-Programs-8a6400e3d85049b79875d5200206974e
Amberdata:trade系の指標情報や情報収集技術提供系。これらのtrade系がanalyticsの主流。
Cryptocurrency Data to drive your business
The most comprehensive institutional grade on-chain data, market data, metrics, and signals.
https://amberdata.io/
$10million——
Lithium Finance:private companyなどへの値付け根拠やopenにされていな情報を独自ネットワークで収集し提供。
Currently data oracles do not provide regular updated pricing for private companies. In fact, the only way to price an illiquid asset is through an expensive and slow valuation process. This limits the pricing to only very highly valued assets.
LITHIUM FINANCE USES COLLECTIVE INTELLIGENCE TO PRICE THE UNPRICED
https://lith.finance/index.html#About
OpenOcean:on-chain,off-chainに基づいたtrade系情報提供プラットフォーム
To get the best trade, it is crucial to access exchanges with the best prices and deep liquidity. OpenOcean helps users by searching several DEXes and CEXes for prices and liquidity, then splits the order into different routes to get the best trade.
DeFi has given rise to a lot of DEXes such as Uniswap and PancakeSwap. Each DEX has its own separate pools and liquidity that cannot conveniently be accessed at the same time. The problem is that each pool has different prices and not always deep enough liquidity to provide low slippage, especially when users are making large volume trades. The OpenOcean protocol solves this by sourcing, prioritizing/optimizing, and splitting liquidity routes across different DEXes to maximize overall returns on your trade.
https://docs.openocean.finance/openocean-functionality
Alpha Impact：social×tradeで情報を提示。trading viewにtwitterのインフルエンサー要素を含めたようなものか。他社でも同様なサービスも出てきている。
Discover A Smarter Way To Invest
Copy top traders in our community. Learn crypto investing from influential traders from sharing trades. Trading knowledge and build industry reputation
次はpayments and technology infrastructureを掘ってみよう。
