MEET THE BLOCKCHAIN UNICORNS

Blockchain Coinvestors Newsletter

Vol. 3, No. 14, July 2021

Meet the Blockchain Unicorns

It is time once again for us to reveal the most up to date listing of blockchain unicorns - both private enterprises whose market value has exceeded $1bn and crypto projects where their respective cryptoasset is currently trading at an implied value in excess of $1bn.

Rather than steal our own thunder, we invite you to join us for our webinars "Meet the Blockchain Unicorns - Midyear 2021" on Monday July 12th, or else listen to them afterwards.  As always they can be found at www.fifthera.com/webinars and on Youtube.

Here is the press release that went out today on the same topic:

Blockchain Coinvestors Unveils Most Comprehensive List of Global Blockchain Unicorns

  • The blockchain sector has seen an acceleration of value creation in the first half 2021

  • There are now 24 blockchain enterprises and 76 crypto projects worth more than $1bn each

  • These figures exclude recent public listings. There are now 12 pureplay public blockchain companies

  • Blockchain Coinvestors is an investor in 58% of blockchain enterprise unicorns and 38% of crypto project unicorns

SAN FRANCISCO, July 9, 2021 /PRNewswire/ -- Blockchain Coinvestors, a leading blockchain venture fund-of-funds and co-investment program with a combined portfolio of more than 300 blockchain enterprises and crypto projects, including 30+ blockchain unicorns, today announced its midyear 2021 list of blockchain unicorns – private blockchain enterprises and crypto projects with valuations exceeding $1 billion.

"The first half of 2021 has seen an acceleration of value creation in the blockchain space, including the maturation of blockchain companies some of which are now ready to be public companies either through traditional IPOs or SPAC demergers," said Alison Davis co-founder and Managing Partner of Blockchain Coinvestors.

Blockchain Coinvestors uses its proprietary combined portfolio of blockchain companies resulting from its first three blockchain venture funds of funds to track the emerging unicorns of the space. For the crypto project valuations, Blockchain Coinvestors relies upon CoinStats for its data.

"It is exciting to see so many hardworking blockchain teams seeing their work being rewarded in this data," said Matthew C. Le Merle, co-founder and Managing Partner. "We are very proud to have supported so many of them with capital, and we are working hard to find ways to support the blockchain companies and projects in their future growth and development – expect more news from us this summer."

Blockchain Coinvestors will present the results of its work in upcoming "Meet the Blockchain Unicorns" webinars on Monday July 12th at 7am and 12pm PST, respectively. Register via this link.

Thank you for reading.

Alison Davis
Matthew C. Le Merle

ABOUT BLOCKCHAIN COINVESTORS

Launched in 2014, our goal is to provide broad coverage of the emerging unicorns and fastest growth blockchain companies and capture superior returns through investments in the leading blockchain venture partnerships. The strategy is now entering its 8th year and has to date invested in 25 pure play blockchain venture funds in the Americas, Asia and Europe; and in a combined portfolio of more than 300+ blockchain and crypto projects including 30+ blockchain unicorns. Headquartered in San Francisco with a presence in London, Menlo Park, New York, Zug and Zurich, the alternative investment management firm was co-founded by Alison Davis and Matthew Le Merle.

FUND PERFORMANCE

Blockchain Coinvestors Funds are continuing to generate strong returns. To date, over 80% of the funds we are invested in are performing as top quartile funds against the Cambridge Associates benchmark. This remarkable performance results from powerful tailwinds driving the world towards a future in which digital monies and digital assets are ubiquitous and the businesses and projects providing blockchain and crypto products, services, and infrastructure benefit disproportionately.

BLOCKCHAIN COINVESTORS FUNDS

Blockchain Coinvestors’ goals are to provide broad coverage of the emerging unicorns and fastest growth blockchain companies and to capture superior returns from investing in the leading blockchain venture partnerships:

  • Fund III is open only to investors who meet the Qualified Purchaser definition with a minimum subscription of $250,000.

    • A “qualified purchaser” is an individual or a family-owned business that owns $5 million or more in investments. The term “investments” shouldn't include a primary residence or any property used for business.

  • Fund III Parallel is open to investors who meet the Qualified Client definition with a minimum subscription level of $250,000 at the discretion of the Manager. Please contact ir@blockchaincoinvestors.com if the minimum is of concern.

    • Currently, an individual or entity is a qualified client if he, she, or it: (i) has a net worth of $2,100,000 prior to investment in the fund (excluding the value of his or her primary residence).

While the two funds are substantially the same, there may be some funds and investments that are only available in the Qualified Purchaser vehicle. Blockchain Coinvestors funds can take investments via IRAs. We support several providers, including AlgoIRA, Kingdom Trust, Millennium Trust Company and Pacific Premier Trust Company (Pensco).

Please visit the Blockchain Coinvestors website to learn more about our offerings. You can also reach our Investor Relations team directly at ir@blockchaincoinvestors.com.

BLOCKCHAIN COINVESTORS SWISS

We are excited to announce that Blockchain Coinvestors Funds are now available through Swiss certificates for those of our non-US investors who prefer this approach. The underlying fund is the same, however, our Zurich based team at Blockchain Coinvestors Swiss, who will introduce in future weeks, can provide detailed information regarding this investment option. Email us at mlemerle@fifthera.com to learn more.

LINQTO
'Private Investing Made Simple'

While our funds are only available to Accredited Investors who are also Qualified Clients we believe in the democratization of investment access to all investors and look forward to that day. In the interim, we have partnered with Linqto which is an easy to use Mobile and Web app that makes it exceptionally easy to invest into attractive opportunities. The provide access to Accredited not Qualified Client investors as well as much lower minimums. Go to Linqto.com or download the app from your App store to use this approach.

BLOCKCHAIN COINVESTORS ANGELLIST SYNDICATE

Continuing the theme of the democratization of investing, we have a rapidly growing Blockchain Coinvestors syndicate on AngelList providing access to selected coinvestments. Please join us and our partner Lou Kerner on AngelList.

Click here to receive the insightful weekly crypto newsletter and webinar invitations from our Blockchain Coinvestors partner Lou Kerner.

REGISTER NOW FOR UPCOMING WEBINARS AND CALLS

Our investment team hosts bi-monthly webinars and calls to help educate our community about the Fifth Era, fintech, blockchain and crypto. We discuss important trends, tailwinds and investment themes including what we have learned and how we are using our knowledge to inform our own investment thesis and actions. Below is a list of upcoming webinars for which you can register by clicking the links:


Meet the Blockchain Unicorns - Mid-Year Update

- July 12th, 7:00am PST

- July 12th, 12:00pm PST

Investing in Early Stage Tokens

- July 19th, 7:00am PST

- July 19th, 12:00pm PST

Options for Investing in Blockchain & Crypto

- July 26th, 7:00am PST

- July 26th, 12:00pm PST
 
Recordings of past webinars and calls can be found at www.fifthera.com/webinars.

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