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0xjayfi

@0xjayfi

融资晚报 | 2026-08-02 今日加密融资以基础设施为主线，五笔交易集中在 DeFi、链上 IP 协议与 AI 数据网络，其中三笔 Series A 值得关注：一、Variational 完成 $50M Series A，Dragonfly 领投零费用 RFQ 永续 DEX，支持 crypto、股票、RWA 等 485+ 市场。Coinbase Ventures 与 Bain Capital Crypto 参投，顶级 VC 持续加码跨市场 DeFi 基础设施，为今日最大单笔披露。二、Story (USUAL) 完成 $25M Series A，a16z crypto 领投去中心化 IP 协议，本轮被视为其 TGE 后 token 势头的重要驱动因素。a16z crypto 单独领投，显示对链上 IP 赛道的长期看好。三、KOR Protocol 完成 $7.5M Series A，估值 $100M Base 上链上创意资产清算平台，专注音乐、IP 与 AI 娱乐。1kx 领投、Blockchain Capital 参投，内容资产上链赛道再获机构资金。更多披露： · DataHive AI：$3.5M Seed，Solana Ventures 领投，Anatoly Yakovenko 与 Raj Gokal 参投 · Exa_App：$2.2M Seed，Kaszek Ventures 领投整体来看，今日资金从跨市场 DeFi 延伸到链上 IP 协议与 AI 数据网络，三轮 Series A 占据主导，Dragonfly、a16z crypto 与 Solana Ventures 分别在不同赛道落子，机构对基础设施层的布局思路趋于一致。 NFA，非投资建议。

10:57 AM · Aug 2, 2026 · 271 Views

7 Likes

11 replies collected of 14 X reports

Investor Lee ✨ @InvestorLee19 · Aug 2

@0xjayfi Wow nice achievement for variational I knew what they had less than $10m funding

1 1

Andy @CryptoLabs_Andy · Aug 2

@0xjayfi Variational proved with 50 million that small capital can also leverage a large market.

original · zh

@0xjayfi Variational用5000万证明小资金也能撬动大市场

1 1

墨

墨钺🫆 @9Nosing · Aug 2

@0xjayfi, is there any angle to this? How can they still get so much funding now?

original · zh

@0xjayfi 现在还能有这么多融资，有参角度吗？

1 1

web3 lawyer 首席大律师 @Web3Counsels · Aug 2

@0xjayfi Cross-market perpetual + RWA stock exposure is the first to run into CFTC/FCA derivative branding issues, which Dragonfly checks cannot exempt. If the on-chain IP TGE token is linked to revenue sharing, the SEC/MiCA will treat it as a security. The valuations of the three Series A rounds are supported by VC consensus, but who will provide the liquidity?

original · zh

@0xjayfi 跨市场永续 + RWA 股票敞口最先撞上 CFTC/FCA 衍生品牌照，不是 Dragonfly 支票能豁免的。链上 IP TGE 后 token 若挂钩收入分成，SEC/MiCA 会当证券处理。三笔 A 轮估值靠 VC 共识撑着，但流动性谁来出？

1 1

Coder Junkie @CoderJunkie · Aug 2

@0xjayfi Cross-market perpetual and on-chain IP sound like they're just ways to boost performance for regulators, but it doesn't matter. VCs can focus on inflating valuations, leaving compliance and liquidity to the secondary market.

original · zh

@0xjayfi 跨市场永续和链上 IP 听起来都是给监管送业绩的不过没关系VC 负责把估值做大合规和流动性留给二级去头疼就行

1 1

Theo (滴哥) @Theofliplife · Aug 2

@0xjayfi Has anyone come up with a new narrative master in the crypto world lately? It used to be Inscription, what's it now?

original · zh

@0xjayfi 最近币圈有木有新的叙事大哥以前是铭文，现在是啥吖

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冯

冯蕊🌸同城丄门♥喝茶选妃 @AlmaBessiejlir · Aug 2

@0xjayfi I bet nobody's more adventurous than me 🌫️🤪 I'm not shameless, just look!

original · zh

@0xjayfi 应该没人比我玩的开了吧🌫️🤪我福不黑不信你看

韩

韩嫣🌸同城丄门♥喝茶选妃 @CoralLatti3kvb · Aug 2

@0xjayfi I bet nobody's more adventurous than me 🤘🤚 I'm not shameless, just look!

original · zh

@0xjayfi 应该没人比我玩的开了吧🤘🤚我福不黑不信你看

CyberMonk 赛博行者 @CyberMonk0x · Aug 2

@0xjayfi These institutions are throwing money around, when will we retail investors ever get a taste of the profits?

original · zh

@0xjayfi 机构哐哐砸钱，咱韭菜啥时候能喝口汤啊！

方

方曼🌸同城丄门♥喝茶选妃 @AlmaAdolphjla6 · Aug 2

@0xjayfi I bet nobody's more adventurous than me 🔮🤯 I'm not shameless, you'll see.

original · zh

@0xjayfi 应该没人比我玩的开了吧🔮🤯我福不黑不信你看

贺

贺晓🌸同城丄门♥喝茶选妃 @AfraFieldshqn · Aug 2

@0xjayfi I bet nobody's more adventurous than me 🌛🌍 I'm not shameless, just look!

original · zh

@0xjayfi 应该没人比我玩的开了吧🌛🌍我福不黑不信你看

1 replies whose parent comment X withheld

web3 lawyer 首席大律师 @Web3Counsels · Aug 2

@0xjayfi Retail investors are not innocent victims; they are one of the design targets.

original · zh

@0xjayfi 散户不是躺枪，是设计目标之一。

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