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The Emerging Bitcoin-Native Venture Capital Landscape

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author Christopher Calicott
by Christopher Calicott
11 Apr 2024
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2023 Bitcoin-Native Startup Ecosystem

Today TVP announces its second annual research brief on the emergence of Bitcoin-native startups as a growth category in venture capital. This research brief represents three years of data and subsequent analysis of the early-stage Bitcoin ecosystem, which between 2021 and 2023 has seen significant growth as a startup investment category. With the emergence of the Lightning Network and an increasing number of other tech enablements, Bitcoin is becoming a platform giving greater design space with lower platform risk to entrepreneurs who seek a long-term place to build on a truly decentralized foundation.

Near term there are a number of technical possibilities that will further accelerate the Bitcoin-native startup ecosystem. Instrumenting this growth, TVP will continue to publish this report on a regular basis, so we encourage you to join our audience and use this page as a resource. You may cite our research freely. We just ask that you include a citation to this page.

Highlights in this research brief include:

  • Large growth in Bitcoin startup transaction count between 2022 and 2023 despite overall slowdown for crypto VC deployment
  • Outsized year-over-year growth at the Pre-Seed stage, signaling a new wave a venture-backed company building
  • 2021-2023 Bitcoin company deal sizes and valuations by stage
  • Deal count and total funding for  early-stage Bitcoin companies versus broader crypto
  • Notable generalist VC syndication and participation in Bitcoin-native venture capital deals
  • Several surprising data points

 

TVP Research Contributors

Contributors to this research brief are Christopher Calicott, Matthew Snow, and Zach Young.

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