NGC Ventures

强势机构
加密原生基金2017 成立

NGC Ventures is a crypto-native venture capital firm focused on blockchain and distributed ledger technologies, with activity spanning early and growth stages. Its broad disclosed deal coverage and continued recent investing keep it on the market’s radar, supported by a visible co-investment network.

Investment scale AUM
$1.69B
Invested projects
274
Unicorns
5
Overall influence
84/100
01

Organization Profile

NGC Ventures is a crypto-native venture capital firm focused on blockchain and distributed ledger technologies, with activity spanning early and growth stages. Its broad disclosed deal coverage and continued recent investing keep it on the market’s radar, supported by a visible co-investment network.

Since 2018, NGC Ventures has disclosed 285 investments totaling about US$1.69 billion across 274 projects. Only one deal was disclosed in the last 12 months, indicating a slower recent pace. Its activity is concentrated in Seed and Pre-Seed rounds, with additional exposure to Series A and a few strategic rounds, reflecting a broad early-stage footprint.

Established2017
Headquarters--
Organization type加密原生基金
Founder朱威宇
Team size7+
Investment scale AUM$1.69B

The firm favors blockchain, distributed ledger, and related infrastructure themes, while also showing openness to early opportunities in emerging areas such as AI. Its risk appetite appears relatively constructive, with a portfolio centered on early-stage deals and selective growth exposure, alongside meaningful co-investment and follow-on collaboration.

4.6/ 5.0 Overall
Investment accuracy4.6
Exit efficiency4.1
Brand influence4.7
Theme judgement4.8
Synergy capability4.9
Activity consistency3

AI Advantage Case· 4

  • 公开投资覆盖广,累计285笔、274个项目,显示出较强的项目触达能力。
  • 早期轮布局清晰,Seed与Pre-Seed占比高,符合加密原生赛道的孵化逻辑。
  • 已披露金额规模较大,且联合投资特征明显,协同资源与网络效应较强。
  • 近期仍有连续披露,说明在部分主题上保持跟踪与出手能力。

AI Risk Case· 4

  • 近12个月仅披露1笔,活跃度较历史高点明显放缓,节奏稳定性存在不确定性。
  • 退出与回收信息披露有限,难以完整评估真实退出效率与回报质量。
  • 组合以早期项目为主,受加密周期与技术迭代影响较大,波动风险偏高。
  • 部分交易未披露轮次或金额,公开数据存在缺口,判断需保留折扣。
02

Investment Preferences

Core strategy

以Web3基础设施为主轴,兼顾AI与RWA交叉主题;出手覆盖Pre-Seed到Series A,偏早期但不排斥战略轮,整体更像高频跟投型基金,少量主导。

Comparative advantage

主题聚焦清晰,Web3占比高且组合中RWA/AI联动明显;年均出手约30-50笔、客单价较高,说明其在早期项目筛选、持续覆盖和产业资源导入上具备稳定执行力。

Primary weakness

组合仍明显偏Web3,RWA纯度较低,AI权重虽提升但尚未形成独立主线;同时lead占比不高,说明在核心项目定价与控制权获取上相对克制。

Notable shift in 2026

近期活动显示资金明显向AI与基础设施交叉项目倾斜,Pre-Seed到Series A连续落子,且出现Gaia、Optimum、Infrared等较大额配置,说明2026更强调可扩展底层能力与应用协同。

Lead-round share8%
Average ticket size$7.49M
Annual investment count30-50
Average exit cycle3.9 年
RWA / AI / Web3 share37%

Theme Share

RWA1.75%
AI5.61%
Web330.88%
RWA / AI / Web336.84%
03

Deals

04

Co-investment Network

05

Team

06

On-chain Holdings

总余额$399.73K
最大持仓数量263.58K USDC
最大持仓价值$263.55K
AssetPriceAmountTotal value
USDCUSDC
$0.99987851263.58K$263.55K
USDTUSDT
$0.99914655134.44K$134.33K
AukiAUKI
$0.00490649187.74K$921.15
EthereumETH
$1,881.360.456676$859.17
BinanceBNB
$578.70530.127932$74.03
EthereumPoWETHW
$0.256730033.7$0.95
07

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