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Chronicles

The story behind the story

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Blockchain.com raises $120M growth round from Moore Strategic Ventures, Lightspeed Venture Partners, and others and says 65M wallets have been created

Today we're excited to share that Blockchain.com has closed on a strategic financing round, securing $120M from some of the world's leading macro investors.

Blockchain.com Peter Smith

Context & Ripple Effects

This February 2021 round is the opening move in Blockchain.com's funding arc: five weeks later it raised $300M at a $5.2B valuation, and by spring 2022 Lightspeed led another round that more than doubled that to $14B. The 65M-wallet figure disclosed here is the growth metric underwriting all of it.

The back end of the arc matters for reading this story: by November 2023 the company raised a $110M Series E led by Kingsway at less than half its $14B peak, so this $120M round marks the start of the cycle that both built and then repriced the business.

First-order effects

Second-order effects

  • The round's momentum directly set up the larger $300M raise at $5.2B within weeks, giving Blockchain.com a war chest to compete with other retail-institutional hybrid crypto service providers on custody, brokerage, and wallet features.

Third-order effects

  • The full trajectory — $120M growth capital, a $14B peak, then a Series E below half of peak — shows how wallet-user counts became the pricing basis for crypto infrastructure through the 2021-2023 cycle, with strategic and macro investors entering at the top of it.

The trend: Crypto infrastructure valuations rode the 2021 retail-growth cycle upward on user metrics like wallets created, then repriced sharply when the cycle turned.