a16z crypto (@a16zcrypto)
@a16zcrypto
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"I think of the market as an information-producing machine."
@eddylazzarin on why the CLARITY Act is the unlock for the experimentation crypto hasn't been able to run yet:
"Because we lack the CLARITY Act, we haven't really been in a position for the market to do its experimentation and to learn about what actually works and what doesn't work."
"Entrepreneurs don't wanna take extreme risk with their project based on a murky interpretation of some old laws before the new law passes."
"The Clarity Act basically creates the conditions that this capital can connect with reality."
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Crypto has been walled off from the real economy for years. That's changing. @eddylazzarin joins @smc90 and @rhackett to break down why crypto is entering a completely different phase, and what gets built once the rules finally catch up to the technology.
00:00 Intro
01:25 What it means to be a GP
02:00 Consensus vs. non-consensus bets
04:27 Network tokens and the CLARITY Act
09:35 Revenue, value capture, and network-token business models
21:18 Stablecoins as crypto’s first killer app
28:52 Engineer-philosopher mindset
39:04 Intellectual influences
52:40 Eddy’s path to crypto
01:03:15 The exuberant adoption phase of AI
01:14:38 Being "pro–AI psychosis"
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Stablecoins had product-market fit.
What they needed was clarity.
@BChillman, cofounder and CEO of @phantom: "Regulation, when it's thoughtful, is actually a feature."
Crypto has been walled off from the real economy for years. That's changing. @eddylazzarin joins @smc90 and @rhackett to break down why crypto is entering a completely different phase, and what gets built once the rules finally catch up to the technology.
00:00 Intro
01:25 What it means to be a GP
02:00 Consensus vs. non-consensus bets
04:27 Network tokens and the CLARITY Act
09:35 Revenue, value capture, and network-token business models
21:18 Stablecoins as crypto’s first killer app
28:52 Engineer-philosopher mindset
39:04 Intellectual influences
52:40 Eddy’s path to crypto
01:03:15 The exuberant adoption phase of AI
01:14:38 Being "pro–AI psychosis"
显示更多
Looking ahead, forecasts for tokenized assets vary a lot but they all point in the same direction: growth.
McKinsey: $2–4T by 2030.
Ark Invest: $11T by 2030.
BCG/Ripple: $9.4T by 2030, $18.9T by 2033.
Standard Chartered: $30T + by 2034.
The gap between $2 trillion and $30 trillion is more about definitions than adoption.
Different institutions are measuring different things. McKinsey focuses mostly on bonds, loans, funds, and equities. Standard Chartered adds commodities and trade finance. BCG and Ripple include deposits and stablecoins alongside more traditional asset categories.
Despite these differences, the broader trend is consistent: Asset tokenization is expected to expand.
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We've raised $2.2B in committed capital to invest in the next generation of crypto.
Announcing Crypto Fund 5
