2026.06.16 21:26

"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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a16z crypto@a16zcrypto

2026.06.12 17:03

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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