This was a fun conversation, check it out if you want to learn more about our 2025 State of Crypto report!
a16z Report Explains Why Crypto Is Ready for Its Breakout Year w/ @a16zcrypto Head of Data & Fund Strategy & @rhhackett Head of Special Project
a16z just dropped their 2025 State of Crypto report
And it points to a $10 trillion opportunity hiding in plain sight
It’s not ETFs
It’s not memecoins
It’s something Wall Street is buying right now
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
02:43 – a16z Report Takeaways
07:10 – Crypto Market Cycles
10:41 – Market Structure Bill?
13:50 – Global Crypto Users
16:32 – Monthly Active Growth
20:22 – Figure Markets
20:57 – Gemini Credit Card
21:34 – Stablecoin Adoption
25:53 – $ETH & $SOL as Proxy
27:38 – DeFi Is Growing
30:59 – RWA Opportunity
32:27 – DePIN Update
34:09 – Prediction Markets
37:05 – Why AI Needs Crypto
41:00 – Crypto vs AI Talent
43:50 – Regs & Token Revenue
47:28 – 2026 & Beyond
52:38 – Wrap-Up
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