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a16z

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A16z Warns the Open Web Is Quietly Collapsing — and Says Crypto May Be the Only Way to Save It A16z crypto is sounding an alarm about the future of the internet. As generative AI reshapes how people search, learn, and create, the firm argues that the web is rapidly consolidating into a few closed, AI-driven interfaces — a shift that threatens to lock user data, identity, and creativity inside proprietary systems. In a new analysis, a16z says blockchain may be the only credible counterweight. Their report outlines 11 emerging real-world use cases — spanning decentralized identity, portable AI memory, DePIN compute networks, onchain micropayments, and user-owned AI companions — that could keep the next internet open, interoperable, and user-controlled. One of the firm’s core warnings centers on AI models increasingly mediating every online interaction. Without decentralized infrastructure, those systems risk becoming permanent walled gardens, resetting a user’s identity, preferences, and history each time they switch platforms. Blockchains, the firm argues, offer a path to portable context — allowing users to carry their AI memory, workflows, and digital assets anywhere. A16z also highlights the need for shared onchain identity standards as AI agents begin performing complex tasks across email, payments, logistics, and business systems. Without a universal layer — effectively a “passport” for autonomous agents — the AI ecosystem will fracture into incompatible silos. Other use cases include decentralized proof-of-humanity systems to combat deepfakes and bot swarms, open compute marketplaces powered by DePIN networks, blockchain-anchored IP registries for the generative content economy, automatic micropayments for AI-driven traffic, and user-owned AI companions that can’t be shut down by corporate platforms. #AI #Crypto #a16z
A16z Warns the Open Web Is Quietly Collapsing — and Says Crypto May Be the Only Way to Save It

A16z crypto is sounding an alarm about the future of the internet. As generative AI reshapes how people search, learn, and create, the firm argues that the web is rapidly consolidating into a few closed, AI-driven interfaces — a shift that threatens to lock user data, identity, and creativity inside proprietary systems.

In a new analysis, a16z says blockchain may be the only credible counterweight. Their report outlines 11 emerging real-world use cases — spanning decentralized identity, portable AI memory, DePIN compute networks, onchain micropayments, and user-owned AI companions — that could keep the next internet open, interoperable, and user-controlled.

One of the firm’s core warnings centers on AI models increasingly mediating every online interaction. Without decentralized infrastructure, those systems risk becoming permanent walled gardens, resetting a user’s identity, preferences, and history each time they switch platforms. Blockchains, the firm argues, offer a path to portable context — allowing users to carry their AI memory, workflows, and digital assets anywhere.

A16z also highlights the need for shared onchain identity standards as AI agents begin performing complex tasks across email, payments, logistics, and business systems. Without a universal layer — effectively a “passport” for autonomous agents — the AI ecosystem will fracture into incompatible silos.
Other use cases include decentralized proof-of-humanity systems to combat deepfakes and bot swarms, open compute marketplaces powered by DePIN networks, blockchain-anchored IP registries for the generative content economy, automatic micropayments for AI-driven traffic, and user-owned AI companions that can’t be shut down by corporate platforms.

#AI #Crypto #a16z
🚨 A16Z CRYPTO CALLS FOR A SHIFT IN DEFI SECURITY MODELS #a16z Crypto is urging #DEFİ to move away from the long-held idea of “code is law” toward “norms are law,” warning that code alone is no longer sufficient to secure complex on-chain financial systems. The firm advocates standardized security norms and immutability checks to proactively block exploits. In 2024 alone, hackers drained more than $649 million through protocol vulnerabilities, while developers increasingly worry about AI-powered attacks accelerating exploit discovery. #Cryptoscam #crypto #news $DEFI $BTC {future}(BTCUSDT) $DOGE
🚨 A16Z CRYPTO CALLS FOR A SHIFT IN DEFI SECURITY MODELS

#a16z Crypto is urging #DEFİ to move away from the long-held idea of “code is law” toward “norms are law,” warning that code alone is no longer sufficient to secure complex on-chain financial systems.

The firm advocates standardized security norms and immutability checks to proactively block exploits.

In 2024 alone, hackers drained more than $649 million through protocol vulnerabilities, while developers increasingly worry about AI-powered attacks accelerating exploit discovery.

#Cryptoscam #crypto #news
$DEFI $BTC
$DOGE
🚨 A16Z CRYPTO CALLS FOR A SHIFT IN DEFI SECURITY MODELS #a16z Crypto is urging #DeFi to move away from the long-held idea of “code is law” toward “norms are law,” warning that code alone is no longer sufficient to secure complex on-chain financial systems. The firm advocates standardized security norms and immutability checks to proactively block exploits. In 2024 alone, hackers drained more than $649 million through protocol vulnerabilities, while developers increasingly worry about AI-powered attacks accelerating exploit discovery. #CryptoScam #Crypto
🚨 A16Z CRYPTO CALLS FOR A SHIFT IN DEFI SECURITY MODELS

#a16z Crypto is urging #DeFi to move away from the long-held idea of “code is law” toward “norms are law,” warning that code alone is no longer sufficient to secure complex on-chain financial systems.

The firm advocates standardized security norms and immutability checks to proactively block exploits.

In 2024 alone, hackers drained more than $649 million through protocol vulnerabilities, while developers increasingly worry about AI-powered attacks accelerating exploit discovery.

#CryptoScam #Crypto
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The Origin of Aleo: The Journey from Cryptographic Theory to Privacy InfrastructureIn the grand narrative of blockchain evolution, few projects are destined for greatness from their inception. Aleo—this project aimed at reshaping the foundational privacy of the internet—has a story that is a legendary journey of transforming cutting-edge cryptographic theory into real-world infrastructure. 1. The Origin of Thought: From Academic Halls to Entrepreneurial Blueprint The story of Aleo begins with a core understanding: the ultimate transparency of blockchain is both its greatest advantage and the ultimate barrier to its widespread application. In 2019, Howard Wu, along with several cryptographers and engineers from top institutions such as the University of California, Berkeley, Cornell University, and Google, officially founded Aleo. The core members of the team are pioneering researchers and practitioners in the field of zero-knowledge proofs (zk-SNARKs). They keenly observed that while Zcash has proven the feasibility of zero-knowledge proofs in the payment domain, the true potential of this technology is far from being unleashed—it should become the universal, default privacy protection layer for all decentralized applications.

The Origin of Aleo: The Journey from Cryptographic Theory to Privacy Infrastructure

In the grand narrative of blockchain evolution, few projects are destined for greatness from their inception. Aleo—this project aimed at reshaping the foundational privacy of the internet—has a story that is a legendary journey of transforming cutting-edge cryptographic theory into real-world infrastructure.
1. The Origin of Thought: From Academic Halls to Entrepreneurial Blueprint
The story of Aleo begins with a core understanding: the ultimate transparency of blockchain is both its greatest advantage and the ultimate barrier to its widespread application.
In 2019, Howard Wu, along with several cryptographers and engineers from top institutions such as the University of California, Berkeley, Cornell University, and Google, officially founded Aleo. The core members of the team are pioneering researchers and practitioners in the field of zero-knowledge proofs (zk-SNARKs). They keenly observed that while Zcash has proven the feasibility of zero-knowledge proofs in the payment domain, the true potential of this technology is far from being unleashed—it should become the universal, default privacy protection layer for all decentralized applications.
$DUSK 在巨量拉升133%后,正在高位进行强势整理。价格行为显示这是健康的获利盘消化,而非顶部派发,买盘在关键支撑位持续吸收卖压。 🎯方向:做多 🎯入场:0.250 - 0.260 🛑止损:0.235 (刚性止损) 🚀目标1:0.300 🚀目标2:0.350 $$DUSK 巨量上涨伴随持仓量显著上升,这是主力资金入场的典型特征,而非单纯的空头踩踏。价格在突破后回踩前期高点区域获得支撑,形成高级别突破回踩结构。盘面显示回调幅度有限且成交量萎缩,表明卖压枯竭,市场结构依然看涨。只要价格维持在0.235上方,上升趋势将得以延续。 在这里交易 👇$DUSK #a16z #AzraGames #Ungodly {future}(DUSKUSDT)
$DUSK 在巨量拉升133%后,正在高位进行强势整理。价格行为显示这是健康的获利盘消化,而非顶部派发,买盘在关键支撑位持续吸收卖压。
🎯方向:做多
🎯入场:0.250 - 0.260
🛑止损:0.235 (刚性止损)
🚀目标1:0.300
🚀目标2:0.350
$$DUSK 巨量上涨伴随持仓量显著上升,这是主力资金入场的典型特征,而非单纯的空头踩踏。价格在突破后回踩前期高点区域获得支撑,形成高级别突破回踩结构。盘面显示回调幅度有限且成交量萎缩,表明卖压枯竭,市场结构依然看涨。只要价格维持在0.235上方,上升趋势将得以延续。
在这里交易 👇$DUSK

#a16z #AzraGames #Ungodly
Auros executive: The main obstacle to institutional demand for cryptocurrencies is insufficient market liquidity, not volatility. Crypto journalist @EleanorTerrett responds to #Coinbase CEO's denial of his report, insisting it is rigorous and accurate. #TRUMP imposes 10% tariffs on 8 European countries over Greenland. White House Crypto Council director: Obscure and complex legal provisions hinder the advancement of the US #bitcoin strategic reserve. #a16z crypto managing partner advances the CLARITY Act to provide clear rules for developers. #CoinRank #GME $TRUMP {future}(TRUMPUSDT) $TRX {future}(TRXUSDT) $XRP {future}(XRPUSDT)
Auros executive: The main obstacle to institutional demand for cryptocurrencies is insufficient market liquidity, not volatility.

Crypto journalist @EleanorTerrett responds to #Coinbase CEO's denial of his report, insisting it is rigorous and accurate.

#TRUMP imposes 10% tariffs on 8 European countries over Greenland.

White House Crypto Council director: Obscure and complex legal provisions hinder the advancement of the US #bitcoin strategic reserve.

#a16z crypto managing partner advances the CLARITY Act to provide clear rules for developers.

#CoinRank #GME
$TRUMP
$TRX
$XRP
COINRANK MORNING UPDATEAuros executive: The main obstacle to institutional demand for cryptocurrencies is insufficient market liquidity, not volatility. Crypto journalist Eleanor Terrett responds to #Coinbase CEO's denial of his report, insisting it is rigorous and accurate. #Trump imposes 10% tariffs on 8 European countries over Greenland. White House Crypto Council director: Obscure and complex legal provisions hinder the advancement of the US #Bitcoin strategic reserve. #a16z crypto managing partner advances the CLARITY Act to provide clear rules for developers. #CoinRank #GM

COINRANK MORNING UPDATE

Auros executive: The main obstacle to institutional demand for cryptocurrencies is insufficient market liquidity, not volatility.
Crypto journalist Eleanor Terrett responds to #Coinbase CEO's denial of his report, insisting it is rigorous and accurate.
#Trump imposes 10% tariffs on 8 European countries over Greenland.
White House Crypto Council director: Obscure and complex legal provisions hinder the advancement of the US #Bitcoin strategic reserve.
#a16z crypto managing partner advances the CLARITY Act to provide clear rules for developers.
#CoinRank #GM
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When the tide goes out, which projects are left exposed? The previous false prosperity of InfoFi largely allowed project teams to become complacent and lazy; thinking that all publicity and hype could be handed over to the platforms. Looking at the number one on the hype dissipating list, Miden, the first round of financing exceeded 25 million USD, backed by a16zcrypto, @0xPolygon incubated, and Twitter followers are less than 40,000. No matter who it is, honing internal skills is the most important. #miden #Polygon #a16z #Twitter
When the tide goes out, which projects are left exposed?

The previous false prosperity of InfoFi largely allowed project teams to become complacent and lazy;

thinking that all publicity and hype could be handed over to the platforms.

Looking at the number one on the hype dissipating list, Miden, the first round of financing exceeded 25 million USD, backed by a16zcrypto, @Polygon incubated, and Twitter followers are less than 40,000.

No matter who it is, honing internal skills is the most important.

#miden #Polygon #a16z #Twitter
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Last night I tried out the blockchain game @AzraGames developed, @UngodlyGame, during the closed beta test in New Zealand, Australia, and Canada. Since I am in Singapore, it took me several days to download the game. I had to register for an Australian Google account and bought a 5-year PureVPN subscription during the Christmas sales to get it done. The game quality is very much to my liking. The art quality is top-notch; compared to most web2 RPG mobile games on the market, it is considered above average with a quality score of 85+. The basic RPG gameplay is standard, still revolving around task-driven combat and leveling up. It incorporates character card draws and development gameplay. The combat mechanism is also similar to Genshin Impact, allowing for real-time switching of characters within a four-member team. The only downside is that the test does not have a Chinese language option, making the storyline quite challenging to follow. We are used to clicking to move to the next page while reading the story, but in this game, the storyline text plays automatically in a rapid scroll, and for those who are not native English speakers, it is hard to read quickly before it ends. So, last night while testing, I felt quite lonely as I didn’t understand the story background or plot. I looked up other people's introductions in the community but found nothing. I just started playing and haven't reached the part where I interact with other players; doing tasks, combat, and leveling up alone is quite lonely. Most Chinese players still prefer PVP and GVG, as at least there is some light social interaction in those games. Playing PVE alone is too lonely; it reminds me of playing NieR: Automata on my PS4, where I controlled 2B wandering aimlessly in the desert. After a while, I had to go out to the supermarket and other crowded places to soak up some social energy before coming back to continue. Playing single-player games can feel too desolate emotionally. I hope that when @UngodlyGame officially launches, there will be Chinese localization. I will continue to play the test these days to see if there are any on-chain gameplay designs and economic systems. If I find anything, I will share it. Players who are testing @UngodlyGame are welcome to leave comments and interact, sharing your testing experiences. #a16z #AzraGames #Ungodly #BlockchainGameGold
Last night I tried out the blockchain game @AzraGames developed, @UngodlyGame, during the closed beta test in New Zealand, Australia, and Canada.

Since I am in Singapore, it took me several days to download the game. I had to register for an Australian Google account and bought a 5-year PureVPN subscription during the Christmas sales to get it done.

The game quality is very much to my liking.

The art quality is top-notch; compared to most web2 RPG mobile games on the market, it is considered above average with a quality score of 85+.

The basic RPG gameplay is standard, still revolving around task-driven combat and leveling up.

It incorporates character card draws and development gameplay.

The combat mechanism is also similar to Genshin Impact, allowing for real-time switching of characters within a four-member team.

The only downside is that the test does not have a Chinese language option, making the storyline quite challenging to follow. We are used to clicking to move to the next page while reading the story, but in this game, the storyline text plays automatically in a rapid scroll, and for those who are not native English speakers, it is hard to read quickly before it ends.

So, last night while testing, I felt quite lonely as I didn’t understand the story background or plot. I looked up other people's introductions in the community but found nothing.

I just started playing and haven't reached the part where I interact with other players; doing tasks, combat, and leveling up alone is quite lonely.

Most Chinese players still prefer PVP and GVG, as at least there is some light social interaction in those games. Playing PVE alone is too lonely; it reminds me of playing NieR: Automata on my PS4, where I controlled 2B wandering aimlessly in the desert. After a while, I had to go out to the supermarket and other crowded places to soak up some social energy before coming back to continue. Playing single-player games can feel too desolate emotionally.

I hope that when @UngodlyGame officially launches, there will be Chinese localization.

I will continue to play the test these days to see if there are any on-chain gameplay designs and economic systems. If I find anything, I will share it.

Players who are testing @UngodlyGame are welcome to leave comments and interact, sharing your testing experiences.

#a16z
#AzraGames
#Ungodly
#BlockchainGameGold
Cathy姐玩链游
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Wanquan, has anyone participated in the soft launch of Azra Games' first game Ungodly, which raised $68.3 million in financing from 2022-2024?

The official website mentions that the soft launch will only take place in New Zealand/Australia/Canada. I asked around and found that very few people in the Asia-Pacific region are paying attention.

Please share any unofficial project information and community updates.

#AzraGames
#Ungodly
#a16z
#链游
有关必回:
漂亮
--
Bullish
See original
What is a16z doing with 15 billion? Today's big news, a16z has raised 15 billion 1️⃣ a16z is upgrading VC to infrastructure that influences technological direction The key signal from this fundraising is a change in roles. a16z is no longer just allocating venture capital but is also shaping technology routes, entrepreneurial incentives, and policy expectations, actively participating in deciding which technologies are worthy of being supported with resources. 2️⃣ AI and Crypto competition 🟰 geopolitical competition As leading institutions clearly view it as a national key framework, the choices available to entrepreneurs change accordingly. Technology routes, financing channels, and market access will increasingly be associated with positions. 3️⃣ Highly concentrated capital will accelerate industry reshuffling rather than inclusive innovation 18% of annual funding is concentrated in a few directions, indicating a clear bias in resource allocation. Strong narrative tracks will quickly amplify advantages, while innovations lacking policy consensus will encounter ceilings sooner. #a16z
What is a16z doing with 15 billion?

Today's big news, a16z has raised 15 billion
1️⃣ a16z is upgrading VC to infrastructure that influences technological direction
The key signal from this fundraising is a change in roles. a16z is no longer just allocating venture capital but is also shaping technology routes, entrepreneurial incentives, and policy expectations, actively participating in deciding which technologies are worthy of being supported with resources.
2️⃣ AI and Crypto competition 🟰 geopolitical competition
As leading institutions clearly view it as a national key framework, the choices available to entrepreneurs change accordingly. Technology routes, financing channels, and market access will increasingly be associated with positions.
3️⃣ Highly concentrated capital will accelerate industry reshuffling rather than inclusive innovation
18% of annual funding is concentrated in a few directions, indicating a clear bias in resource allocation. Strong narrative tracks will quickly amplify advantages, while innovations lacking policy consensus will encounter ceilings sooner.

#a16z
COINRANK EVENING UPDATEThe whistleblower behind the Venezuelan crisis has been arrested; related insider accounts on #Polymarket may be deleted. #a16z partner Chris Dixon: The Clarity Act should move forward to maintain the US crypto development environment. #JPMorgan : Expects over $130 billion in BTC inflows this year. The new CFTC chairman faces dual regulatory challenges in crypto and prediction markets. Société Générale partners with SWIFT to test stablecoin-settled tokenized bonds. #CoinRank #GN

COINRANK EVENING UPDATE

The whistleblower behind the Venezuelan crisis has been arrested; related insider accounts on #Polymarket may be deleted.
#a16z partner Chris Dixon: The Clarity Act should move forward to maintain the US crypto development environment.
#JPMorgan : Expects over $130 billion in BTC inflows this year.
The new CFTC chairman faces dual regulatory challenges in crypto and prediction markets.
Société Générale partners with SWIFT to test stablecoin-settled tokenized bonds.
#CoinRank #GN
A16Z, CIRCLE, RIPPLE, AND OTHERS EXPRESS SUPPORT FOR SENATE REPUBLICANS’ CRYPTO MARKET STRUCTURE BILL According to Eleanor Terrett @EleanorTerrett , following Coinbase’s public opposition, multiple crypto companies and industry associations have issued statements supporting the Senate Republicans’ crypto market structure bill. So far, #a16z , #Circle , #Kraken , the Digital Chamber, Ripple, and CoinCenter have all voiced their support. #Ripple #DOGE $BTC {future}(BTCUSDT) $BNB {future}(BNBUSDT) $SOL {future}(SOLUSDT)
A16Z, CIRCLE, RIPPLE, AND OTHERS EXPRESS SUPPORT FOR SENATE REPUBLICANS’ CRYPTO MARKET STRUCTURE BILL

According to Eleanor Terrett @EleanorTerrett , following Coinbase’s public opposition, multiple crypto companies and industry associations have issued statements supporting the Senate Republicans’ crypto market structure bill.

So far, #a16z , #Circle , #Kraken , the Digital Chamber, Ripple, and CoinCenter have all voiced their support.
#Ripple #DOGE $BTC
$BNB
$SOL
A16Z, CIRCLE, RIPPLE, AND OTHERS EXPRESS SUPPORT FOR SENATE REPUBLICANS’ CRYPTO MARKET STRUCTURE BILL According to Eleanor Terrett, following Coinbase’s public opposition, multiple crypto companies and industry associations have issued statements supporting the Senate Republicans’ crypto market structure bill. So far, #a16z , #Circle , #Kraken , the Digital Chamber, #Ripple , and #CoinCenter have all voiced their support.
A16Z, CIRCLE, RIPPLE, AND OTHERS EXPRESS SUPPORT FOR SENATE REPUBLICANS’ CRYPTO MARKET STRUCTURE BILL

According to Eleanor Terrett, following Coinbase’s public opposition, multiple crypto companies and industry associations have issued statements supporting the Senate Republicans’ crypto market structure bill.

So far, #a16z , #Circle , #Kraken , the Digital Chamber, #Ripple , and #CoinCenter have all voiced their support.
See original
Chris Dixon speaks out: Although the Clarity Act is not perfect, this is the best time to move forward. Legislative core: On January 14, 2026, a16z crypto managing partner Chris Dixon posted, viewing the Clarity Act (Digital Asset Market Structure Act) as key legislation to protect decentralization and support developers. He believes the bill aims to provide fair opportunities for entrepreneurs and end long-standing regulatory ambiguity. Industry division: Although Dixon is actively promoting it, the crypto industry is showing signs of division. Coinbase CEO Brian Armstrong announced on the same day that he was withdrawing support for the draft, calling it a 'bad bill,' citing provisions such as an 'effective tokenized stock ban,' privacy-invasive DeFi restrictions, and clauses weakening CFTC authority. Critical decision: Dixon acknowledges the bill still needs revisions before formal legislation, but he emphasizes that to ensure the U.S. maintains a leading position in the global crypto future, breakthroughs must be achieved during the current window of review by the Senate Banking Committee. #a16z #ClarityAct #加密立法 #ChrisDixon #监管沙盒
Chris Dixon speaks out: Although the Clarity Act is not perfect, this is the best time to move forward.

Legislative core: On January 14, 2026, a16z crypto managing partner Chris Dixon posted, viewing the Clarity Act (Digital Asset Market Structure Act) as key legislation to protect decentralization and support developers. He believes the bill aims to provide fair opportunities for entrepreneurs and end long-standing regulatory ambiguity.

Industry division: Although Dixon is actively promoting it, the crypto industry is showing signs of division. Coinbase CEO Brian Armstrong announced on the same day that he was withdrawing support for the draft, calling it a 'bad bill,' citing provisions such as an 'effective tokenized stock ban,' privacy-invasive DeFi restrictions, and clauses weakening CFTC authority.

Critical decision: Dixon acknowledges the bill still needs revisions before formal legislation, but he emphasizes that to ensure the U.S. maintains a leading position in the global crypto future, breakthroughs must be achieved during the current window of review by the Senate Banking Committee.

#a16z #ClarityAct #加密立法 #ChrisDixon #监管沙盒
See original
A16z Reveals Key Trends: AI + Crypto in 2026After organizing the previous article After seeing the news about their $15B funding, I came across their latest post from the crypto team about AI in 2026: three major trends. Let's continue learning and upskilling today! This article presents #A16z's perspective on the integration of AI and crypto. By 2026, AI agents will become economic entities capable of independently conducting research, signing contracts, processing payments, and publishing papers. To support these functions, three foundational infrastructures are required: interoperability, identity trust, and micropayments, all enabled by cryptographic technology. a16z highlights these three areas as key trends and investment focuses in the article. Currently, in the ecosystem, x402 addresses the micropayments aspect, while #ERC-8004 relates to the identity trust component.

A16z Reveals Key Trends: AI + Crypto in 2026

After organizing the previous article

After seeing the news about their $15B funding, I came across their latest post from the crypto team about AI in 2026: three major trends. Let's continue learning and upskilling today!
This article presents #A16z's perspective on the integration of AI and crypto.

By 2026, AI agents will become economic entities capable of independently conducting research, signing contracts, processing payments, and publishing papers. To support these functions, three foundational infrastructures are required: interoperability, identity trust, and micropayments, all enabled by cryptographic technology.

a16z highlights these three areas as key trends and investment focuses in the article. Currently, in the ecosystem, x402 addresses the micropayments aspect, while #ERC-8004 relates to the identity trust component.
See original
《a16z —— Wealthy and Showy, From Internet Patriarch to Crypto VC Giant》 If you ask a crypto enthusiast, who is the most well-known venture capital (VC) fund in Web3? I think the vast majority would answer —— a16z. But if you dig deeper, why is a16z so famous? What's its story? Many people are left in the dark. In this video, Xiao Sai put in a great deal of effort to take you through the journey of this capital giant, known for its financial power and sharp vision. How did it reshape traditional VC investment methods? How did it build its own media machine? And how did it dominate the crypto space? All of this starts with a story of being defeated by Microsoft....... #a16z #VC #ETH $BTC $ETH
《a16z —— Wealthy and Showy, From Internet Patriarch to Crypto VC Giant》

If you ask a crypto enthusiast, who is the most well-known venture capital (VC) fund in Web3? I think the vast majority would answer —— a16z.

But if you dig deeper, why is a16z so famous? What's its story? Many people are left in the dark.

In this video, Xiao Sai put in a great deal of effort to take you through the journey of this capital giant, known for its financial power and sharp vision.

How did it reshape traditional VC investment methods? How did it build its own media machine? And how did it dominate the crypto space?

All of this starts with a story of being defeated by Microsoft.......
#a16z #VC #ETH $BTC $ETH
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🔥 A16z warns of 2 strategies for crypto builders in 2026 1. Trading should be a stopover, not the destination - Many crypto companies pivot to trading due to fast revenue and immediate product-market fit. - When everyone does trading, the market becomes saturated, and only a few major players win. - Pivoting too early means missing the opportunity to build products with long-term advantages. - Trading is important, but it doesn't create a sustainable moat for crypto businesses. 2. New regulations will eliminate industry distortions - Legal uncertainty leads founders to avoid laws rather than focus on building products. - Result: lack of transparency, reactive tokenomics, and performative governance. - Upcoming crypto market regulations will establish clear standards for fundraising, tokens, and decentralization. - Blockchains will operate according to the true nature of open and neutral networks. => Crypto 2026 has changed: The era of speculation and ambiguity is ending; the era of patient builders, transparency, and real value creation has begun. #a16z $BTC {future}(BTCUSDT)
🔥 A16z warns of 2 strategies for crypto builders in 2026

1. Trading should be a stopover, not the destination
- Many crypto companies pivot to trading due to fast revenue and immediate product-market fit.
- When everyone does trading, the market becomes saturated, and only a few major players win.
- Pivoting too early means missing the opportunity to build products with long-term advantages.
- Trading is important, but it doesn't create a sustainable moat for crypto businesses.

2. New regulations will eliminate industry distortions

- Legal uncertainty leads founders to avoid laws rather than focus on building products.
- Result: lack of transparency, reactive tokenomics, and performative governance.
- Upcoming crypto market regulations will establish clear standards for fundraising, tokens, and decentralization.
- Blockchains will operate according to the true nature of open and neutral networks.

=> Crypto 2026 has changed: The era of speculation and ambiguity is ending; the era of patient builders, transparency, and real value creation has begun.

#a16z $BTC
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Capital Allocation in Structural Markets: Real Opportunities from Gold, U.S. Stocks, AI, and Cryptocurrencies—Recent Industry Developments and Market Observations (Phase-By-Phase Memo)On gold and commodities: Regardless of market disagreements, the core logic of gold remains only two: its safe-haven attribute and industrial/reserve demand. As for the narrative or conspiracy theories about 'eliminating the dollar,' they can largely be ignored. At the current price level, is the risk-reward ratio of gold still attractive? This is what deserves more consideration. From a risk-reward perspective, it is not cheap. When you notice more and more people around you consistently becoming bullish on gold, you should at least remain a bit skeptical. Current state of U.S. stocks and structural pressures: After the rebound in U.S. stocks, the resistance level is very clear.

Capital Allocation in Structural Markets: Real Opportunities from Gold, U.S. Stocks, AI, and Cryptocurrencies—Recent Industry Developments and Market Observations (Phase-By-Phase Memo)

On gold and commodities:
Regardless of market disagreements, the core logic of gold remains only two: its safe-haven attribute and industrial/reserve demand.
As for the narrative or conspiracy theories about 'eliminating the dollar,' they can largely be ignored.
At the current price level, is the risk-reward ratio of gold still attractive? This is what deserves more consideration. From a risk-reward perspective, it is not cheap.
When you notice more and more people around you consistently becoming bullish on gold, you should at least remain a bit skeptical.

Current state of U.S. stocks and structural pressures:
After the rebound in U.S. stocks, the resistance level is very clear.
$15 BILLION WAR CHEST FOR US CRYPTO! 🤯 This is not a drill. a16z just locked in over $15B to fuel US crypto and AI innovation. 🚀 They are betting big, framing digital assets as crucial for national security and global tech dominance. This massive capital injection screams institutional conviction. Expect accelerated infrastructure buildout and a serious push for regulatory clarity now. $BTC is about to feel this tailwind. #CryptoCapital #a16z #DigitalAssets 💰
$15 BILLION WAR CHEST FOR US CRYPTO! 🤯

This is not a drill. a16z just locked in over $15B to fuel US crypto and AI innovation. 🚀

They are betting big, framing digital assets as crucial for national security and global tech dominance. This massive capital injection screams institutional conviction.

Expect accelerated infrastructure buildout and a serious push for regulatory clarity now. $BTC is about to feel this tailwind.

#CryptoCapital #a16z #DigitalAssets

💰
🚨 LATEST: a16z has just raised $15B and says crypto is essential for America to win the next century. Institutional conviction is growing. This isn’t a short-term trade — it’s a long-term strategic bet on the future of finance and technology. #a16z $ai16z $AI16Z
🚨 LATEST:
a16z has just raised $15B and says crypto is essential for America to win the next century.
Institutional conviction is growing.

This isn’t a short-term trade — it’s a long-term strategic bet on the future of finance and technology.
#a16z
$ai16z $AI16Z
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