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a16z's State of Crypto: The $4 Trillion Milestone and What's Next'

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a16z's State of Crypto: The $4 Trillion Milestone and What's Next'

a16z Podcast

Nov 09
a16z Podcast

a16z Podcast

Nov 09
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

The regulatory environment has completely inverted. Stablecoins are now a top 20 holder of US treasuries. Every major bank wants in. In a16z Crypto's 2025 State of Crypto report, Daren Matsuoka (Head of Data) and Eddy Lazzarin (CTO) reveal how crypto hit $...

Highlights

The crypto landscape has shifted dramatically, moving from speculative hype to institutional integration. With stablecoins now playing a pivotal role in global finance and major financial players embracing digital assets, the industry is maturing in ways that signal long-term structural change rather than fleeting trends.
00:00
Bitcoin is now a top 10 asset globally
25:36
A third of South Americans interact with crypto despite poor UX
36:16
Around 6.7 million Bitcoin, worth ~$750 billion, are vulnerable to quantum computing threats.
51:24
Over the past year, there was $46 trillion in stablecoin transaction volume.
1:02:29
Privacy in crypto is inevitable as mainstream financial use grows
1:12:16
PAX Gold is an attractive way to get gold exposure without fees or storage issues
1:28:46
Prediction markets have finally found product-market fit after years of experimentation.
1:33:16
In 2026, crypto will become an 'adult' with clear regulations and more institutional adoption.

Chapters

How did crypto quietly become a $4 trillion institutional asset?
00:00
What’s really driving adoption beyond price rallies?
13:20
Is Bitcoin evolving beyond digital gold into a developer platform?
26:40
Why are stablecoins reshaping global payments and treasury markets?
39:59
Can crypto handle real-world transactions at scale?
53:18
Will tokenized real-world assets bridge crypto and Wall Street?
1:06:37
Are prediction markets and perpetuals the future of on-chain finance?
1:19:56
What comes next when regulation meets innovation by 2026?
1:33:15

Transcript

Daren Matsuoka: Crypto sure does feel exactly like a 17-year-old, right? Like, just nearing the end of adolescence, starting to step into adulthood, being taken seriously by the other adults in the room, but still, plenty of growing up left to do. Eddy La...