The Data Behind Crypto's Breakout Year

a16z crypto show

Andreessen Horowitz

Distributed Computing, Blockchain, Art, Innovation, Web 3, Technology, Culture, Internet, Public Goods, Business, Decentralization, Open Source, Creator Economy, Music, Gaming, Cypherpunk, Visual Arts, Crypto, Arts, Web 3.0, Entertainment, Computing, Computer Science, Blockchains, Entrepreneurship, Ownership, Web3, Cryptography

4.4 • 66 Ratings

🗓️ 1 November 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

An overview of the insights from this year’s State of Crypto report: our deep-dive into the data, themes, and signals shaping the industry right now.

Transcript

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0:00.0	We are very well positioned for the next developer-driven bull market.
0:04.0	Blockchains are now fast, cheap, and reliable enough to power most of today's mainstream applications.
0:10.0	The stable coin opportunity for the United States is projected to grow into the trillions of dollars.
0:15.0	Crypto is here to stay in America.
0:18.0	I mean, we almost should have called the report the No More excuses guys report.
0:23.2	Because across every infrastructural and regulatory area in the space, there's undeniable
0:28.5	progress. Everything is, everything's going the right way.
0:31.8	Thank you. Welcome to Web3 with A16Z Crypto.
0:46.3	Today we're bringing you something special,
0:48.3	a presentation from our 2025 Founder Summit,
0:51.2	which we just wrapped last week in beautiful Carl's Bag, California.
0:55.3	In this episode, you'll hear from Darren Matsuoka, our head of data and fund strategy,
1:00.7	as he walks through the insights from this year's State of Crypto Report, our annual deep dive
1:05.8	into the data, themes, and signals shaping the industry right now. Stay through to the end for audience Q&A
1:12.9	featuring our founders, and to hear A16Z Crypto CTO Eddie Lazarin share his takes on this year's
1:19.4	findings. To watch the full video and explore more deep dives, explainers, and interviews, visit the
1:25.7	A16Z Crypto YouTube channel.
1:30.0	Don't forget to like and subscribe to stay updated.
1:35.0	Oh, and if you haven't already, be sure to check out the full state of crypto report at A16cripto.com slash state of crypto, and also to listen to the episode just before this one,
1:41.3	a conversation between Darren, Eddie, and me where we unpack the numbers and
1:45.2	trends, explain what they mean and why they matter. Now here's Darren Matsuoka, live from our
1:51.6	Founder Summit.
	...

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