Daren Matsuoka

@darenmatsuoka

122 Following

831 Followers

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The crypto industry is maturing. At the end of last year, we proposed 5 metrics to watch closely in 2025 to track the industry’s continued growth and development. Here’s what the data looks like halfway through the year. 👇

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Stablecoins have the potential to reshape eCommerce. - Micropayments unlock new markets - Programmable money enables new commerce models - Open rails make hard-to-reach regions accessible - AI agents can now participate in the economy

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Stablecoins now present what I believe is the first credible opportunity to onboard a billion people into crypto. If you haven’t checked in on the latest stablecoin data recently, you might be surprised. Stablecoins have done $33 trillion in transaction volume in the last 12 months, consistently hitting new all time highs. To put that into perspective, that’s close to 20 times the volume of PayPal, close to 3 times the volume of Visa, and quickly approaching the volume of ACH. It’s incredible to see stablecoins in the mix among these massive global payment networks that have been around for decades.

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Our CSX Investment in Oncade The gaming industry is at an inflection point, with AI tools and vibe coding platforms democratizing game development. But when it comes to some of the critical pieces – like payments and distribution – the options are extremely limited and extractive.

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Give this a listen for the tldr on all the recent stablecoin news from @sambroner. I also share a weather report on the latest trends in stablecoin data ⛅️

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The People's Ticketmaster is coming. Ahmed and David, the founders of KYD Labs, bring deep ticketing expertise and firsthand experience battling the unfair power dynamics that dominate the live events industry today.

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Given the rich design space for tokens, I've long wanted an elegant taxonomy for categorizing them. @eddy, @milesjennings, and @skominers have finally done it... evaluating tokens across their technical, legal, and economic dimensions.

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Stablecoin transaction volume – adjusted for inorganic activity such as bots – reached an all-time high last quarter.

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Stablecoins have found product market fit and this chart shows it. Stablecoin activity is largely uncorrelated to crypto market cycles – organic, non-speculative use appears to be widespread and growing even as crypto trading volume fluctuates.

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Apple Cider Vinegar on Netflix is brilliant. Extremely triggering, but incredibly well done.

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2025 is going to be another exciting year for crypto. Here are 5 metrics I'll be watching closely to track the industry's continued progress 👇

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Stablecoin payments and AI agents are some of the clearest use cases for crypto since Bitcoin's store of value. Just wait until we supercharge them with DeFi, DAOs, onchain gaming, decentralized social, NFTs, DePIN, privacy, identity tools, prediction markets, and more.

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Here's my contribution to the Big Ideas in 2025 post by @a16z @a16zcrypto. I believe this is the year to re-engage the 617M "passive" crypto holders and bring the world onchain.

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1/ Since Russia invaded Ukraine and sanctions were imposed, wholesale CBDC developments have DOUBLED. This is a national security concern, since the dollar’s status as a reserve currency gives the United States tremendous power.

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Here’s the talk I gave at this year’s a16z crypto Founders Summit 👇

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The Decentralized Social experiment is underway, and vibrant developer ecosystems are emerging around open protocols like Farcaster. What are you building?

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It’s easy to forget about the impact that crypto is having outside the U.S. In countries with rampant inflation, people are using stablecoins to protect their assets. Argentina is a prime example.

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There appears to be a large overlap between crypto and AI users 🤔

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DAOs are an underappreciated source of funding for builders. DAO treasuries hold more in liquid tokens than the entire amount of VC investments into crypto companies last year.

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Blockchains now process 50x as many transactions per second as they did just four years ago 🤫

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