Daren Matsuoka

@darenmatsuoka

121 Following

939 Followers

Daren Matsuoka pfp

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 ⛅️

1 reply

1 recast

6 reactions

Daren Matsuoka pfp

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.

3 replies

5 recasts

32 reactions

Daren Matsuoka pfp

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.

1 reply

5 recasts

20 reactions

Daren Matsuoka pfp

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

2 replies

6 recasts

43 reactions

Daren Matsuoka pfp

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.

11 replies

32 recasts

143 reactions

Daren Matsuoka pfp

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

9 replies

18 recasts

69 reactions

Daren Matsuoka pfp

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 👇

1 reply

7 recasts

21 reactions

Daren Matsuoka pfp

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.

4 replies

5 recasts

26 reactions

Daren Matsuoka pfp

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.

7 replies

10 recasts

49 reactions

Daren Matsuoka pfp

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.

2 replies

0 recast

3 reactions

Daren Matsuoka pfp

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

1 reply

1 recast

5 reactions

Daren Matsuoka pfp

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

4 replies

8 recasts

32 reactions

Daren Matsuoka pfp

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.

1 reply

7 recasts

13 reactions

Daren Matsuoka pfp

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

6 replies

8 recasts

91 reactions

Daren Matsuoka pfp

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.

6 replies

12 recasts

71 reactions

Daren Matsuoka pfp

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

3 replies

10 recasts

67 reactions

Daren Matsuoka pfp

Mobile wallet users is one of my favorite metrics to track in the crypto space. Great to see recent all-time highs as the industry becomes more global.

0 reply

2 recasts

10 reactions

Daren Matsuoka pfp

This morning we released our 2024 State of Crypto report, which I’ve been working on for the past few months. It’s been refreshing to take a step back and look at crypto from a broad, but data-driven, perspective. Check out the full report at: https://a16zcrypto.com/posts/article/state-of-crypto-report-2024/

2 replies

6 recasts

33 reactions

Daren Matsuoka pfp

Stablecoin payments could be the answer to how we bring billions of people onchain. Right now, merchants are faced with a tradeoff. Crypto rails can certainly make businesses more efficient (and thus more profitable), but those efficiency gains are offset by the limited number of onboarded crypto users they can reach (compared to, for instance, credit cards). We can approach this problem from both sides. (1) Continue to develop the infrastructure to bring costs down. And (2) continue to steadily onboard more people over time, by whatever means possible, with a crypto wallet. Eventually, I believe we will hit a tipping point where the efficiency vs. reach tradeoff becomes a no brainer. And that's when the really powerful network effects will kick in. Big ideas like decentralized social, a new consumer internet, and the metaverse will start to make sense. Bootstrapping a global payment network isn't easy. But the opportunity is right in front of us.

1 reply

2 recasts

10 reactions

Daren Matsuoka pfp

zkTLS / zkEmail is an underrated category in crypto. Here are some intriguing real world use cases 👇. What else are people building?

7 replies

17 recasts

155 reactions