Daren Matsuoka

@darenmatsuoka

121 Following

943 Followers

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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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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.

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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/

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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.

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

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