Daren Matsuoka

@darenmatsuoka

115 Following

894 Followers

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

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None of the above should be taken as investment advice or an advertisement for investment services; please see https://a16z.com/disclosures/ for more information.

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To learn more about why these metrics are my ones to watch, check out my full post https://a16zcrypto.com/posts/article/5-metrics-to-watch-2025/

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5/ Total transaction fees (demand for blockspace) The total amount of USD-denominated transaction fees shows the aggregate demand — that is, the real economic value — for blockspace on a given chain. Source (Dune): https://dune.com/metrics/fees

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4/ DEX to CEX spot trade volume As more people come onchain, we expect to see decentralized exchange (DEX) usage increase relative to their centralized-exchange counterparts (CEXs). DEX share has grown steadily to ~11%. Source (The Block): https://www.theblock.co/data/decentralized-finance/dex-non-custodial/dex-to-cex-spot-trade-volume

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3/ ETP net flows (Bitcoin and Ethereum) As more institutional investors seek to get exposure to crypto assets, it should translate into increased net flows for the ETPs. Source (Dune via @hildobby): https://dune.com/hildobby/btc-etfs https://dune.com/hildobby/eth-etfs

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2/ Adjusted Stablecoin Transaction Volume Stablecoin adoption is on the rise as infra developments bring down fees. Visa's adjusted volume filters out inorganic activity from bots and other artificially inflationary practices. Source (Visa): https://visaonchainanalytics.com/transactions

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1/ Monthly mobile wallet users Mobile wallets are crucial to bringing people onchain. The number of monthly users hit an all-time high of 35 million in December. Source (@a16zcrypto): https://a16zcrypto.com/stateofcryptoindex/

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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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It's an estimated number reported by Crypto.com. They share a bit about the methodology here. https://contenthub-static.crypto.com/wp_media/2024/08/Crypto.com-Crypto-Market-Sizing-H1-2024-1.pdf

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You can check out the full post here: https://a16z.com/big-ideas-in-tech-2025/

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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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This is an excerpt of a16z crypto’s State of Crypto. The full report should be read in its entirety for important disclosures and context. None of the above should be taken as investment advice or an advertisement for investment services; see a16z.com/disclosures for further information.

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2/ Can stablecoins be the answer? Over 99% are denominated in USD. This share is unusually high, as you can see with foreign exchange reserves, international debt, loans, and payments. Rather than develop a U.S. sovereign currency, why not embrace what’s already working?

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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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This is an excerpt of a16z crypto’s State of Crypto. The full report should be read in its entirety for important disclosures and context. None of the above should be taken as investment advice or an advertisement for investment services; see a16z.com/disclosures for further information.

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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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