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Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
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Why a16z Doubled Down on Crypto - Guy Wuollet
a16z’s $2.2 billion fifth crypto fund is a countercyclical bet that stablecoin adoption, better infrastructure, the GENIUS Act, possible CLARITY passage, and positive movement around perps signal an on-chain finance inflection point.With talent shifting toward distribution and product design, Hyperliquid’s RWA perps and tokenized stocks show speculation concentrating in recognizable exposures, while stablecoin-funded vaults and AI-linked markets could test crypto’s durability as 24/7 financial infrastructure.