Author: BroLeon, the Great Lion of Australia
When A16Z positions cryptocurrency as a key element in the framework of America's national fortune for the next century, many of us in the industry view the cryptocurrency sector as dirty, degenerate nonsense.
So, is it A16Z, which just raised $15 billion, accounting for 18% of the total U.S. venture capital, that is wrong, or are we wrong?
In the past three years, A16Z has successfully transformed from a traditional financial VC into an investment giant with a national strategic focus, managing assets totaling $90 billion.
Looking at @a16z's investment distribution in the crypto space, it covers a wide range, including many well-known projects across various subfields. In 2025, they made 33 rounds of investments, which is relatively fewer but still significant.
While crypto VCs in Asia are nearly extinct or have all transformed and no longer invest in primary rounds, they are still frequently making moves.
So perhaps the Crypto we see is quite different from the Crypto world they perceive? Just like during the 2018 bear market, where most people saw desolation and silence, while a few saw opportunities for a much further future.
Another striking point in the article is:
"Ensuring that America wins the technological competition of the next century" is a core national strategic mission, with a very clear opponent -- China.
This also explains why A16Z is notoriously reluctant to invest in projects led by domestic teams; they are not just a financial investment company, but have become a company with a strong sense of national and ideological identity.
"The fate of America's new technologies partially rests on our shoulders. Our mission is to ensure that America wins the technological competition of the next 100 years" -- a deafening call to action.
I truly hope to see a day when Crypto can be included in China's five-year plan.
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