a16z: Crypto Market in 'Calm Period', But Fundamental Signals Strongest in Years
a16z explained the reasons for launching its $2.2 billion crypto fund, Crypto Fund 5, stating that the crypto industry typically follows an evolution path of 'speculation—construction—settlement': funds and attention flood in during peak periods, some of which are wasted, but this also drives the construction of key infrastructure. When the bubble bursts, what remains is often more practical and long-term value outcomes. Currently, the market is in a relatively 'calm phase', but the underlying development signals are among the most positive in recent years, with stablecoins seen as the clearest example, now widely used for savings, cross-border payments, and daily transactions. The on-chain finance sectors, including perpetual contracts, prediction markets, and on-chain lending, are also continuing to develop, while traditional assets are gradually being tokenized, and there has been positive progress on the regulatory front, paving the way for mainstream institutional entry.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
US LNG exports surged to the second-highest level in history in October, with Europe accounting for 60% of demand
In October, U.S. LNG exports reached 7.92 million metric tons, only slightly below the record high of 8.01 million metric tons set in April this year, and saw a significant month-on-month increase from 7.12 million metric tons in September. Europe continues to expand its purchases of U.S. LNG, with its share surging 8 percentage points from the previous month to 60%. Analysts point out that Europe's underground gas storage facilities are nearly full; if temperatures in the Northern Hemisphere remain normal this winter, high global inventories may put downward pressure on prices.
BUZZ-Vertex Pharmaceuticals shares rise after raising 2026 revenue forecast
Tenuis: Apple achieves growth in most markets in the fourth fiscal quarter
Palantir's Q3 revenue doubles, U.S. commercial income surpasses government income for the first time, full-year guidance significantly raised | Earnings Report Insights
Palantir’s Q3 revenue reached $2.313 billion, marking a 96% year-on-year increase and surpassing the market expectation of $2.18 billion. U.S. commercial revenue stood at $984 million, soaring 148% year-on-year and exceeding the expected $937 million. For the first time, it surpassed U.S. government revenue, which was $953 million. Adjusted earnings per share were $0.44, higher than the estimated $0.41. The company raised its full-year revenue forecast to between $8.53 billion and $8.534 billion, above the market consensus of $8.2 billion.
Crypto prices
More
