From AI agents as economic actors to quantum threats and prediction market regulation, Ali Yahya of a16z lays out the investment thesis behind a16z crypto's fifth fund.
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a16z crypto just closed its fifth crypto fund at $2.2 billion — smaller than its previous fund, but the firm says that's deliberate. 
General Partner Ali Yahya argues we are entering a different phase of crypto's development: one where infrastructure is ready, regulatory clarity is arriving, and the competition for real users has begun in earnest. 
Two themes sit at the center of a16z's thesis — the collision of crypto and FinTech, and the emergence of AI agents as economic actors. But Yahya's most striking claim may be about blockchains themselves: that performance is no longer a moat, privacy is. And that the chains which get privacy right will accrue stronger network effects than anything the industry has built before. 
What does a world of privacy-dominant blockchains do to DeFi composability, to security, to the ability to track hackers? And where does the quantum threat actually stand?

Host:
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 <li>
<a href="https://x.com/laurashin">⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠</a>, Host / Unchained</li>
</ul>
Guests:
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 <li>
<a href="https://x.com/MiguelMorel">⁠⁠⁠⁠⁠</a><a href="https://x.com/PaulFrambot">⁠⁠⁠</a><a href="https://x.com/alive_eth">Ali Yahya</a>, General Partner, a16z crypto 
</li>
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A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It

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