By the end of 2028 we haven’t quite recaptured the all-time highs of crypto market capitalization, but the relevance of this all-encompassing statistic has diminished. There’s now comfortably $20+ trillion of crypto assets, but more importantly the technology has penetrated so many verticals – albeit to varying degrees – that we no longer speak in... See more

The crypto Venture capital predictions for 2025 are coming in hot. Top forecasts highlight a decisive shift toward user-facing applications, stablecoin adoption as a tool to lower business transaction costs, and significant advancements in infrastructure scalability.

By 2027 crypto has reached over 2 billion users and surpassed $30 trillion in total market value. While I’d prefer to continue postulating on new use-cases and emerging behaviors this technology enables, the goal of this exercise has always been to project the most likely outcome given the priors. The excitement and novelty of new developments... See more

We’ve just released our latest State of Crypto report. It shares insights on key trends — like stablecoins, L2s, and AI — plus, crypto’s rise as a hot policy issue, new data on builders and users, and much more. Full report: https://t.co/OVasX3gvAu Here are 7 top... See more

The institutional ETFs are here en masse and there is now regular traditional media coverage of the crypto startup scene. It mostly lacks nuance but it’s permeating the mainstream zeitgeist. The maturation of market structure also helps here as liquidation cascades are simply less prevalent given the enormous liquidity provided by these traditional... See more