Daren Matsuoka (darenmatsuoka)

Daren Matsuoka

head of data and fund strategy @a16zcrypto

861 Followers

Recent casts

Paying for my Caltrain ride via the mobile app requires two separate credit card payments: $6 for the fare and $5.50 for parking. This means they are likely losing over 8% (!) in transaction fees. How much could be saved by using stablecoins?

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The crypto industry is maturing. At the end of last year, we proposed 5 metrics to watch closely in 2025 to track the industry’s continued growth and development. Here’s what the data looks like halfway through the year. 👇

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Stablecoins have the potential to reshape eCommerce. - Micropayments unlock new markets - Programmable money enables new commerce models - Open rails make hard-to-reach regions accessible - AI agents can now participate in the economy

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Top casts

Stablecoins have found product market fit and this chart shows it. Stablecoin activity is largely uncorrelated to crypto market cycles – organic, non-speculative use appears to be widespread and growing even as crypto trading volume fluctuates.

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zkTLS / zkEmail is an underrated category in crypto. Here are some intriguing real world use cases 👇. What else are people building?

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There appears to be a large overlap between crypto and AI users 🤔

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Onchain profile

Ethereum addresses