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Andreessen Horowitz Crypto

Menlo Park, CAA16Z-CRYPTO
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Dossier Summary

Dedicated crypto fund within a16z investing in Web3, DeFi, and blockchain infrastructure.

Classification
Sluga16z-crypto
HQMenlo Park, CA
Stage FocusSeed to growth stage across all crypto verticals. Heavy f…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

a16z crypto is the 800-pound gorilla that every other crypto VC both loves and fears. They have the deepest pockets, best brand, and Chris Dixon's Twitter following, but that comes with expectations of massive outcomes. They're genuinely helpful post-investment with intros, regulatory guidance, and platform support, but they're also not afraid to lead aggressive down rounds when markets turn. The regulatory expertise they built is real and valuable. Just know that taking their money means you're playing for unicorn-or-bust outcomes.

KEY TAKEAWAYS
  • Best for: Infrastructure plays that need regulatory navigation and massive scale
  • Watch out for: Unicorn-or-bust expectations and potential down round leadership
  • Known for: Best crypto brand, deep pockets, and Chris Dixon's Twitter megaphone
Investment Thesis

a16z crypto believes we're in the early stages of a massive shift toward decentralized systems that will reshape how we organize economic and social activity. They invest across the full crypto stack - from protocols and infrastructure to consumer applications and games.

Stage & Sector Focus

Seed to growth stage across all crypto verticals. Heavy focus on infrastructure, DeFi protocols, NFT/gaming platforms, and developer tools. Portfolio shows they'll write big checks for proven teams but also bet early on unproven founders with compelling visions.

Notable Portfolio
CoinbaseOpenSeaDapper LabsCompoundUniswapSolanaNear ProtocolYuga Labs
Key Partners
Chris Dixon
General Partner

Former entrepreneur and angel investor who became crypto's most visible evangelist. Prolific Twitter presence and 'Read Write Own' author. Founders say he's genuinely helpful on product strategy and has unmatched network effects.

Ali Yahya
General Partner

Former Google AI researcher turned crypto infrastructure expert. Deep technical background in distributed systems. Known for being hands-on with technical founders and helping navigate complex protocol design decisions.

Katie Haun
Former General Partner

Left in 2022 to start her own fund after building a16z's regulatory expertise. Her departure was notable given her prominence as their policy voice during peak crypto regulatory uncertainty.

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