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5 Charts That Explain Crypto Right Now

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Manage episode 489815033 series 3345146
Content provided by Andreessen Horowitz, A16z crypto, Sonal Chokshi, and Chris Dixon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreessen Horowitz, A16z crypto, Sonal Chokshi, and Chris Dixon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

with @DarenMatsuoka @rhhackett

Today we've got a midyear market update and news episode for you.

At the end of last year, our guest — and resident data weatherman — Daren Matsuoka put out a post on "5 metrics to watch in 2025." Most of the metrics that Daren picked measure how crypto's adoption: from mobile wallet usage and onchain transaction fees to volume across stablecoins, decentralized exchanges (or DEXs), and exchange traded-products. Now that we're about midway through 2025, it's a great time for an update.

Timestamps:

(0:00) Introduction

(2:27) Chart 1: Monthly Mobile Wallet Users

(6:16) Chart 2: Adjusted Stablecoin Transaction Volume

(10:01) Chart 3: ETF Net Flows for Bitcoin and Ethereum

(13:30) Chart 4: Decentralized vs Centralized Exchange Volume

(15:50) Chart 5: Total Transaction Fees

(21:46) Emerging Metrics and Industry Insights

(25:07) Recent Industry News and Developments

(27:13) Conclusion

Relevant news:

  • Circle, issuer of the USDC stablecoin, went public on the New York Stock Exchange exchange on June 5 and there was extremely strong demand for the company's offering.
  • Stripe announced on June 11 that it would be acquiring a crypto company, Privy, which helps companies create crypto wallets — adding to Stripe's earlier acquisition of Bridge, which helps companies work with stablecoins.
  • Shopify partnered with Stripe and Coinbase to enable merchants to accept USDC payments.
  • Coinbase has a new credit card in partnership with American Express, which gives you Bitcoin rewards.
  • The French bank Société Générale announced plans for a dollar-backed stablecoin that will run on Ethereum and Solana with BNY Mellon acting as custodian for the reserves.
  • JPMorgan Chase plans to launch a U.S. dollar “deposit token” called JPMD on Coinbase's Base network.

If you enjoyed this episode, stay tuned for our annual big State of Crypto Report, which we'll drop in the fall. If you want more from Daren, you can follow him @DarenMatsuoka on X or visit a16zcrypto.com to read his posts, including the one we talked about today.

***

As a reminder, none of the content should be taken as investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information, including a link to a list of our investments.

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 489815033 series 3345146
Content provided by Andreessen Horowitz, A16z crypto, Sonal Chokshi, and Chris Dixon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andreessen Horowitz, A16z crypto, Sonal Chokshi, and Chris Dixon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

with @DarenMatsuoka @rhhackett

Today we've got a midyear market update and news episode for you.

At the end of last year, our guest — and resident data weatherman — Daren Matsuoka put out a post on "5 metrics to watch in 2025." Most of the metrics that Daren picked measure how crypto's adoption: from mobile wallet usage and onchain transaction fees to volume across stablecoins, decentralized exchanges (or DEXs), and exchange traded-products. Now that we're about midway through 2025, it's a great time for an update.

Timestamps:

(0:00) Introduction

(2:27) Chart 1: Monthly Mobile Wallet Users

(6:16) Chart 2: Adjusted Stablecoin Transaction Volume

(10:01) Chart 3: ETF Net Flows for Bitcoin and Ethereum

(13:30) Chart 4: Decentralized vs Centralized Exchange Volume

(15:50) Chart 5: Total Transaction Fees

(21:46) Emerging Metrics and Industry Insights

(25:07) Recent Industry News and Developments

(27:13) Conclusion

Relevant news:

  • Circle, issuer of the USDC stablecoin, went public on the New York Stock Exchange exchange on June 5 and there was extremely strong demand for the company's offering.
  • Stripe announced on June 11 that it would be acquiring a crypto company, Privy, which helps companies create crypto wallets — adding to Stripe's earlier acquisition of Bridge, which helps companies work with stablecoins.
  • Shopify partnered with Stripe and Coinbase to enable merchants to accept USDC payments.
  • Coinbase has a new credit card in partnership with American Express, which gives you Bitcoin rewards.
  • The French bank Société Générale announced plans for a dollar-backed stablecoin that will run on Ethereum and Solana with BNY Mellon acting as custodian for the reserves.
  • JPMorgan Chase plans to launch a U.S. dollar “deposit token” called JPMD on Coinbase's Base network.

If you enjoyed this episode, stay tuned for our annual big State of Crypto Report, which we'll drop in the fall. If you want more from Daren, you can follow him @DarenMatsuoka on X or visit a16zcrypto.com to read his posts, including the one we talked about today.

***

As a reminder, none of the content should be taken as investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information, including a link to a list of our investments.

  continue reading

81 episodes

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