Reading through a16z's 2026 outlook, perhaps the most striking thing is the clear call made in its concluding section: the industry must shift from a "light construction, heavy trading" casino model to a "light trading, heavy construction" factory model.
The "construction" direction identified in the report:
The logic behind it: With regulatory clarity, the industry must fulfill its technological promises, truly solve problems, and create value in order to usher in the "golden age of builders".
What this means for you and me: The rewards of the future market will flow more towards protocols and infrastructure that solve real problems, rather than short-term speculation. Do you agree with this judgment?
Full report and opinion : https://blog.ju.com/a16z-2026-crypto-trends-report/?utm_source=blog #Builders #IndustryTurns #ValueInvestment #Infrastructure


JCUSER-efxs8yPn
2025-12-19 11:52
The core call of the a16z report is "light trading, heavy construction"
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Reading through a16z's 2026 outlook, perhaps the most striking thing is the clear call made in its concluding section: the industry must shift from a "light construction, heavy trading" casino model to a "light trading, heavy construction" factory model.
The "construction" direction identified in the report:
The logic behind it: With regulatory clarity, the industry must fulfill its technological promises, truly solve problems, and create value in order to usher in the "golden age of builders".
What this means for you and me: The rewards of the future market will flow more towards protocols and infrastructure that solve real problems, rather than short-term speculation. Do you agree with this judgment?
Full report and opinion : https://blog.ju.com/a16z-2026-crypto-trends-report/?utm_source=blog #Builders #IndustryTurns #ValueInvestment #Infrastructure