a16z Crypto just promoted Jad Wahab to GP. His take? Blockchain is doing to Wall Street what cloud did to enterprise software.
Key thesis:
• Stablecoins + Perps = strongest product-market fit in crypto right now
• Real adoption = when people stop saying "crypto" and just use it
• Infrastructure layer is still early — think AWS in 2008
Wahab's path: Stanford rower → institutional BD intern → top-tier GP. Classic grind.
The signal here: institutional capital is still building positions in infrastructure plays. Not moonboy stuff — real backend rails for the next financial system.
If you're not paying attention to stablecoin rails and on-chain derivatives primitives, you're missing the actual alpha.
Key thesis:
• Stablecoins + Perps = strongest product-market fit in crypto right now
• Real adoption = when people stop saying "crypto" and just use it
• Infrastructure layer is still early — think AWS in 2008
Wahab's path: Stanford rower → institutional BD intern → top-tier GP. Classic grind.
The signal here: institutional capital is still building positions in infrastructure plays. Not moonboy stuff — real backend rails for the next financial system.
If you're not paying attention to stablecoin rails and on-chain derivatives primitives, you're missing the actual alpha.
