Many people may not know that A16Z places the highest value on stablecoins in the cryptocurrency space. They once heavily invested in Libra but were later suppressed by regulations; however, they still have significant investments in stablecoin-related projects like MKR.
In CRCL, they indirectly hold shares through COINBASE.
At the same time, they led the investment in the AI AGENT project Catena Labs, co-founded by CRCL. This project shares a common interest with CRCL, and CIRCLE is also a seed round investor, with the founder still being a board member of CIRCLE.
The project focuses on AI AGENT + crypto, and the co-founder has publicly stated that they will support Circle's ARC chain.
Additionally, A16Z has invested in the privacy stablecoin-related project ALEO, which uses USDCx to directly wrap USDC, helping USDC gain adoption in areas that require anonymous use of stablecoins (such as payroll) on the enterprise side.
Previously, I summarized CRCL in three sentences:
Stablecoins are the second growth curve for the US dollar and US Treasury bonds.
Compliant stablecoin companies represent the strongest business model in history that can share a portion of seigniorage!
The US government and the Genius Act are the largest distribution forces for compliant stablecoins.
Now, in A16Z's strategy for the US to win, stablecoins are becoming an important force in the financial war.
It can be seen that
Circle is responsible for building the settlement layer: through core products like USDC and EURC, as well as the Arc chain, creating the future underlying financial highway.
A16Z is responsible for investing in the application layer: they invest in supercars on this road, such as AGENT proxies and privacy stablecoins.
Either A16Z is foolish, or investing in CIRCLE is foolish.
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