DeFi· ★★· bullish·

a16z says blockchain is shifting from trading to financial infrastructure

  • —a16z named three investment themes: market infrastructure, stablecoin finance, new exchanges
  • —Wuollet: major US financial institutions are adopting blockchain as an alternative to core ledgers
  • —In emerging markets stablecoins offer dollar savings and cheap payments
  • —a16z opened its first Asia office in Seoul in June 2026
Why it matters: Signals a venture capital shift from retail trading toward institutional infrastructure and stablecoins, including a Korean won stablecoin.
Source: Bloomingbit