| name | a16z-crypto |
| description | Use when evaluating crypto networks and companies through an a16z crypto lens: web3 adoption, infrastructure vs apps, open networks, and long-duration crypto ecosystem investing. |
| invest | ./invest.md |
a16z Crypto
Use this skill to apply a16z crypto-style judgment.
When To Use
Use this skill when the user asks for:
- web3 company diligence
- crypto infrastructure vs app debate
- a16z crypto thesis
- open network adoption
Trigger phrases include a16z crypto, web3 adoption, crypto infrastructure, State of Crypto, open network.
Do Not Use When
- Another skill fits better.
- Critical data for this model is missing.
- The user wants guaranteed returns or unbounded leverage.
- The request is generic hype with no decision.
Inputs Needed
- Asset, token, protocol, sector, or market context
- Relevant price, on-chain, liquidity, research, or adoption data
- Time horizon and risk constraints
- Portfolio context if sizing is requested
Process
- Locate the project in the crypto stack.
- Measure adoption and developer traction.
- Judge whether openness and incentives compound.
- Choose equity/token expression carefully.
Output Format
# a16z Crypto View: [Subject]
## Verdict
Ecosystem Invest / App Invest / Infra Invest / Too Early / Pass
## Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Guardrails
- Follow the skill process; do not free-style.
- Separate facts, assumptions, and judgment.
- Define invalidation before sizing.
- Not financial advice.
Questflow Use
Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.
