a16z-crypto

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

1. Locate the project in the crypto stack.
2. Measure adoption and developer traction.
3. Judge whether openness and incentives compound.
4. 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.