a16z announces an additional approximately $15 billion investment in AI and the crypto sector, accounting for about 18% of the total US VC funding allocation in 2025.



The market is pondering: will this trigger another on-chain AI boom? Looking back at the last cycle, from Goat to ai16z, key milestones have always been driven by a16z. Capital shifts by major institutions often signal a change in the trend.

Some interesting on-chain AI ecosystem projects have already been targeted, mostly focusing on applications around AI large models like Claude. Behind the capital trend, the on-chain AI track is indeed brewing new opportunities.
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GasFeeCryingvip
· 11h ago
15 billion is this all? Feels like a16z's move this time is quite conservative... --- Here we go again, when big capital moves, the market follows suit. Who will be the next to explode? --- I'm also digging into applications around Claude, but entering now always feels like stepping on a landmine... --- I missed the last goat round, really don't want to miss out again this time. Any reliable projects to recommend? --- 18% of VC funds are flowing into AI+crypto. What does this number indicate? Is the wind really picking up or is it just another round of chopping the leeks? --- Have the embedded projects risen yet... Sounds like you have quite good information on this. --- With a16z's move, it feels like on-chain AI is just getting started. Waiting for the next ai16z to appear. --- Honestly, capital tends to pour into whatever is the hot spot, but this time it feels a bit late. --- Big institutions are already heavily invested, how can I, as a retail investor with this small amount of funds, compete?
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ContractTearjerkervip
· 01-10 09:08
15 billion USD invested, a16z really wants to go big this time. But to be honest, we've seen the market move from Goat to ai16z before, can it be replicated this time? Wait, regarding Claude's peripheral applications, I've also targeted a few, and I feel there's definitely something there. Just not sure when it will truly break into the mainstream. When a16z makes a move, are the follow-up capital still rushing in? The key is whether they can handle it. It feels more competitive than the last round, with too many projects, making it really hard to choose.
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DaoDevelopervip
· 01-10 09:08
ngl, $15b is serious firepower but let's actually examine the tokenomics here — capital allocation ≠ guaranteed product-market fit. the goat→ai16z narrative was more about narrative engineering than sustainable composability if we're being honest.
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WenAirdropvip
· 01-10 08:58
15 billion USD poured in, can we replicate the miracle from last time... feels a bit uncertain With a16z's move, these small projects on the chain are starting to stir Applications around Claude? Let's wait and see first Big capital entering is a signal, but those who profit are often the early ambushers Could this wave be another game of passing the drum?
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GasFeeLadyvip
· 01-10 08:56
ngl $15B is pretty fat but like... timing this dip feels sus to me, gas prices have been all over the map lately. watched a16z move before, they always seem to know the optimal window somehow 👀
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blocksnarkvip
· 01-10 08:44
15 billion USD, a16z is really all in this time. It feels like there's going to be a big movement again. When goat took off last time, I was already thinking that when big capital moves, the market gets excited. That's the rule. I've also looked into a lot of things around Claude, but you need to pick projects that are truly usable, and not follow the trend to get cut. Those who get on the train early should make another profit this time. I'm still watching and waiting.
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